Current Portfolio of Allan Mecham (Dataroma)

The current portfolio of Allan Mecham as of 31st March, 2015 (From DataRoma)

Stock
% 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
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