Arlington Value Capital 13F holdings, Q4 2012
Holdings as of December 31, 2012 · filings on SEC EDGAR · latest filing →
Arlington Value Capital disclosed 4 US equity positions worth $48.8m in its Q4 2012 13F filing. The largest position was BAC at 68.8% of the reported book, followed by VISTAPRINT NV COMM and BARRY (R.G.) COMM.
What did Arlington Value Capital own in Q4 2012? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BAC BANK OF AMERICA CORP COMM | Financial Services | 68.8% | $33.6m | 2,891,937 | – | |
| 2 | VISTAPRINT NV COMM | 29.6% | $14.5m | 439,826 | – | ||
| 3 | BARRY (R.G.) COMM | 1.0% | $497.0k | 35,099 | – | ||
| 4 | DESWELL INDUSTRIES INC COMM | 0.6% | $289.0k | 120,281 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.