$273 Million is the total value of Arlington Value Capital's 10 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | BERKSHIRE HATHAWAY INC CL B | $127,784,000 | – | 1,141,747 | +100.0% | 46.87% | – |
| VPRT | New | VISTAPRINT NV | $45,116,000 | – | 913,826 | +100.0% | 16.55% | – |
| BAC | New | BANK OF AMERICA CORP | $44,293,000 | – | 3,444,241 | +100.0% | 16.24% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC CL A | $16,017,000 | – | 95 | +100.0% | 5.87% | – |
| XPO | New | XPO LOGISTICS INC | $14,751,000 | – | 815,396 | +100.0% | 5.41% | – |
| CHRW | New | C.H. ROBINSON WORLDWIDE INC | $12,256,000 | – | 217,647 | +100.0% | 4.50% | – |
| INWK | New | INNERWORKINGS INC | $7,336,000 | – | 676,114 | +100.0% | 2.69% | – |
| LUK | New | LEUCADIA NATIONAL CORP | $2,639,000 | – | 100,638 | +100.0% | 0.97% | – |
| DFZ | New | BARRY (R.G.) | $2,194,000 | – | 135,099 | +100.0% | 0.80% | – |
| DSWL | New | DESWELL INDUSTRIES INC | $269,000 | – | 107,881 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC CL B | 28 | Q1 2020 | 46.9% |
| BERKSHIRE HATHAWAY INC CL A | 28 | Q1 2020 | 7.8% |
| DESWELL INDUSTRIES INC | 28 | Q1 2020 | 0.1% |
| BANK OF AMERICA CORP | 25 | Q1 2020 | 23.1% |
| INTERACTIVE BROKERS GRO-CL A | 22 | Q1 2020 | 10.6% |
| CIMPRESS N V | 20 | Q3 2019 | 24.1% |
| LEUCADIA NATIONAL CORP | 20 | Q1 2018 | 13.2% |
| COPART INC | 18 | Q2 2018 | 1.7% |
| HEICO CORP NEW - CL A | 15 | Q3 2018 | 0.4% |
| AUTONATION INC | 14 | Q1 2020 | 10.1% |
View Arlington Value Capital's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| CIMPRESS plc | February 14, 2020 | 1,995,437 | 7.6% |
| Spectrum Brands, Inc. | February 14, 2020 | 2,719,644 | 5.9% |
| MONRO, INC. | February 13, 2019 | 1,645,436 | 5.0% |
| RENT A CENTER INC DESold out | February 13, 2019 | 0 | 0.0% |
| NOW Inc. | February 14, 2017 | 2,890,690 | 2.7% |
| Chefs' Warehouse, Inc. | February 16, 2016 | 666,154 | 2.5% |
| OUTERWALL INC | February 16, 2016 | 1,386,001 | 8.3% |
View Arlington Value Capital's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2021-02-24 |
| 13F-NT | 2020-11-05 |
| 13F-NT | 2020-08-17 |
| 13F-HR | 2020-05-15 |
| 13F-HR | 2020-02-14 |
| SC 13G/A | 2020-02-14 |
| SC 13G/A | 2020-02-14 |
| 13F-HR | 2019-11-14 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-14 |
View Arlington Value Capital's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.