Wallace Weitz
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DESCRIPTION:
Date updated:11-23-2009
As of 9/30/2009 funds run by Wallace Weitz, were valued at $1.67 billion.
During the quarter the fund had 62 total positions. The top five sector weightings are in: Services (44.61%), Financial (22.09%), Technology(12.31%), Capital Goods (5.74%), and Conglomerates (3.23%).
During the quarter some of the following significant actions were taken:
Positions closed out (2 positions): USM, EBAY
New positions (4 positions): LOPE, DISCK, BRO, HSNI
Decreased positions (24 positions): AXP, WLP, UNH, WPO, NWSA, USG, LOW, CAB, WFC,
Increased positions (15 positions): INS, POT, LH, WMT, DEO, APOL, CSTR, PG, COP
Here are the top 30 holdings as of September 30, 2009.
-
BRK-B
Berkshire Hath Hl - $74.23
- +0.90%
- $73.99
11.93% of portfolio. Position was decreased by -0.04%.
-
LINTA
Liberty Media Cor - $10.51
- -2.05%
- $10.62
5.61% of portfolio. Position was decreased by -21.81%.
-
RWT
Redwood Tr Inc - $13.79
- 0.00%
- $N/A
5.35% of portfolio. Position was decreased by -0.47%.
-
LBTYK
Liberty Global - $23.93
- -0.42%
- $24.01
4.76% of portfolio. Position was decreased by -5.7%.
-
MSFT
Microsoft Corpora - $27.72
- -1.07%
- $27.96
4.54% of portfolio. Position was decreased by -0.14%.
-
LMDIA
Liberty Media Cor - $35.91
- 0.00%
- $N/A
4.47% of portfolio. Position was unchanged.
-
TDS-S
Tel And Data Sys - $27.31
- +0.04%
- $27.15
4.33% of portfolio. Position was decreased by -6.5%.
-
DELL
Dell Inc. - $13.39
- +1.13%
- $13.28
4.26% of portfolio. Position was decreased by -1.12%.
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