Wallace Weitz

Wallace Weitz

Last Update: 02-14-2017

Number of Stocks: 84
Number of New Stocks: 21

Total Value: $2,469 Mil
Q/Q Turnover: 7%

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

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
V Visa Inc 2016-12-31 Add2.7%$75.43 - $83.36
($80.4)
$ 88.009%Add 16443.79%860,277
AMZN Amazon.com Inc 2016-12-31 Add0.36%$719.07 - $844.36
($783.7)
$ 848.648%Add 2392.00%12,460
ORCL Oracle Corp 2016-12-31 Add0.34%$37.93 - $40.88
($39.11)
$ 42.709%Add 20.82%1,266,528
LILAK LiLAC Group 2016-12-31 Add0.29%$19.37 - $28.74
($23.43)
$ 25.198%Add 38.31%1,236,646
AGN Allergan PLC 2016-12-31 Add0.24%$188.47 - $242.65
($207.16)
$ 246.2519%Add 4.55%637,733
LBTYK Liberty Global PLC 2016-12-31 Add0.09%$28.47 - $33.06
($30.72)
$ 36.3418%Add 1.37%5,473,105
LH Laboratory Corp of America Holdings 2016-12-31 Add0.07%$121.63 - $139.82
($129.31)
$ 142.8210%Add 1.64%778,751
PX Praxair Inc 2016-12-31 Add0.06%$114.5 - $123.92
($118.86)
$ 118.52-0%Add 6.43%210,317
FOX Twenty-First Century Fox Inc 2016-12-31 Add0.06%$24.68 - $28.48
($26.8)
$ 30.0112%Add 20.88%310,505
ACIW ACI Worldwide Inc 2016-12-31 Add0.04%$17.01 - $20.04
($18.72)
$ 20.5610%Add 46.88%167,000
MUSA Murphy USA Inc 2016-12-31 Add0.04%$57.8 - $72.56
($67.3)
$ 67.841%Add 10.16%165,244
CMP Compass Minerals International Inc 2016-12-31 Add0.01%$71 - $81.85
($76.01)
$ 75.75-0%Add 23.61%19,778
GWRE Guidewire Software Inc 2016-12-31 Add0.01%$49.33 - $60.38
($56.06)
$ 55.84-0%Add 57.14%11,000
ZOES Zoe's Kitchen Inc 2016-12-31 Add0.01%$20.66 - $26.89
($23.62)
$ 18.67-21%Add 20.45%26,667
DISCK Discovery Communications Inc 2016-09-30 Add1.39%$23.44 - $26.31
($24.79)
$ 28.3314%Add 172.45%2,174,044
ORCL Oracle Corp 2016-09-30 Add0.94%$38.92 - $41.77
($40.74)
$ 42.705%Add 147.50%1,048,288
WFC Wells Fargo & Co 2016-09-30 Add0.42%$44.28 - $50.8
($47.85)
$ 58.0621%Add 19.46%1,520,533
LBRDK Liberty Broadband Corp 2016-09-30 Add0.31%$60.31 - $72.94
($66.77)
$ 86.3629%Add 4.79%2,452,674
MA Mastercard Inc 2016-09-30 Add0.27%$86.83 - $102.12
($95.88)
$ 110.5715%Add 9.47%797,039
QVCA QVC Group 2016-09-30 Add0.13%$18.52 - $26.93
($22.71)
$ 19.95-12%Add 4.05%4,457,390
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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.
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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
9.9% 4.5% 11.7%
» More Profile & Performance

Wallace Weitz's Current Portfolio:

Ticker Shares Value ($1000)
BRK.B1,222,304199,211
LBRDK2,376,352176,016
LBTYK5,473,105162,551
AGN637,733133,930
BRK.A415101,310
LH778,75199,976
FOXA3,149,25088,305
QVCA4,315,74086,228
LSXMK2,514,09085,278
RWT5,406,21582,229
» More Current Portfolio

Wallace Weitz's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 23.1% 23.1%
Consumer Cyclical 20.5% 20.5%
Communication Services 16.7% 16.7%
Healthcare 10.6% 10.6%
Technology 8.5% 8.5%
Real Estate 6.8% 6.8%
Energy 2.3% 2.3%
Basic Materials 1.9% 1.9%
Consumer Defensive 1.1% 1.1%
Industrials 0.3% 0.3%
» More Sector Weightings


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