13F filing recap · Q3 2013

What did Weitz Investment Management buy in Q3 2013?

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

Stock value

$2.66B

Positions

Estimated turnover

11.7%

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

OUTROuterwall Inc.$30.15Mreported value+603.2K shares BUDAnheuser-Busch Inbev Sa/nv$1.29Mreported value+13.0K shares

Increased positions

BRK.BBerkshire Hathaway Inc$126.68Mreported value+12.8K shares+1.2%RWTRedwood Trust Inc$117.36Mreported value+547.7K shares+10.1%LBTYKLiberty Global Ltd.$113.73Mreported value+33.3K shares+2.3%WFCWells Fargo & Company/mn$105.20Mreported value+3.8K shares

Reduced positions

VRXValeant Pharmaceuticals International, Inc.$213.13Mreported value-52.4K shares-2.5%AONAon Plc$142.92Mreported value-145.5K shares-7.0%DTVDirectv$118.34Mreported value-245.3K shares-11.0%TXNTexas Instruments Incorporated$108.57Mreported value-114.1K shares

Exited positions

CSTRCoinstar, Inc.$35.33Mprior reported value-602.2K shares-100.0%SDSandridge Energy, Inc.$7.14Mprior reported value-1.50M shares-100.0%MOSMosaic Co$6.73Mprior reported value-125.0K shares-100.0%