Weitz Investment Management as of Dec. 31, 2014
Portfolio Holdings for Weitz Investment Management
Weitz Investment Management holds 71 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Liberty Global Inc C | 6.8 | $243M | 5.0M | 48.31 | |
Berkshire Hathaway (BRK.B) | 6.0 | $216M | 1.4M | 150.15 | |
Valeant Pharmaceuticals Int | 5.5 | $197M | 1.4M | 143.11 | |
Liberty Media | 4.3 | $156M | 5.3M | 29.42 | |
Express Scripts Holding | 4.0 | $143M | 1.7M | 84.67 | |
Liberty Media Corp Del Com Ser C | 3.7 | $133M | 3.8M | 35.03 | |
Redwood Trust (RWT) | 3.5 | $125M | 6.3M | 19.70 | |
TransDigm Group Incorporated (TDG) | 3.3 | $118M | 600k | 196.35 | |
Range Resources (RRC) | 3.1 | $110M | 2.1M | 53.45 | |
Laboratory Corp. of America Holdings | 3.0 | $108M | 997k | 107.90 | |
Wells Fargo & Company (WFC) | 3.0 | $106M | 1.9M | 54.82 | |
Martin Marietta Materials (MLM) | 2.4 | $85M | 774k | 110.32 | |
Discovery Communications | 2.3 | $83M | 2.5M | 33.72 | |
Iconix Brand | 2.2 | $80M | 2.4M | 33.79 | |
Texas Instruments Incorporated (TXN) | 2.2 | $80M | 1.5M | 53.47 | |
Pioneer Natural Resources | 2.2 | $78M | 522k | 148.85 | |
Interval Leisure | 1.9 | $69M | 3.3M | 20.89 | |
Motorola Solutions (MSI) | 1.9 | $68M | 1.0M | 67.08 | |
Live Nation Entertainment (LYV) | 1.8 | $63M | 2.4M | 26.11 | |
Aon | 1.7 | $62M | 655k | 94.83 | |
Twenty-first Century Fox | 1.7 | $62M | 1.6M | 38.41 | |
Adt | 1.7 | $61M | 1.7M | 36.23 | |
Oracle Corporation (ORCL) | 1.7 | $60M | 1.3M | 44.97 | |
Catamaran | 1.7 | $60M | 1.2M | 51.75 | |
Liberty Broadband Cl C (LBRDK) | 1.7 | $60M | 1.2M | 49.82 | |
Precision Castparts | 1.6 | $58M | 241k | 240.88 | |
Avon Products | 1.6 | $57M | 6.0M | 9.39 | |
Endo International | 1.6 | $55M | 768k | 72.12 | |
Google Inc Class C | 1.5 | $55M | 104k | 526.40 | |
Xo Group | 1.3 | $46M | 2.5M | 18.21 | |
Wesco Aircraft Holdings | 1.2 | $44M | 3.1M | 13.98 | |
National CineMedia | 1.2 | $42M | 2.9M | 14.37 | |
Liberty Media | 1.1 | $39M | 1.1M | 35.27 | |
Fidelity National Information Services (FIS) | 1.0 | $36M | 579k | 62.20 | |
Brown & Brown (BRO) | 1.0 | $35M | 1.1M | 32.91 | |
Allison Transmission Hldngs I (ALSN) | 0.9 | $33M | 960k | 33.90 | |
Rwt 4 5/8 04/15/18 | 0.9 | $33M | 33M | 0.99 | |
Libertyinteractivecorp lbtventcoma | 0.9 | $32M | 839k | 37.72 | |
FLIR Systems | 0.8 | $30M | 917k | 32.31 | |
Willis Group Holdings | 0.8 | $29M | 651k | 44.81 | |
0.8 | $29M | 54k | 530.66 | ||
United Parcel Service (UPS) | 0.7 | $26M | 231k | 111.17 | |
MasterCard Incorporated (MA) | 0.7 | $25M | 284k | 86.16 | |
Directv | 0.7 | $23M | 269k | 86.70 | |
Angie's List | 0.6 | $23M | 3.7M | 6.23 | |
Omni (OMC) | 0.6 | $22M | 289k | 77.47 | |
Accenture (ACN) | 0.6 | $21M | 230k | 89.31 | |
Core Laboratories | 0.5 | $18M | 149k | 120.34 | |
Liberty Broadband Corporation (LBRDA) | 0.5 | $17M | 346k | 50.09 | |
Praxair | 0.5 | $16M | 126k | 129.56 | |
World Fuel Services Corporation (WKC) | 0.5 | $16M | 342k | 46.93 | |
Berkshire Hathaway (BRK.A) | 0.4 | $16M | 69.00 | 226000.00 | |
ACI Worldwide (ACIW) | 0.4 | $15M | 743k | 20.17 | |
Diageo (DEO) | 0.4 | $15M | 132k | 114.09 | |
Cumulus Media | 0.4 | $15M | 3.6M | 4.23 | |
Ascent Media Corporation | 0.2 | $7.4M | 140k | 52.93 | |
Fox News | 0.2 | $7.3M | 198k | 36.89 | |
Post Holdings Inc Common (POST) | 0.2 | $6.1M | 145k | 41.89 | |
Prestige Brands Holdings (PBH) | 0.2 | $5.6M | 160k | 34.72 | |
Intelligent Sys Corp (CCRD) | 0.1 | $3.7M | 2.3M | 1.61 | |
Liberty Broadband - Rights 1 other | 0.1 | $2.6M | 273k | 9.50 | |
Microsoft Corporation (MSFT) | 0.1 | $1.9M | 40k | 46.45 | |
Walt Disney Company (DIS) | 0.1 | $1.8M | 19k | 94.21 | |
Anheuser-Busch InBev NV (BUD) | 0.0 | $1.5M | 13k | 112.31 | |
Mrc Global Inc cmn (MRC) | 0.0 | $1.3M | 89k | 15.15 | |
Us Silica Hldgs (SLCA) | 0.0 | $771k | 30k | 25.70 | |
Comcast Corporation | 0.0 | $374k | 6.5k | 57.54 | |
eBay (EBAY) | 0.0 | $533k | 9.5k | 56.11 | |
iShares Russell 3000 Index (IWV) | 0.0 | $282k | 2.3k | 122.08 | |
Apache Corporation | 0.0 | $65k | 1.0k | 63.11 | |
Monmouth R.E. Inv | 0.0 | $75k | 6.8k | 11.03 |