- New Purchases: LKQ, CRM, EXPE,
- Added Positions: ACIW, QRTEA, GWRE, SCHW, AMZN, DLTR, ORCL, MYE, LILAK, BOX,
- Reduced Positions: TDG, CMCSA, MA, SUM, DXC, V, KMX, LH, BKNG, LBRDK, MRVL, TXN, GOOG, CFX, FB, INS, LBTYK, BKI, LSXMK, SWK, FWONK, RWT, AXTA, DEO, VMC, MLM, CHTR, EXP, IWB,
- Sold Out: WAIR, LEXEA, CMP,
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- Berkshire Hathaway Inc (BRK.A) - 558 shares, 7.17% of the total portfolio.
- Berkshire Hathaway Inc (BRK.B) - 803,807 shares, 6.89% of the total portfolio. Shares reduced by 0.69%
- Liberty Broadband Corp (LBRDK) - 1,154,900 shares, 4.98% of the total portfolio. Shares reduced by 6.29%
- Alphabet Inc (GOOG) - 98,505 shares, 4.95% of the total portfolio. Shares reduced by 4.6%
- Laboratory Corp of America Holdings (LH) - 563,325 shares, 3.90% of the total portfolio. Shares reduced by 8.03%
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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