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Institutional Investment Manager
Arlington Value Capital, LLC
Arlington Value Capital, LLC (CIK: 0001568820) incorporated in Utah, located at 222 S. Main Street, Suite 1750, Salt Lake City, UT. Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 21 holdings with a total value of $700,755,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 DESWELL INDUSTRIES INC 100,981 196,000 0.03%
2 LIBERTY GLOBAL PLC 7,926 277,000 0.04%
3 RAVEN INDS INC 24,339 707,000 0.10%
4 ARMSTRONG WORLD INDS INC NEW COM 38,971 1,794,000 0.26%
5 HEICO CORP NEW 31,532 2,364,000 0.34%
6 VALMONT INDS INC 22,760 3,539,000 0.51%
7 MOODYS CORP 49,968 5,598,000 0.80%
8 COPART INC 123,855 7,670,000 1.09%
9 SENSATA TECHNOLOGIES HLDG NV 201,422 8,796,000 1.26%
10 BERKSHIRE HATHAWAY INC DEL 43 10,743,000 1.53%
11 TRIPADVISOR INC 256,195 11,057,000 1.58%
12 RENT A CENTER INC-NEW 1,469,758 13,036,000 1.86%
13 AUTONATION INC 545,885 23,085,000 3.29%
14 WELLS FARGO & CO NEW 468,429 26,072,000 3.72%
15 BANK AMER CORP 1,217,333 28,716,000 4.10%
16 MSC INDL DIRECT INC 450,919 46,336,000 6.61%
17 NOW INC 2,842,472 48,208,000 6.88%
18 INTERACTIVE BROKERS GROUP IN 1,855,181 64,487,000 9.20%
19 LEUCADIA NATL CORP 3,563,868 92,660,000 13.22%
20 VistaPrint NV 1,768,093 152,391,000 21.75%
21 BERKSHIRE HATHAWAY INC DEL 918,068 153,023,000 21.84%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000351, filed 2017.05.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.