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