WEITZ INVESTMENT MANAGEMENT, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 66
New Positions 4
Increased Positions 27
Decreased Positions 24
Positions with Activity 51
Sold Out Positions 3
Total Mkt Value (in $ millions) 3,165

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

Sector Weighting

Basic Materials 0.63%
Capital Goods 8.67%
Conglomerates
Consumer Cyclical 3.24%
Consumer/Non-Cyclical 1.54%
Energy 6.68%
Financial 14.43%
Healthcare 10.63%
Services 41.62%
Technology 11.79%
Transportation 0.76%
Utilities

51 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 195,171 -30,745 (13.61) 1,597,540
DIRECTV COM 174,010 -155 (0.09) 2,032,110
LIBERTY GLOBAL PLC SHS CL C 165,833 22,663 15.83 3,918,555
BERKSHIRE HATHAWAY INC DEL CL B NEW 157,589 14,113 9.84 1,229,050
LIBERTY MEDIA CORP DELAWARE CL A 148,091 69,689 88.89 1,095,026
LIBERTY INTERACTIVE CORP INT COM SER A 146,249 3,999 2.81 5,060,530
WELLS FARGO & CO NEW COM 128,277 -1,542 (1.19) 2,455,070
REDWOOD TR INC COM 116,891 -4,042 (3.34) 5,918,530
TEXAS INSTRS INC COM 110,758 -7,047 (5.98) 2,267,300
APACHE CORP COM 105,751 39 .04 1,074,049
LABORATORY CORP AMER HLDGS COM NEW 103,658 9,845 10.49 997,770
ICONIX BRAND GROUP INC COM 102,016 -6,792 (6.24) 2,414,000
MARTIN MARIETTA MATLS INC COM 100,701 -10,368 (9.34) 796,560
TRANSDIGM GROUP INC COM 99,567 1,658 1.69 602,232
THE ADT CORPORATION COM 96,511 84,083 676.59 2,912,214
EXPRESS SCRIPTS HLDG CO COM 81,881 1,764 2.20 1,210,905
ORACLE CORP COM 81,739 10,711 15.08 2,015,260
MICROSOFT CORP COM 75,571 -1,205 (1.57) 1,808,775
FLIR SYS INC COM 69,697 -19,499 (21.86) 2,032,580
LIVE NATION ENTERTAINMENT INC COM 65,746 -3,279 (4.75) 2,723,521


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