Weitz Investment Management as of June 30, 2016
Portfolio Holdings for Weitz Investment Management
Weitz Investment Management holds 68 positions in its portfolio as reported in the June 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hathaway (BRK.B) | 7.9 | $214M | 1.5M | 144.79 | |
Liberty Global Inc C | 5.6 | $153M | 5.3M | 28.65 | |
Liberty Broadband Cl C (LBRDK) | 5.2 | $140M | 2.3M | 60.00 | |
Allergan | 5.1 | $138M | 596k | 231.09 | |
Liberty Media Corp Delaware Com C Siriusxm | 4.9 | $132M | 4.3M | 30.87 | |
Liberty Media | 4.0 | $109M | 4.3M | 25.37 | |
Berkshire Hathaway (BRK.A) | 3.9 | $107M | 492.00 | 216975.61 | |
Laboratory Corp. of America Holdings | 3.9 | $105M | 806k | 130.27 | |
Twenty-first Century Fox | 3.8 | $104M | 3.8M | 27.05 | |
Redwood Trust (RWT) | 3.4 | $93M | 6.7M | 13.81 | |
Express Scripts Holding | 2.9 | $79M | 1.0M | 75.80 | |
TransDigm Group Incorporated (TDG) | 2.8 | $76M | 287k | 263.69 | |
Alphabet Inc Class C cs (GOOG) | 2.8 | $75M | 108k | 692.10 | |
MasterCard Incorporated (MA) | 2.4 | $64M | 728k | 88.06 | |
Interval Leisure | 2.3 | $61M | 3.9M | 15.90 | |
Aon | 2.3 | $61M | 560k | 109.23 | |
Wells Fargo & Company (WFC) | 2.2 | $60M | 1.3M | 47.33 | |
Colfax Corporation | 2.2 | $60M | 2.3M | 26.46 | |
Texas Instruments Incorporated (TXN) | 1.9 | $52M | 834k | 62.65 | |
Motorola Solutions (MSI) | 1.7 | $46M | 700k | 65.97 | |
Range Resources (RRC) | 1.7 | $45M | 1.0M | 43.14 | |
Wesco Aircraft Holdings | 1.4 | $39M | 2.9M | 13.42 | |
Discovery Communications | 1.4 | $38M | 1.5M | 25.23 | |
Libertyinteractivecorp lbtventcoma | 1.3 | $36M | 964k | 37.07 | |
National CineMedia | 1.3 | $35M | 2.3M | 15.48 | |
Rwt 4 5/8 04/15/18 | 1.2 | $33M | 33M | 0.99 | |
Allison Transmission Hldngs I (ALSN) | 1.2 | $32M | 1.1M | 28.23 | |
Liberty Global | 1.1 | $31M | 959k | 32.49 | |
FLIR Systems | 1.1 | $30M | 954k | 30.95 | |
Willis Towers Watson (WTW) | 1.1 | $29M | 235k | 124.31 | |
Pioneer Natural Resources | 1.0 | $27M | 181k | 151.21 | |
Fossil (FOSL) | 0.9 | $25M | 892k | 28.53 | |
United Parcel Service (UPS) | 0.8 | $23M | 210k | 107.72 | |
Liberty Broadband Corporation (LBRDA) | 0.8 | $22M | 369k | 59.40 | |
Praxair | 0.8 | $22M | 194k | 112.39 | |
Accenture (ACN) | 0.8 | $21M | 186k | 113.29 | |
Monsanto Company | 0.8 | $21M | 202k | 103.41 | |
Comcast Corporation (CMCSA) | 0.8 | $21M | 317k | 65.19 | |
Avon Products | 0.7 | $19M | 5.1M | 3.78 | |
Liberty Media Corp Series C Li | 0.7 | $20M | 1.0M | 18.97 | |
Xo Group | 0.7 | $19M | 1.1M | 17.43 | |
Discovery Communications | 0.7 | $19M | 798k | 23.85 | |
Liberty Media Corp Delaware Com A Siriusxm | 0.7 | $19M | 603k | 31.36 | |
Oracle Corporation (ORCL) | 0.6 | $17M | 424k | 40.93 | |
Equity Commonwealth (EQC) | 0.6 | $17M | 588k | 29.13 | |
Redwood Trust, Inc note 5.625 11/1 | 0.6 | $16M | 16M | 0.98 | |
Diageo (DEO) | 0.6 | $15M | 132k | 112.88 | |
EOG Resources (EOG) | 0.5 | $14M | 167k | 83.42 | |
Murphy Usa (MUSA) | 0.5 | $13M | 175k | 74.16 | |
McKesson Corporation (MCK) | 0.4 | $11M | 58k | 186.65 | |
Fox News | 0.4 | $10M | 368k | 27.25 | |
Halliburton Company (HAL) | 0.3 | $9.2M | 203k | 45.29 | |
Intelligent Sys Corp (CCRD) | 0.3 | $8.4M | 2.3M | 3.72 | |
Lions Gate Entertainment | 0.2 | $6.7M | 330k | 20.23 | |
Brown & Brown (BRO) | 0.2 | $5.6M | 150k | 37.47 | |
Liberty Media Corp Delaware Com C Braves Grp | 0.1 | $3.2M | 221k | 14.66 | |
Liberty Media Corp Del Com Ser | 0.1 | $2.9M | 149k | 19.14 | |
ACI Worldwide (ACIW) | 0.1 | $1.8M | 93k | 19.50 | |
Anheuser-Busch InBev NV (BUD) | 0.1 | $2.0M | 15k | 131.67 | |
Apple (AAPL) | 0.1 | $1.4M | 15k | 95.61 | |
Compass Minerals International (CMP) | 0.0 | $1.2M | 16k | 74.19 | |
Old Dominion Freight Line (ODFL) | 0.0 | $928k | 15k | 60.34 | |
Guidewire Software (GWRE) | 0.0 | $432k | 7.0k | 61.71 | |
Summit Matls Inc cl a (SUM) | 0.0 | $430k | 21k | 20.48 | |
Liberty Media Corp Delaware Com A Braves Grp | 0.0 | $466k | 31k | 15.03 | |
Amazon (AMZN) | 0.0 | $358k | 500.00 | 716.00 | |
U.S. Bancorp (USB) | 0.0 | $8.0k | 210.00 | 38.10 | |
Alphabet Inc Class A cs (GOOGL) | 0.0 | $134k | 190.00 | 705.26 |