Arlington Value Capital, LLC Buys Wayfair Inc, Molson Coors Beverage Co, Sells Berkshire Hathaway Inc, Spectrum Brands Holdings Inc, Alliance Data Systems Corp

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May 15, 2020
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Salt Lake City, UT, based Investment company Arlington Value Capital, LLC (Current Portfolio) buys Wayfair Inc, Molson Coors Beverage Co, sells Berkshire Hathaway Inc, Spectrum Brands Holdings Inc, Alliance Data Systems Corp, Jefferies Financial Group Inc, Spirit Airlines Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Arlington Value Capital, LLC. As of 2020Q1, Arlington Value Capital, LLC owns 16 stocks with a total value of $688 million. These are the details of the buys and sells.

For the details of Arlington Value Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/arlington+value+capital%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Arlington Value Capital, LLC
  1. Berkshire Hathaway Inc (BRK.B) - 1,439,746 shares, 38.26% of the total portfolio. Shares reduced by 26.4%
  2. Cimpress PLC (CMPR) - 1,602,632 shares, 12.39% of the total portfolio. Shares reduced by 19.69%
  3. AutoNation Inc (AN) - 2,310,483 shares, 9.42% of the total portfolio. Shares reduced by 14.08%
  4. Spectrum Brands Holdings Inc (SPB) - 1,749,868 shares, 9.25% of the total portfolio. Shares reduced by 35.66%
  5. Monro Inc (MNRO) - 1,408,248 shares, 8.97% of the total portfolio. Shares reduced by 7.81%
New Purchase: Wayfair Inc (W)

Arlington Value Capital, LLC initiated holding in Wayfair Inc. The purchase prices were between $23.52 and $109.87, with an estimated average price of $77.3. The stock is now traded at around $170.71. The impact to a portfolio due to this purchase was 1.8%. The holding were 231,791 shares as of .

New Purchase: Molson Coors Beverage Co (TAP)

Arlington Value Capital, LLC initiated holding in Molson Coors Beverage Co. The purchase prices were between $34.56 and $58.05, with an estimated average price of $50.88. The stock is now traded at around $36.46. The impact to a portfolio due to this purchase was 0.07%. The holding were 12,383 shares as of .

Sold Out: GrubHub Inc (GRUB)

Arlington Value Capital, LLC sold out a holding in GrubHub Inc. The sale prices were between $30.13 and $58.57, with an estimated average price of $49.27.



Here is the complete portfolio of Arlington Value Capital, LLC. Also check out:

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