Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

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 Portfolio (reported on 2021-05-13)
Company (links to holding history) Ticker Value On
2021-03-31
No of Shares % of portfolio
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 144,673,000 566,300 6.38%
ALPHABET INC    (CAP STK CL C) GOOG 127,965,000 61,860 5.65%
LABORATORY CORP AMER HLDGS    (COM NEW) LH 100,788,000 395,200 4.45%
AON PLC    (SHS CL A) 97,302,000 422,850 4.29%
LIBERTY BROADBAND CORP    (COM SER C) LBRDK 92,342,000 615,000 4.07%
SCHWAB CHARLES CORP    (COM) SCHW 91,904,000 1,410,000 4.05%
VISA INC    (COM CL A) V 87,974,000 415,500 3.88%
MASTERCARD INCORPORATED    (CL A) MA 85,755,000 240,850 3.78%
FACEBOOK INC    (CL A) FB 84,501,000 286,900 3.73%
LIBERTY MEDIA CORP DEL    (COM C SIRIUSXM) LSXMK 83,024,000 1,882,200 3.66%
CARMAX INC    (COM) KMX 75,576,000 569,700 3.33%
VULCAN MATLS CO    (COM) VMC 73,271,000 434,200 3.23%
COSTAR GROUP INC    (COM) CSGP 68,587,000 83,450 3.02%
MARKEL CORP    (COM) MKL 66,326,000 58,200 2.92%
AUTOZONE INC    (COM) AZO 56,137,000 39,975 2.47%
FIDELITY NATL INFORMATION SV    (COM) FIS 55,119,000 392,000 2.43%
LIBERTY GLOBAL PLC    (SHS CL C) LBTYK 53,787,000 2,106,000 2.37%
AMAZON COM INC    (COM) AMZN 41,770,000 13,500 1.84%
ORACLE CORP    (COM) ORCL 38,067,000 542,500 1.68%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 37,880,000 83,000 1.67%
ANALOG DEVICES INC    (COM) ADI 37,607,000 242,500 1.66%
DANAHER CORPORATION    (COM) DHR 37,138,000 165,000 1.63%
SUMMIT MATLS INC    (CL A) 36,443,000 1,300,600 1.60%
TEXAS INSTRS INC    (COM) TXN 35,946,000 190,200 1.58%
COMCAST CORP NEW    (CL A) CMCSA 33,007,000 610,000 1.45%
BOX INC    (CL A) BOX 28,562,000 1,244,000 1.26%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 28,454,000 103,000 1.25%
BLACK KNIGHT INC    (COM) 28,338,000 383,000 1.25%
LKQ CORP    (COM) LKQX 28,022,000 662,000 1.23%
JPMORGAN CHASE & CO    (COM) JPM 27,782,000 182,500 1.22%
INTELLIGENT SYS CORP NEW    (COM) INS 26,387,000 645,000 1.16%
SALESFORCE COM INC    (COM) CRM 25,424,000 120,000 1.12%
S&P GLOBAL INC    (COM) SPGI 24,172,000 68,500 1.06%
MARTIN MARIETTA MATLS INC    (COM) MLM 23,659,000 70,450 1.04%
LINDE PLC    (SHS) 23,532,000 84,000 1.03%
LIBERTY LATIN AMERICA LTD    (COM CL C) 22,957,000 1,768,620 1.01%
LIBERTY BROADBAND CORP    (COM SER A) LBRDA 22,317,000 153,750 0.98%
AXALTA COATING SYS LTD    (COM) AXTA 21,697,000 733,500 0.95%
HEICO CORP NEW    (CL A) HEI/A 19,937,000 175,500 0.88%
ACI WORLDWIDE INC    (COM) ACIW 19,835,000 521,300 0.87%
LIBERTY MEDIA CORP DEL    (COM A SIRIUSXM) LSXMA 18,514,000 420,000 0.81%
GUIDEWIRE SOFTWARE INC    (COM) GWRE 18,375,000 180,800 0.81%
FIRST REP BK SAN FRANCISCO C    (COM) FRC 16,517,000 99,050 0.72%
IDEX CORP    (COM) IEX 14,590,000 69,700 0.64%
QURATE RETAIL INC    (COM SER A) 12,936,000 1,100,000 0.57%
REDWOOD TR INC    (NOTE 4.750% 8/1) 10,877,000 10,850,000 0.48%
REDWOOD TR INC    (NOTE 5.625% 7/1) 8,947,000 9,000,000 0.39%
DUN & BRADSTREET HLDGS INC    (COM) 7,143,000 300,000 0.31%
INGERSOLL RAND INC    (COM) 6,397,000 130,000 0.28%
REDWOOD TR INC    (COM) RWT 5,850,000 562,000 0.25%
DOLBY LABORATORIES INC    (COM CL A) DLB 4,936,000 50,000 0.21%
MICROSOFT CORP    (COM) MSFT 4,126,000 17,500 0.18%
FIRST HAWAIIAN INC    (COM) FHB 4,106,000 150,000 0.18%
RWT HLDGS INC    (NOTE 5.750%10/0) 3,505,000 3,500,000 0.15%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 3,085,000 5,000 0.13%
DIAGEO PLC    (SPON ADR NEW) DEO 2,956,000 18,000 0.13%
LIBERTY MEDIA CORP DEL    (COM C BRAVES GRP) 2,921,000 105,000 0.12%
HONEYWELL INTL INC    (COM) HON 2,388,000 11,000 0.10%
FORTIVE CORP    (COM) FTV 2,119,000 30,000 0.09%
LIBERTY MEDIA CORP DEL    (COM A BRAVES GRP) 314,000 11,000 0.01%
Total Value As 2021-03-31: 2,264,566,000 SEC FILING
* Portfolios do not reflect changes after reporting
LATEST NEWS OR LINKS >Contribute a new link
Investing Just Like
Wallace Weitz

Matching performance of Wallace Weitz by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*