Arlington Value Capital, LLC Q4 2019

Arlington Value Capital, LLC holdings Q4 2019
Name ValueChangeSharesChangeWeightingChange
BERKSHIRE HATHAWAY INC CL Bcl b new$443,066
-8.27%
1,956,139
-15.76%
30.11%
-4.67%
CIMPRESS N VNew $250,9661,995,43717.05%
SPECTRUM BRANDS HOLDINGS INC$174,846
6.33%
2,719,644
-12.80%
11.88%
10.52%
ALLIANCE DATA SYSTEMS CORP$140,043
1.45%
1,248,158
15.85%
9.52%
5.44%
AUTONATION INC$130,766
-15.64%
2,688,996
-12.05%
8.89%
-12.32%
MONRO MUFFLER BRAKE INC$119,461
-4.66%
1,527,632
-3.68%
8.12%
-0.91%
JEFFERIES FINANCIAL GROUP INC$85,282
18.31%
3,990,704
1.86%
5.80%
22.96%
INTERACTIVE BROKERS GRO-CL A$54,776
-16.29%
1,174,950
-3.44%
3.72%
-13.00%
SPIRIT AIRLINES INC$18,206
6.84%
451,641
-3.79%
1.24%
11.04%
COVETRUS INCNew $16,9351,282,9491.15%
BERKSHIRE HATHAWAY INC CL Acl a$14,602
8.90%
430.00%0.99%
13.18%
GCI LIBERTY INC - CLASS A$13,587
9.13%
191,777
-4.39%
0.92%
13.43%
BANK OF AMERICA CORP$8,776
15.85%
249,180
-4.04%
0.60%
20.41%
GRUBHUB INC$206
-13.45%
4,2280.00%0.01%
-10.04%
DESWELL INDUSTRIES INC$610.00%22,781
-0.87%
0.00%
3.93%
CHARTER COMMUNICATIONS INC-Acl aSold $0-883-0.02%
CIMPRESS N VSold $0-2,085,731-17.98%
Portfolio Information
QuarterQ4 2019
Total value$1,471,579,000
Holdings15
Managers
Allan Mecham
Quarters
2020-03-31
$688,038
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