AV

Arlington Value Capital, LLC

13F
Arlington Value Capital, LLC
Last update 2020-05-15 16 Stocks (2 new)
Value $688.00 Mil Turnover 2 %
Countries:
Top Holdings: BRK.B(38.26%)CMPR(12.39%)AN(9.42%)SPB(9.25%)MNRO(8.97%)
Summary Stock Picks Current Portfolio
Arlington Value Capital, LLC Top Holdings of 2020-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
1,439,746
263,228.0
-26.40%
38.260
-7.95%
0.070
-8.39%
+6.48%
1,040,746.7
Insurance
CMPR
Cimpress PLC
1,602,632
85,260.0
-19.69%
12.390
-3.36%
6.140
+17.31%
-31.97%
1,213.8
Business Services
AN
AutoNation Inc
2,310,483
64,832.0
-14.08%
9.420
-1.25%
3.760
+21.18%
+20.51%
7,716.3
Vehicles & Parts
SPB
Spectrum Brands Holdings Inc
1,749,868
63,642.0
-35.66%
9.250
-4.24%
4.290
-3.35%
-28.39%
1,463.5
Consumer Packaged Goods
MNRO
Monro Inc
1,408,248
61,696.0
-7.81%
8.970
-0.63%
4.200
+18.07%
-30.58%
499.0
Vehicles & Parts
IBKR
Interactive Brokers Group Inc
3,996,740
43,135.0
-14.96%
6.270
-0.56%
1.020
+56.87%
+43.76%
27,597.1
Capital Markets
JEF
Jefferies Financial Group Inc
3,056,028
41,776.0
-23.42%
6.070
-1.36%
1.280
+27.08%
-26.27%
11,766.2
Capital Markets
BFH
Bread Financial Holdings Inc
705,603
23,743.0
-43.47%
3.450
-4.14%
1.420
+34.67%
+5.94%
2,985.3
Credit Services
W
Wayfair Inc
231,791
12,387.0
New Holding
1.800
+1.80%
0.220
+122.25%
+41.76%
8,062.1
Retail - Cyclical
BRK.A
Berkshire Hathaway Inc
43
11,696.0
0%
1.700
0%
0.000
-8.33%
+6.20%
1,040,746.7
Insurance

Arlington Value Capital, LLC's Historical Top Holdings Breakdowns

Arlington Value Capital, LLC Total Holding History ($B)

To

Arlington Value Capital, LLC's Asset Allocation

To

Arlington Value Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Arlington Value Capital, LLC's Hypothetical Growth since 2020-03-31

Arlington Value Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Arlington Value Capital, LLC's Holdings Heat Map

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Arlington Value Capital, LLC's Holdings Bubble Chart

Arlington Value Capital, LLC News

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