TRIP owned by Allan Mecham

Very interesting to see that Allan Mecham of Arlington value capital has been buying TRIP. See articles related to Allan Mecham here.

See our post on Trip Advisor here.

Period Shares % of Portfolio Activity % Change to Portfolio Reported Price
2015   Q4 324,040 3.48 Add 109.89% 1.82 $85.25
2015   Q3 154,389 1.31 Buy 1.31 $63.02

Source: dataroma.com

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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

Allan Mecham — Links of interest

Came across a few articles of Allan Mecham from Arlington Capital who has been beating the pants out of S&P 500 since 1999. He does not use spreadsheets or any models, he just sits, reads and thinks. While we have not seen the audited performance, it does seem like that certain audits were carried out and it was kosher. Sharing a few links to read more about this guy. It makes an interesting read.

MECHAM

Is this the next Warren Buffett? (Forbes & Forbes)

The 400% man (MarketWatch)

The 400% man – A lesson for aspiring investors (BaseHitInvesting)

Musings on the 400% man (Alephblog)

Interview with Allan Mecham (ManualOfIdeas)

Allan Mecham — The Early Years (ValueWalk)

Allan Mecham 2014 Letter (Valuewalk)

Allan Mecham on the Bull Case for Sony and Alleghany (Valuewalk)

Allan Mecham Unloads Berkshire and Loads Up Outerwall (Valuewalk)

Allan Mecham a Businesslike approach to Investing like Ben Graham (Valuewalk)