WEITZ INVESTMENT MANAGEMENT, INC. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 63
New Positions 3
Increased Positions 26
Decreased Positions 22
Positions with Activity 48
Sold Out Positions 1
Total Mkt Value (in $ millions) 2,977

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

Sector Weighting

Basic Materials 0.91%
Capital Goods 10.26%
Conglomerates
Consumer Cyclical 3.22%
Consumer/Non-Cyclical 0.95%
Energy 7.87%
Financial 14.17%
Healthcare 11.53%
Services 36.65%
Technology 13.69%
Transportation 0.75%
Utilities

22 DECREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 222,126 -23,259 (9.48) 1,849,200
WELLS FARGO & CO NEW COM 121,198 -2,995 (2.41) 2,484,590
TEXAS INSTRS INC COM 110,473 -13,028 (10.55) 2,411,550
ICONIX BRAND GROUP INC COM 95,780 -3,880 (3.89) 2,574,720
AON PLC SHS CL A 74,630 -81,364 (52.16) 918,520
MICROSOFT CORP COM 73,046 -721 (0.98) 1,837,625
INTERVAL LEISURE GROUP INC COM 65,892 -2,376 (3.48) 2,511,116
LIVE NATION ENTERTAINMENT INC COM 56,672 -11,996 (17.47) 2,859,340
TARGET CORP COM 48,579 -760 (1.54) 816,735
SOUTHWESTERN ENERGY CO COM 45,259 -8,184 (15.31) 955,440
GOOGLE INC CL A 40,022 -5,698 (12.46) 72,940
GOOGLE INC CL C 39,128 -5,571 (12.46) 72,940
NATIONAL CINEMEDIA INC COM 26,587 -1,043 (3.78) 1,782,000
UNITED PARCEL SERVICE INC CL B 22,427 -15,598 (41.02) 234,150
OMNICOM GROUP INC COM 16,862 -5,213 (23.62) 244,200
FTI CONSULTING INC COM 9,669 -3,550 (26.85) 300,266
SAPIENT CORP COM 8,762 -1,928 (18.03) 550,000
OUTERWALL INC COM 1,422 -37,911 (96.39) 21,804
CVS CAREMARK CORPORATION COM 734 -14,090 (95.05) 10,000
US BANCORP DEL COM NEW 615 -205 (25) 15,000