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Wallace Weitz's Best-Performing Stocks

Wallace Weitz ( Trades , Portfolio ) is portfolio manager of Weitz Value Fund, Weitz Hickory Fund and Weitz Partners Value Fund, which he started in 1983. He manages a portfolio composed of 63 stocks with a total value of $2.81 billion. During the first quarter of 2016, the guru increased several stakes, and the following are the ones with the highest performances.

Liberty Global PLC AA ( LBTYA )

The investor increased his shares in Liberty Global PLC by 29.93% in the first quarter and now holds 2,199,666 shares. Since then, the price of the stock has risen by 21%.

The company has a market cap of $6.26 billion and an enterprise value of $5.92 billion. Through its subsidiaries it provides video, broadband Internet, fixed-line telephony and mobile services across 14 countries. First quarter revenue grew 3% from the same quarter of a year before.

The price of the stock has risen by 29% during the last five years and by 19% year to date and 17% during the last 12 months. The stock is now 0.10% below its 52-week high and 46.66% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 4 out of 10 with ROE of -2.45% and ROA of -2.11% that are underperforming 75% of the companies in the Global Pay TV industry.

The largest shareholder among the gurus is WeitzAA with 2.13% of outstanding shares followed by Murray Stahl ( Trades , Portfolio ) with 1.55%, RS Investment Management ( Trades , Portfolio ) with 1.03%, Mario Gabelli ( Trades , Portfolio ) with 0.42%, Ron Baron ( Trades , Portfolio ) with 0.29%, Tom Gayner ( Trades , Portfolio ) with 0.17% and First Eagle Investment ( Trades , Portfolio ) with 0.06%.

Comcast Corp. AA ( CMCSA )

The guru increased his stake in Comcast by 4,783.08% during the first quarter, and now he holds 317,400 shares. Since then, the stock has risen by 14%.

The company has a market cap of $158.45 billion and an enterprise value of $210.32 billion. It is a media and technology company. The company's business segments are: Cable Communications, Cable Networks, Broadcast Television, Filmed Entertainment and Theme Parks.

The price of the stock has risen by 156% during the last five years, by 17% year to date and 5% during the last 12 months. The stock is now 0.23% below its 52-week high and 30.53% above its 52-week low.

GuruFocus gives the stock a profitability and growth rating of 8 out of 10 with ROE of 15.77% and ROA of 5.06% that are outperforming 65% of the companies in the Global Pay TV industry.

Dodge & Cox is the largest shareholder among the gurus with 1.8% of outstanding shares followed by First Eagle Investment ( Trades , Portfolio ) with 1.06%, Ken Fisher ( Trades , Portfolio ) with 0.51%, HOTCHKIS & WILEY with 0.18% and T Rowe Price Equity Income Fund ( Trades , Portfolio ) with 0.16%.

Redwood Trust Inc. ( RWT )

About GuruFocus: GuruFocus.com tracks the stocks picks and portfolio holdings of the world's best investors. This value investing site offers stock screeners and valuation tools. And publishes daily articles tracking the latest moves of the world's best investors. GuruFocus also provides promising stock ideas in 3 monthly newsletters sent to Premium Members .

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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