
	Wallace Weitz
	Weitz Investment Management Inc

	Last update 2021-01-06	65 Stocks (2 new)
	Value $2.12 Bil	Turnover 4 %
	Top Holdings: BRK.A(8.44%) BRK.B(7.16%) GOOG(4.46%) LH(4.15%) V(3.93%) Guru Portfolio Report Download

Wallace Weitz Latest Trades

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Real Time Picks after 2020-09-30 are displayed for Premium P Members Only
FIS	Fidelity National Information Services Inc	2020-09-30	New Buy	+1.78%	● 135.48 ($144.47) 155.76	$129.08	-10.65%	New holding	256,000
GOOG	Alphabet Inc	2020-09-30	Reduce	-1.49%	● 1415.21 ($1525.89) 1728.28	$1,901.05	24.59%	Reduce -24.65%	64,270
LBRDK	Liberty Broadband Corp	2020-09-30	Reduce	-1.02%	● 125.49 ($137.22) 144.9	$154.57	12.64%	Reduce -22.17%	575,000
FB	Facebook Inc	2020-09-30	Reduce	-0.95%	● 230.12 ($257.89) 303.91	$274.50	6.44%	Reduce -24.7%	253,900
BRK.B	Berkshire Hathaway Inc	2020-09-30	Reduce	-0.72%	● 177.99 ($204.37) 221.68	$232.92	13.97%	Reduce -10.1%	711,771
RWT	Redwood Trust Inc	2020-09-30	Reduce	-0.52%	● 6.13 ($7.07) 8	$9.27	31.12%	Reduce -45.53%	1,776,050
FRC	First Republic Bank	2020-09-30	New Buy	+0.47%	● 100.94 ($110.97) 119.36	$156.53	41.06%	New holding	91,050
AMZN	Amazon.com Inc	2020-09-30	Reduce	-0.41%	● 2878.7 ($3151.21) 3531.45	$3,292.23	4.48%	Reduce -18.75%	13,000
MA	Mastercard Inc	2020-09-30	Reduce	-0.37%	● 290.18 ($324.95) 366.12	$328.99	1.24%	Reduce -9.4%	241,065
AON	Aon PLC	2020-09-30	Add	+0.33%	● 190.17 ($199.63) 209.73	$206.46	3.42%	Add 11.73%	321,050
QRTEA	Qurate Retail Inc	2020-09-30	Add	+0.28%	● 6.16 ($9.72) 11.55	$11.73	20.68%	Add 73.64%	1,910,000
SCHW	Charles Schwab Corp	2020-09-30	Add	+0.28%	● 33.02 ($34.79) 36.28	$58.40	67.86%	Add 9.78%	1,852,300
LBRDA	Liberty Broadband Corp	2020-09-30	Reduce	-0.27%	● 123.58 ($135.31) 143.33	$153.65	13.55%	Reduce -25.17%	133,750
LSXMK	Liberty SiriusXM Group	2020-09-30	Add	+0.27%	● 32.05 ($34.97) 37.01	$40.38	15.47%	Add 10.56%	1,832,200
TMO	Thermo Fisher Scientific Inc	2020-09-30	Reduce	-0.27%	● 359.77 ($412.38) 441.52	$514.60	24.79%	Reduce -13.64%	95,000
EQC	Equity Commonwealth	2020-09-30	Sold Out	-0.23%	● 26.63 ($30.94) 32.68	$28.13	-9.08%	Sold Out	0
CRM	Salesforce.com Inc	2020-09-30	Reduce	-0.19%	● 185.51 ($219.05) 281.25	$225.77	3.07%	Reduce -14.29%	120,000
INS	Intelligent Systems Corp	2020-09-30	Reduce	-0.18%	● 29.92 ($34.89) 39.32	$39.99	14.62%	Reduce -10.87%	890,000
