Wallace Weitz

Wallace Weitz

Weitz Investment Management Inc
Last update 2018-11-13 76 Stocks (1 new)
Value $2.42 Bil Turnover 6 %
Top Holdings: BRK.B(8.15%) BRK.A(7.46%) LBRDK(6.69%) GBR:LBTYK(5.05%) GOOG(4.71%)
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Wallace Weitz Latest Trades

SCHW
Charles Schwab Corp
2018-09-30
New Buy
+1.70%
0 $ 0 0
$41.43
-18.88%
New holding
839,139
BRK.B
Berkshire Hathaway Inc
2018-09-30
Reduce
-1.67%
0 $ 0 0
$202.42
-1.35%
Reduce -18.39%
921,538
SUM
Summit Materials Inc
2018-09-30
Add
+1.06%
0 $ 0 0
$12.09
-45.47%
Add 766.05%
1,602,200
AGN
Allergan PLC
2018-09-30
Reduce
-1.04%
0 $ 0 0
$150.86
-17.88%
Reduce -22.27%
505,270
MRVL
Marvell Technology Group Ltd
2018-09-30
Add
+1.02%
0 $ 0 0
$15.65
-23.92%
Add 802.19%
1,443,500
LBRDK
Liberty Broadband Corp
2018-09-30
Reduce
-0.77%
0 $ 0 0
$78.99
-0.88%
Reduce -10.88%
1,920,627
V
Visa Inc
2018-09-30
Reduce
-0.76%
0 $ 0 0
$137.80
-3.09%
Reduce -17.09%
644,585
FB
Facebook Inc
2018-09-30
Add
+0.69%
0 $ 0 0
$145.01
-19.90%
Add 36.24%
380,793
DISCK
Discovery Inc
2018-09-30
Reduce
-0.62%
0 $ 0 0
$25.99
-0.12%
Reduce -44.93%
684,100
VMC
Vulcan Materials Co
2018-09-30
Add
+0.55%
0 $ 0 0
$98.75
-14.85%
Add 1085.15%
130,366
TUP
Tupperware Brands Corp
2018-09-30
Reduce
-0.54%
0 $ 0 0
$35.87
0.36%
Reduce -40.55%
445,000
DHR
Danaher Corp
2018-09-30
Reduce
-0.53%
0 $ 0 0
$102.50
-0.21%
Reduce -51.56%
116,077
GLIBA
GCI Liberty Inc
2018-09-30
Reduce
-0.46%
0 $ 0 0
$46.24
-3.75%
Reduce -37.87%
385,000
MA
Mastercard Inc
2018-09-30
Reduce
-0.31%
0 $ 0 0
$198.96
-4.63%
Reduce -7.41%
457,478
ORCL
Oracle Corp
2018-09-30
Reduce
-0.31%
0 $ 0 0
$47.32
-2.57%
Reduce -11.67%
1,250,213
AMZN
Amazon.com Inc
2018-09-30
Reduce
-0.26%
0 $ 0 0
$1,658.38
-11.78%
Reduce -30.33%
8,096
CMCSA
Comcast Corp
2018-09-30
Add
+0.24%
0 $ 0 0
$36.76
3.90%
Add 17.50%
1,082,098
DXC
DXC Technology Co
2018-09-30
Add
+0.23%
0 $ 0 0
$58.08
-34.37%
Add 12.09%
546,852
LBTYK
Liberty Global PLC
2018-09-30
Add
+0.22%
0 $ 0 0
$23.14
-14.23%
Add 4.57%
4,338,707
WAIR
Wesco Aircraft Holdings Inc
2018-09-30
Reduce
-0.22%
0 $ 0 0
$8.83
-26.17%
Reduce -20.29%
1,800,000
MHK
Mohawk Industries Inc
2018-09-30
Add
+0.20%
0 $ 0 0
$118.20
-39.73%
Add 38.16%
98,080
KMX
CarMax Inc
2018-09-30
Add
+0.18%
0 $ 0 0
$62.36
-18.24%
Add 9.90%
651,870
LEXEA
Liberty Expedia Holdings Inc
2018-09-30
Reduce
-0.14%
0 $ 0 0
$41.76
-10.58%
Reduce -25.00%
225,000
RWT
Redwood Trust Inc
2018-09-30
Reduce
-0.14%
0 $ 0 0
$15.85
-4.35%
Reduce -5.11%
3,540,400
TMO
Thermo Fisher Scientific Inc
2018-09-30
Reduce
-0.14%
0 $ 0 0
$241.52
4.99%
Reduce -11.79%
115,924
PRSP
Perspecta Inc
2018-09-30
Reduce
-0.13%
0 $ 0 0
$20.45
-12.34%
Reduce -27.21%
385,000
MUSA
Murphy USA Inc
2018-09-30
Reduce
-0.09%
0 $ 0 0
$76.11
-7.67%
Reduce -48.63%
30,000
ACN
Accenture PLC
2018-09-30
Reduce
-0.07%
0 $ 0 0
$160.25
-3.73%
Reduce -8.75%
104,224
LILAK
Liberty Latin America Ltd
2018-09-30
Add
+0.06%
0 $ 0 0
$16.55
-15.95%
Add 4.35%
1,557,800
LSXMA
Liberty SiriusXM Group
2018-09-30
Reduce
-0.05%
0 $ 0 0
$38.75
-16.56%
Reduce -6.33%
370,000
LBRDA
Liberty Broadband Corp
2018-09-30
Reduce
-0.03%
0 $ 0 0
$79.37
-0.24%
Reduce -2.86%
340,000
AXTA
Axalta Coating Systems Ltd
2018-09-30
Add
+0.02%
0 $ 0 0
$22.64
-24.53%
Add 2.31%
774,950
LIN
Linde PLC
2018-09-30
Reduce
-0.02%
0 $ 0 0
$158.09
-1.52%
Reduce -1.71%
171,950
AON
Aon PLC
2018-09-30
Reduce
-0.01%
0 $ 0 0
$156.10
6.74%
Reduce -0.62%
320,841
GOOG
Alphabet Inc
2018-09-30
Add
+0.01%
0 $ 0 0
$1,061.90
-11.27%
Add 0.29%
95,505
EQC
Equity Commonwealth
2018-09-30
Reduce
-0.01%
0 $ 0 0
$31.23
-1.85%
Reduce -1.57%
250,000
LH
Laboratory Corp of America Holdings
2018-09-30
Reduce
-0.01%
0 $ 0 0
$139.71
-21.09%
Reduce -0.20%
613,997
MLM
Martin Marietta Materials Inc
2018-09-30
Add
+0.01%
0 $ 0 0
$175.50
-15.05%
Add 15.38%
7,500
XOXO
XO Group Inc
2018-09-30
Sold Out
-0.01%
0 $ 0 0
$34.98
13.06%
Sold Out
-
GOOGL
Alphabet Inc
2018-09-30
Add
-%
0 $ 0 0
$1,073.54
-11.25%
Add 16.67%
147
Total 1704