Wallace Weitz

Wallace Weitz

Last Update: 08-14-2017

Number of Stocks: 72
Number of New Stocks: 1

Total Value: $2,269 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
LILAK LiLAC Group 2017-06-30 Add0.47%$19.81 - $23.79
($21.45)
$ 22.043%Add 48.50%1,540,974
DLTR Dollar Tree Inc 2017-06-30 Add0.38%$66.6 - $83.13
($77.33)
$ 92.3719%Add 68.24%304,620
DXC DXC Technology Co 2017-06-30 Buy 0.18%$67.95 - $80.59
($76.6)
$ 91.8920%New holding52,100
LH Laboratory Corp of America Holdings 2017-06-30 Add0.16%$137.51 - $152.97
($142.37)
$ 151.727%Add 3.25%764,090
CMP Compass Minerals International Inc 2017-06-30 Add0.11%$62.9 - $69.5
($66.58)
$ 65.35-2%Add 83.79%85,000
WAIR Wesco Aircraft Holdings Inc 2017-06-30 Add0.07%$8.25 - $12.45
($10.31)
$ 9.50-8%Add 5.57%2,929,586
LVNTA Liberty Ventures Group 2017-06-30 Add0.05%$44.48 - $55.75
($52.19)
$ 57.7211%Add 3.02%785,000
BATRK Liberty Braves Group 2017-06-30 Add0.03%$22.91 - $24.98
($23.89)
$ 24.834%Add 13.95%245,000
VTI Vanguard Total Stock Market 2017-06-30 Add0.01%$119.55 - $126.27
($123.16)
$ 132.428%Add 14.96%8,975
BIV Vanguard Intermediate-Term Bond 2017-06-30 Add$83.57 - $85.22
($84.49)
$ 84.40-0%Add 0.65%2,328
BSV Vanguard Short-Term Bond 2017-06-30 Add$79.63 - $80.03
($79.87)
$ 79.65-0%Add 0.41%4,640
UPS United Parcel Service Inc 2017-06-30 Add$102.87 - $111.01
($106.83)
$ 119.7612%Add 0.32%157,736
VEA Vanguard FTSE Developed Markets 2017-06-30 Add$38.8 - $42.22
($40.73)
$ 43.958%Add 0.96%19,382
DLTR Dollar Tree Inc 2017-03-31 Buy 0.6%$73.44 - $80
($76.86)
$ 92.3720%New holding181,061
GWRE Guidewire Software Inc 2017-03-31 Add0.08%$50.93 - $57.88
($54.67)
$ 77.7742%Add 333.14%47,645
CMP Compass Minerals International Inc 2017-03-31 Add0.07%$65.95 - $83.6
($76.19)
$ 65.35-14%Add 133.84%46,248
WAIR Wesco Aircraft Holdings Inc 2017-03-31 Add0.06%$11.15 - $15.3
($13.2)
$ 9.50-28%Add 4.90%2,775,000
NCMI National CineMedia Inc 2017-03-31 Add0.05%$12.08 - $15.04
($13.47)
$ 7.05-48%Add 11.13%939,695
DFIN Donnelley Financial Solutions Inc 2017-03-31 Buy 0.04%$19.17 - $26.38
($22.53)
$ 21.67-4%New holding44,100
AMT American Tower Corp 2017-03-31 Add0.03%$103.01 - $121.54
($110.01)
$ 139.0726%Add 212.16%8,828
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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.B1,137,472192,654
LBRDK2,220,736192,649
LBTYK5,053,580157,571
LH764,090117,777
AGN481,895117,144
BRK.A410104,427
MA743,63490,314
QVCA3,638,40089,286
GOOG96,05987,292
V799,75275,001
» More Current Portfolio

Wallace Weitz's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 24.6% 24.6%
Communication Services 19.2% 19.2%
Consumer Cyclical 15.9% 15.9%
Healthcare 11.8% 11.8%
Technology 5.5% 5.5%
Real Estate 3.6% 3.6%
Basic Materials 2.4% 2.4%
Consumer Defensive 1.7% 1.7%
Energy 1.6% 1.6%
Industrials 0.2% 0.2%
» More Sector Weightings

Wallace Weitz's News:

» More Related News


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