Wallace Weitz

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%)
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Wallace Weitz Latest Trades

Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
BKI
Black Knight Inc
2018-12-31
New Buy
+1.47%
0 $ 0 0
$52.29
11.95%
New holding
702,100
WFC
Wells Fargo & Co
2018-12-31
Sold Out
-1.18%
0 $ 0 0
$49.02
-4.09%
Sold Out
-
ADI
Analog Devices Inc
2018-12-31
New Buy
+0.97%
0 $ 0 0
$105.91
22.55%
New holding
241,825
AGN
Allergan PLC
2018-12-31
Reduce
-0.96%
0 $ 0 0
$136.70
-15.96%
Reduce -24.15%
383,236
SCHW
Charles Schwab Corp
2018-12-31
Add
+0.94%
0 $ 0 0
$46.17
2.55%
Add 57.59%
1,322,364
TDG
TransDigm Group Inc
2018-12-31
Add
+0.74%
0 $ 0 0
$436.89
27.60%
Add 152.72%
77,052
SWK
Stanley Black & Decker Inc
2018-12-31
New Buy
+0.66%
0 $ 0 0
$138.92
11.77%
New holding
118,595
VMC
Vulcan Materials Co
2018-12-31
Add
+0.66%
0 $ 0 0
$112.68
11.45%
Add 109.82%
273,540
KMX
CarMax Inc
2018-12-31
Add
+0.64%
0 $ 0 0
$60.54
-7.84%
Add 33.72%
871,674
DISCK
Discovery Inc
2018-12-31
Reduce
-0.59%
0 $ 0 0
$27.51
-0.65%
Reduce -70.76%
200,000
BRK.B
Berkshire Hathaway Inc
2018-12-31
Reduce
-0.56%
0 $ 0 0
$201.91
-3.17%
Reduce -6.85%
858,421
FB
Facebook Inc
2018-12-31
Add
+0.52%
0 $ 0 0
$161.89
12.41%
Add 22.35%
465,907
RWT
Redwood Trust Inc
2018-12-31
Reduce
-0.49%
0 $ 0 0
$15.50
-4.02%
Reduce -20.45%
2,816,300
MLM
Martin Marietta Materials Inc
2018-12-31
Add
+0.48%
0 $ 0 0
$190
7.01%
Add 795.07%
67,130
LH
Laboratory Corp of America Holdings
2018-12-31
Add
+0.44%
0 $ 0 0
$148.76
-4.03%
Add 12.27%
689,325
SUM
Summit Materials Inc
2018-12-31
Add
+0.44%
0 $ 0 0
$17.54
25.73%
Add 47.75%
2,367,300
PXD
Pioneer Natural Resources Co
2018-12-31
Sold Out
-0.42%
0 $ 0 0
$142.13
-6.38%
Sold Out
-
TUP
Tupperware Brands Corp
2018-12-31
Reduce
-0.41%
0 $ 0 0
$30.98
-11.10%
Reduce -66.29%
150,000
AMZN
Amazon.com Inc
2018-12-31
Add
+0.40%
0 $ 0 0
$1,631.56
-1.14%
Add 70.66%
13,817
AON
Aon PLC
2018-12-31
Reduce
-0.34%
0 $ 0 0
$172.06
10.83%
Reduce -16.81%
266,899
CHTR
Charter Communications Inc
2018-12-31
Reduce
-0.31%
0 $ 0 0
$350.08
11.88%
Reduce -71.88%
9,000
DXC
DXC Technology Co
2018-12-31
Add
+0.31%
0 $ 0 0
$66.67
-2.14%
Add 22.87%
671,900
LBTYK
Liberty Global PLC
2018-12-31
Reduce
-0.28%
0 $ 0 0
$25.17
5.80%
Reduce -5.59%
4,096,255
BKNG
Booking Holdings Inc
2018-12-31
Add
+0.27%
0 $ 0 0
$1,910.52
4.56%
Add 69.64%
8,070
DHR
Danaher Corp
2018-12-31
Add
+0.26%
0 $ 0 0
$113.48
10.97%
Add 47.49%
171,200
LBRDK
Liberty Broadband Corp
2018-12-31
Reduce
-0.24%
0 $ 0 0
$90.08
12.71%
Reduce -3.6%
1,851,476
MHK
Mohawk Industries Inc
2018-12-31
Add
+0.21%
0 $ 0 0
$140.50
6.33%
Add 38.74%
136,075
LEXEA
Liberty Expedia Holdings Inc
2018-12-31
Reduce
-0.20%
0 $ 0 0
$45.75
10.43%
Reduce -44.44%
125,000
GOOG
Alphabet Inc
2018-12-31
Add
+0.20%
0 $ 0 0
$1,110.37
4.13%
Add 4.33%
99,645
GDI
Gardner Denver Holdings Inc
2018-12-31
New Buy
+0.19%
0 $ 0 0
$26.74
9.64%
New holding
200,000
MKL
Markel Corp
2018-12-31
Add
+0.19%
0 $ 0 0
$1,002
-8.13%
Add 66.67%
10,000
CFX
Colfax Corp
2018-12-31
Add
+0.15%
0 $ 0 0
$26.84
-0.15%
Add 9.52%
1,823,450
MRVL
Marvell Technology Group Ltd
2018-12-31
Add
+0.15%
0 $ 0 0
$19.65
19.31%
Add 13.89%
1,644,000
GWRE
Guidewire Software Inc
2018-12-31
Add
+0.15%
0 $ 0 0
$92
5.77%
Add 57.14%
110,000
LBRDA
Liberty Broadband Corp
2018-12-31
Reduce
-0.12%
0 $ 0 0
$89.80
11.90%
Reduce -10.29%
305,000
MYE
Myers Industries Inc
2018-12-31
New Buy
+0.10%
0 $ 0 0
$18.04
10.81%
New holding
140,000
TMO
Thermo Fisher Scientific Inc
2018-12-31
Reduce
-0.10%
0 $ 0 0
$252.10
7.68%
Reduce -8.67%
105,873
QRTEA
Qurate Retail Inc
2018-12-31
Reduce
-0.09%
0 $ 0 0
$21.80
0.93%
Reduce -5.87%
1,655,950
PRSP
Perspecta Inc
2018-12-31
Add
+0.08%
0 $ 0 0
$21.51
-2.05%
Add 24.68%
480,000
BRK.A
Berkshire Hathaway Inc
2018-12-31
Reduce
-0.08%
0 $ 0 0
$302,000
-3.38%
Reduce -1.06%
558
Total 1766