HoldingsChannel.com
Weitz Investment Management Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $341,210
     BRK.A558UNCH$174,002
     BRK.B803,807-5,600$167,208
LIBERTY BROADBAND CORP 1,154,900 -77,575 $120,883
     LBRDK1,154,900-77,575$120,883
ALPHABET INC 98,505 -4,750 $120,078
     GOOG98,505-4,750$120,078
LABORATORY CORP AMER HLDGS 563,325 -49,200 $94,639
     LH563,325-49,200$94,639
MASTERCARD INC 336,840 -46,910 $91,476
     MA336,840-46,910$91,476
VISA INC 531,540 -52,930 $91,430
     V531,540-52,930$91,430
INTELLIGENT SYS CORP NEW 2,165,000 -105,000 $89,934
     INS2,165,000-105,000$89,934
LIBERTY GLOBAL PLC 3,677,400 -92,000 $87,485
     LBTYK3,677,400-92,000$87,485
REDWOOD TR INC      $73,267
     RWT3,400,500-45,000$55,802
     NOTE 410,350,000UNCH$10,340
     NOTE 57,000,000UNCH$7,125
FACEBOOK INC 403,100 -20,400 $71,784
     FB403,100-20,400$71,784
CARMAX INC 812,550 -106,700 $71,504
     KMX812,550-106,700$71,504
LIBERTY MEDIA CORP DELAWARE 1,648,250 -53,000 $69,161
     LSXMK1,648,250-53,000$69,161
THE CHARLES SCHWAB CORPORATI 1,536,300 +107,000 $64,263
     SCHW1,536,300+107,000$64,263
BOOKING HLDGS INC 25,730 -4,355 $50,498
     BKNG25,730-4,355$50,498
VULCAN MATLS CO 313,710 -4,300 $47,446
     VMC313,710-4,300$47,446
ORACLE CORP 821,720 +31,820 $45,219
     ORCL821,720+31,820$45,219
TEXAS INSTRS INC 339,950 -57,150 $43,935
     TXN339,950-57,150$43,935
BLACK KNIGHT INC 714,900 -36,000 $43,652
     BKI714,900-36,000$43,652
SUMMIT MATLS INC 1,923,450 -511,550 $42,701
     SUM1,923,450-511,550$42,701
AON PLC 213,000 +300 $41,230
     AON213,000+300$41,230
COLFAX CORP 1,393,250 -153,200 $40,488
     CFX1,393,250-153,200$40,488
THERMO FISHER SCIENTIFIC INC 110,000 UNCH $32,040
     TMO110,000UNCH$32,040
LINDE PLC 163,000 UNCH $31,576
     LIN163,000UNCH$31,576
AMAZON COM INC 17,500 +2,000 $30,378
     AMZN17,500+2,000$30,378
QURATE RETAIL INC 2,943,848 +789,784 $30,366
     QRTEA2,943,848+789,784$30,366
DANAHER CORPORATION 200,000 UNCH $28,886
     DHR200,000UNCH$28,886
JPMORGAN CHASE & CO 243,500 UNCH $28,658
     JPM243,500UNCH$28,658
DOLLAR TREE INC 250,000 +30,000 $28,540
     DLTR250,000+30,000$28,540
ANALOG DEVICES INC 255,000 UNCH $28,491
     ADI255,000UNCH$28,491
COMCAST CORP NEW 605,000 -332,450 $27,273
     CMCSA605,000-332,450$27,273
BOX INC 1,643,100 +21,000 $27,210
     BOX1,643,100+21,000$27,210
LIBERTY LATIN AMERICA LTD 1,498,400 +48,900 $25,615
     LILAK1,498,400+48,900$25,615
GUIDEWIRE SOFTWARE INC 238,875 +48,475 $25,173
     GWRE238,875+48,475$25,173
AXALTA COATING SYS LTD 813,575 -22,000 $24,529
     AXTA813,575-22,000$24,529
MARKEL CORP 20,000 UNCH $23,638
     MKL20,000UNCH$23,638
LKQ CORP 750,900 +750,900 $23,616
     LKQ750,900+750,900$23,616
GCI LIBERTY INC 357,500 UNCH $22,190
     GLIBA357,500UNCH$22,190
ACI WORLDWIDE INC 704,125 +504,125 $22,057
     ACIW704,125+504,125$22,057
DIAGEO P L C 127,500 -2,500 $20,849
     DEO127,500-2,500$20,849
SALESFORCE COM INC 140,000 +140,000 $20,782
     CRM140,000+140,000$20,782
LIBERTY BROADBAND CORP 192,500 UNCH $20,120
     LBRDA192,500UNCH$20,120
ACCENTURE PLC IRELAND 102,000 -1,000 $19,620
     ACN102,000-1,000$19,620
MARVELL TECHNOLOGY GROUP LTD 716,600 -318,700 $17,894
     MRVL716,600-318,700$17,894
DXC TECHNOLOGY CO 600,000 -168,500 $17,700
     DXC600,000-168,500$17,700
MARTIN MARIETTA MATLS INC 63,530 -2,500 $17,414
     MLM63,530-2,500$17,414
LIBERTY MEDIA CORP DELAWARE 395,000 UNCH $16,420
     LSXMA395,000UNCH$16,420
RWT HLDGS INC      $16,059
     NOTE 516,000,000UNCH$16,059
TRANSDIGM GROUP INC 28,355 -54,090 $14,764
     TDG28,355-54,090$14,764
STANLEY BLACK & DECKER INC 97,795 -9,500 $14,123
     SWK97,795-9,500$14,123
PERSPECTA INC 530,000 UNCH $13,844
     PRSP530,000UNCH$13,844

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 09/30/2019: $2,461,579
At 06/30/2019: $2,520,131

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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