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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
BERKSHIRE HATHAWAY INC BRK.ACommon5580178,561,00029,408,00009/30/2020
BERKSHIRE HATHAWAY INC BRK/BCommon711,771-80,000151,565,00010,226,00009/30/2020
Alphabet Inc. GOOGCOM64,270-21,03094,451,000-26,130,00009/30/2020
LABORATORY CORP OF AMERICA HOLDINGS LHCommon466,40015,50087,809,00012,910,00009/30/2020
VISA INC. VCL A415,800-12,50083,148,000413,00009/30/2020
Liberty Broadband Corp LBRDKCOM SER C575,000-163,80082,150,000-9,432,00009/30/2020
Mastercard Inc MACL A241,065-25,00081,521,0002,846,00009/30/2020
COSTAR GROUP, INC. CSGPCommon79,900067,796,00011,013,00009/30/2020
SCHWAB CHARLES CORP SCHWCommon1,852,300165,00067,109,00010,179,00009/30/2020
Facebook Inc FBCommon253,900-83,30066,496,000-10,072,00009/30/2020
Aon plc AONCommon Stock321,05033,70066,233,00010,889,00009/30/2020
Vulcan Materials CO VMCCommon471,200063,866,0009,277,00009/30/2020
Liberty Media Corp LSXMKCOM C SIRIUSXM1,832,200175,00060,609,0003,518,00009/30/2020
CARMAX INC KMXCommon635,000-15,00058,363,000155,00009/30/2020
MARKEL CORP MKLCommon53,250-1,20051,850,0001,583,00009/30/2020
ORACLE CORP ORCLCommon769,500-30,00045,939,0001,751,00009/30/2020
Liberty Global plc LBTYKCommon2,086,000042,836,000-2,034,00009/30/2020
THERMO FISHER SCIENTIFIC INC. TMOCommon95,000-15,00041,944,0002,087,00009/30/2020
AMAZON COM INC AMZNCommon13,000-3,00040,933,000-3,208,00009/30/2020
DANAHER CORP /DE/ DHRCommon190,000-10,00040,913,0005,547,00009/30/2020
Fidelity National Information Services, Inc. FISCommon256,000256,00037,686,00037,686,00009/30/2020
Black Knight, Inc. BKICOM410,000-30,50035,691,0003,728,00009/30/2020
TEXAS INSTRUMENTS INC TXNCommon248,000-7,70035,412,0002,946,00009/30/2020
INTELLIGENT SYSTEMS CORP INSCommon890,000-108,49734,692,000663,00009/30/2020
ANALOG DEVICES INC ADICommon267,500031,228,000-1,578,00009/30/2020
SALESFORCE.COM, INC. CRMCommon120,000-20,00030,158,0003,932,00009/30/2020
Summit Materials, Inc. SUMCL A1,722,500028,490,000792,00009/30/2020
COMCAST CORP CMCSACommon595,000-10,00027,525,0003,942,00009/30/2020
JPMORGAN CHASE & CO JPMCommon262,000025,223,000579,00009/30/2020
LIN Media LLC LINCOMMON STOCK104,000-6,00024,766,0001,434,00009/30/2020
S&P Global Inc. SPGICOM68,500024,701,0002,132,00009/30/2020
Accenture plc ACNCOM103,000023,277,0001,161,00009/30/2020
ACI WORLDWIDE, INC. ACIWCommon833,585021,782,000-716,00009/30/2020
DIAGEO PLC DEOSPON ADR NEW158,00019,00021,750,0003,070,00009/30/2020
Guidewire Software, Inc. GWRECOM208,300-17,50021,719,000-3,311,00009/30/2020
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