DSWL - Tracking Allan Mecham's Arlington Value Capital Portfolio - Q4 2018 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 02/14/2019. 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 Q3 2018.
This quarter, Mecham's 13F portfolio value decreased ~8% from $1.36B to $1.25B. The number of holdings decreased from 18 to 16. The top three holdings are at ~50%, while