Wallace R. Weitz as of Sept. 30, 2003
Portfolio Holdings for Wallace R. Weitz
Wallace R. Weitz holds 50 positions in its portfolio as reported in the September 2003 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Media Corp-a | 7.5 | $413M | 41M | 9.97 | |
| Comcast Corporation | 6.5 | $357M | 12M | 29.54 | |
| Park Place Entertainment Corpo | 6.4 | $354M | 39M | 9.01 | |
| Host Hotels & Resorts (HST) | 5.9 | $326M | 30M | 10.73 | |
| Citizens Communications Compan | 4.7 | $260M | 23M | 11.21 | |
| Berkshire Hathaway Inc. Class B | 4.7 | $258M | 103k | 2496.00 | |
| Washington Mutual | 4.5 | $249M | 6.3M | 39.37 | |
| Berkshire Hathaway (BRK.A) | 4.2 | $231M | 3.1k | 75000.00 | |
| Countrywide Financial Corp | 4.0 | $220M | 2.8M | 78.28 | |
| Hilton Hotels Corporation | 3.8 | $211M | 13M | 16.22 | |
| Washington Post Company | 3.7 | $203M | 305k | 665.00 | |
| Federal Home Loan Mortgage (FMCC) | 3.7 | $202M | 3.9M | 52.35 | |
| Safeway | 3.6 | $199M | 8.7M | 22.94 | |
| Telephone & Data Systems | 3.3 | $180M | 3.2M | 56.54 | |
| Greenpoint Finl Corp | 2.9 | $161M | 5.4M | 29.86 | |
| Alltel Corporation | 2.8 | $152M | 3.3M | 46.34 | |
| Qwest Communications International | 2.8 | $152M | 45M | 3.40 | |
| Charter Communications Inc D cl a | 2.5 | $141M | 34M | 4.12 | |
| Redwood Trust (RWT) | 2.5 | $138M | 3.2M | 42.40 | |
| U.S. Bancorp (USB) | 2.1 | $117M | 4.9M | 23.99 | |
| Novastar Finl | 1.5 | $83M | 1.4M | 57.47 | |
| Westar Energy | 1.5 | $81M | 4.4M | 18.45 | |
| Insight Communications Inc cl a | 1.4 | $75M | 7.8M | 9.52 | |
| Archstone Smith Tr | 1.2 | $69M | 2.6M | 26.38 | |
| Six Flags | 1.2 | $64M | 12M | 5.26 | |
| Federal National Mortgage Association (FNMA) | 1.1 | $60M | 850k | 70.20 | |
| Vornado Realty Trust (VNO) | 1.1 | $58M | 1.2M | 48.04 | |
| Laboratory Corp. of America Holdings (LH) | 1.0 | $54M | 1.9M | 28.70 | |
| Forest City Enterprises | 0.9 | $52M | 1.2M | 43.75 | |
| Newcastle Investment | 0.9 | $51M | 2.2M | 22.99 | |
| Harrahs Entmt | 0.9 | $48M | 1.1M | 42.11 | |
| Mail-well | 0.8 | $44M | 13M | 3.50 | |
| Extended Stay Amer | 0.8 | $44M | 2.9M | 14.93 | |
| Sprint Nextel Corporation | 0.8 | $43M | 2.9M | 15.10 | |
| Waste Management (WM) | 0.7 | $38M | 1.5M | 26.17 | |
| AvalonBay Communities (AVB) | 0.3 | $19M | 415k | 46.80 | |
| Papa John's Int'l (PZZA) | 0.3 | $17M | 700k | 24.81 | |
| Costco Wholesale Corporation (COST) | 0.3 | $17M | 555k | 31.08 | |
| Interpublic Group of Companies (IPG) | 0.3 | $14M | 1.0M | 14.12 | |
| Capital Automotive Reit | 0.2 | $10M | 332k | 30.51 | |
| D.R. Horton (DHI) | 0.1 | $8.2M | 250k | 32.70 | |
| Wells Fargo & Company (WFC) | 0.1 | $7.7M | 150k | 51.50 | |
| Insurance Auto Auctions | 0.1 | $7.3M | 647k | 11.25 | |
| Hanover Cap Mtg Hldgs | 0.1 | $5.8M | 550k | 10.55 | |
| Astoria Financial Corporation | 0.1 | $5.2M | 167k | 30.90 | |
| Centennial Communctns Corp N cl a | 0.1 | $4.3M | 846k | 5.08 | |
| Daily Journal Corporation (DJCO) | 0.1 | $3.1M | 115k | 26.77 | |
| Lynch Interactive Corp | 0.1 | $2.6M | 100k | 26.20 | |
| Gabelli Global Multimedia Trust (GGT) | 0.0 | $1.4M | 183k | 7.78 | |
| Intelligent Sys Corp (CCRD) | 0.0 | $1.1M | 639k | 1.70 |
