Arlington Value Capital as of June 30, 2017
Portfolio Holdings for Arlington Value Capital
Arlington Value Capital holds 24 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cimpress N V Shs Euro | 22.6 | $198M | 2.1M | 94.53 | |
| Berkshire Hathaway (BRK.B) | 18.1 | $158M | 935k | 169.37 | |
| Leucadia National | 10.9 | $95M | 3.6M | 26.16 | |
| AutoNation (AN) | 10.1 | $88M | 2.1M | 42.16 | |
| Interactive Brokers (IBKR) | 8.1 | $71M | 1.9M | 37.42 | |
| Now (DNOW) | 4.9 | $43M | 2.7M | 16.08 | |
| Monro Muffler Brake (MNRO) | 4.8 | $42M | 1.0M | 41.75 | |
| MSC Industrial Direct (MSM) | 4.5 | $40M | 459k | 85.96 | |
| Rent-A-Center (UPBD) | 3.6 | $32M | 2.7M | 11.72 | |
| Bank of America Corporation (BAC) | 3.4 | $30M | 1.2M | 24.26 | |
| Wells Fargo & Company (WFC) | 2.8 | $24M | 435k | 55.41 | |
| Sensata Technologies Hldg Bv | 1.3 | $11M | 263k | 42.72 | |
| Berkshire Hathaway (BRK.A) | 1.2 | $11M | 43.00 | 254697.67 | |
| Copart (CPRT) | 0.9 | $8.0M | 252k | 31.79 | |
| Boston Beer Company (SAM) | 0.7 | $6.3M | 48k | 132.14 | |
| Tripadvisor (TRIP) | 0.6 | $4.8M | 127k | 38.19 | |
| Molson Coors Brewing Company (TAP) | 0.4 | $3.8M | 44k | 86.33 | |
| HEICO Corporation (HEI.A) | 0.3 | $2.6M | 43k | 62.04 | |
| Armstrong World Industries (AWI) | 0.2 | $1.8M | 40k | 45.98 | |
| Hanesbrands (HBI) | 0.2 | $1.7M | 72k | 23.15 | |
| Raven Industries | 0.1 | $833k | 25k | 33.27 | |
| Valmont Industries (VMI) | 0.1 | $467k | 3.1k | 149.44 | |
| Deswell Industries (DSWL) | 0.0 | $221k | 101k | 2.19 | |
| Liberty Global Inc C | 0.0 | $247k | 7.9k | 31.16 |
