WEITZ INVESTMENT MANAGEMENT, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 69
New Positions 4
Increased Positions 35
Decreased Positions 24
Positions with Activity 59
Sold Out Positions 3
Total Mkt Value (in $ millions) 3,575

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

Sector Weighting

Basic Materials 1.42%
Capital Goods 7.43%
Conglomerates
Consumer Cyclical 2.21%
Consumer/Non-Cyclical 2.03%
Energy 3.83%
Financial 14.98%
Healthcare 11.23%
Services 42.04%
Technology 12.12%
Transportation 0.75%
Utilities

35 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LIBERTY GLOBAL PLC SHS CL C 243,450 36,090 17.40 4,958,258
VALEANT PHARMACEUTICALS INTL I COM 237,372 19,709 9.06 1,691,525
BERKSHIRE HATHAWAY INC DEL CL B NEW 215,054 5,528 2.64 1,419,123
LIBERTY INTERACTIVE CORP INT COM SER A 153,201 1,784 1.18 5,218,030
EXPRESS SCRIPTS HLDG CO COM 151,890 2,956 1.99 1,776,907
TEXAS INSTRS INC COM 125,682 918 .74 2,290,955
REDWOOD TR INC COM 117,442 1,787 1.55 5,925,435
LIBERTY MEDIA CORP DELAWARE COM SER C 104,864 5,811 5.87 3,080,597
ORACLE CORP COM 94,661 1,232 1.32 2,047,605
LIVE NATION ENTERTAINMENT INC COM 73,319 670 .92 2,754,295
INTERVAL LEISURE GROUP INC COM 66,805 2,199 3.40 3,197,964
RANGE RES CORP COM 62,081 18,479 42.38 1,113,967
CATAMARAN CORP COM 51,901 13,100 33.76 1,001,377
LIBERTY MEDIA CORP DELAWARE CL A 50,706 641 1.28 1,473,581
LIBERTY INTERACTIVE CORP LBT VENT COM A 45,590 325 .72 1,211,847
AVON PRODS INC COM 45,256 18,067 66.45 4,908,498
NATIONAL CINEMEDIA INC COM 40,250 3,449 9.37 2,854,615
LIBERTY BROADBAND CORP COM SER C 39,293 2,177 5.87 770,149
EBAY INC COM 37,857 550 1.48 662,990
FIDELITY NATL INFORMATION SVCS COM 36,587 719 2.00 575,080


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