Arlington Value Capital as of Sept. 30, 2016
Portfolio Holdings for Arlington Value Capital
Arlington Value Capital holds 18 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 22.2 | $191M | 1.3M | 144.47 | |
| Cimpress N V Shs Euro | 21.0 | $181M | 1.8M | 101.18 | |
| Leucadia National | 12.9 | $111M | 5.8M | 19.04 | |
| Now (DNOW) | 8.8 | $76M | 3.5M | 21.43 | |
| Interactive Brokers (IBKR) | 8.7 | $75M | 2.1M | 35.27 | |
| MSC Industrial Direct (MSM) | 7.8 | $68M | 920k | 73.41 | |
| Bank of America Corporation (BAC) | 6.3 | $54M | 3.5M | 15.65 | |
| Wells Fargo & Company (WFC) | 6.2 | $54M | 1.2M | 44.28 | |
| Moody's Corporation (MCO) | 1.8 | $16M | 144k | 108.28 | |
| Berkshire Hathaway (BRK.A) | 1.1 | $9.3M | 43.00 | 216209.30 | |
| Via | 1.0 | $8.7M | 283k | 30.73 | |
| Armstrong World Industries (AWI) | 0.8 | $6.7M | 163k | 41.32 | |
| Copart (CPRT) | 0.7 | $6.1M | 115k | 53.55 | |
| Valmont Industries (VMI) | 0.3 | $2.8M | 21k | 134.57 | |
| HEICO Corporation (HEI.A) | 0.2 | $1.9M | 31k | 60.50 | |
| Liberty Global Inc C | 0.1 | $1.0M | 31k | 33.02 | |
| Raven Industries | 0.1 | $500k | 23k | 21.99 | |
| Deswell Industries (DSWL) | 0.0 | $177k | 101k | 1.75 |
