Arlington Value Capital as of Sept. 30, 2017
Portfolio Holdings for Arlington Value Capital
Arlington Value Capital holds 25 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cimpress N V Shs Euro | 20.2 | $202M | 2.1M | 97.66 | |
| Berkshire Hathaway (BRK.B) | 17.1 | $171M | 935k | 183.32 | |
| Leucadia National | 9.2 | $92M | 3.7M | 25.25 | |
| AutoNation (AN) | 9.1 | $91M | 1.9M | 47.46 | |
| Monro Muffler Brake (MNRO) | 8.7 | $87M | 1.6M | 56.05 | |
| Interactive Brokers (IBKR) | 8.5 | $85M | 1.9M | 45.04 | |
| Spirit Airlines (SAVE) | 4.3 | $43M | 1.3M | 33.41 | |
| Rent-A-Center (UPBD) | 3.5 | $35M | 3.1M | 11.48 | |
| Bank of America Corporation (BAC) | 3.1 | $31M | 1.2M | 25.34 | |
| Alliance Data Systems Corporation (BFH) | 2.9 | $29M | 133k | 221.55 | |
| MSC Industrial Direct (MSM) | 2.9 | $29M | 380k | 75.57 | |
| Tripadvisor (TRIP) | 2.3 | $23M | 564k | 40.53 | |
| Foot Locker (FL) | 1.9 | $19M | 538k | 35.22 | |
| Molson Coors Brewing Company (TAP) | 1.7 | $17M | 212k | 81.64 | |
| Wells Fargo & Company (WFC) | 1.2 | $12M | 225k | 55.15 | |
| Berkshire Hathaway (BRK.A) | 1.2 | $12M | 43.00 | 274744.19 | |
| Copart (CPRT) | 0.9 | $8.7M | 253k | 34.37 | |
| Advance Auto Parts (AAP) | 0.3 | $3.2M | 33k | 99.21 | |
| HEICO Corporation (HEI.A) | 0.3 | $3.2M | 43k | 76.21 | |
| Armstrong World Industries (AWI) | 0.2 | $2.0M | 39k | 51.26 | |
| Raven Industries | 0.1 | $892k | 28k | 32.39 | |
| Dentsply Sirona (XRAY) | 0.1 | $684k | 11k | 59.81 | |
| Valmont Industries (VMI) | 0.1 | $494k | 3.1k | 158.08 | |
| Deswell Industries (DSWL) | 0.0 | $267k | 101k | 2.64 | |
| Liberty Global Inc C | 0.0 | $259k | 7.9k | 32.68 |
