13F filing recap · Q1 2019

What did Weitz Investment Management buy in Q1 2019?

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

Stock value

$2.38B

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

BOXBox, Inc.$20.21Mreported value+1.05M shares EXPEagle Materials Inc.$6.62Mreported value+78.5K shares

Increased positions

KMXCarmax, Inc.$78.43Mreported value+251.9K shares+28.9%LSXMKLiberty Media Corporation$64.00Mreported value+223.2K shares+15.4%SCHWSchwab Charles Corp$58.55Mreported value+46.9K shares+3.5%RWTRedwood Trust Inc$55.81Mreported value+639.2K shares

Reduced positions

BRK.BBerkshire Hathaway Inc$161.15Mreported value-56.2K shares-6.6%LBRDKLiberty Broadband Corporation$132.38Mreported value-408.5K shares-22.1%GOOGAlphabet Inc.$116.48Mreported value-370 shares-0.4%LHLabcorp Holdings Inc.$103.15Mreported value-15.1K shares

Exited positions

AGNAllergan Plc$51.22Mprior reported value-383.2K shares-100.0%MHKMohawk Industries, Inc.$15.91Mprior reported value-136.1K shares-100.0%FOXATwenty-First Century Fox, Inc.MIXED CORP ACTION$13.96Mprior reported value-290.0K shares-100.0%DISCKDiscovery, Inc.$4.62M