Arlington Value Capital as of Dec. 31, 2017
Portfolio Holdings for Arlington Value Capital
Arlington Value Capital holds 22 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cimpress N V Shs Euro | 19.4 | $206M | 1.7M | 119.88 | |
| Berkshire Hathaway (BRK.B) | 17.2 | $182M | 920k | 198.22 | |
| Interactive Brokers (IBKR) | 10.4 | $110M | 1.9M | 59.21 | |
| Leucadia National | 9.0 | $95M | 3.6M | 26.49 | |
| AutoNation (AN) | 8.6 | $91M | 1.8M | 51.33 | |
| Monro Muffler Brake (MNRO) | 8.4 | $89M | 1.6M | 56.95 | |
| Advance Auto Parts (AAP) | 4.7 | $50M | 499k | 99.69 | |
| Rent-A-Center (UPBD) | 4.3 | $45M | 4.1M | 11.10 | |
| Spirit Airlines (SAVE) | 4.1 | $44M | 975k | 44.85 | |
| Alliance Data Systems Corporation (BFH) | 4.0 | $42M | 166k | 253.48 | |
| MSC Industrial Direct (MSM) | 3.1 | $33M | 344k | 96.66 | |
| Bank of America Corporation (BAC) | 1.5 | $16M | 547k | 29.52 | |
| Wells Fargo & Company (WFC) | 1.3 | $13M | 220k | 60.67 | |
| Berkshire Hathaway (BRK.A) | 1.2 | $13M | 43.00 | 297581.40 | |
| Copart (CPRT) | 1.0 | $11M | 249k | 43.19 | |
| Tripadvisor (TRIP) | 1.0 | $10M | 298k | 34.46 | |
| HEICO Corporation (HEI.A) | 0.3 | $3.3M | 42k | 79.03 | |
| Armstrong World Industries (AWI) | 0.2 | $2.3M | 39k | 60.53 | |
| Raven Industries | 0.1 | $942k | 27k | 34.33 | |
| Dentsply Sirona (XRAY) | 0.1 | $752k | 11k | 65.75 | |
| Deswell Industries (DSWL) | 0.0 | $274k | 101k | 2.71 | |
| Liberty Global Inc C | 0.0 | $268k | 7.9k | 33.81 |
