WEITZ INVESTMENT MANAGEMENT, INC. Information

1125 SOUTH 103 STREET, OMAHA, Nebraska, 68124, (402) 391-1980

Report Date: 06/30/2014

Position Statistics

Total Positions 66
New Positions 2
Increased Positions 28
Decreased Positions 23
Positions with Activity 51
Sold Out Positions 4
Total Mkt Value (in $ millions) 3,301

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.59%
Capital Goods 8.08%
Conglomerates
Consumer Cyclical 3.04%
Consumer/Non-Cyclical 1.79%
Energy 6.13%
Financial 14.39%
Healthcare 10.55%
Services 42.98%
Technology 11.75%
Transportation 0.69%
Utilities

66 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 188,759 20,969 12.50 1,382,646
VALEANT PHARMACEUTICALS INTL I COM 181,026 -5,423 (2.91) 1,551,076
LIBERTY GLOBAL PLC SHS CL C 178,854 12,903 7.78 4,223,230
LIBERTY INTERACTIVE CORP INT COM SER A 151,881 2,849 1.91 5,157,265
DIRECTV COM 144,827 -30,240 (17.27) 1,681,100
LIBERTY MEDIA CORP DELAWARE COM SER C 140,664 34,796 32.87 2,909,878
EXPRESS SCRIPTS HLDG CO COM 130,186 39,708 43.89 1,742,324
WELLS FARGO & CO NEW COM 119,904 -6,139 (4.87) 2,335,490
REDWOOD TR INC COM 114,429 -1,633 (1.41) 5,835,250
TRANSDIGM GROUP INC COM 112,498 -830 (0.73) 597,821
TEXAS INSTRS INC COM 108,662 331 .31 2,274,220
LABORATORY CORP AMER HLDGS COM NEW 105,751 216 .21 999,816
APACHE CORP COM 104,191 -4,857 (4.45) 1,026,213
MARTIN MARIETTA MATLS INC COM 100,616 -3,016 (2.91) 773,375
ICONIX BRAND GROUP INC COM 99,986 -485 (0.48) 2,402,355
ORACLE CORP COM 84,153 237 .28 2,020,955
MICROSOFT CORP COM 82,244 1,084 1.34 1,832,944
THE ADT CORPORATION COM 72,428 -35,091 (32.64) 1,961,767
LIBERTY MEDIA CORP DELAWARE CL A 71,132 17,596 32.87 1,454,939
INTERVAL LEISURE GROUP INC COM 66,740 13,645 25.70 3,092,687