Arlington Value Capital, LLC [Rocket]

Holdings

Arlington Value Capital, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
BERKSHIRE HATHAWAY INC	BRK/B	Common	1,439,746	-516,393	263,228,000	-179,838,000	38.26		Hist	03/31/2020
CIMPRESS plc	CMPR	Common	1,602,632	-392,805	85,260,000	-165,706,000	12.39	6.12	Hist	03/31/2020
AUTONATION, INC.	AN	Common	2,310,483	-378,513	64,832,000	-65,934,000	9.42	2.58	Hist	03/31/2020
Spectrum Brands Holdings, Inc.	SPB	COM	1,749,868	-969,776	63,642,000	-111,204,000	9.25		Hist	03/31/2020
MONRO, INC.	MNRO	COM	1,408,248	-119,384	61,696,000	-57,765,000	8.97	4.23	Hist	03/31/2020
Interactive Brokers Group, Inc.	IBKR	Cl A	999,185	-175,765	43,135,000	-11,641,000	6.27		Hist	03/31/2020
Jefferies Financial Group Inc.	JEF	Common	3,056,028	-934,676	41,776,000	-43,506,000	6.07	1.06	Hist	03/31/2020
BREAD FINANCIAL HOLDINGS, INC.	ADS	Common	705,603	-542,555	23,743,000	-116,300,000	3.45	1.48	Hist	03/31/2020
Wayfair Inc.	W	Common	231,791	231,791	12,387,000	12,387,000	1.80		Hist	03/31/2020
BERKSHIRE HATHAWAY INC	BRK.A	Common	43	0	11,696,000	-2,906,000	1.70		Hist	03/31/2020
COVETRUS, INC.	CVET	Common	991,498	-291,451	8,071,000	-8,864,000	1.17	0.89	Hist	03/31/2020
GRIZZLY MERGER SUB 1, LLC	GLIBA	Common	121,377	-70,400	6,915,000	-6,672,000	1.01	0.11	Hist	03/31/2020
BANK OF AMERICA CORP /DE/	BAC	Common	28,327	-220,853	601,000	-8,175,000	0.09	0.00	Hist	03/31/2020
Spirit Airlines, Inc.	SAVE	COM	40,550	-411,091	523,000	-17,683,000	0.08	0.06	Hist	03/31/2020
MOLSON COORS BEVERAGE CO	TAP	CL B	12,383	12,383	483,000	483,000	0.07		Hist	03/31/2020
DESWELL INDUSTRIES INC	DSWL	COMMON	22,781	0	50,000	-11,000	0.01		Hist	03/31/2020
CIMPRESS plc	CMPR	Common	0	-1,995,437	0	-250,966,111	0.00	0.00	Hist	03/31/2020
GrubHub Inc.	GRUB	COM	0	-4,228	0	-206,000	0.00	0.00	Hist	03/31/2020
Spectrum Brands, Inc.	SPB	Common	0	-2,719,644	0	-174,845,913	0.00	0.00	Hist	03/31/2020