MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
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INSTITUTION : Wallace Weitz (WEITZ INVESTMENT MANAGEMENT, INC. ) |
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Wallace Weitz Latest Top 20 Portfolio Holdings: (Filing Date: 2021-02-10) --- full portfolio
Company (links to holding history) |
Ticker |
Value On 2020-12-31 |
No of Shares |
% of portfolio |
BERKSHIRE HATHAWAY INC DEL (CL A) |
BRK.A |
194,081,000 |
558 |
8.27% |
BERKSHIRE HATHAWAY INC DEL (CL B NEW) |
BRK/B |
145,271,000 |
626,521 |
6.19% |
ALPHABET INC (CAP STK CL C) |
GOOG |
112,593,000 |
64,270 |
4.79% |
LIBERTY BROADBAND CORP (COM SER C) |
LBRDK |
96,229,000 |
607,620 |
4.10% |
LABORATORY CORP AMER HLDGS (COM NEW) |
LH |
92,900,000 |
456,400 |
3.96% |
VISA INC (COM CL A) |
V |
90,948,000 |
415,800 |
3.87% |
SCHWAB CHARLES CORP (COM) |
SCHW |
88,206,000 |
1,663,000 |
3.76% |
MASTERCARD INCORPORATED (CL A) |
MA |
86,046,000 |
241,065 |
3.66% |
LIBERTY MEDIA CORP DEL (COM C SIRIUSXM) |
LSXMK |
81,895,000 |
1,882,200 |
3.49% |
AON PLC (SHS CL A) |
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77,441,000 |
366,550 |
3.30% |
COSTAR GROUP INC (COM) |
CSGP |
73,896,000 |
79,950 |
3.15% |
FACEBOOK INC (CL A) |
FB |
69,355,000 |
253,900 |
2.95% |
CARMAX INC (COM) |
KMX |
68,498,000 |
725,156 |
2.91% |
VULCAN MATLS CO (COM) |
VMC |
68,030,000 |
458,700 |
2.89% |
MARKEL CORP (COM) |
MKL |
58,846,000 |
56,950 |
2.50% |
LIBERTY GLOBAL PLC (SHS CL C) |
LBTYK |
49,807,000 |
2,106,000 |
2.12% |
ORACLE CORP (COM) |
ORCL |
47,515,000 |
734,500 |
2.02% |
FIDELITY NATL INFORMATION SV (COM) |
FIS |
45,267,000 |
320,000 |
1.92% |
AMAZON COM INC (COM) |
AMZN |
42,340,000 |
13,000 |
1.80% |
THERMO FISHER SCIENTIFIC INC (COM) |
TMO |
37,961,000 |
81,500 |
1.61% |
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Investing Just Like Wallace Weitz
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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