Weitz Investment Management as of June 30, 2015
Portfolio Holdings for Weitz Investment Management
Weitz Investment Management holds 67 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Liberty Global SHS CL C | 7.3 | $260M | 5.1M | 50.63 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $200M | 1.5M | 136.11 | |
Valeant Pharmaceuticals Int | 4.5 | $159M | 717k | 222.15 | |
Liberty Media Corp Delaware Com Ser C | 4.3 | $154M | 4.3M | 35.90 | |
Liberty Interactive Corp Qvc Gp Com Ser A | 4.0 | $143M | 5.2M | 27.75 | |
TransDigm Group Incorporated (TDG) | 3.5 | $125M | 557k | 224.67 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.0 | $107M | 522.00 | 204850.57 | |
Range Resources (RRC) | 3.0 | $106M | 2.2M | 49.38 | |
Discovery Communicatns Com Ser C | 2.9 | $103M | 3.3M | 31.08 | |
Express Scripts Holding | 2.8 | $100M | 1.1M | 88.94 | |
Martin Marietta Materials (MLM) | 2.8 | $99M | 701k | 141.51 | |
Redwood Trust (RWT) | 2.5 | $90M | 5.7M | 15.70 | |
Laboratory Corp Amer Hldgs Com New | 2.5 | $87M | 721k | 121.22 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 2.3 | $82M | 1.6M | 51.16 | |
Twenty First Centy Fox CL B | 2.2 | $80M | 2.5M | 32.22 | |
Precision Castparts | 2.2 | $79M | 397k | 199.87 | |
Endo Intl SHS | 2.1 | $77M | 961k | 79.65 | |
Iconix Brand | 2.0 | $71M | 2.8M | 24.97 | |
Wells Fargo & Company (WFC) | 1.9 | $69M | 1.2M | 56.24 | |
Pioneer Natural Resources | 1.9 | $68M | 489k | 138.69 | |
Google CL C | 1.8 | $65M | 124k | 520.51 | |
Aon Shs Cl A | 1.8 | $64M | 646k | 99.68 | |
Motorola Solutions Com New (MSI) | 1.7 | $61M | 1.1M | 57.34 | |
Fossil (FOSL) | 1.6 | $58M | 836k | 69.36 | |
Interval Leisure | 1.6 | $57M | 2.5M | 22.85 | |
Avon Products | 1.6 | $56M | 8.9M | 6.26 | |
Oracle Corporation (ORCL) | 1.6 | $55M | 1.4M | 40.30 | |
Texas Instruments Incorporated (TXN) | 1.4 | $51M | 981k | 51.51 | |
Adt | 1.3 | $46M | 1.4M | 33.57 | |
Wesco Aircraft Holdings | 1.2 | $43M | 2.8M | 15.15 | |
Liberty Media Corp Delaware Cl A | 1.1 | $40M | 1.1M | 36.04 | |
National CineMedia | 1.1 | $39M | 2.5M | 15.96 | |
Catamaran | 1.1 | $39M | 630k | 61.08 | |
Brown & Brown (BRO) | 1.0 | $36M | 1.1M | 32.86 | |
Liberty Interactive Corp Lbt Vent Com A | 1.0 | $36M | 917k | 39.27 | |
Core Laboratories | 1.0 | $35M | 305k | 114.04 | |
Twenty First Centy Fox Cl A | 0.9 | $33M | 1.0M | 32.55 | |
Willis Group Holdings Public SHS | 0.9 | $32M | 676k | 46.90 | |
Redwood Tr Note 4.625% 4/1 (Principal) | 0.9 | $32M | 33M | 0.96 | |
Xo Group | 0.9 | $31M | 1.9M | 16.35 | |
FLIR Systems | 0.8 | $30M | 972k | 30.82 | |
Mastercard Cl A (MA) | 0.8 | $30M | 315k | 93.48 | |
Google Cl A | 0.8 | $29M | 54k | 540.04 | |
Allison Transmission Hldngs I (ALSN) | 0.7 | $26M | 904k | 29.26 | |
Monsanto Company | 0.7 | $24M | 228k | 106.59 | |
United Parcel Service CL B (UPS) | 0.6 | $22M | 231k | 96.91 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $22M | 230k | 96.78 | |
Angie's List | 0.6 | $22M | 3.6M | 6.16 | |
Equity Comwlth Com Sh Ben Int (EQC) | 0.6 | $22M | 847k | 25.67 | |
Post Holdings Inc Common (POST) | 0.6 | $21M | 393k | 53.93 | |
Liberty Broadband Corp Com Ser A (LBRDA) | 0.6 | $21M | 404k | 50.97 | |
Omni (OMC) | 0.6 | $20M | 290k | 69.49 | |
Live Nation Entertainment (LYV) | 0.5 | $20M | 711k | 27.49 | |
Diageo P L C Spon Adr New (DEO) | 0.4 | $15M | 132k | 116.04 | |
Praxair | 0.4 | $15M | 126k | 119.55 | |
ACI Worldwide (ACIW) | 0.3 | $11M | 445k | 24.57 | |
World Fuel Services Corporation (WKC) | 0.3 | $9.6M | 200k | 47.95 | |
Cumulus Media Cl A | 0.2 | $7.5M | 3.7M | 2.03 | |
Prestige Brands Holdings (PBH) | 0.2 | $7.4M | 160k | 46.24 | |
Intelligent Sys Corp (CCRD) | 0.2 | $6.7M | 2.3M | 2.97 | |
Baker Hughes Incorporated | 0.2 | $5.6M | 91k | 61.70 | |
Halliburton Company (HAL) | 0.2 | $5.5M | 129k | 43.07 | |
Microsoft Corporation (MSFT) | 0.0 | $1.8M | 40k | 44.15 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $1.6M | 13k | 120.69 | |
Mrc Global Inc cmn (MRC) | 0.0 | $974k | 63k | 15.43 | |
Comcast Corp Cl A Spl | 0.0 | $390k | 6.5k | 60.00 | |
Monmouth Real Estate Invt Cl A | 0.0 | $148k | 15k | 9.74 |