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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

WEITZ INVESTMENT MANAGEMENT, INC. INSTITUTION : Wallace Weitz (WEITZ INVESTMENT MANAGEMENT, INC. )
Wallace Weitz Buys/Sells In Portfolio (reported on 2019-11-13)
Company Ticker Current
Holdings
Previous
Holdings
Sells/Buys % of change
EXPEDIA GROUP INC    (COM NEW)EXPE54,0000
New Buy
New Buy
LKQ CORP    (COM)LKQX750,9000
New Buy
New Buy
SALESFORCE COM INC    (COM)CRM140,0000
New Buy
New Buy
GCI LIBERTY INC    (COM CLASS A)357,50011,000
Added346,500
3150.00%
REDWOOD TR INC    (NOTE 4.750% 8/1)10,350,000750,900
Added9,599,100
1278.34%
SUMMIT MATLS INC    (CL A)1,923,450150,000
Added1,773,450
1182.30%
RWT HLDGS INC    (NOTE 5.625%11/1)16,000,0001,449,500
Added14,550,500
1003.82%
REDWOOD TR INC    (NOTE 5.625% 7/1)7,000,000768,500
Added6,231,500
810.86%
GARDNER DENVER HLDGS INC    (COM)230,00030,085
Added199,915
664.50%
ACI WORLDWIDE INC    (COM)ACIW704,125200,000
Added504,125
252.06%
DXC TECHNOLOGY CO    (COM)600,000230,000
Added370,000
160.86%
MYERS INDS INC    (COM)MYE211,200140,000
Added71,200
50.85%
GUIDEWIRE SOFTWARE INC    (COM)GWRE238,875190,400
Added48,475
25.45%
QURATE RETAIL INC    (COM SER A)2,943,8482,435,000
Added508,848
20.89%
DOLLAR TREE INC    (COM)DLTR250,000220,000
Added30,000
13.63%
AMAZON COM INC    (COM)AMZN17,50015,500
Added2,000
12.90%
THE CHARLES SCHWAB CORPORATI    (COSCHW1,536,3001,429,300
Added107,000
7.48%
ORACLE CORP    (COM)ORCL821,720789,900
Added31,820
4.02%
BOX INC    (CL A)BOX1,643,1001,622,100
Added21,000
1.29%
AON PLC    (SHS CL A)AON213,000212,700
Added300
0.14%
BERKSHIRE HATHAWAY INC DEL    (CL BBRK/B803,807809,407
Reduced5,600
0.69%
ACCENTURE PLC IRELAND    (SHS CLASSACN102,000103,000
Reduced1,000
0.97%
REDWOOD TR INC    (COM)RWT3,400,5003,445,500
Reduced45,000
1.30%
VULCAN MATLS CO    (COM)VMC313,710318,010
Reduced4,300
1.35%
DIAGEO P L C    (SPON ADR NEW)DEO127,500130,000
Reduced2,500
1.92%
LIBERTY GLOBAL PLC    (SHS CL C)LBTYK3,677,4003,769,400
Reduced92,000
2.44%
AXALTA COATING SYS LTD    (COM)AXTA813,575835,575
Reduced22,000
2.63%
LIBERTY MEDIA CORP DELAWARE    (COMLSXMK1,648,2501,701,250
Reduced53,000
3.11%
EAGLE MATERIALS INC    (COM)EXP57,50059,500
Reduced2,000
3.36%
MARTIN MARIETTA MATLS INC    (COM)MLM63,53066,030
Reduced2,500
3.78%
ALPHABET INC    (CAP STK CL C)GOOG98,505103,255
Reduced4,750
4.60%
INTELLIGENT SYS CORP NEW    (COM)INS2,165,0002,270,000
Reduced105,000
4.62%
FACEBOOK INC    (CL A)FB403,100423,500
Reduced20,400
4.81%
LIBERTY BROADBAND CORP    (COM SER LBRDK1,154,9001,232,475
Reduced77,575
6.29%
CHARTER COMMUNICATIONS INC N    (CLCHTR6,0006,500
Reduced500
7.69%
LABORATORY CORP AMER HLDGS    (COM LH563,325612,525
Reduced49,200
8.03%
STANLEY BLACK & DECKER INC    (COM)SWK97,795107,295
Reduced9,500
8.85%
VISA INC    (COM CL A)V531,540584,470
Reduced52,930
9.05%
COLFAX CORP    (COM)CFX1,393,2501,546,450
Reduced153,200
9.90%
CARMAX INC    (COM)KMX812,550919,250
Reduced106,700
11.60%
MASTERCARD INC    (CL A)MA336,840383,750
Reduced46,910
12.22%
ISHARES TR    (RUS 1000 ETF)IWB1,6481,898
Reduced250
13.17%
TEXAS INSTRS INC    (COM)TXN339,950397,100
Reduced57,150
14.39%
LIBERTY LATIN AMERICA LTD    (COM C1,498,4002,154,064
Reduced655,664
30.43%
MARVELL TECHNOLOGY GROUP LTD    (ORMRVL716,6001,035,300
Reduced318,700
30.78%
LIBERTY MEDIA CORP DELAWARE    (COMLMCK50,00075,000
Reduced25,000
33.33%
COMCAST CORP NEW    (CL A)CMCSA605,000937,450
Reduced332,450
35.46%
TRANSDIGM GROUP INC    (COM)TDG28,35582,445
Reduced54,090
65.60%
LIBERTY MEDIA CORP DELAWARE    (COM105,000357,500
Reduced252,500
70.62%
BOOKING HLDGS INC    (COM)25,730105,000
Reduced79,270
75.49%
PERSPECTA INC    (COM)530,0007,000,000
Reduced6,470,000
92.42%
BLACK KNIGHT INC    (COM)714,90010,350,000
Reduced9,635,100
93.09%
LIBERTY MEDIA CORP DELAWARE    (COM11,000530,000
Reduced519,000
97.92%
COMPASS MINERALS INTL INC    (COM)CMP074,200
Sold Out
Sold Out
RWT HLDGS INC    (NOTE 5.625%11/1)016,000,000
Sold Out
Sold Out
WESCO AIRCRAFT HLDGS INC    (COM)WAIR01,500,000
Sold Out
Sold Out
* Portfolios do not reflect changes after reporting
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