Leucadia National Corp. (LUK)

Sector:Financials
Super Investor Stats:
Ownership count:4
Ownership rank:107
% of all portfolios:0.205%
Hold Price * :$25.25
History Portfolio Manager Activity Share change % change to portfolio
Q3  2017
Allan Mecham - Arlington Value Capital Add 0.41% 15,100 0.04
Steven Romick - FPA Crescent Fund Reduce 4.11% 661,120 0.15
Prem Watsa - Fairfax Financial Holdings Reduce 66.67% 200,000 0.42
Q2  2017
Allan Mecham - Arlington Value Capital Add 2.11% 75,200 0.23
Q1  2017
Steven Romick - FPA Crescent Fund Reduce 5.91% 1,011,040 0.26
Allan Mecham - Arlington Value Capital Reduce 12.03% 487,174 1.81
Q4  2016
Steven Romick - FPA Crescent Fund Reduce 4.08% 728,483 0.17
Allan Mecham - Arlington Value Capital Reduce 30.59% 1,785,270 5.71
Q3  2016
Allan Mecham - Arlington Value Capital Reduce 7.76% 490,776 1.08
Q2  2016
Allan Mecham - Arlington Value Capital Reduce 1.30% 83,359 0.16
Q1  2016
Allan Mecham - Arlington Value Capital Add 36.77% 1,723,456 3.41
Steven Romick - FPA Crescent Fund Buy 17,836,443 2.90
Prem Watsa - Fairfax Financial Holdings Buy 300,000 0.43
Bruce Berkowitz - Fairholme Capital Reduce 98.55% 4,479,221 4.07
Q4  2015
Allan Mecham - Arlington Value Capital Add 57.80% 1,716,759 3.76
Bruce Berkowitz - Fairholme Capital Reduce 55.48% 5,663,682 4.05
Q3  2015
Allan Mecham - Arlington Value Capital Add 4.12% 117,589 0.32
Bruce Berkowitz - Fairholme Capital Reduce 3.22% 339,847 0.20
Tweedy Browne Co. - Tweedy Browne Value Sell 100.00% 213,680 0.98
Q2  2015
Allan Mecham - Arlington Value Capital Add 9.54% 248,485 0.84
Q1  2015
Allan Mecham - Arlington Value Capital Add 8.44% 202,752 0.65
Q4  2014
Allan Mecham - Arlington Value Capital Add 183.76% 1,555,116 6.17
Bruce Berkowitz - Fairholme Capital Reduce 3.73% 408,600 0.18
Chuck Akre - Akre Capital Management Sell 100.00% 99,500 0.07
Q3  2014
Allan Mecham - Arlington Value Capital Add 471.76% 698,275 3.75
Chuck Akre - Akre Capital Management Reduce 24.05% 31,500 0.02
Q2  2014
Allan Mecham - Arlington Value Capital Add 2.88% 4,143 0.02
Bruce Berkowitz - Fairholme Capital Reduce 2.46% 276,000 0.11
Chuck Akre - Akre Capital Management Reduce 93.45% 1,869,000 1.43
Q1  2014
Allan Mecham - Arlington Value Capital Add 17.45% 21,371 0.15

* "Hold Price" is the term we use to indicate the price at which our Super Investors are comfortable owning a security. It is the price of the security as of the portfolio date (usually quarter end). It's a reasonable indicator of a stock's undervaluation at that price, otherwise it would have been sold. We only provide this value when a security is owned by at least two Super Investors. In the case of reporting dates being different, we calculate a weighted average price.