Arlington Value Capital as of Sept. 30, 2019
Portfolio Holdings for Arlington Value Capital
Arlington Value Capital holds 15 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 31.6 | $483M | 2.3M | 208.02 | |
| Cimpress N V Shs Euro | 18.0 | $275M | 2.1M | 131.84 | |
| Spectrum Brands Holding (SPB) | 10.8 | $164M | 3.1M | 52.72 | |
| AutoNation (AN) | 10.1 | $155M | 3.1M | 50.70 | |
| Alliance Data Systems Corporation (BFH) | 9.0 | $138M | 1.1M | 128.13 | |
| Monro Muffler Brake (MNRO) | 8.2 | $125M | 1.6M | 79.01 | |
| Jefferies Finl Group (JEF) | 4.7 | $72M | 3.9M | 18.40 | |
| Interactive Brokers (IBKR) | 4.3 | $65M | 1.2M | 53.78 | |
| Spirit Airlines (SAVEQ) | 1.1 | $17M | 469k | 36.30 | |
| Berkshire Hathaway (BRK.A) | 0.9 | $13M | 43.00 | 311837.21 | |
| Gci Liberty Incorporated | 0.8 | $12M | 201k | 62.07 | |
| Bank of America Corporation (BAC) | 0.5 | $7.6M | 260k | 29.17 | |
| Grubhub | 0.0 | $238k | 4.2k | 56.29 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $364k | 883.00 | 412.23 | |
| Deswell Industries (DSWL) | 0.0 | $61k | 23k | 2.65 |
