57 is the total number of securities Arlington Value Capital has owned. The longest Arlington Value Capital has owned a single stock is 28 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| BRKB | BERKSHIRE HATHAWAY INC... | 28 | 28 | 3.43% | 22.06% | 46.87% | Q2 2013 | Q1 2020 | 28 |
| BRKA | BERKSHIRE HATHAWAY INC... | 28 | 28 | 0.88% | 2.19% | 7.84% | Q2 2013 | Q1 2020 | 28 |
| DSWL | DESWELL INDUSTRIES INC | 28 | 28 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2020 | 28 |
| BAC | BANK OF AMERICA CORP | 16 | 9 | 0.09% | 7.38% | 23.09% | Q2 2013 | Q1 2020 | 25 |
| IBKR | INTERACTIVE BROKERS GR... | 22 | 22 | 3.72% | 7.83% | 10.59% | Q4 2014 | Q1 2020 | 22 |
| CMPR | CIMPRESS N V | 20 | 20 | 11.84% | 18.14% | 24.12% | Q4 2014 | Q3 2019 | 20 |
| LUK | LEUCADIA NATIONAL CORP | 20 | 20 | 0.85% | 7.74% | 13.22% | Q2 2013 | Q1 2018 | 20 |
| CPRT | COPART INC | 18 | 18 | 0.09% | 0.76% | 1.69% | Q1 2014 | Q2 2018 | 18 |
| HEIA | HEICO CORP NEW - CL A | 15 | 15 | 0.04% | 0.23% | 0.36% | Q1 2015 | Q3 2018 | 15 |
| AN | AUTONATION INC | 14 | 14 | 2.31% | 7.75% | 10.14% | Q4 2016 | Q1 2020 | 14 |
| MSM | MSC INDUSTRIAL DIRECT ... | 14 | 14 | 1.48% | 6.06% | 9.89% | Q1 2015 | Q2 2018 | 14 |
| DNOW | NOW INC/DE | 12 | 12 | 1.47% | 8.65% | 12.70% | Q3 2014 | Q2 2017 | 12 |
| MNRO | MONRO MUFFLER BRAKE INC | 12 | 12 | 4.84% | 8.23% | 10.10% | Q2 2017 | Q1 2020 | 12 |
| ADS | ALLIANCE DATA SYSTEMS ... | 11 | 11 | 2.94% | 11.39% | 18.86% | Q3 2017 | Q1 2020 | 11 |
| SAVE | SPIRIT AIRLINES INC | 11 | 11 | 0.08% | 2.36% | 4.30% | Q3 2017 | Q1 2020 | 11 |
| RAVN | RAVEN INDUSTRIES INC | 11 | 11 | 0.04% | 0.08% | 0.10% | Q1 2016 | Q3 2018 | 11 |
| OUTR | OUTERWALL INC | 9 | 9 | 3.57% | 8.54% | 13.04% | Q2 2014 | Q2 2016 | 9 |
| CHEF | THE CHEFS' WAREHOUSE INC | 9 | 9 | 0.91% | 3.32% | 6.61% | Q2 2014 | Q2 2016 | 9 |
| JEF | JEFFERIES FINANCIAL GR... | 8 | 8 | 4.71% | 5.61% | 6.35% | Q2 2018 | Q1 2020 | 8 |
| TAP | MOLSON COORS BREWING CO B | 5 | 1 | 0.07% | 3.50% | 7.59% | Q2 2017 | Q1 2020 | 8 |
| TRIP | TRIPADVISOR INC | 4 | 4 | 0.56% | 1.66% | 3.47% | Q3 2015 | Q4 2017 | 8 |
| AWI | ARMSTRONG WORLD INDUST... | 8 | 8 | 0.18% | 0.37% | 0.95% | Q3 2016 | Q2 2018 | 8 |
| LBTYK | LIBERTY GLOBAL INC-SER... | 7 | 1 | 0.02% | 0.04% | 0.12% | Q3 2016 | Q3 2018 | 8 |
| SONY | SONY CORP-SPONSORED ADR | 7 | 7 | 4.12% | 8.70% | 11.64% | Q2 2014 | Q4 2015 | 7 |
| WFC | WELLS FARGO & COMPANY | 7 | 7 | 1.24% | 3.42% | 6.24% | Q2 2016 | Q4 2017 | 7 |
| GLIBA | GCI LIBERTY INC - CLASS A | 7 | 7 | 0.69% | 0.85% | 1.00% | Q3 2018 | Q1 2020 | 7 |
| VPRT | VISTAPRINT NV | 6 | 6 | 11.08% | 16.13% | 19.22% | Q2 2013 | Q3 2014 | 6 |
| SPB | SPECTRUM BRANDS HOLDIN... | 6 | 6 | 9.25% | 10.93% | 12.16% | Q4 2018 | Q1 2020 | 6 |
| RCII | RENT-A-CENTER INC | 6 | 6 | 0.05% | 2.71% | 4.27% | Q1 2017 | Q2 2018 | 6 |
| VMI | VALMONT INDUSTRIES | 6 | 6 | 0.05% | 0.27% | 0.50% | Q2 2016 | Q3 2017 | 6 |
