13F filing recap · Q3 2017

What did Weitz Investment Management buy in Q3 2017?

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

Stock value

$2.37B

Positions

Estimated turnover

6.8%

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

DHRDanaher Corporation$18.00Mreported value+209.9K shares DISCADiscovery, Inc.$10.64Mreported value+500.0K shares MTWManitowoc Co Inc$2.25Mreported value+250.0K shares AXTAAxalta Coating Systems Ltd.$2.17Mreported value+75.0K shares MLMMartin Marietta Materials Inc$1.34Mreported value+6.5K shares

Increased positions

BRK.BBerkshire Hathaway Inc$209.82Mreported value+7.1K shares+0.6%AGNAllergan Plc$107.36Mreported value+41.9K shares+8.7%DXCDxc Technology Co$38.13Mreported value+391.9K shares+752.2%ALSNAllison Transmission Holdings, Inc.$28.71Mreported value+104.8K shares

Reduced positions

LBRDKLiberty Broadband Corporation$203.72Mreported value-83.0K shares-3.7%LBTYKLiberty Global Ltd.$160.66Mreported value-140.4K shares-2.8%LHLabcorp Holdings Inc.$114.94Mreported value-2.7K shares-0.4%BRK.ABerkshire Hathaway Inc$107.15Mreported value-20 shares

Exited positions

FOSLFossil Group, Inc.$1.40Mprior reported value-135.0K shares-100.0%