Wallace Weitz

Wallace Weitz

Last Update: 05-15-2017

Number of Stocks: 81
Number of New Stocks: 2

Total Value: $2,383 Mil
Q/Q Turnover: 1%

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
GWRE Guidewire Software Inc 2017-03-31 Add0.08%$50.93 - $57.88
($54.67)
$ 64.7518%Add 333.14%47,645
CMP Compass Minerals International Inc 2017-03-31 Add0.07%$65.95 - $83.6
($76.19)
$ 66.05-13%Add 133.84%46,248
WAIR Wesco Aircraft Holdings Inc 2017-03-31 Add0.06%$11.15 - $15.3
($13.2)
$ 9.35-29%Add 4.90%2,775,000
NCMI National CineMedia Inc 2017-03-31 Add0.05%$12.08 - $15.04
($13.47)
$ 7.44-45%Add 11.13%939,695
AMT American Tower Corp 2017-03-31 Add0.03%$103.01 - $121.54
($110.01)
$ 129.4218%Add 212.16%8,828
PX Praxair Inc 2017-03-31 Add0.02%$115.67 - $120.36
($117.57)
$ 132.1612%Add 1.59%213,663
TMO Thermo Fisher Scientific Inc 2017-03-31 Add0.02%$140.98 - $161.05
($152.84)
$ 172.2213%Add 2.56%135,545
BUD Anheuser-Busch InBev SA/NV 2017-03-31 Add0.01%$104.26 - $111.95
($107.51)
$ 118.2310%Add 13.33%17,000
MUSA Murphy USA Inc 2017-03-31 Add0.01%$61.03 - $73.42
($65.94)
$ 67.633%Add 1.43%167,614
ZOES Zoe's Kitchen Inc 2017-03-31 Add0.01%$16.66 - $25.76
($20.46)
$ 16.18-21%Add 62.78%43,408
CVS CVS Health Corp 2017-03-31 Add$74.8 - $83.92
($79.83)
$ 76.48-4%Add 0.79%122,123
DG Dollar General Corp 2017-03-31 Add$68.55 - $77.86
($73.24)
$ 70.30-4%Add 28.40%4,973
IWB iShares Russell 1000 2017-03-31 Add$124.46 - $133.54
($129.46)
$ 133.773%Add 27.94%1,983
BIV Vanguard Intermediate-Term Bond 2017-03-31 Add$82.31 - $84.04
($83.25)
$ 84.632%Add 0.43%2,313
BSV Vanguard Short-Term Bond 2017-03-31 Add$79.27 - $79.92
($79.59)
$ 79.960%Add 0.26%4,621
VEA Vanguard FTSE Developed Markets 2017-03-31 Add$36.54 - $39.51
($38.3)
$ 41.609%Add 0.31%19,198
VHT Vanguard Health Care ETF - DNQ 2017-03-31 Add$126.77 - $141.36
($134.62)
$ 140.314%Add 0.34%2,083
VTI Vanguard Total Stock Market 2017-03-31 Add$115.32 - $123.44
($119.72)
$ 123.463%Add 0.45%7,807
XOXO XO Group Inc 2017-03-31 Add$16.26 - $20.09
($18.25)
$ 17.28-5%Add 0.22%785,346
V Visa Inc 2016-12-31 Add2.7%$75.43 - $83.36
($80.4)
$ 94.9118%Add 16443.79%860,277
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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)
LBRDK2,251,124194,497
BRK.B1,149,537191,605
LBTYK5,204,180182,354
AGN512,403122,423
LH740,019106,171
BRK.A413103,188
MA745,14483,806
QVCA4,110,80482,298
FOXA2,520,95081,654
GOOG96,54980,093
» More Current Portfolio

Wallace Weitz's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 23.9% 23.9%
Consumer Cyclical 19.2% 19.2%
Communication Services 19.1% 19.1%
Healthcare 10.9% 10.9%
Technology 5.4% 5.4%
Real Estate 3.7% 3.7%
Basic Materials 2.2% 2.2%
Energy 2% 2%
Consumer Defensive 1.4% 1.4%
Industrials 0.3% 0.3%
» More Sector Weightings

Wallace Weitz's News:

» More Related News


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