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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
BERKSHIRE HATHAWAY INC BRK/BCommon1,129,642-7,666225,341,000-96,00003/31/2018
Liberty Broadband Corp LBRDKCOM SER C2,053,262-99,709175,944,000-7,403,00003/31/2018
BERKSHIRE HATHAWAY INC BRK.ACommon564174168,692,00052,628,00003/31/2018
Liberty Global plc LBTYKCommon4,152,537-760,648126,362,000-39,900,00003/31/2018
LABORATORY CORP OF AMERICA HOLDINGS LHCommon747,684-10,991120,938,000-78,00003/31/2018
Allergan plc AGNSHS670,39920,084112,821,0006,442,00003/31/2018
Alphabet Inc. GOOGCOM94,90312297,920,000-1,259,00003/31/2018
VISA INC. VCL A782,856-6,94693,645,0003,592,00003/31/2018
Mastercard Inc MACL A530,198-140,93692,869,000-8,714,00003/31/2018
REDWOOD TRUST INC RWTCommon4,776,100256,85073,886,0006,911,00003/31/2018
Liberty Media Corp LSXMKCOM C SIRIUSXM1,536,867-200,64562,781,000-6,129,00003/31/2018
ORACLE CORP ORCLCommon1,335,774152,88261,112,0005,185,00003/31/2018
Colfax CORP CFXCOM1,639,900249,40052,313,000-2,779,00003/31/2018
Aon plc AONCOM323,0291,30945,331,0002,221,00003/31/2018
Everett SpinCo, Inc. DXCCOM447,6472,30745,002,0002,739,00003/31/2018
Liberty Interactive Corp QRTEACommon1,759,250-819,33044,280,000-18,689,00003/31/2018
TEXAS INSTRUMENTS INC TXNCommon394,270-111,00040,961,000-11,809,00003/31/2018
REDWOOD TRUST INC  NOTE 4.625% 4/132,825,000032,989,000-41,00003/31/2018
Liberty Broadband Corp LBRDACOM SER A350,000029,680,000-88,00003/31/2018
Liberty Latin America Ltd. LILAKCOM1,492,8001,492,80028,498,00028,498,00003/31/2018
WELLS FARGO & COMPANY/MN WFCCommon540,578-35428,332,000-4,486,00003/31/2018
GENERAL COMMUNICATION INC GLIBACommon530,202530,20228,026,00028,026,00003/31/2018
DOLLAR TREE INC DLTRCOM292,81664,74627,788,0003,314,00003/31/2018
Allison Transmission Holdings Inc ALSNCommon709,600-55,50027,717,000-5,236,00003/31/2018
THERMO FISHER SCIENTIFIC INC. TMOCommon131,581-14427,166,0002,154,00003/31/2018
Wesco Aircraft Holdings, Inc WAIRCOM2,600,000-400,00026,650,0004,450,00003/31/2018
PRAXAIR INC PXCommon175,140-27,45225,273,000-6,064,00003/31/2018
CARMAX INC KMXCommon404,735404,73525,069,00025,069,00003/31/2018
Discovery Communications, Inc. DISCKCommon1,241,300024,230,000-2,048,00003/31/2018
DANAHER CORP /DE/ DHRCommon239,761-10923,475,0001,210,00003/31/2018
Axalta Coating Systems Ltd. AXTACOM757,450562,45022,867,00016,557,00003/31/2018
TUPPERWARE BRANDS CORP TUPCommon465,300465,30022,511,00022,511,00003/31/2018
MONSANTO CO /NEW/ MONCommon186,850-5,17221,804,000-620,00003/31/2018
COMCAST CORP CMCSACommon624,659-86121,345,000-3,707,00003/31/2018
DIAGEO PLC DEOSPON ADR NEW130,000017,605,000-1,379,00003/31/2018
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