| CHRW | C.H. ROBINSON WORLDWID... | 5 | 5 | 4.50% | 8.38% | 11.77% | Q2 2013 | Q2 2014 | 5 |
| Y | ALLEGHANY CORP | 5 | 5 | 6.40% | 7.13% | 7.69% | Q1 2014 | Q1 2015 | 5 |
| MCO | MOODYS CORP | 5 | 5 | 0.80% | 2.04% | 2.99% | Q1 2016 | Q1 2017 | 5 |
| DFZ | BARRY (R.G.) | 5 | 5 | 0.80% | 0.91% | 1.04% | Q2 2013 | Q2 2014 | 5 |
| CHTR | CHARTER COMMUNICATIONS... | 5 | 5 | 0.02% | 0.57% | 2.46% | Q3 2018 | Q3 2019 | 5 |
| XRAY | DENTSPLY INTERNATIONAL... | 5 | 5 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q3 2018 | 5 |
| AAP | ADVANCE AUTO PARTS INC | 4 | 4 | 0.32% | 3.97% | 5.78% | Q3 2017 | Q2 2018 | 4 |
| OUTR | OUTERWALL INC | 4 | 4 | 0.20% | 0.26% | 0.40% | Q3 2015 | Q2 2016 | 4 |
| LTRPA | LIBERTY TRIPADVISOR HD... | 4 | 4 | 0.08% | 0.10% | 0.13% | Q3 2015 | Q2 2016 | 4 |
| IBM | INTL BUSINESS MACHINES... | 3 | 3 | 6.16% | 6.84% | 7.45% | Q4 2013 | Q2 2014 | 3 |
| XPO | XPO LOGISTICS INC | 3 | 3 | 5.41% | 5.92% | 6.42% | Q2 2013 | Q4 2013 | 3 |
| LB | L BRANDS INC | 2 | 1 | 0.88% | 2.74% | 3.78% | Q2 2016 | Q4 2018 | 3 |
| INWK | INNERWORKINGS INC | 3 | 3 | 0.35% | 1.21% | 2.69% | Q2 2013 | Q4 2013 | 3 |
| ST | SENSATA TECHNOLOGIES H... | 3 | 3 | 0.64% | 1.06% | 1.28% | Q4 2016 | Q2 2017 | 3 |
| ARES | ARES MANAGEMENT LP | 3 | 3 | 0.15% | 0.57% | 0.92% | Q2 2014 | Q4 2014 | 3 |
| CMPR | CIMPRESS N V | 2 | 2 | 12.39% | 14.72% | 17.05% | Q4 2019 | Q1 2020 | 2 |
| CVET | COVETRUS INC | 2 | 2 | 1.15% | 1.16% | 1.17% | Q4 2019 | Q1 2020 | 2 |
| GRUB | GRUBHUB INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
| RUE | RUE21 INC | 1 | 1 | 4.72% | 4.72% | 4.72% | Q3 2013 | Q3 2013 | 1 |
| RBA | RITCHIE BROS AUCTIONEE... | 1 | 1 | 2.14% | 2.14% | 2.14% | Q4 2013 | Q4 2013 | 1 |
| FL | FOOT LOCKER INC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q3 2017 | Q3 2017 | 1 |
| W | WAYFAIR INC- CLASS A | 1 | 1 | 1.80% | 1.80% | 1.80% | Q1 2020 | Q1 2020 | 1 |
| LMCK | LIBERTY MEDIA CORP - C | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2015 | Q3 2015 | 1 |
| VIAB | VIACOM INC-CLASS B | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2016 | Q3 2016 | 1 |
| SAM | BOSTON BEER COMPANY IN... | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2017 | Q2 2017 | 1 |
| HBI | HANESBRANDS INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q2 2017 | 1 |
| A309PS | DIRECTV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
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The securities at the top of the list , including BERKSHIRE HATHAWAY INC CL B, BERKSHIRE HATHAWAY INC CL A, and DESWELL INDUSTRIES INC, are the highest-conviction holdings of Arlington Value Capital.
The conviction is calculated by counting the number of quarters a security has been reported by Arlington Value Capital. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Arlington Value Capital owns currently or has owned in the past.