13F filing recap · Q1 2015
What did Weitz Investment Management buy in Q1 2015?
Reported stock-position changes between this filing and the previous one.
Stock value
$3.70B
Positions
65
Estimated turnover
15.9%
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.
Increased positions
LBTYKLiberty Global Ltd.$253.60Mreported value+60.4K shares+1.2%BRK.BBerkshire Hathaway Inc$209.18Mreported value+14.3K shares+1.0%LMCKLiberty Media Corporation$153.36Mreported value+214.6K shares+5.6%BRK.ABerkshire Hathaway Inc$113.75Mreported value+454 shares+658.0%RRCRange Resources Corporation$111.16Mreported value+85.6K shares+4.2%DISCKDiscovery, Inc.$95.62Mreported value+779.9K shares+31.7%LBRDKLiberty Broadband Corporation$88.57Mreported value+361.9K shares+30.1%PXDPioneer Natural Resources Co$86.22Mreported value+5.2K shares+1.0%ICONIconix Brand Group, Inc.$80.63Mreported value+20.8K shares+0.9%PCPPrecision Castparts Corp$79.35Mreported value+136.6K shares+56.6%CTRXCatamaran Corporation$70.13Mreported value+14.9K shares+1.3%AONAon Plc$63.93Mreported value+10.3K shares+1.6%ORCLOracle Corporation$58.24Mreported value+10.2K shares+0.8%GOOGAlphabet Inc.$58.17Mreported value+2.3K shares+2.2%AVPAvon Products, Inc.$55.09Mreported value+852.1K shares+14.1%FOXATwenty-First Century Fox, Inc.$42.23Mreported value+1.09M shares+549.9%FISFidelity National Information Services, Inc.$40.02Mreported value+9.1K shares+1.6%QRTEALiberty Ventures Series A$36.80Mreported value+36.9K shares+4.4%BROBrown & Brown, Inc.$35.73Mreported value+21.4K shares+2.0%CLBCore Laboratories Inc.$34.40Mreported value+180.7K shares+121.7%WTWWillis Towers Watson Plc$31.94Mreported value+12.3K shares+1.9%FLIRFlir Systems, Inc.$29.51Mreported value+26.4K shares+2.9%MAMastercard Inc$26.33Mreported value+20.7K shares+7.3%ANGIAngi Inc.$22.91Mreported value+221.5K shares+6.0%LBRDALiberty Broadband Corporation$19.94Mreported value+7.0K shares+2.0%ACIWAci Worldwide, Inc.$16.14Mreported value+2.0K shares+0.3%PXPraxair, Inc.$15.18Mreported value+100 shares+0.1%