WEITZ INVESTMENT MANAGEMENT, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 75
New Positions 10
Increased Positions 40
Decreased Positions 25
Positions with Activity 65
Sold Out Positions 5
Total Mkt Value (in $ millions) 3,770

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

Sector Weighting

Basic Materials 1.9%
Capital Goods 8.49%
Conglomerates
Consumer Cyclical 2.5%
Consumer/Non-Cyclical 2.07%
Energy 6.76%
Financial 13.73%
Healthcare 13.13%
Services 39.77%
Technology 8.8%
Transportation 0.6%
Utilities

75 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 14,800 New 69
CACI INTL INC CL A -28,013 Sold Out 0
CUMULUS MEDIA INC CL A 8,635 594 7.39 3,553,400
GOOGLE INC CL A 30,777 New 53,650
LIBERTY MEDIA CORP DELAWARE CL A 43,628 -14,431 (24.86) 1,107,317
MASTERCARD INC CL A 25,775 25,775 New 284,120
MONMOUTH REAL ESTATE INVT CORP CL A 73 New 6,800
TWENTY FIRST CENTY FOX INC CL A 55,473 55,473 New 1,600,960
COMCAST CORP NEW CL A SPL 385 385 New 6,500
TWENTY FIRST CENTY FOX INC CL B 6,710 6,710 New 197,613
UNITED PARCEL SERVICE INC CL B 22,676 -785 (3.35) 231,150
BERKSHIRE HATHAWAY INC DEL CL B NEW 203,923 2,280 1.13 1,435,171
GOOGLE INC CL C 58,693 20,647 54.27 103,871
ACI WORLDWIDE INC COM 16,547 2,227 15.55 743,000
ALLISON TRANSMISSION HLDGS INC COM 30,647 30,168 6,296.86 959,529
ANGIES LIST INC COM 22,682 55 .24 3,682,062
APACHE CORP COM 68 -47,775 (99.86) 1,030
AVON PRODS INC COM 54,512 10,237 23.12 6,043,429
BROWN & BROWN INC COM 34,305 336 .99 1,057,814
CATAMARAN CORP COM 69,268 9,626 16.14 1,162,989


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