Arlington Value Capital 13F holdings, Q2 2013
Holdings as of June 30, 2013 · filings on SEC EDGAR · latest filing →
Arlington Value Capital disclosed 10 US equity positions worth $272.7m in its Q2 2013 13F filing. The largest position was BRK/B at 46.9% of the reported book, followed by VISTAPRINT NV and BAC. Against the Q1 2013 filing, it opened 5 new positions, added to 2 and reduced 1 among the top 10 holdings.
What did Arlington Value Capital own in Q2 2013? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2013 |
|---|---|---|---|---|---|---|---|
| 1 | BRK/B BERKSHIRE HATHAWAY INC CL B | 46.9% | $127.8m | 1,141,747 | – | new | |
| 2 | VISTAPRINT NV | 16.5% | $45.1m | 913,826 | 16% | added | |
| 3 | BAC BANK OF AMERICA CORP | Financial Services | 16.2% | $44.3m | 3,444,241 | 3% | added |
| 4 | BRK/A BERKSHIRE HATHAWAY INC CL A | 5.9% | $16.0m | 95 | – | new | |
| 5 | XPO XPO LOGISTICS INC | Industrials | 5.4% | $14.8m | 815,396 | – | new |
| 6 | CHRW C.H. ROBINSON WORLDWIDE INC | Industrials | 4.5% | $12.3m | 217,647 | – | new |
| 7 | INNERWORKINGS INC | 2.7% | $7.3m | 676,114 | – | new | |
| 8 | LEUCADIA NATIONAL CORP | 1.0% | $2.6m | 100,638 | -41% | reduced | |
| 9 | BARRY (R.G.) | 0.8% | $2.2m | 135,099 | 0% | held | |
| 10 | DESWELL INDUSTRIES INC | 0.1% | $269.0k | 107,881 | 0% | held |
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.