Arlington Value Capital as of March 31, 2018
Portfolio Holdings for Arlington Value Capital
Arlington Value Capital holds 21 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cimpress N V Shs Euro | 19.0 | $229M | 1.5M | 154.70 | |
| Berkshire Hathaway (BRK.B) | 15.1 | $182M | 913k | 199.48 | |
| Alliance Data Systems Corporation (BFH) | 14.2 | $172M | 809k | 212.86 | |
| Interactive Brokers (IBKR) | 9.7 | $117M | 1.7M | 67.24 | |
| Monro Muffler Brake (MNRO) | 7.0 | $84M | 1.6M | 53.60 | |
| AutoNation (AN) | 6.7 | $81M | 1.7M | 46.78 | |
| Leucadia National | 6.4 | $78M | 3.4M | 22.73 | |
| Advance Auto Parts (AAP) | 5.8 | $70M | 589k | 118.55 | |
| Molson Coors Brewing Company (TAP) | 3.8 | $45M | 602k | 75.33 | |
| Spirit Airlines (SAVE) | 3.0 | $37M | 971k | 37.78 | |
| Rent-A-Center (UPBD) | 2.9 | $35M | 4.1M | 8.63 | |
| MSC Industrial Direct (MSM) | 2.3 | $28M | 305k | 91.71 | |
| Bank of America Corporation (BAC) | 1.4 | $16M | 544k | 29.99 | |
| Berkshire Hathaway (BRK.A) | 1.1 | $13M | 43.00 | 299093.02 | |
| Copart (CPRT) | 1.0 | $13M | 245k | 50.93 | |
| HEICO Corporation (HEI.A) | 0.3 | $3.6M | 51k | 70.94 | |
| Armstrong World Industries (AWI) | 0.2 | $2.2M | 39k | 56.29 | |
| Raven Industries | 0.1 | $950k | 27k | 35.02 | |
| Dentsply Sirona (XRAY) | 0.1 | $575k | 11k | 50.28 | |
| Deswell Industries (DSWL) | 0.0 | $315k | 101k | 3.12 | |
| Liberty Global Inc C | 0.0 | $232k | 7.6k | 30.42 |
