Arlington Value Capital as of March 31, 2020
Portfolio Holdings for Arlington Value Capital
Arlington Value Capital holds 16 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hathaway (BRK.B) | 38.3 | $263M | 1.4M | 182.83 | |
Cimpress Plc Com Eur0.01 (CMPR) | 12.4 | $85M | 1.6M | 53.20 | |
AutoNation (AN) | 9.4 | $65M | 2.3M | 28.06 | |
Spectrum Brands Holding (SPB) | 9.2 | $64M | 1.7M | 36.37 | |
Monro Muffler Brake (MNRO) | 9.0 | $62M | 1.4M | 43.81 | |
Interactive Brokers (IBKR) | 6.3 | $43M | 999k | 43.17 | |
Jefferies Finl Group (JEF) | 6.1 | $42M | 3.1M | 13.67 | |
Alliance Data Systems Corporation (BFH) | 3.5 | $24M | 706k | 33.65 | |
Wayfair (W) | 1.8 | $12M | 232k | 53.44 | |
Berkshire Hathaway (BRK.A) | 1.7 | $12M | 43.00 | 272000.00 | |
Covetrus | 1.2 | $8.1M | 992k | 8.14 | |
Gci Liberty Incorporated | 1.0 | $6.9M | 121k | 56.97 | |
Bank of America Corporation (BAC) | 0.1 | $601k | 28k | 21.22 | |
Spirit Airlines (SAVE) | 0.1 | $523k | 41k | 12.90 | |
Molson Coors Brewing Company (TAP) | 0.1 | $483k | 12k | 39.01 | |
Deswell Industries (DSWL) | 0.0 | $50k | 23k | 2.19 |