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Wallace Weitz Buys Visa, Thermo Fisher Scientific, Liberty Expedia Holdings, Sells Express ...

Wallace Weitz

  • New Purchases: TMO , LEXEA , CVS , LGF.B, LGF.A, IWV, VTI, VEA, FIS, CRM,
  • Added Positions:V, AMZN, ORCL, LILAK, AGN, LBTYK, LH, FOX, PX, MUSA,
  • Reduced Positions:BRK.B, LSXMK, WFC, FOXA, NCMI, TXN, CFX, RWT, LVNTA, FWONK,
  • Sold Out:ESRX, MCK, EOG, BRO, ODFL,

For the details of Wallace Weitz's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Wallace+Weitz

These are the top 5 holdings of Wallace Weitz

  1. Berkshire Hathaway Inc (BRK.B) - 1,222,304 shares, 8.07% of the total portfolio. Shares reduced by 15.34%
  2. Liberty Broadband Corp ( LBRDK ) - 2,376,352 shares, 7.13% of the total portfolio. Shares reduced by 3.11%
  3. Liberty Global Group ( LBTYK ) - 5,473,105 shares, 6.58% of the total portfolio. Shares added by 1.37%
  4. Allergan PLC ( AGN ) - 637,733 shares, 5.42% of the total portfolio. Shares added by 4.55%
  5. Berkshire Hathaway Inc (BRK.A) - 415 shares, 4.1% of the total portfolio. Shares reduced by 2.58%

New Purchase: Thermo Fisher Scientific Inc ( TMO )

Wallace Weitz initiated holdings in Thermo Fisher Scientific Inc. The purchase prices were between $139.63 and $159.12, with an estimated average price of $147.43. The stock is now traded at around $156.67. The impact to the portfolio due to this purchase was 0.76%. The holdings were 132,160 shares as of 2016-12-31.

New Purchase: Liberty Expedia Holdings Inc ( LEXEA )

Wallace Weitz initiated holdings in Liberty Expedia Holdings Inc. The purchase prices were between $39.32 and $45, with an estimated average price of $42.49. The stock is now traded at around $43.80. The impact to the portfolio due to this purchase was 0.51%. The holdings were 318,160 shares as of 2016-12-31.

New Purchase: CVS Health Corp (CVS)

Wallace Weitz initiated holdings in CVS Health Corp. The purchase prices were between $73.53 and $88.8, with an estimated average price of $80.91. The stock is now traded at around $78.74. The impact to the portfolio due to this purchase was 0.39%. The holdings were 121,162 shares as of 2016-12-31.

New Purchase: Lions Gate Entertainment Corp (LGF.B)

Wallace Weitz initiated holdings in Lions Gate Entertainment Corp. The purchase prices were between $18.58 and $26.37, with an estimated average price of $22.53. The stock is now traded at around $26.14. The impact to the portfolio due to this purchase was 0.15%. The holdings were 150,000 shares as of 2016-12-31.

New Purchase: Lions Gate Entertainment Corp (LGF.A)

Wallace Weitz initiated holdings in Lions Gate Entertainment Corp. The purchase prices were between $26.39 and $28, with an estimated average price of $27.07. The stock is now traded at around $28.48. The impact to the portfolio due to this purchase was 0.14%. The holdings were 125,000 shares as of 2016-12-31.

New Purchase: iShares Russell 3000 (IWV)

Wallace Weitz initiated holdings in iShares Russell 3000. The purchase prices were between $123.07 and $135.5, with an estimated average price of $129.73. The stock is now traded at around $138.42. The impact to the portfolio due to this purchase was 0.06%. The holdings were 11,000 shares as of 2016-12-31.

Added: Visa Inc (V)

Wallace Weitz added to the holdings in Visa Inc by 16443.79%. The purchase prices were between $75.43 and $83.36, with an estimated average price of $80.4. The stock is now traded at around $86.75. The impact to the portfolio due to this purchase was 2.7%. The holdings were 860,277 shares as of 2016-12-31.

Added: Amazon.com Inc (AMZN)

Wallace Weitz added to the holdings in Amazon.com Inc by 2392.00%. The purchase prices were between $719.07 and $844.36, with an estimated average price of $783.7. The stock is now traded at around $836.47. The impact to the portfolio due to this purchase was 0.36%. The holdings were 12,460 shares as of 2016-12-31.

Added: Oracle Corp (ORCL)

Wallace Weitz added to the holdings in Oracle Corp by 20.82%. The purchase prices were between $37.93 and $40.88, with an estimated average price of $39.11. The stock is now traded at around $41.09. The impact to the portfolio due to this purchase was 0.34%. The holdings were 1,266,528 shares as of 2016-12-31.

Added: LiLAC Group (LILAK)

Wallace Weitz added to the holdings in LiLAC Group by 38.31%. The purchase prices were between $19.37 and $28.74, with an estimated average price of $23.43. The stock is now traded at around $21.95. The impact to the portfolio due to this purchase was 0.29%. The holdings were 1,236,646 shares as of 2016-12-31.

Added: Twenty-First Century Fox Inc (FOX)

Wallace Weitz added to the holdings in Twenty-First Century Fox Inc by 20.88%. The purchase prices were between $24.68 and $28.48, with an estimated average price of $26.8. The stock is now traded at around $29.69. The impact to the portfolio due to this purchase was 0.06%. The holdings were 310,505 shares as of 2016-12-31.

Added: ACI Worldwide Inc (ACIW)

Wallace Weitz added to the holdings in ACI Worldwide Inc by 46.88%. The purchase prices were between $17.01 and $20.04, with an estimated average price of $18.72. The stock is now traded at around $19.48. The impact to the portfolio due to this purchase was 0.04%. The holdings were 167,000 shares as of 2016-12-31.

Sold Out: Express Scripts Holding Co (ESRX)

Wallace Weitz sold out the holdings in Express Scripts Holding Co. The sale prices were between $65.09 and $77.14, with an estimated average price of $71.67.

Sold Out: McKesson Corp (MCK)

Wallace Weitz sold out the holdings in McKesson Corp. The sale prices were between $124.11 and $165.82, with an estimated average price of $147.1.

Sold Out: EOG Resources Inc (EOG)

Wallace Weitz sold out the holdings in EOG Resources Inc. The sale prices were between $90.42 and $108.01, with an estimated average price of $97.35.

Sold Out: Brown & Brown Inc (BRO)

Wallace Weitz sold out the holdings in Brown & Brown Inc. The sale prices were between $36.21 and $45.11, with an estimated average price of $40.65.

Sold Out: Old Dominion Freight Lines Inc (ODFL)

Wallace Weitz sold out the holdings in Old Dominion Freight Lines Inc. The sale prices were between $69.05 and $91.47, with an estimated average price of $80.43.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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