Allan Mecham - Arlington Value Capital

History Stock Activity Share change % change to portfolio
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
MCO - Moody's Corp. Add 1.93% 4,874 0.05
CPRT - Copart Inc. Add 1.78% 1,900 0.01
HEI - HEICO Corp. Add 1.66% 500 0.00
RAVN - Raven Industries Inc. Add 0.93% 200 0.00
MSM - MSC Industrial Direct Add 0.13% 1,281 0.01
CHEF - The Chefs' Warehouse Add 0.05% 232 0.00
BAC - Bank of America Corp. Buy 2,706,014 3.99
WFC - Wells Fargo Buy 743,576 3.91
LB - L Brands Inc Buy 479,621 3.58
VMI - Valmont Industries Buy 20,760 0.31
LUK - Leucadia National Corp. Reduce 1.30% 83,359 0.16
DNOW - NOW Inc. Reduce 2.35% 111,194 0.22
BRK.B - Berkshire Hathaway CL B Reduce 4.57% 61,261 0.99
CMPR - Cimpress N.V. Reduce 16.97% 369,077 3.79
Q1  2016
LUK - Leucadia National Corp. Add 36.77% 1,723,456 3.41
BRK.B - Berkshire Hathaway CL B Add 26.52% 281,120 4.89