13F filing recap · Q2 2013

What did Weitz Investment Management buy in Q2 2013?

Reported stock-position changes between this filing and the previous one.

Stock value

$2.47B

Positions

Estimated turnover

18.6%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

LBTYKLiberty Global Ltd.$100.10Mreported value+1.47M shares WKCWorld Kinect Corporation$9.20Mreported value+230.0K shares TBFProshares Trust$4.71Mreported value+150.0K shares ACIWAci Worldwide, Inc.$325.0Kreported value+7.0K shares

Increased positions

VRXValeant Pharmaceuticals International, Inc.$180.36Mreported value+12.5K shares+0.6%DTVDirectv$137.16Mreported value+1.1K shares+0.0%RWTRedwood Trust Inc$92.01Mreported value+555.5K shares+11.4%QRTEALiberty Ventures Series A$85.69Mreported value+49.9K shares

Reduced positions

AONAon Plc$132.91Mreported value-51.0K shares-2.4%BRK.BBerkshire Hathaway Inc$123.47Mreported value-118.2K shares-9.7%WFCWells Fargo & Company/mn$104.92Mreported value-75.6K shares-2.9%TXNTexas Instruments Incorporated$97.99Mreported value-30.6K shares

Exited positions

LBTYALiberty Global Ltd.$99.35Mprior reported value-1.45M shares-100.0%STRZAStarz Entertainment Corp (liberty Capital)$4.21Mprior reported value-190.0K shares-100.0%