13F filing recap · Q4 2013

What did Weitz Investment Management buy in Q4 2013?

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

Stock value

$2.98B

Positions

Estimated turnover

18.9%

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

ENDPEndo Health Solutions Inc$30.08Mreported value+445.9K shares ADTThe Adt Corporation$15.18Mreported value+375.0K shares LQDTLiquidity Services, Inc$7.70Mreported value+340.0K shares

Increased positions

LBTYKLiberty Global Ltd.$145.26Mreported value+215.0K shares+14.3%QRTEALiberty Ventures Series A$144.47Mreported value+925.6K shares+23.2%DTVDirectv$140.52Mreported value+53.3K shares+2.7%BRK.BBerkshire Hathaway Inc$132.67Mreported value+3.0K shares

Reduced positions

VRXValeant Pharmaceuticals International, Inc.$217.10Mreported value-193.6K shares-9.5%WFCWells Fargo & Company/mn$112.80Mreported value-61.4K shares-2.4%TXNTexas Instruments Incorporated$105.89Mreported value-284.4K shares-10.5%ICONIconix Brand Group, Inc.$102.22Mreported value

Exited positions

OCROmnicare Inc$6.31Mprior reported value-113.7K shares-100.0%