Weitz Investment Management as of Sept. 30, 2015
Portfolio Holdings for Weitz Investment Management
Weitz Investment Management holds 68 positions in its portfolio as reported in the September 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Liberty Global Inc C | 6.7 | $217M | 5.3M | 41.02 | |
Berkshire Hathaway (BRK.B) | 6.4 | $206M | 1.6M | 130.40 | |
Liberty Media Corp Del Com Ser C | 5.1 | $163M | 4.7M | 34.46 | |
Liberty Media | 3.7 | $120M | 4.6M | 26.23 | |
Valeant Pharmaceuticals Int | 3.5 | $112M | 630k | 178.38 | |
TransDigm Group Incorporated (TDG) | 3.2 | $102M | 480k | 212.41 | |
Berkshire Hathaway (BRK.A) | 3.1 | $102M | 520.00 | 195240.38 | |
Precision Castparts | 3.1 | $101M | 441k | 229.71 | |
Range Resources (RRC) | 2.7 | $88M | 2.7M | 32.12 | |
Express Scripts Holding | 2.7 | $86M | 1.1M | 80.96 | |
Liberty Broadband Cl C (LBRDK) | 2.7 | $86M | 1.7M | 51.17 | |
Redwood Trust (RWT) | 2.6 | $84M | 6.1M | 13.84 | |
Laboratory Corp. of America Holdings | 2.5 | $80M | 736k | 108.47 | |
Google Inc Class C | 2.4 | $78M | 129k | 608.42 | |
Discovery Communications | 2.3 | $75M | 2.9M | 26.03 | |
Motorola Solutions (MSI) | 2.3 | $75M | 1.1M | 68.38 | |
Endo International | 2.1 | $67M | 973k | 69.28 | |
Fossil (FOSL) | 2.0 | $65M | 1.2M | 55.88 | |
Wells Fargo & Company (WFC) | 1.9 | $62M | 1.2M | 51.35 | |
Fox News | 1.8 | $59M | 2.2M | 27.07 | |
Aon | 1.8 | $59M | 662k | 88.61 | |
Interval Leisure | 1.7 | $55M | 3.0M | 18.36 | |
Pioneer Natural Resources | 1.7 | $55M | 451k | 121.64 | |
Oracle Corporation (ORCL) | 1.6 | $51M | 1.4M | 36.12 | |
Allergan | 1.6 | $51M | 188k | 271.81 | |
Texas Instruments Incorporated (TXN) | 1.6 | $51M | 1.0M | 49.52 | |
Twenty-first Century Fox | 1.3 | $43M | 1.6M | 26.98 | |
Adt | 1.3 | $43M | 1.4M | 29.90 | |
Iconix Brand | 1.3 | $42M | 3.1M | 13.52 | |
Wesco Aircraft Holdings | 1.3 | $42M | 3.4M | 12.20 | |
Liberty Media | 1.2 | $39M | 1.1M | 35.72 | |
Libertyinteractivecorp lbtventcoma | 1.1 | $37M | 919k | 40.35 | |
National CineMedia | 1.1 | $37M | 2.7M | 13.42 | |
Brown & Brown (BRO) | 1.1 | $35M | 1.1M | 30.97 | |
Monsanto Company | 1.1 | $34M | 402k | 85.34 | |
MasterCard Incorporated (MA) | 1.0 | $33M | 370k | 90.12 | |
Allison Transmission Hldngs I (ALSN) | 1.0 | $32M | 1.2M | 26.69 | |
Rwt 4 5/8 04/15/18 | 1.0 | $32M | 33M | 0.96 | |
1.0 | $31M | 49k | 638.38 | ||
FLIR Systems | 0.9 | $29M | 1.0M | 27.99 | |
Willis Group Holdings | 0.9 | $29M | 696k | 40.97 | |
Avon Products | 0.8 | $27M | 8.2M | 3.25 | |
Xo Group | 0.8 | $27M | 1.9M | 14.13 | |
Equity Commonwealth (EQC) | 0.7 | $23M | 855k | 27.24 | |
United Parcel Service (UPS) | 0.7 | $23M | 231k | 98.69 | |
Core Laboratories | 0.7 | $23M | 229k | 99.80 | |
Accenture (ACN) | 0.7 | $23M | 230k | 98.26 | |
Praxair | 0.7 | $22M | 213k | 101.86 | |
EOG Resources (EOG) | 0.7 | $21M | 287k | 72.80 | |
Liberty Broadband Corporation (LBRDA) | 0.7 | $21M | 405k | 51.44 | |
Omni (OMC) | 0.6 | $19M | 290k | 65.90 | |
Angie's List | 0.5 | $17M | 3.4M | 5.04 | |
Discovery Communications | 0.5 | $16M | 669k | 24.29 | |
Diageo (DEO) | 0.4 | $14M | 132k | 107.79 | |
Live Nation Entertainment (LYV) | 0.4 | $14M | 561k | 24.04 | |
Halliburton Company (HAL) | 0.3 | $10M | 292k | 35.35 | |
Liberty Global | 0.3 | $10M | 292k | 34.24 | |
Murphy Usa (MUSA) | 0.3 | $8.5M | 155k | 54.95 | |
ACI Worldwide (ACIW) | 0.2 | $7.8M | 367k | 21.12 | |
Intelligent Sys Corp (CCRD) | 0.2 | $6.4M | 2.3M | 2.82 | |
Cumulus Media | 0.1 | $2.7M | 3.9M | 0.70 | |
Anheuser-Busch InBev NV (BUD) | 0.1 | $1.6M | 15k | 106.33 | |
Microsoft Corporation (MSFT) | 0.0 | $1.3M | 30k | 44.27 | |
Mrc Global Inc cmn (MRC) | 0.0 | $704k | 63k | 11.16 | |
Comcast Corporation | 0.0 | $372k | 6.5k | 57.23 | |
Post Holdings Inc Common (POST) | 0.0 | $313k | 5.3k | 59.06 | |
Columbia Pipeline | 0.0 | $183k | 10k | 18.30 | |
Monmouth R.E. Inv | 0.0 | $148k | 15k | 9.74 |