AVC
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Arlington Value Capital’s Wayfair W Stock Holding History

Arlington Value Capital’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$12.4M Buy
+231,791
New +$17.7M 1.8% 9

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arlington Value Capital's W Position: Q1 2020 in Review

Arlington Value Capital opened a new position in Wayfair (W) in Q1 2020: 231,791 shares worth $12.4M. The stake represents 1.8% of the portfolio and ranks #9 among its holdings.

277 funds tracked by Wall St. Rank hold W as of Q1 2020.

  • Arlington Value Capital held 231,791 shares of Wayfair worth $12.4M as of Q1 2020.
  • Wayfair was a new Arlington Value Capital position in Q1 2020.
  • Wayfair made up 1.8% of Arlington Value Capital's portfolio in Q1 2020, its #9 holding.
  • 277 funds tracked by Wall St. Rank held Wayfair as of Q1 2020.

Based on Arlington Value Capital's 13F filing for Q1 2020, filed 15 May 2020.