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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
BERKSHIRE HATHAWAY INC BRK/BCommon858,421-63,117175,272,000-22,039,00012/31/2018
BERKSHIRE HATHAWAY INC BRK.ACommon558-6170,748,000-9,732,00012/31/2018
Liberty Broadband Corp LBRDKCOM SER C1,851,476-69,151133,362,000-28,547,00012/31/2018
Alphabet Inc. GOOGCOM99,6454,140103,193,000-10,789,00012/31/2018
LABORATORY CORP OF AMERICA HOLDINGS LHCommon689,32575,32887,103,000-19,536,00012/31/2018
Mastercard Inc MACL A452,151-5,32785,298,000-16,541,00012/31/2018
Liberty Global plc LBTYKCommon4,096,255-242,45284,547,000-37,631,00012/31/2018
VISA INC. VCL A634,219-10,36683,679,000-13,067,00012/31/2018
Facebook Inc FBCommon465,90785,11461,076,000-1,549,00012/31/2018
ORACLE CORP ORCLCommon1,247,237-2,97656,313,000-8,148,00012/31/2018
SCHWAB CHARLES CORP SCHWCommon1,322,364483,22554,918,00013,674,00012/31/2018
CARMAX INC KMXCommon871,674219,80454,680,0006,005,00012/31/2018
Liberty Media Corp LSXMKCOM C SIRIUSXM1,450,44715,44253,638,000-8,713,00012/31/2018
Allergan plc AGNSHS383,236-122,03451,223,000-45,021,00012/31/2018
REDWOOD TRUST INC RWTCommon2,816,300-724,10042,442,000-15,054,00012/31/2018
Aon plc AONCOM266,899-53,94238,796,000-10,543,00012/31/2018
Colfax CORP CFXCOM1,823,450158,55038,110,000-21,926,00012/31/2018
TEXAS INSTRUMENTS INC TXNCommon397,70013,43037,583,000-3,645,00012/31/2018
COMCAST CORP CMCSACommon1,064,955-17,14336,262,000-2,055,00012/31/2018
Everett SpinCo, Inc. DXCCOM671,900125,04835,725,000-15,417,00012/31/2018
Liberty Interactive Corp QRTEAcommon1,655,950-103,30032,324,000-6,749,00012/31/2018
Black Knight Financial Services, Inc. BKICOM702,100702,10031,637,00031,637,00012/31/2018
DOLLAR TREE INC DLTRCOM342,700-1,15530,953,0002,912,00012/31/2018
Summit Materials, Inc. SUMCL A2,367,300765,10029,355,000227,00012/31/2018
INTELLIGENT SYSTEMS CORP INSCommon2,270,000029,328,0005,334,00012/31/2018
Vulcan Materials CO VMCCommon273,540143,17427,026,00012,529,00012/31/2018
LIN Media LLC LINCOMMON STOCK171,376171,37626,742,00026,742,00012/31/2018
MARVELL TECHNOLOGY GROUP LTD MRVLCommon1,644,000200,50026,616,000-1,244,00012/31/2018
TransDigm Group INC TDGCommon77,05246,56326,202,00014,851,00012/31/2018
THERMO FISHER SCIENTIFIC INC. TMOCommon105,873-10,05123,693,000-4,602,00012/31/2018
Liberty Latin America Ltd. LILAKCOM1,557,800022,697,000-9,440,00012/31/2018
Liberty Broadband Corp LBRDACOM SER A305,000-35,00021,902,000-6,770,00012/31/2018
ANALOG DEVICES INC ADICommon241,825241,82520,756,00020,756,00012/31/2018
AMAZON COM INC AMZNCommon13,8175,72120,753,0004,537,00012/31/2018
Axalta Coating Systems Ltd. AXTACOM816,67541,72519,127,000-3,471,00012/31/2018
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