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WEITZ INVESTMENT MANAGEMENT, INC. INSTITUTION : Wallace Weitz (WEITZ INVESTMENT MANAGEMENT, INC. )
Wallace Weitz Portfolio (reported on 2020-05-11)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 151,776,000 558 8.05%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 144,759,000 791,771 7.68%
ALPHABET INC    (CAP STK CL C) GOOG 104,537,000 89,900 5.54%
LIBERTY BROADBAND CORP    (COM SER C) LBRDK 100,274,000 905,656 5.32%
VISA INC    (COM CL A) V 77,064,000 478,300 4.08%
MASTERCARD INC    (CL A) MA 70,914,000 293,565 3.76%
LABORATORY CORP AMER HLDGS    (COM NEW) LH 66,589,000 526,850 3.53%
FACEBOOK INC    (CL A) FB 63,401,000 380,100 3.36%
LIBERTY GLOBAL PLC    (SHS CL C) LBTYK 56,760,000 3,613,000 3.01%
LIBERTY MEDIA CORP DEL    (COM C SIRIUSXM) LSXMK 52,410,000 1,657,500 2.78%
INTELLIGENT SYS CORP NEW    (COM) INS 52,311,000 1,539,000 2.77%
MARKEL CORP    (COM) MKL 51,036,000 55,002 2.70%
VULCAN MATLS CO    (COM) VMC 48,026,000 444,400 2.54%
SCHWAB CHARLES CORP    (COM) SCHW 42,457,000 1,262,850 2.25%
ORACLE CORP    (COM) ORCL 41,124,000 850,900 2.18%
AON PLC    (SHS CL A) AON 38,916,000 235,800 2.06%
COSTAR GROUP INC    (COM) CSGP 38,110,000 64,900 2.02%
AMAZON COM INC    (COM) AMZN 38,020,000 19,500 2.01%
CARMAX INC    (COM) KMX 36,949,000 686,400 1.96%
BLACK KNIGHT INC    (COM) 33,930,000 584,400 1.80%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 31,196,000 110,000 1.65%
TEXAS INSTRS INC    (COM) TXN 30,109,000 301,300 1.59%
JPMORGAN CHASE & CO    (COM) JPM 28,089,000 312,000 1.49%
DANAHER CORPORATION    (COM) DHR 27,682,000 200,000 1.46%
SUMMIT MATLS INC    (CL A) 27,318,000 1,821,200 1.44%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 24,984,000 1,200,000 1.32%
ANALOG DEVICES INC    (COM) ADI 23,981,000 267,500 1.27%
COMCAST CORP NEW    (CL A) CMCSA 20,800,000 605,000 1.10%
LIBERTY BROADBAND CORP    (COM SER A) LBRDA 20,598,000 192,500 1.09%
ACI WORLDWIDE INC    (COM) ACIW 20,278,000 839,650 1.07%
SALESFORCE COM INC    (COM) CRM 20,157,000 140,000 1.06%
LINDE PLC    (SHS) 19,030,000 110,000 1.00%
LIBERTY LATIN AMERICA LTD    (COM CL C) 18,829,000 1,835,200 0.99%
REDWOOD TR INC    (COM) RWT 18,149,000 3,586,850 0.96%
DIAGEO P L C    (SPON ADR NEW) DEO 17,670,000 139,000 0.93%
BOX INC    (CL A) BOX 17,592,000 1,253,000 0.93%
GUIDEWIRE SOFTWARE INC    (COM) GWRE 17,369,000 219,000 0.92%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 16,816,000 103,000 0.89%
S&P GLOBAL INC    (COM) SPGI 16,786,000 68,500 0.89%
MARVELL TECHNOLOGY GROUP LTD    (ORD) MRVL 15,176,000 670,600 0.80%
LKQ CORP    (COM) LKQX 14,140,000 689,400 0.75%
AXALTA COATING SYS LTD    (COM) AXTA 13,795,000 798,800 0.73%
LIBERTY MEDIA CORP DEL    (COM A SIRIUSXM) LSXMA 11,725,000 370,000 0.62%
MARTIN MARIETTA MATLS INC    (COM) MLM 10,300,000 54,430 0.54%
HEICO CORP NEW    (CL A) HEI/A 10,144,000 158,750 0.53%
GCI LIBERTY INC    (COM CLASS A) 9,685,000 170,000 0.51%
QURATE RETAIL INC    (COM SER A) 9,615,000 1,575,000 0.51%
IDEX CORP    (COM) IEX 8,755,000 63,394 0.46%
REDWOOD TR INC    (NOTE 4.750% 8/1) 8,723,000 13,350,000 0.46%
EQUITY COMWLTH    (COM SH BEN INT) EQC 7,928,000 250,000 0.42%
DXC TECHNOLOGY CO    (COM) 7,830,000 600,000 0.41%
INGERSOLL RAND INC    (COM) 5,704,000 230,000 0.30%
FIRST HAWAIIAN INC    (COM) FHB 4,298,000 260,000 0.22%
REDWOOD TR INC    (NOTE 5.625% 7/1) 3,878,000 7,000,000 0.20%
MICROSOFT CORP    (COM) MSFT 2,760,000 17,500 0.14%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 2,400,000 5,500 0.12%
LIBERTY MEDIA CORP DEL    (COM C BRAVES GRP) 2,001,000 105,000 0.10%
EXPEDIA GROUP INC    (COM NEW) EXPE 1,688,000 30,000 0.08%
FORTIVE CORP    (COM) FTV 1,380,000 25,000 0.07%
LIBERTY MEDIA CORP DEL    (COM SER C FRMLA) LMCK 1,362,000 50,000 0.07%
HONEYWELL INTL INC    (COM) HON 1,338,000 10,000 0.07%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,040,000 8,068 0.05%
LIBERTY MEDIA CORP DEL    (COM SER A FRMLA) LMCA 710,000 27,500 0.03%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 552,000 16,555 0.02%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 386,000 4,692 0.02%
ISHARES TR    (RUS 1000 ETF) IWB 233,000 1,648 0.01%
LIBERTY MEDIA CORP DEL    (COM A BRAVES GRP) 215,000 11,000 0.01%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 212,000 2,371 0.01%
APPLE INC    (COM) AAPL 36,000 140 0.00%
Total Value As 2020-03-31: 1,884,805,000 SEC FILING
* Portfolios do not reflect changes after reporting
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