LILAK	Liberty Latin America Ltd	2020-09-30	Add	+0.15%	● 7.52 ($8.88) 9.95	$10.72	20.72%	Add 26.9%	1,846,395
LH	Laboratory Corp of America Holdings	2020-09-30	Add	+0.14%	● 167.03 ($184.13) 201.3	$228.90	24.31%	Add 3.44%	466,400
DEO	Diageo PLC	2020-09-30	Add	+0.12%	● 127.94 ($137.81) 149.93	$158.61	15.09%	Add 13.67%	158,000
V	Visa Inc	2020-09-30	Reduce	-0.12%	● 189.02 ($199.76) 216.48	$202.02	1.13%	Reduce -2.92%	415,800
BKI	Black Knight Inc	2020-09-30	Reduce	-0.11%	● 69.08 ($78.69) 87.05	$82.30	4.59%	Reduce -6.92%	410,000
GWRE	Guidewire Software Inc	2020-09-30	Reduce	-0.10%	● 103.33 ($112.39) 121.84	$123.71	10.07%	Reduce -7.75%	208,300
DHR	Danaher Corp	2020-09-30	Reduce	-0.09%	● 177.16 ($200.25) 215.33	$238.04	18.87%	Reduce -5%	190,000
LSXMA	Liberty SiriusXM Group	2020-09-30	Add	+0.08%	● 32.17 ($35.04) 37.26	$40.53	15.67%	Add 13.51%	420,000
ORCL	Oracle Corp	2020-09-30	Reduce	-0.08%	● 53.99 ($56.78) 60.94	$60.36	6.31%	Reduce -3.75%	769,500
KMX	CarMax Inc	2020-09-30	Reduce	-0.07%	● 86.23 ($99.81) 108.8	$118.64	18.87%	Reduce -2.31%	635,000
LIN	Linde PLC	2020-09-30	Reduce	-0.06%	● 214.77 ($242.24) 260.23	$251.48	3.81%	Reduce -5.45%	104,000
MKL	Markel Corp	2020-09-30	Reduce	-0.06%	● 892.91 ($1014.9) 1111.62	$993.80	-2.08%	Reduce -2.2%	53,250
FHB	First Hawaiian Inc	2020-09-30	Reduce	-0.05%	● 14.47 ($16.45) 18.59	$25.13	52.77%	Reduce -20%	240,000
TXN	Texas Instruments Inc	2020-09-30	Reduce	-0.05%	● 124.8 ($135.83) 147.64	$172.81	27.23%	Reduce -3.01%	248,000
CMCSA	Comcast Corp	2020-09-30	Reduce	-0.02%	● 39.25 ($43.43) 46.81	$48.68	12.09%	Reduce -1.65%	595,000
IR	Ingersoll Rand Inc	2020-09-30	Reduce	-0.01%	● 27.86 ($33.43) 37.19	$45.23	35.30%	Reduce -5%	190,000
XLF	SELECT SECTOR SPDR	2020-06-30	Sold Out	-1.33%	● 19.55 ($22.68) 26.74	$30.34	33.77%	Sold Out	0
LBTYK	Liberty Global PLC	2020-06-30	Reduce	-1.28%	● 14.84 ($19.88) 23.35	$24.79	24.70%	Reduce -42.26%	2,086,000
LBRDK	Liberty Broadband Corp	2020-06-30	Reduce	-0.99%	● 106.88 ($125.16) 137.79	$154.57	23.50%	Reduce -18.42%	738,800
INS	Intelligent Systems Corp	2020-06-30	Reduce	-0.98%	● 28.89 ($33.5) 36.47	$39.99	19.37%	Reduce -35.12%	998,497
MRVL	Marvell Technology Group Ltd	2020-06-30	Sold Out	-0.81%	● 21.64 ($29.11) 35.96	$52.62	80.76%	Sold Out	0
SCHW	Charles Schwab Corp	2020-06-30	Add	+0.72%	● 31.75 ($35.75) 42.82	$58.40	63.36%	Add 33.61%	1,687,300

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