Top Funds / Arlington Value Capital, LLC


Allan Mecham

2020Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2019Q4 $ vs. 2019Q4
BERKSHIRE HATHAWAY INC CL B 1,439,746 $263,228,000 38.26% -516,393 -$179,838,000
CIMPRESS plc EURO 1,602,632 $85,260,000 12.39% -392,805 -$165,706,000
AUTONATION, INC. 2,310,483 $64,832,000 9.42% -378,513 -$65,934,000
Spectrum Brands Holdings, Inc. 1,749,868 $63,642,000 9.25% -969,776 -$111,204,000
MONRO, INC. 1,408,248 $61,696,000 8.97% -119,384 -$57,765,000
Interactive Brokers Group, Inc. CL A 999,185 $43,135,000 6.27% -175,765 -$11,641,000
Jefferies Financial Group Inc. 3,056,028 $41,776,000 6.07% -934,676 -$43,506,000
ALLIANCE DATA SYSTEMS CORP 705,603 $23,743,000 3.45% -542,555 -$116,300,000
Wayfair Inc. CL A 231,791 $12,387,000 1.80% New +$12,387,000
BERKSHIRE HATHAWAY INC CL A 43 $11,696,000 1.70% No Change -$2,906,000
COVETRUS, INC. 991,498 $8,071,000 1.17% -291,451 -$8,864,000
GCI LIBERTY, INC. CL A 121,377 $6,915,000 1.01% -70,400 -$6,672,000
BANK OF AMERICA CORP /DE/ 28,327 $601,000 0.09% -220,853 -$8,175,000
Spirit Airlines, Inc. 40,550 $523,000 0.08% -411,091 -$17,683,000
MOLSON COORS BEVERAGE CO CL B 12,383 $483,000 0.07% New +$483,000
DESWELL INDUSTRIES INC 22,781 $50,000 0.01% No Change -$11,000
GrubHub Inc. 0 $0 0% Closed -$206,000