Allan Mecham - Arlington Value Capital

History Stock Activity Share change % change to portfolio
Q3  2017
TAP - Molson Coors Brewing Co. Add 386.82% 168,160 1.37
TRIP - TripAdvisor Inc. Add 344.69% 437,517 1.78
MNRO - Monro Muffler Brake Inc. Add 53.78% 544,291 3.05
RCII - Rent-A-Center Add 12.78% 347,805 0.40
RAVN - Raven Industries Inc. Add 9.98% 2,500 0.01
IBKR - Interactive Brokers Group Inc. Add 0.45% 8,465 0.04
LUK - Leucadia National Corp. Add 0.41% 15,100 0.04
CPRT - Copart Inc. Add 0.09% 230 0.00
BRK.B - Berkshire Hathaway CL B Add 0.05% 428 0.01
SAVE - Spirit Airlines Buy 1,285,565 4.30
ADS - Alliance Data Systems Buy 132,686 2.94
FL - Foot Locker Inc. Buy 537,499 1.89
AAP - Advance Auto Parts Buy 32,507 0.32
XRAY - DENTSPLY International Inc. Buy 11,437 0.07
BAC - Bank of America Corp. Reduce 0.17% 2,079 0.01
CMPR - Cimpress N.V. Reduce 1.16% 24,293 0.24
AWI - Armstrong World Industries Inc. Reduce 1.39% 550 0.00
AN - AutoNation Inc. Reduce 8.86% 185,717 0.88
MSM - MSC Industrial Direct Reduce 17.27% 79,349 0.60
WFC - Wells Fargo Reduce 48.37% 210,325 1.16
DNOW - NOW Inc. Sell 100.00% 2,652,539 4.88
ST - Sensata Technologies Holding Sell 100.00% 262,755 1.28
SAM - Boston Beer Company Sell 100.00% 47,759 0.72
HBI - Hanesbrands Inc. Sell 100.00% 72,060 0.19
Q2  2017
AN - AutoNation Inc. Add 284.02% 1,550,426 7.48
RCII - Rent-A-Center Add 85.24% 1,252,756 1.68
ST - Sensata Technologies Holding Add 30.45% 61,333 0.30
CMPR - Cimpress N.V. Add 18.38% 324,977 3.52
HEI - HEICO Corp. Add 7.76% 3,059 0.02
RAVN - Raven Industries Inc. Add 2.88% 700 0.00
LUK - Leucadia National Corp. Add 2.11% 75,200 0.23
MSM - MSC Industrial Direct Add 1.88% 8,461 0.08
CPRT - Copart Inc. Add 1.86% 4,600 0.02
BRK.B - Berkshire Hathaway CL B Add 1.79% 16,410 0.32
IBKR - Interactive Brokers Group Inc. Add 1.72% 31,909 0.14
BAC - Bank of America Corp. Add 1.32% 16,100 0.04
AWI - Armstrong World Industries Inc. Add 1.28% 500 0.00
MNRO - Monro Muffler Brake Inc. Buy 1,012,099 4.84
SAM - Boston Beer Company Buy 47,759 0.72
TAP - Molson Coors Brewing Co. Buy 43,472 0.43