WEITZ INVESTMENT MANAGEMENT, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 67
New Positions 4
Increased Positions 28
Decreased Positions 24
Positions with Activity 52
Sold Out Positions 3
Total Mkt Value (in $ millions) 3,110

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

Sector Weighting

Basic Materials 0.64%
Capital Goods 8.75%
Conglomerates
Consumer Cyclical 3.29%
Consumer/Non-Cyclical 1.44%
Energy 6.64%
Financial 14.32%
Healthcare 10.56%
Services 41.76%
Technology 11.87%
Transportation 0.73%
Utilities

67 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 187,535 -29,542 (13.61) 1,597,540
DIRECTV COM 174,863 -156 (0.09) 2,032,110
LIBERTY GLOBAL PLC SHS CL C 156,703 21,415 15.83 3,918,555
BERKSHIRE HATHAWAY INC DEL CL B NEW 154,160 13,806 9.84 1,229,050
LIBERTY INTERACTIVE CORP INT COM SER A 141,948 3,882 2.81 5,060,530
WELLS FARGO & CO NEW COM 124,963 -1,503 (1.19) 2,455,070
REDWOOD TR INC COM 112,334 -3,884 (3.34) 5,918,530
APACHE CORP COM 110,262 40 .04 1,074,049
TEXAS INSTRS INC COM 104,863 -6,672 (5.98) 2,267,300
LABORATORY CORP AMER HLDGS COM NEW 103,459 9,826 10.49 997,770
LIBERTY MEDIA CORP DELAWARE COM SER C 102,932 48,438 88.89 2,190,052
ICONIX BRAND GROUP INC COM 101,943 -6,787 (6.24) 2,414,000
THE ADT CORPORATION COM 101,345 88,295 676.59 2,912,214
TRANSDIGM GROUP INC COM 101,127 1,684 1.69 602,232
MARTIN MARIETTA MATLS INC COM 98,957 -10,188 (9.34) 796,560
EXPRESS SCRIPTS HLDG CO COM 84,340 1,816 2.20 1,210,905
ORACLE CORP COM 81,396 10,666 15.08 2,015,260
MICROSOFT CORP COM 78,067 -1,245 (1.57) 1,808,775
FLIR SYS INC COM 67,644 -18,925 (21.86) 2,032,580
LIVE NATION ENTERTAINMENT INC COM 63,213 -3,152 (4.75) 2,723,521