13F filing recap · Q2 2019
What did Weitz Investment Management buy in Q2 2019?
Reported stock-position changes between this filing and the previous one.
Stock value
$2.49B
Positions
69
Estimated turnover
7.8%
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.
Increased positions
BRK.BBerkshire Hathaway Inc$172.54Mreported value+7.2K shares+0.9%GOOGAlphabet Inc.$111.61Mreported value+4.0K shares+4.0%LSXMKLiberty Media Corporation$64.61Mreported value+27.6K shares+1.7%SCHWSchwab Charles Corp$57.44Mreported value+60.0K shares+4.4%BKNGBooking Holdings Inc.$56.40Mreported value+8.6K shares+39.9%SUMSummit Materials Inc$46.87Mreported value+219.0K shares+9.9%VMCVulcan Materials Company$43.67Mreported value+26.0K shares+8.9%DXCDxc Technology Co$42.38Mreported value+150.0K shares+24.3%TMOThermo Fisher Scientific Inc.$32.30Mreported value+5.0K shares+4.8%BOXBox, Inc.$28.57Mreported value+575.7K shares+55.0%JPMJPMorgan Chase & Co$27.22Mreported value+1.5K shares+0.6%QRTEAQurate Retail, Inc.$26.69Mreported value+499.6K shares+30.2%MKLMarkel Group Inc.$21.79Mreported value+7.0K shares+53.8%GWREGuidewire Software, Inc.$19.30Mreported value+5.3K shares+2.8%LEXEALiberty Expedia Holdings, Inc.$7.17Mreported value+25.0K shares+20.0%