Allan Mecham - Arlington Value Capital

History Stock Activity Share change % change to portfolio
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
HBI - Hanesbrands Inc. Buy 72,060 0.19
DNOW - NOW Inc. Reduce 6.68% 189,933 0.35
WFC - Wells Fargo Reduce 7.17% 33,600 0.21
TRIP - TripAdvisor Inc. Reduce 50.46% 129,265 0.56
VMI - Valmont Industries Reduce 86.27% 19,635 0.31
MCO - Moody's Corp. Sell 100.00% 49,968 0.80
Q1  2017
ST - Sensata Technologies Holding Add 68.52% 81,900 0.51
AN - AutoNation Inc. Add 58.30% 201,050 1.21
CMPR - Cimpress N.V. Add 19.94% 293,937 3.62
RAVN - Raven Industries Inc. Add 7.04% 1,600 0.01
VMI - Valmont Industries Add 5.57% 1,200 0.03
CPRT - Copart Inc. Add 4.65% 11,000 0.05
HEI - HEICO Corp. Add 1.84% 714 0.01
RCII - Rent-A-Center Buy 1,469,758 1.86
TRIP - TripAdvisor Inc. Buy 256,195 1.58
LBTYK - Liberty Global Inc. C Buy 7,926 0.04
IBKR - Interactive Brokers Group Inc. Reduce 0.39% 7,238 0.04
DNOW - NOW Inc. Reduce 1.67% 48,218 0.12
LUK - Leucadia National Corp. Reduce 12.03% 487,174 1.81
BRK.B - Berkshire Hathaway CL B Reduce 16.96% 187,550 4.46
BAC - Bank of America Corp. Reduce 19.45% 293,887 0.99
MSM - MSC Industrial Direct Reduce 27.64% 172,232 2.52
WFC - Wells Fargo Reduce 29.73% 198,139 1.57
MCO - Moody's Corp. Reduce 66.05% 97,225 1.56