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) 3,759

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

Sector Weighting

Basic Materials 1.96%
Capital Goods 8.46%
Conglomerates
Consumer Cyclical 2.96%
Consumer/Non-Cyclical 2.11%
Energy 5.94%
Financial 13.92%
Healthcare 12.65%
Services 39.91%
Technology 9.21%
Transportation 0.62%
Utilities

65 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 280,064 -63,569 (18.5) 1,378,606
LIBERTY GLOBAL PLC SHS CL C 265,757 3,837 1.47 5,030,900
BERKSHIRE HATHAWAY INC DEL CL B NEW 207,985 2,326 1.13 1,435,171
LIBERTY INTERACTIVE CORP INT COM SER A 156,765 2,364 1.53 5,297,920
LIBERTY MEDIA CORP DELAWARE COM SER C 150,671 28,525 23.35 3,800,017
EXPRESS SCRIPTS HLDG CO COM 142,937 -7,798 (5.17) 1,684,987
TRANSDIGM GROUP INC COM 129,225 2,037 1.60 600,125
LABORATORY CORP AMER HLDGS COM NEW 123,479 956 .78 996,606
REDWOOD TR INC COM 121,013 7,600 6.70 6,322,495
MARTIN MARIETTA MATLS INC COM 110,561 1,972 1.82 774,072
WELLS FARGO & CO NEW COM 105,543 -20,076 (15.98) 1,925,266
RANGE RES CORP COM 102,754 46,933 84.08 2,050,560
TEXAS INSTRS INC COM 87,273 -46,336 (34.68) 1,496,447
INTERVAL LEISURE GROUP INC COM 85,145 2,190 2.64 3,282,388
PIONEER NAT RES CO COM 85,114 73,324 621.89 522,141
ICONIX BRAND GROUP INC COM 80,951 1,750 2.21 2,373,930
DISCOVERY COMMUNICATNS NEW COM SER C 79,258 59,023 291.69 2,464,118
MOTOROLA SOLUTIONS INC COM NEW 68,741 68,741 New 1,016,270
ENDO INTL PLC SHS 65,739 3,904 6.31 767,530
AON PLC SHS CL A 65,241 635 .98 654,828