Allan Mecham — Arlington Value Capital, LLC
Allan MechamArlington Value Capital, LLC
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Inc. | 1,439,746 | $263.2M | 38.3% |
| CMPR | Cimpress plc | 1,602,632 | $85.3M | 12.4% |
| AN | AutoNation, Inc. | 2,310,483 | $64.8M | 9.4% |
| SPB | Spectrum Brands Holdings, Inc. | 1,749,868 | $63.6M | 9.3% |
| MNRO | Monro Inc. | 1,408,248 | $61.7M | 9.0% |
| IBKR | Interactive Brokers Group, Inc. | 999,185 | $43.1M | 6.3% |
| JEF | Jefferies Financial Group Inc. | 3,056,028 | $41.8M | 6.1% |
| BFH | Bread Financial Holdings, Inc. | 705,603 | $23.7M | 3.5% |
| W | Wayfair Inc. | 231,791 | $12.4M | 1.8% |
| BRK/A | Berkshire Hathaway Inc. | 43 | $11.7M | 1.7% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.