Allan Mecham - Arlington Value Capital

History Stock Activity Share change % change to portfolio
Q4  2016
CPRT - Copart Inc. Add 3.09% 3,550 0.03
VMI - Valmont Industries Add 2.37% 500 0.01
MCO - Moody's Corp. Add 2.15% 3,100 0.04
AWI - Armstrong World Industries Inc. Add 1.20% 1,950 0.01
AN - AutoNation Inc. Buy 344,835 2.31
ST - Sensata Technologies Holding Buy 119,522 0.64
IBKR - Interactive Brokers Group Inc. Reduce 12.23% 259,571 1.30
BRK.B - Berkshire Hathaway CL B Reduce 16.51% 218,623 4.90
CMPR - Cimpress N.V. Reduce 17.55% 313,742 3.95
DNOW - NOW Inc. Reduce 18.28% 646,603 1.82
LUK - Leucadia National Corp. Reduce 30.59% 1,785,270 5.71
MSM - MSC Industrial Direct Reduce 32.30% 297,246 3.78
WFC - Wells Fargo Reduce 45.15% 548,631 3.95
BAC - Bank of America Corp. Reduce 56.29% 1,946,000 5.91
VIAB - Viacom Inc. Sell 100.00% 283,283 1.01
LBTYK - Liberty Global Inc. C Sell 100.00% 31,251 0.12
Q3  2016
WFC - Wells Fargo Add 63.43% 471,623 2.42
BAC - Bank of America Corp. Add 27.76% 751,206 1.36
CPRT - Copart Inc. Add 5.61% 6,096 0.04
RAVN - Raven Industries Inc. Add 5.08% 1,100 0.00
BRK.B - Berkshire Hathaway CL B Add 3.46% 44,292 0.74
VMI - Valmont Industries Add 1.45% 300 0.00
HEI - HEICO Corp. Add 1.31% 400 0.00
IBKR - Interactive Brokers Group Inc. Add 1.01% 21,179 0.09
VIAB - Viacom Inc. Buy 283,283 1.01
AWI - Armstrong World Industries Inc. Buy 162,798 0.78
LBTYK - Liberty Global Inc. C Buy 31,251 0.12
CMPR - Cimpress N.V. Reduce 0.96% 17,401 0.20
MSM - MSC Industrial Direct Reduce 3.25% 30,869 0.26
LUK - Leucadia National Corp. Reduce 7.76% 490,776 1.08
DNOW - NOW Inc. Reduce 23.42% 1,082,025 2.69
MCO - Moody's Corp. Reduce 44.11% 113,709 1.43
OUTR - Outerwall Inc. Sell 100.00% 1,039,593 4.85
LB - L Brands Inc Sell 100.00% 479,621 3.58
TRIP - TripAdvisor Inc. Sell 100.00% 205,193 1.47
CHEF - The Chefs' Warehouse Sell 100.00% 512,938 0.91
LTRPA - Liberty TripAdvisor Hldgs Sell 100.00% 33,438 0.08
Q2  2016
OUTR - Outerwall Inc. Add 31.59% 249,569 1.16
IBKR - Interactive Brokers Group Inc. Add 10.22% 194,805 0.77
TRIP - TripAdvisor Inc. Add 3.02% 6,008 0.04