Allan Mecham - Arlington Value Capital

History Stock Activity Share change % change to portfolio
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
AWI - Armstrong World Industries Inc. Reduce 76.35% 125,777 0.84
Q4  2016
CPRT - Copart Inc. Add 3.09% 7,100 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% 12,192 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