HoldingsChannel.com
Weitz Investment Management Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $296,535
     BRK.A558UNCH$151,776
     BRK.B791,771-11,500$144,759
ALPHABET INC 89,900 -4,080 $104,537
     GOOG89,900-4,080$104,537
LIBERTY BROADBAND CORP 905,656 -179,244 $100,274
     LBRDK905,656-179,244$100,274
VISA INC 478,300 -10,000 $77,064
     V478,300-10,000$77,064
MASTERCARD INC 293,565 -2,750 $70,914
     MA293,565-2,750$70,914
LABORATORY CORP AMER HLDGS 526,850 -15,575 $66,589
     LH526,850-15,575$66,589
FACEBOOK INC 380,100 -4,000 $63,401
     FB380,100-4,000$63,401
LIBERTY GLOBAL PLC 3,613,000 -14,400 $56,760
     LBTYK3,613,000-14,400$56,760
LIBERTY MEDIA CORP DEL 1,657,500 +9,250 $52,410
     LSXMK1,657,500+9,250$52,410
INTELLIGENT SYS CORP NEW 1,539,000 -341,905 $52,311
     INS1,539,000-341,905$52,311
MARKEL CORP 55,002 +6,747 $51,036
     MKL55,002+6,747$51,036
VULCAN MATLS CO 444,400 +111,690 $48,026
     VMC444,400+111,690$48,026
SCHWAB CHARLES CORP 1,262,850 -223,450 $42,457
     SCHW1,262,850-223,450$42,457
ORACLE CORP 850,900 +29,180 $41,124
     ORCL850,900+29,180$41,124
AON PLC 235,800 +11,800 $38,916
     AON235,800+11,800$38,916
COSTAR GROUP INC 64,900 +64,900 $38,110
     CSGP64,900+64,900$38,110
AMAZON COM INC 19,500 UNCH $38,020
     AMZN19,500UNCH$38,020
CARMAX INC 686,400 +10,050 $36,949
     KMX686,400+10,050$36,949
BLACK KNIGHT INC 584,400 -95,500 $33,930
     BKI584,400-95,500$33,930
THERMO FISHER SCIENTIFIC INC 110,000 UNCH $31,196
     TMO110,000UNCH$31,196
REDWOOD TR INC      $30,750
     RWT3,586,850+336,350$18,149
     NOTE 413,350,000+3,000,000$8,723
     NOTE 57,000,000UNCH$3,878
TEXAS INSTRS INC 301,300 -31,150 $30,109
     TXN301,300-31,150$30,109
JPMORGAN CHASE & CO 312,000 +68,500 $28,089
     JPM312,000+68,500$28,089
DANAHER CORPORATION 200,000 UNCH $27,682
     DHR200,000UNCH$27,682
SUMMIT MATLS INC 1,821,200 +98,650 $27,318
     SUM1,821,200+98,650$27,318
SELECT SECTOR SPDR TR (XLF) 1,200,000 +1,200,000 $24,984
     XLF1,200,000+1,200,000$24,984
ANALOG DEVICES INC 267,500 UNCH $23,981
     ADI267,500UNCH$23,981
COMCAST CORP NEW 605,000 UNCH $20,800
     CMCSA605,000UNCH$20,800
LIBERTY BROADBAND CORP 192,500 UNCH $20,598
     LBRDA192,500UNCH$20,598
ACI WORLDWIDE INC 839,650 +125,525 $20,278
     ACIW839,650+125,525$20,278
SALESFORCE COM INC 140,000 UNCH $20,157
     CRM140,000UNCH$20,157
LINDE PLC 110,000 -53,000 $19,030
     LIN110,000-53,000$19,030
LIBERTY LATIN AMERICA LTD 1,835,200 +197,539 $18,829
     LILAK1,835,200+197,539$18,829
DIAGEO P L C 139,000 +11,500 $17,670
     DEO139,000+11,500$17,670
BOX INC 1,253,000 -340,100 $17,592
     BOX1,253,000-340,100$17,592
GUIDEWIRE SOFTWARE INC 219,000 +2,625 $17,369
     GWRE219,000+2,625$17,369
ACCENTURE PLC IRELAND 103,000 UNCH $16,816
     ACN103,000UNCH$16,816
S&P GLOBAL INC 68,500 +68,500 $16,786
     SPGI68,500+68,500$16,786
MARVELL TECHNOLOGY GROUP LTD 670,600 -46,000 $15,176
     MRVL670,600-46,000$15,176
LKQ CORP 689,400 -500 $14,140
     LKQ689,400-500$14,140
AXALTA COATING SYS LTD 798,800 -14,775 $13,795
     AXTA798,800-14,775$13,795
LIBERTY MEDIA CORP DEL 370,000 -25,000 $11,725
     LSXMA370,000-25,000$11,725
MARTIN MARIETTA MATLS INC 54,430 -9,100 $10,300
     MLM54,430-9,100$10,300
HEICO CORP NEW      $10,144
     HEI.A158,750+158,750$10,144
GCI LIBERTY INC 170,000 UNCH $9,685
     GLIBA170,000UNCH$9,685
QURATE RETAIL INC 1,575,000 -1,431,900 $9,615
     QRTEA1,575,000-1,431,900$9,615
IDEX CORP 63,394 +63,394 $8,755
     IEX63,394+63,394$8,755
EQUITY COMWLTH 250,000 UNCH $7,928
     EQC250,000UNCH$7,928
DXC TECHNOLOGY CO 600,000 +150,000 $7,830
     DXC600,000+150,000$7,830
INGERSOLL RAND INC 230,000 +230,000 $5,704
     IR230,000+230,000$5,704

See Full List: All Stocks Held By Weitz Investment Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Weitz Investment Management Inc.

Size ($ in 1000's)
At 03/31/2020: $1,884,805
At 12/31/2019: $2,549,787

Weitz Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Weitz Investment Management Inc. 13F filings. Link to 13F filings: SEC filings

Weitz Investment Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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