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) 3,160

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 8.91%
Conglomerates
Consumer Cyclical 3.28%
Consumer/Non-Cyclical 1.43%
Energy 6.64%
Financial 14.32%
Healthcare 10.81%
Services 41.37%
Technology 11.85%
Transportation 0.77%
Utilities

24 DECREASED 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 197,328 -31,085 (13.61) 1,597,540
DIRECTV COM 175,371 -156 (0.09) 2,032,110
WELLS FARGO & CO NEW COM 126,682 -1,523 (1.19) 2,455,070
REDWOOD TR INC COM 113,636 -3,929 (3.34) 5,918,530
TEXAS INSTRS INC COM 106,155 -6,754 (5.98) 2,267,300
MARTIN MARIETTA MATLS INC COM 104,262 -10,734 (9.34) 796,560
ICONIX BRAND GROUP INC COM 103,030 -6,860 (6.24) 2,414,000
MICROSOFT CORP COM 80,490 -1,284 (1.57) 1,808,775
FLIR SYS INC COM 70,388 -19,693 (21.86) 2,032,580
LIVE NATION ENTERTAINMENT INC COM 65,392 -3,261 (4.75) 2,723,521
AON PLC SHS CL A 61,694 -17,593 (22.19) 714,710
RANGE RES CORP COM 59,729 -7,172 (10.72) 778,630
INTERVAL LEISURE GROUP INC COM 51,964 -1,071 (2.02) 2,460,406
TARGET CORP COM 49,292 -30 (0.06) 816,235
GOOGLE INC CL A 34,019 -9,605 (22.02) 56,880
GOOGLE INC CL C 33,503 -9,460 (22.02) 56,880
LIBERTY INTERACTIVE CORP LBT VENT COM A 33,398 -12,492 (27.22) 470,000
FIDELITY NATL INFORMATION SVCS COM 31,763 -487 (1.51) 561,280
PRESTIGE BRANDS HLDGS INC COM 4,033 -807 (16.67) 125,000
HEWLETT PACKARD CO COM 461 -38,336 (98.81) 13,000