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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 Latest Top 20 Portfolio Holdings: (Filing Date: 2018-08-13) --- full portfolio
Company (links to holding history) Ticker Value On
2018-06-30
No of Shares % of portfolio
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 210,764,000 1,129,192 8.95%
LIBERTY BROADBAND CORP    (COM SER C) LBRDK 163,177,000 2,155,002 6.93%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 159,071,000 564 6.76%
LABORATORY CORP AMER HLDGS    (COM NEW) LH 110,455,000 615,247 4.69%
LIBERTY GLOBAL PLC    (SHS CL C) LBTYK 110,410,000 4,149,207 4.69%
ALLERGAN PLC    (SHS) AGN 108,375,000 650,041 4.60%
ALPHABET INC    (CAP STK CL C) GOOG 106,247,000 95,233 4.51%
VISA INC    (COM CL A) V 102,974,000 777,456 4.37%
MASTERCARD INCORPORATED    (CL A) MA 97,102,000 494,105 4.12%
LIBERTY MEDIA CORP DELAWARE    (COM C SIRIUSXM) LSXMK 65,092,000 1,435,005 2.76%
ORACLE CORP    (COM) ORCL 62,361,000 1,415,363 2.65%
REDWOOD TR INC    (COM) RWT 61,451,000 3,731,100 2.61%
FACEBOOK INC    (CL A) FB 54,311,000 279,493 2.30%
COLFAX CORP    (COM) CFX 51,029,000 1,664,900 2.16%
AON PLC    (SHS CL A) AON 44,284,000 322,841 1.88%
CARMAX INC    (COM) KMX 43,223,000 593,150 1.83%
TEXAS INSTRS INC    (COM) TXN 42,366,000 384,270 1.80%
DXC TECHNOLOGY CO    (COM) 39,326,000 487,852 1.67%
QURATE RETAIL INC    (COM SER A) 37,331,000 1,759,250 1.58%
DISCOVERY INC    (COM SER C) DISCK 31,679,000 1,242,300 1.34%


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