HoldingsChannel.com
Weitz Investment Management Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $350,180
     BRK.A558UNCH$177,639
     BRK.B809,407+7,215$172,541
LIBERTY BROADBAND CORP 1,232,475 -210,475 $128,449
     LBRDK1,232,475-210,475$128,449
ALPHABET INC 103,255 +3,980 $111,609
     GOOG103,255+3,980$111,609
LABORATORY CORP AMER HLDGS 612,525 -61,750 $105,906
     LH612,525-61,750$105,906
MASTERCARD INC 383,750 -23,850 $101,513
     MA383,750-23,850$101,513
VISA INC 584,470 -25,800 $101,435
     V584,470-25,800$101,435
LIBERTY GLOBAL PLC 3,769,400 -104,200 $100,002
     LBTYK3,769,400-104,200$100,002
FACEBOOK INC 423,500 -10,000 $81,736
     FB423,500-10,000$81,736
CARMAX INC 919,250 -204,350 $79,818
     KMX919,250-204,350$79,818
REDWOOD TR INC      $74,075
     RWT3,445,500-10,000$56,954
     NOTE 410,350,000UNCH$10,143
     NOTE 57,000,000UNCH$6,978
INTELLIGENT SYS CORP NEW 2,270,000 UNCH $65,353
     INS2,270,000UNCH$65,353
LIBERTY MEDIA CORP DELAWARE 1,701,250 +27,650 $64,613
     LSXMK1,701,250+27,650$64,613
THE CHARLES SCHWAB CORPORATI 1,429,300 +60,000 $57,444
     SCHW1,429,300+60,000$57,444
BOOKING HLDGS INC 30,085 +8,585 $56,401
     BKNG30,085+8,585$56,401
SUMMIT MATLS INC 2,435,000 +219,000 $46,874
     SUM2,435,000+219,000$46,874
TEXAS INSTRS INC 397,100 UNCH $45,571
     TXN397,100UNCH$45,571
BLACK KNIGHT INC 750,900 UNCH $45,167
     BKI750,900UNCH$45,167
ORACLE CORP 789,900 -15,000 $45,001
     ORCL789,900-15,000$45,001
VULCAN MATLS CO 318,010 +26,000 $43,666
     VMC318,010+26,000$43,666
COLFAX CORP 1,546,450 -70,000 $43,347
     CFX1,546,450-70,000$43,347
DXC TECHNOLOGY CO 768,500 +150,000 $42,383
     DXC768,500+150,000$42,383
AON PLC 212,700 -1,000 $41,047
     AON212,700-1,000$41,047
TRANSDIGM GROUP INC 82,445 -2,100 $39,887
     TDG82,445-2,100$39,887
COMCAST CORP NEW 937,450 -53,600 $39,635
     CMCSA937,450-53,600$39,635
LINDE PLC 163,000 -7,000 $32,730
     LIN163,000-7,000$32,730
THERMO FISHER SCIENTIFIC INC 110,000 +5,000 $32,305
     TMO110,000+5,000$32,305
AMAZON COM INC 15,500 UNCH $29,351
     AMZN15,500UNCH$29,351
ANALOG DEVICES INC 255,000 UNCH $28,782
     ADI255,000UNCH$28,782
DANAHER CORPORATION 200,000 UNCH $28,584
     DHR200,000UNCH$28,584
BOX INC 1,622,100 +575,700 $28,565
     BOX1,622,100+575,700$28,565
JPMORGAN CHASE & CO 243,500 +1,500 $27,223
     JPM243,500+1,500$27,223
QURATE RETAIL INC 2,154,064 +499,614 $26,689
     QRTEA2,154,064+499,614$26,689
LIBERTY LATIN AMERICA LTD 1,449,500 -107,900 $24,917
     LILAK1,449,500-107,900$24,917
AXALTA COATING SYS LTD 835,575 -5,000 $24,875
     AXTA835,575-5,000$24,875
MARVELL TECHNOLOGY GROUP LTD 1,035,300 -640,000 $24,713
     MRVL1,035,300-640,000$24,713
DOLLAR TREE INC 220,000 -55,000 $23,626
     DLTR220,000-55,000$23,626
DIAGEO P L C 130,000 UNCH $22,402
     DEO130,000UNCH$22,402
GCI LIBERTY INC 357,500 -4,500 $21,972
     GLIBA357,500-4,500$21,972
MARKEL CORP 20,000 +7,000 $21,792
     MKL20,000+7,000$21,792
LIBERTY BROADBAND CORP 192,500 -2,500 $19,797
     LBRDA192,500-2,500$19,797
GUIDEWIRE SOFTWARE INC 190,400 +5,250 $19,303
     GWRE190,400+5,250$19,303
ACCENTURE PLC IRELAND 103,000 UNCH $19,031
     ACN103,000UNCH$19,031
WESCO AIRCRAFT HLDGS INC 1,500,000 UNCH $16,650
     WAIR1,500,000UNCH$16,650
RWT HLDGS INC      $16,137
     NOTE 516,000,000UNCH$16,137
STANLEY BLACK & DECKER INC 107,295 -11,000 $15,516
     SWK107,295-11,000$15,516
MARTIN MARIETTA MATLS INC 66,030 UNCH $15,194
     MLM66,030UNCH$15,194
LIBERTY MEDIA CORP DELAWARE 395,000 UNCH $14,935
     LSXMA395,000UNCH$14,935
PERSPECTA INC 530,000 UNCH $12,407
     PRSP530,000UNCH$12,407
EQUITY COMWLTH 250,000 UNCH $8,130
     EQC250,000UNCH$8,130
GARDNER DENVER HLDGS INC 230,000 UNCH $7,958
     GDI230,000UNCH$7,958

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

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

Size ($ in 1000's)
At 06/30/2019: $2,520,131
At 03/31/2019: $2,415,277

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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