Arlington Value Capital, LLC Q1 2020

Arlington Value Capital, LLC holdings Q1 2020
Name ValueChangeSharesChangeWeightingChange
BERKSHIRE HATHAWAY INC CL Bcl b new$263,228
-40.59%
1,439,746
-26.40%
38.26%
27.07%
CIMPRESS N V$85,260
-66.03%
1,602,632
-19.69%
12.39%
-27.34%
AUTONATION INC$64,832
-50.42%
2,310,483
-14.08%
9.42%
6.04%
SPECTRUM BRANDS HOLDINGS INC$63,642
-63.60%
1,749,868
-35.66%
9.25%
-22.15%
MONRO MUFFLER BRAKE INC$61,696
-48.35%
1,408,248
-7.81%
8.97%
10.46%
INTERACTIVE BROKERS GRO-CL A$43,135
-21.25%
999,185
-14.96%
6.27%
68.43%
JEFFERIES FINANCIAL GROUP INC$41,776
-51.01%
3,056,028
-23.42%
6.07%
4.77%
ALLIANCE DATA SYSTEMS CORP$23,743
-83.05%
705,603
-43.47%
3.45%
-63.74%
WAYFAIR INC- CLASS Acl aNew $12,387231,7911.80%
BERKSHIRE HATHAWAY INC CL Acl a$11,696
-19.90%
430.00%1.70%
71.32%
COVETRUS INC$8,071
-52.34%
991,498
-22.72%
1.17%
1.93%
GCI LIBERTY INC - CLASS A$6,915
-49.11%
121,377
-36.71%
1.01%
8.85%
BANK OF AMERICA CORP$601
-93.15%
28,327
-88.63%
0.09%
-85.35%
SPIRIT AIRLINES INC$523
-97.13%
40,550
-91.02%
0.08%
-93.86%
MOLSON COORS BEVERAGE COcl bNew $48312,3830.07%
DESWELL INDUSTRIES INC$50
-18.03%
22,7810.00%0.01%
75.31%
GRUBHUB INCSold $0-4,228-0.01%
Portfolio Information
QuarterQ1 2020
Total value$688,038,000
Holdings16
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