Weitz Investment Management Inc Buys LKQ Corp, Salesforce.com Inc, ACI Worldwide Inc, Sells TransDigm Group Inc, Wesco Aircraft Holdings Inc, Comcast Corp

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Nov 13, 2019
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Investment company Weitz Investment Management Inc (Current Portfolio) buys LKQ Corp, Salesforce.com Inc, ACI Worldwide Inc, Qurate Retail Inc, Expedia Group Inc, sells TransDigm Group Inc, Wesco Aircraft Holdings Inc, Comcast Corp, Summit Materials Inc, DXC Technology Co during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Weitz Investment Management Inc. As of 2019Q3, Weitz Investment Management Inc owns 69 stocks with a total value of $2.4 billion. These are the details of the buys and sells.

For the details of Wallace Weitz's stock buys and sells, go to https://www.gurufocus.com/guru/wallace+weitz/current-portfolio/portfolio

These are the top 5 holdings of Wallace Weitz
  1. Berkshire Hathaway Inc (BRK.A) - 558 shares, 7.17% of the total portfolio.
  2. Berkshire Hathaway Inc (BRK.B) - 803,807 shares, 6.89% of the total portfolio. Shares reduced by 0.69%
  3. Liberty Broadband Corp (LBRDK) - 1,154,900 shares, 4.98% of the total portfolio. Shares reduced by 6.29%
  4. Alphabet Inc (GOOG) - 98,505 shares, 4.95% of the total portfolio. Shares reduced by 4.6%
  5. Laboratory Corp of America Holdings (LH) - 563,325 shares, 3.90% of the total portfolio. Shares reduced by 8.03%
New Purchase: LKQ Corp (LKQ)

Weitz Investment Management Inc initiated holding in LKQ Corp. The purchase prices were between $24.59 and $32.74, with an estimated average price of $27.34. The stock is now traded at around $35.47. The impact to a portfolio due to this purchase was 0.97%. The holding were 750,900 shares as of .

New Purchase: Salesforce.com Inc (CRM)

Weitz Investment Management Inc initiated holding in Salesforce.com Inc. The purchase prices were between $139.72 and $159.97, with an estimated average price of $152.09. The stock is now traded at around $163.11. The impact to a portfolio due to this purchase was 0.86%. The holding were 140,000 shares as of .

New Purchase: Expedia Group Inc (EXPE)

Weitz Investment Management Inc initiated holding in Expedia Group Inc. The purchase prices were between $126.5 and $139.42, with an estimated average price of $132.14. The stock is now traded at around $96.40. The impact to a portfolio due to this purchase was 0.3%. The holding were 54,000 shares as of .

Added: ACI Worldwide Inc (ACIW)

Weitz Investment Management Inc added to a holding in ACI Worldwide Inc by 252.06%. The purchase prices were between $28.5 and $34.88, with an estimated average price of $31.72. The stock is now traded at around $33.91. The impact to a portfolio due to this purchase was 0.65%. The holding were 704,125 shares as of .

Added: Qurate Retail Inc (QRTEA)

Weitz Investment Management Inc added to a holding in Qurate Retail Inc by 36.66%. The purchase prices were between $10.13 and $14.48, with an estimated average price of $12.08. The stock is now traded at around $10.39. The impact to a portfolio due to this purchase was 0.34%. The holding were 2,943,848 shares as of .

Added: Guidewire Software Inc (GWRE)

Weitz Investment Management Inc added to a holding in Guidewire Software Inc by 25.46%. The purchase prices were between $93.26 and $109.41, with an estimated average price of $100.78. The stock is now traded at around $116.14. The impact to a portfolio due to this purchase was 0.21%. The holding were 238,875 shares as of .

Added: Myers Industries Inc (MYE)

Weitz Investment Management Inc added to a holding in Myers Industries Inc by 50.86%. The purchase prices were between $14.96 and $19.23, with an estimated average price of $17.11. The stock is now traded at around $16.14. The impact to a portfolio due to this purchase was 0.05%. The holding were 211,200 shares as of .

Sold Out: Wesco Aircraft Holdings Inc (WAIR)

Weitz Investment Management Inc sold out a holding in Wesco Aircraft Holdings Inc. The sale prices were between $9.78 and $11.15, with an estimated average price of $10.85.

Sold Out: Liberty Expedia Holdings Inc (LEXEA)

Weitz Investment Management Inc sold out a holding in Liberty Expedia Holdings Inc. The sale prices were between $47.62 and $50.42, with an estimated average price of $48.67.

Sold Out: Compass Minerals International Inc (CMP)

Weitz Investment Management Inc sold out a holding in Compass Minerals International Inc. The sale prices were between $48.39 and $58.05, with an estimated average price of $53.58.



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