Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Arlington Value Capital, LLC (CIK 1568820) reported $688.0M across 16 reported positions in its SEC 13F filing for 2020-03-31. Largest positions: BRK/B ($263.2M, 38.26%), CMPR ($85.3M, 12.39%), AN ($64.8M, 9.42%), SPB ($63.6M, 9.25%), MNRO ($61.7M, 8.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC CL B | $263.2M | 38.26% | 1.4M | Trimmed |
| 2 | CMPR | CIMPRESS N V | $85.3M | 12.39% | 1.6M | Trimmed |
| 3 | AN | AUTONATION INC | $64.8M | 9.42% | 2.3M | Trimmed |
| 4 | SPB | SPECTRUM BRANDS HOLDINGS INC | $63.6M | 9.25% | 1.7M | Trimmed |
| 5 | MNRO | MONRO MUFFLER BRAKE INC | $61.7M | 8.97% | 1.4M | Trimmed |
| 6 | IBKR | INTERACTIVE BROKERS GRO-CL A | $43.1M | 6.27% | 999,185 | Trimmed |
| 7 | JEF | JEFFERIES FINANCIAL GROUP INC | $41.8M | 6.07% | 3.1M | Trimmed |
| 8 | BFH | ALLIANCE DATA SYSTEMS CORP | $23.7M | 3.45% | 705,603 | Trimmed |
| 9 | W | WAYFAIR INC- CLASS A | $12.4M | 1.80% | 231,791 | New |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC CL A | $11.7M | 1.70% | 43 | Hold |
| 11 | CVET | COVETRUS INC | $8.1M | 1.17% | 991,498 | Trimmed |
| 12 | GLIBA | GCI LIBERTY INC - CLASS A | $6.9M | 1.01% | 121,377 | Trimmed |
| 13 | BAC | BANK OF AMERICA CORP | $601,000 | 0.09% | 28,327 | Trimmed |
| 14 | SAVE | SPIRIT AIRLINES INC | $523,000 | 0.08% | 40,550 | Trimmed |
| 15 | TAP | MOLSON COORS BEVERAGE CO | $483,000 | 0.07% | 12,383 | New |
| 16 | DSWL | DESWELL INDUSTRIES INC | $50,000 | 0.01% | 22,781 | Hold |
| 17 | GRUB1 | GRUBHUB INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2020-03-31