Wallace Weitz

Wallace Weitz

Last Update: 2014-02-13

Number of Stocks: 62
Number of New Stocks: 3

Total Value: $2,984 Mil
Q/Q Turnover: 9%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Wallace Weitz Sold these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AON Aon plc 2013-12-31 Reduce-2.82%$71.25 - $83.93
($79.23)
$ 82.144%Reduce -52.16%918,520
OUTR Outerwall Inc 2013-12-31 Reduce-1.06%$51.23 - $68.99
($65.4)
$ 65.520%Reduce -96.39%21,804
VRX Valeant Pharmaceutic... 2013-12-31 Reduce-0.76%$103.04 - $117.42
($109.47)
$ 122.0512%Reduce -9.48%1,849,200
UPS United Parcel Servic... 2013-12-31 Reduce-0.57%$88.7 - $104.92
($98.5)
$ 980%Reduce -41.02%234,150
TXN Texas Instruments, I... 2013-12-31 Reduce-0.43%$39.24 - $43.9
($41.85)
$ 45.8310%Reduce -10.55%2,411,550
LYV Live Nation Entertai... 2013-12-31 Reduce-0.42%$17.22 - $19.82
($18.7)
$ 20.5810%Reduce -17.47%2,859,340
CVS CVS Caremark Corp 2013-12-31 Reduce-0.41%$56.64 - $71.58
($64.24)
$ 73.7415%Reduce -95.05%10,000
GOOGL Google, Inc. 2013-12-31 Reduce-0.34%$853.67 - $1118.4
($1015.66)
$ 543.34-46%Reduce -12.46%72,940
OCR Omnicare Inc 2013-12-31 Sold Out -0.24%$53.81 - $60.39
($57.24)
$ 57.821%Sold Out0
SWN Southwestern Energy ... 2013-12-31 Reduce-0.23%$35.16 - $40.18
($37.55)
$ 48.9330%Reduce -15.31%955,440
OMC Omnicom Group, Inc. 2013-12-31 Reduce-0.18%$61.76 - $73.99
($68.76)
$ 71.164%Reduce -23.62%244,200
FCN FTI Consulting, Inc. 2013-12-31 Reduce-0.16%$37.11 - $46.11
($41.72)
$ 33.38-20%Reduce -26.85%300,266
ICON Iconix Brand Group, ... 2013-12-31 Reduce-0.13%$31.77 - $40.13
($36.8)
$ 37.562%Reduce -3.89%2,574,720
ESI ITT Educational Serv... 2013-12-31 Reduce-0.01%$28.22 - $42.2
($36.01)
$ 26.58-26%Reduce -24.39%17,360
USB U.S. Bancorp 2013-12-31 Reduce-0.01%$35.7 - $40.6
($38.35)
$ 40.255%Reduce -25%15,000
OCR Omnicare Inc 2013-09-30 Reduce-1.19%$47.68 - $56.28
($53.39)
$ 57.828%Reduce -84.78%113,700
DTV Directv 2013-09-30 Reduce-0.62%$57.49 - $65.29
($61.58)
$ 75.6423%Reduce -11.02%1,980,620
AON Aon plc 2013-09-30 Reduce-0.38%$64.61 - $76.02
($68.57)
$ 82.1420%Reduce -7.05%1,919,920
SD SandRidge Energy Inc 2013-09-30 Sold Out -0.29%$4.85 - $5.99
($5.36)
$ 6.7526%Sold Out0
MOS Mosaic Co 2013-09-30 Sold Out -0.27%$40.68 - $56.85
($46.5)
$ 48.725%Sold Out0
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Wallace Weitz's Profile:

Portfolio manager of Weitz Value Fund, Weitz Hickory Fund and Weitz Partners Value Fund, which he started in 1983.



Wallace Weitz's Performance:

Average Annual Return of Weitz Partners Fund
5 Yrs 10 Yrs Since Inception
21.4% 7.5% 12.8%
» More Profile & Performance

Wallace Weitz's Current Portfolio:

Ticker Shares Value ($1000)
VRX1,849,200217,096
LBTYK1,722,670145,256
LINTA4,922,140144,465
DTV2,033,920140,524
BRK.B1,118,981132,666
RWT6,123,169118,606
WFC2,484,590112,800
TXN2,411,550105,891
ICON2,574,720102,216
TDG592,20595,357
» More Current Portfolio

Wallace Weitz's Sector Weightings:


SectorsSector Weightings (%)
Consumer Cyclical 17.9% 17.9%
Healthcare 13.9% 13.9%
Financial Services 12.3% 12.3%
Communication Services 9.6% 9.6%
Technology 9.3% 9.3%
Energy 6.9% 6.9%
Real Estate 4% 4%
Basic Materials 3.1% 3.1%
Consumer Defensive 3% 3%
Industrials 0.7% 0.7%
» More Sector Weightings

Wallace Weitz's News:

» More Related News


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