Arlington Value Capital as of Sept. 30, 2018
Portfolio Holdings for Arlington Value Capital
Arlington Value Capital holds 19 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 19.0 | $260M | 1.2M | 214.11 | |
| Alliance Data Systems Corporation (BFH) | 18.9 | $257M | 1.1M | 236.16 | |
| Cimpress N V Shs Euro | 15.2 | $207M | 1.5M | 136.61 | |
| Monro Muffler Brake (MNRO) | 8.5 | $115M | 1.7M | 69.60 | |
| Molson Coors Brewing Company (TAP) | 7.5 | $103M | 1.7M | 61.50 | |
| Interactive Brokers (IBKR) | 6.8 | $93M | 1.7M | 55.31 | |
| Jefferies Finl Group (JEF) | 5.8 | $78M | 3.6M | 21.96 | |
| AutoNation (AN) | 5.7 | $77M | 1.9M | 41.55 | |
| L Brands | 3.8 | $52M | 1.7M | 30.30 | |
| Spirit Airlines (SAVE) | 3.5 | $48M | 1.0M | 46.97 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.5 | $34M | 103k | 325.88 | |
| Berkshire Hathaway (BRK.A) | 1.0 | $14M | 43.00 | 320000.00 | |
| Gci Liberty Incorporated | 0.8 | $11M | 210k | 51.00 | |
| Bank of America Corporation (BAC) | 0.6 | $8.2M | 279k | 29.46 | |
| HEICO Corporation (HEI.A) | 0.4 | $5.0M | 66k | 75.51 | |
| Raven Industries | 0.1 | $1.3M | 29k | 45.73 | |
| Deswell Industries (DSWL) | 0.0 | $353k | 101k | 3.50 | |
| Dentsply Sirona (XRAY) | 0.0 | $439k | 12k | 37.72 | |
| Liberty Global Inc C | 0.0 | $215k | 7.6k | 28.19 |
