13F filing recap · Q2 2014

What did Weitz Investment Management buy in Q2 2014?

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

Stock value

$3.31B

Positions

Estimated turnover

16.6%

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

GOOGAlphabet Inc.$37.68Mreported value+65.5K shares CTRXCatamaran Corporation$33.06Mreported value+748.6K shares ANGIAngi Inc.$4.24Mreported value+355.0K shares

Increased positions

LMCALiberty Media Corporation$198.86Mreported value+359.9K shares+32.9%LBTYKLiberty Global Ltd.$178.69Mreported value+304.7K shares+7.8%BRK.BBerkshire Hathaway Inc$174.99Mreported value+153.6K shares+12.5%QRTEALiberty Ventures Series A$151.42Mreported value+96.7K shares

Reduced positions

VRXValeant Pharmaceuticals International, Inc.$195.62Mreported value-46.5K shares-2.9%DTVDirectv$142.91Mreported value-351.0K shares-17.3%WFCWells Fargo & Company/mn$122.75Mreported value-119.6K shares-4.9%RWTRedwood Trust Inc$113.61Mreported value-83.3K shares

Exited positions

CNACna Financial Corp$9.83Mprior reported value-230.0K shares-100.0%LQDTLiquidity Services, Inc$8.86Mprior reported value-340.0K shares-100.0%ESINQItt Educational Services Inc$688.0Kprior reported value-24.0K shares-100.0%OUTROuterwall Inc.$453.0Kprior reported value-6.3K shares