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) 3,543

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

Sector Weighting

Basic Materials 1.41%
Capital Goods 7.53%
Conglomerates
Consumer Cyclical 2.36%
Consumer/Non-Cyclical 2.07%
Energy 3.96%
Financial 15.14%
Healthcare 11.41%
Services 41.46%
Technology 12.04%
Transportation 0.75%
Utilities

69 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ACCENTURE PLC IRELAND SHS CLASS A 20,676 New 230,400
ACI WORLDWIDE INC COM 12,950 2,316 21.78 643,000
ALLISON TRANSMISSION HLDGS INC COM 504 New 15,000
ANGIES LIST INC COM 24,389 22,032 934.68 3,673,102
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 1,490 New 13,000
AON PLC SHS CL A 62,705 -1,311 (2.05) 648,450
APACHE CORP COM 44,836 -18,944 (29.7) 721,408
APPLE INC COM -473 Sold Out 0
ASCENT CAP GROUP INC COM SER A 7,482 2,138 40 140,000
AVON PRODS INC COM 46,434 18,537 66.45 4,908,498
BERKSHIRE HATHAWAY INC DEL CL B NEW 216,658 5,569 2.64 1,419,123
BERKSHIRE HATHAWAY INC DEL CL A 15,822 New 69
BROWN & BROWN INC COM 34,032 -823 (2.36) 1,047,446
CACI INTL INC CL A 27,016 New 314,400
CATAMARAN CORP COM 49,598 12,519 33.76 1,001,377
CUMULUS MEDIA INC CL A 14,096 38 .27 3,308,963
DIAGEO P L C SPON ADR NEW 15,143 New 131,595
DIRECTV COM 138,384 -4,829 (3.37) 1,624,412
DISCOVERY COMMUNICATNS NEW COM SER C 21,748 21,748 New 629,100
DISNEY WALT CO COM DISNEY 26,213 -7,270 (21.71) 283,050


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