Arlington Value Capital, LLC Q3 2019

Arlington Value Capital, LLC holdings Q3 2019
Name ValueChangeSharesChangeWeightingChange
BERKSHIRE HATHAWAY INC CL Bcl b new$483,034
12.93%
2,322,055
15.73%
31.58%
8.91%
CIMPRESS N V$274,983
40.74%
2,085,731
-2.97%
17.98%
35.73%
SPECTRUM BRANDS HOLDINGS INC$164,430
-0.69%
3,118,927
1.29%
10.75%
-4.22%
AUTONATION INC$155,014
9.15%
3,057,473
-9.71%
10.14%
5.27%
ALLIANCE DATA SYSTEMS CORP$138,046
-29.55%
1,077,394
-22.95%
9.03%
-32.06%
MONRO MUFFLER BRAKE INC$125,304
-10.50%
1,585,928
-3.38%
8.19%
-13.69%
JEFFERIES FINANCIAL GROUP INC$72,085
-7.94%
3,917,667
-3.79%
4.71%
-11.22%
INTERACTIVE BROKERS GRO-CL A$65,437
-9.18%
1,216,750
-8.47%
4.28%
-12.42%
SPIRIT AIRLINES INC$17,041
-26.80%
469,448
-3.75%
1.11%
-29.41%
BERKSHIRE HATHAWAY INC CL Acl a$13,409
-2.05%
430.00%0.88%
-5.53%
GCI LIBERTY INC - CLASS A$12,450
-3.02%
200,577
-3.97%
0.81%
-6.48%
BANK OF AMERICA CORP$7,575
-2.50%
259,680
-3.06%
0.50%
-5.97%
CHARTER COMMUNICATIONS INC-Acl a$364
4.30%
8830.00%0.02%
0.58%
GRUBHUB INCNew $2384,2280.02%
DESWELL INDUSTRIES INC$61
-4.69%
22,9810.00%0.00%
-8.08%
Portfolio Information
QuarterQ3 2019
Total value$1,529,471,000
Holdings15
Managers
Allan Mecham
Quarters
2019-12-31
$1,471,579
2019-09-30
$1,529,471
2019-06-30
$1,475,000
2019-03-31
$1,419,394
2018-12-31
$1,253,672
2018-09-30
$1,363,334
2018-06-30
$1,275,750
2018-03-31
$1,208,387
2017-12-31
$1,057,662
2017-09-30
$999,512
2017-06-30
$873,633
2017-03-31
$700,755
2016-12-31
$727,214
2016-09-30
$862,354
2016-06-30
$901,962
2016-03-31
$817,524
2015-12-31
$796,061
2015-09-30
$745,404
2015-06-30
$716,126
2015-03-31
$692,154
2014-12-31
$564,751
2014-09-30
$443,052
2014-06-30
$454,430
2014-03-31
$389,109
2013-12-31
$348,150
2013-09-30
$304,482
2013-06-30
$272,655
SEC Filings