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Wallace Weitz | ||
| Weitz Investment Management Inc | ||
| Last update 2019-02-11 | 79 Stocks (6 new) | |
| Value $2.15 Bil | Turnover 11 % | |
| Top Holdings: BRK.B(8.17%) BRK.A(7.95%) LBRDK(6.21%) GOOG(4.81%) LH(4.06%) | ||
| Guru Portfolio Report Download | ||
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MID CAP
LARGE CAP
MEGA CAP
Wallace Weitz Latest Trades
| BKI | Black Knight Inc | 2018-12-31 | New Buy | +1.47% | $52.29 | 11.95% | New holding | 702,100 | ||
| WFC | Wells Fargo & Co | 2018-12-31 | Sold Out | -1.18% | $49.02 | -4.09% | Sold Out | - | ||
| ADI | Analog Devices Inc | 2018-12-31 | New Buy | +0.97% | $105.91 | 22.55% | New holding | 241,825 | ||
| AGN | Allergan PLC | 2018-12-31 | Reduce | -0.96% | $136.70 | -15.96% | Reduce -24.15% | 383,236 | ||
| SCHW | Charles Schwab Corp | 2018-12-31 | Add | +0.94% | $46.17 | 2.55% | Add 57.59% | 1,322,364 | ||
| TDG | TransDigm Group Inc | 2018-12-31 | Add | +0.74% | $436.89 | 27.60% | Add 152.72% | 77,052 | ||
| SWK | Stanley Black & Decker Inc | 2018-12-31 | New Buy | +0.66% | $138.92 | 11.77% | New holding | 118,595 | ||
| VMC | Vulcan Materials Co | 2018-12-31 | Add | +0.66% | $112.68 | 11.45% | Add 109.82% | 273,540 | ||
| KMX | CarMax Inc | 2018-12-31 | Add | +0.64% | $60.54 | -7.84% | Add 33.72% | 871,674 | ||
| DISCK | Discovery Inc | 2018-12-31 | Reduce | -0.59% | $27.51 | -0.65% | Reduce -70.76% | 200,000 | ||
| BRK.B | Berkshire Hathaway Inc | 2018-12-31 | Reduce | -0.56% | $201.91 | -3.17% | Reduce -6.85% | 858,421 | ||
| FB | Facebook Inc | 2018-12-31 | Add | +0.52% | $161.89 | 12.41% | Add 22.35% | 465,907 | ||
| RWT | Redwood Trust Inc | 2018-12-31 | Reduce | -0.49% | $15.50 | -4.02% | Reduce -20.45% | 2,816,300 | ||
| MLM | Martin Marietta Materials Inc | 2018-12-31 | Add | +0.48% | $190 | 7.01% | Add 795.07% | 67,130 | ||
| LH | Laboratory Corp of America Holdings | 2018-12-31 | Add | +0.44% | $148.76 | -4.03% | Add 12.27% | 689,325 | ||
| SUM | Summit Materials Inc | 2018-12-31 | Add | +0.44% | $17.54 | 25.73% | Add 47.75% | 2,367,300 | ||
| PXD | Pioneer Natural Resources Co | 2018-12-31 | Sold Out | -0.42% | $142.13 | -6.38% | Sold Out | - | ||
| TUP | Tupperware Brands Corp | 2018-12-31 | Reduce | -0.41% | $30.98 | -11.10% | Reduce -66.29% | 150,000 | ||
| AMZN | Amazon.com Inc | 2018-12-31 | Add | +0.40% | $1,631.56 | -1.14% | Add 70.66% | 13,817 | ||
| AON | Aon PLC | 2018-12-31 | Reduce | -0.34% | $172.06 | 10.83% | Reduce -16.81% | 266,899 | ||
| CHTR | Charter Communications Inc | 2018-12-31 | Reduce | -0.31% | $350.08 | 11.88% | Reduce -71.88% | 9,000 | ||
| DXC | DXC Technology Co | 2018-12-31 | Add | +0.31% | $66.67 | -2.14% | Add 22.87% | 671,900 | ||
| LBTYK | Liberty Global PLC | 2018-12-31 | Reduce | -0.28% | $25.17 | 5.80% | Reduce -5.59% | 4,096,255 | ||
| BKNG | Booking Holdings Inc | 2018-12-31 | Add | +0.27% | $1,910.52 | 4.56% | Add 69.64% | 8,070 | ||
| DHR | Danaher Corp | 2018-12-31 | Add | +0.26% | $113.48 | 10.97% | Add 47.49% | 171,200 | ||
| LBRDK | Liberty Broadband Corp | 2018-12-31 | Reduce | -0.24% | $90.08 | 12.71% | Reduce -3.6% | 1,851,476 | ||
| MHK | Mohawk Industries Inc | 2018-12-31 | Add | +0.21% | $140.50 | 6.33% | Add 38.74% | 136,075 | ||
| LEXEA | Liberty Expedia Holdings Inc | 2018-12-31 | Reduce | -0.20% | $45.75 | 10.43% | Reduce -44.44% | 125,000 | ||
| GOOG | Alphabet Inc | 2018-12-31 | Add | +0.20% | $1,110.37 | 4.13% | Add 4.33% | 99,645 | ||
| GDI | Gardner Denver Holdings Inc | 2018-12-31 | New Buy | +0.19% | $26.74 | 9.64% | New holding | 200,000 | ||
| MKL | Markel Corp | 2018-12-31 | Add | +0.19% | $1,002 | -8.13% | Add 66.67% | 10,000 | ||
| CFX | Colfax Corp | 2018-12-31 | Add | +0.15% | $26.84 | -0.15% | Add 9.52% | 1,823,450 | ||
| MRVL | Marvell Technology Group Ltd | 2018-12-31 | Add | +0.15% | $19.65 | 19.31% | Add 13.89% | 1,644,000 | ||
| GWRE | Guidewire Software Inc | 2018-12-31 | Add | +0.15% | $92 | 5.77% | Add 57.14% | 110,000 | ||
| LBRDA | Liberty Broadband Corp | 2018-12-31 | Reduce | -0.12% | $89.80 | 11.90% | Reduce -10.29% | 305,000 | ||
| MYE | Myers Industries Inc | 2018-12-31 | New Buy | +0.10% | $18.04 | 10.81% | New holding | 140,000 | ||
| TMO | Thermo Fisher Scientific Inc | 2018-12-31 | Reduce | -0.10% | $252.10 | 7.68% | Reduce -8.67% | 105,873 | ||
| QRTEA | Qurate Retail Inc | 2018-12-31 | Reduce | -0.09% | $21.80 | 0.93% | Reduce -5.87% | 1,655,950 | ||
| PRSP | Perspecta Inc | 2018-12-31 | Add | +0.08% | $21.51 | -2.05% | Add 24.68% | 480,000 | ||
| BRK.A | Berkshire Hathaway Inc | 2018-12-31 | Reduce | -0.08% | $302,000 | -3.38% | Reduce -1.06% | 558 |