IBKR - Tracking Allan Mecham's Arlington Value Capital Portfolio - Q2 2019 Update
This article is part of a series that provides an ongoing analysis of the changes made to Allan Mecham’s 13F stock portfolio on a quarterly basis. It is based on Mecham’s regulatory 13F Form filed on 08/14/2019. Please visit our "Tracking Allan Mecham’s Arlington Value Capital Portfolio" article for an idea on his investment philosophy and our last update for the fund’s moves during Q1 2019.
This quarter, Mecham’s 13F portfolio value increased ~4%, from $1.42B to $1.48B. The number of holdings decreased from 15 to 14. The top three holdings are at