
	Wallace Weitz
	Weitz Investment Management Inc

	Last update 2018-08-13	76 Stocks (6 new)
	Value $2.32 Bil	Turnover 6 %
	Top Holdings: BRK.B (9.1%) LBRDK (7.05%) BRK.A (6.87%) LH (4.77%) LBTYK (4.77%)
	Guru Portfolio Report Download

Price change from average %

Market Cap

Wallace Weitz Latest Trades


										FB	Facebook Inc	2018-06-30	Add	+1.50 %	0 $ 0 0	$154.05	-14.67 %	Add 176.10%	279,493
ALSN	Allison Transmission Holdings Inc	2018-06-30	Sold Out	-1.20 %	0 $ 0 0	$47.59	15.65 %	Sold Out	-
MON	Monsanto Co	2018-06-30	Sold Out	-0.95 %	0 $ 0 0	$127.95	2.62 %	Sold Out	-
LH	Laboratory Corp of America Holdings	2018-06-30	Reduce	-0.93 %	0 $ 0 0	$172.60	-1.73 %	Reduce -17.71%	615,247
RWT	Redwood Trust Inc	2018-06-30	Reduce	-0.70 %	0 $ 0 0	$16.19	0.94 %	Reduce -21.88%	3,731,100
MHK	Mohawk Industries Inc	2018-06-30	New Buy	+0.66 %	0 $ 0 0	$150.31	-31.42 %	New holding	70,990
XOXO	XO Group Inc	2018-06-30	Reduce	-0.61 %	0 $ 0 0	$34.78	24.88 %	Reduce -99.39%	4,137
KMX	CarMax Inc	2018-06-30	Add	+0.59 %	0 $ 0 0	$68.65	2.88 %	Add 46.55%	593,150
TUP	Tupperware Brands Corp	2018-06-30	Add	+0.50 %	0 $ 0 0	$31.31	-28.66 %	Add 60.86%	748,500
CMCSA	Comcast Corp	2018-06-30	Add	+0.42 %	0 $ 0 0	$35.98	10.33 %	Add 47.42%	920,897
CHTR	Charter Communications Inc	2018-06-30	New Buy	+0.41 %	0 $ 0 0	$321.34	11.67 %	New holding	32,000
FLIR	FLIR Systems Inc	2018-06-30	Sold Out	-0.35 %	0 $ 0 0	$55.86	4.57 %	Sold Out	-
LBRDK	Liberty Broadband Corp	2018-06-30	Add	+0.33 %	0 $ 0 0	$83.26	9.77 %	Add 4.96%	2,155,002
MA	Mastercard Inc	2018-06-30	Reduce	-0.27 %	0 $ 0 0	$203.06	8.03 %	Reduce -6.81%	494,105
PRSP	Perspecta Inc	2018-06-30	Add	+0.27 %	0 $ 0 0	$25.03	9.11 %	Add 136.31%	528,926
SUM	Summit Materials Inc	2018-06-30	New Buy	+0.21 %	0 $ 0 0	$13.70	-51.64 %	New holding	185,000
FOXA	Twenty-First Century Fox Inc	2018-06-30	Reduce	-0.20 %	0 $ 0 0	$45.84	15.99 %	Reduce -27.78%	325,000
DLTR	Dollar Tree Inc	2018-06-30	Add	+0.19 %	0 $ 0 0	$84.51	-8.51 %	Add 17.43%	343,855
LSXMK	Liberty SiriusXM Group	2018-06-30	Reduce	-0.18 %	0 $ 0 0	$42.01	-4.11 %	Reduce -6.63%	1,435,005
GLIBA	GCI Liberty Inc	2018-06-30	Add	+0.17 %	0 $ 0 0	$47.67	3.25 %	Add 16.88%	619,700
PXD	Pioneer Natural Resources Co	2018-06-30	Reduce	-0.17 %	0 $ 0 0	$166.78	-12.91 %	Reduce -27.83%	58,668
MKL	Markel Corp	2018-06-30	Add	+0.16 %	0 $ 0 0	$1,120.52	-0.83 %	Add 140.00%	6,000
AGN	Allergan PLC	2018-06-30	Reduce	-0.15 %	0 $ 0 0	$189.53	17.94 %	Reduce -3.04%	650,041
ORCL	Oracle Corp	2018-06-30	Add	+0.15 %	0 $ 0 0	$47.59	3.32 %	Add 5.96%	1,415,363
WAIR	Wesco Aircraft Holdings Inc	2018-06-30	Reduce	-0.15 %	0 $ 0 0	$10.46	-4.04 %	Reduce -13.14%	2,258,238
DXC	DXC Technology Co	2018-06-30	Add	+0.14 %	0 $ 0 0	$88.30	2.82 %	Add 8.98%	487,852
FBHS	Fortune Brands Home & Security Inc	2018-06-30	New Buy	+0.12 %	0 $ 0 0	$46.42	-18.22 %	New holding	50,000
MRVL	Marvell Technology Group Ltd	2018-06-30	Add	+0.09 %	0 $ 0 0	$17.76	-16.78 %	Add 166.67%	160,000
MSFT	Microsoft Corp	2018-06-30	New Buy	+0.06 %	0 $ 0 0	$108.66	12.15 %	New holding	15,000
MDLZ	Mondelez International Inc	2018-06-30	New Buy	+0.05 %	0 $ 0 0	$41.80	3.98 %	New holding	30,000
TXN	Texas Instruments Inc	2018-06-30	Reduce	-0.05 %	0 $ 0 0	$98.26	-9.14 %	Reduce -2.54%	384,270
MUSA	Murphy USA Inc	2018-06-30	Add	+0.04 %	0 $ 0 0	$79.98	15.75 %	Add 29.78%	58,400
CFX	Colfax Corp	2018-06-30	Add	+0.03 %	0 $ 0 0	$31.09	-1.02 %	Add 1.52%	1,664,900
V	Visa Inc	2018-06-30	Reduce	-0.03 %	0 $ 0 0	$140.08	8.87 %	Reduce -0.69%	777,456
GOOG	Alphabet Inc	2018-06-30	Add	+0.02 %	0 $ 0 0	$1,096.07	1.43 %	Add 0.35%	95,233
GWRE	Guidewire Software Inc	2018-06-30	Reduce	-0.01 %	0 $ 0 0	$89.43	1.11 %	Reduce -2.78%	70,000
ACN	Accenture PLC	2018-06-30	Reduce	-	0 $ 0 0	$158.28	1.77 %	Reduce -0.11%	114,224
AMZN	Amazon.com Inc	2018-06-30	Reduce	-	0 $ 0 0	$1,764.03	11.17 %	Reduce -0.11%	11,620
AON	Aon PLC	2018-06-30	Reduce	-	0 $ 0 0	$151.10	7.24 %	Reduce -0.06%	322,841
BKNG	Booking Holdings Inc	2018-06-30	Reduce	-	0 $ 0 0	$1,805.74	-14.26 %	Reduce -0.15%	4,757

Total 1664