The current portfolio of Allan Mecham as of 31st March, 2015 (From DataRoma)
|
% of portfolio | Shares | Recent activity | ||
| hist | BAC – Bank of America Corp. | 14.35 | 6,453,725 | Add 9.00% | $15.39 |
| hist | CMPR – Cimpress N.V. | 14.02 | 1,150,329 | Add 5.39% | $84.38 |
| hist | DNOW – NOW Inc. | 12.70 | 4,061,596 | Add 123.99% | $21.64 |
| hist | SNE – Sony Corp. | 11.64 | 3,009,375 | Add 2.68% | $26.78 |
| hist | OUTR – Outerwall Inc. | 9.88 | 1,034,260 | Add 5.68% | $66.12 |
| hist | LUK – Leucadia National Corp. | 8.39 | 2,604,158 | Add 8.44% | $22.29 |
| hist | IBKR – Interactive Brokers Group Inc. | 8.30 | 1,688,495 | Add 32.42% | $34.02 |
| hist | Y – Alleghany Corp. | 6.40 | 91,001 | Add 8.83% | $486.99 |
| hist | MSM – MSC Industrial Direct | 4.83 | 462,853 | Buy | $72.20 |
| hist | CHEF – The Chefs’ Warehouse | 4.13 | 1,274,374 | Reduce 6.17% | $22.43 |
| hist | BRK.B – Berkshire Hathaway CL B | 3.43 | 164,318 | Add 13.50% | $144.32 |
| hist | BRK.A – Berkshire Hathaway CL A | 1.35 | 43 | Reduce 2.27% | $217511.63 |
| hist | CPRT – Copart Inc. | 0.51 | 93,357 | Add 9.52% | $37.57 |
| hist | HEI – HEICO Corp. | 0.05 | 6,611 | Buy | $49.61 |
| hist | DSWL – Deswell Industries | 0.03 | 100,981 | $1.84 |
Beowulf Capital 