Arlington Value Capital, LLC: JEF position timeline

Arlington Value Capital, LLC held 3,056,028 JEF shares at 2020-03-31 per its 13F-HR filed 2020-05-15.

the latest 13F is the newest step

1. period ended2020-03-31

   13F 3,056,028 shares

   Change vs previous 13F -934,676 shares

   6.07% of the 13F portfolio, value $41,776,000.

   13F-HR 0001606587-20-000686 filed by Arlington Value Capital, LLC
   Filed 2020-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2019-12-31

   13F 3,990,704 shares

   Change vs previous 13F +73,037 shares

   5.8% of the 13F portfolio, value $85,282,000.

   13F-HR 0001606587-20-000320 filed by Arlington Value Capital, LLC
   Filed 2020-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2019-09-30

   13F 3,917,667 shares

   Change vs previous 13F -154,400 shares

   4.71% of the 13F portfolio, value $72,085,000.

   13F-HR 0001606587-19-001030 filed by Arlington Value Capital, LLC
   Filed 2019-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2019-06-30

   13F 4,072,067 shares

   Change vs previous 13F -71,410 shares

   5.31% of the 13F portfolio, value $78,306,000.

   13F-HR 0001606587-19-000793 filed by Arlington Value Capital, LLC
   Filed 2019-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2019-03-31

   13F 4,143,477 shares

   Change vs previous 13F not available

   5.49% of the 13F portfolio, value $77,856,000.

   13F-HR 0001606587-19-000541 filed by Arlington Value Capital, LLC
   Filed 2019-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC

   Acceptance time not in the bulk data set (spec §4.2).