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 11/14/2019. 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 Q2 2019.
This quarter, Mecham’s 13F portfolio value increased ~4%, from $1.48B to $1.53B. The number of holdings increased from 14 to 15. The top three holdings are at ~60%, while