Wallace Weitz
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average rating: 3.81 / 72 ratings
DESCRIPTION:

Date updated:02-12-2010

As of 12/31/2009 funds run by Wallace Weitz, were valued at $1.67 billion.

During the quarter the fund had 69 total positions. The top five sector weightings are in: Services (46.64%), Financial (19.53%), Technology(12.49%), Capital Goods (5.10%), and Transportation (3.10%).

During the quarter some of the following significant actions were taken:

Positions closed out (4 positions): AXP, USG, WFC, LMDIA
New positions (8 positions): LSTZA, AZO, MON, LBTYA, ACN, ESI, BKE, CMP
Decreased positions (25 positions): WLP, UNH, LOW, NWSA, DISCA
Increased positions (35 positions): CSTR, DELL, DTV, APOL, WSH

Here are the top 30 holdings as of Dec. 31, 2009 according to the most recent form 13F-HR filed with the SEC on Feb. 11, 2010.

symbol name last price % change open
  • +
  • BRK.B
    Brk.b
  • $0.00
  • N/A
  • $N/A

12.7% of portfolio. Position was changed by -3.95%.

People owning BRK.B also tend to own: ACFBMYBNIBRK.ACCITCMCSA

TheStreet.com Rating: No Rating What is this?

  • +
  • LBTYK
    Liberty Global
  • $27.98
  • +0.43%
  • $27.81

5.81% of portfolio. Position was changed by 3.49%.

People owning LBTYK also tend to own: BNIBRK.ABRK.BCABCMCSKCOPCSTR

TheStreet.com Rating: C What is this?

  • +
  • LINTA
    Liberty Media Cor
  • $13.81
  • +2.60%
  • $13.46

5.52% of portfolio. Position was changed by -2.54%.

People owning LINTA also tend to own: AONBKBRK.ACHKCXDDSDELL

TheStreet.com Rating: No Rating What is this?

  • +
  • RWT
    Redwood Trust
  • $14.99
  • 0.00%
  • $N/A

5.34% of portfolio. Position was changed by 6.85%.

People owning RWT also tend to own: BNIBRK.ABRK.BCABCMCSKCOPCSTR

TheStreet.com Rating: D What is this?

  • +
  • DELL
    Dell Inc.
  • $14.31
  • +0.92%
  • $14.25

4.71% of portfolio. Position was changed by 13.73%.

People owning DELL also tend to own: AAPLAMDCSCOGOOGIBMINTCMSFT

TheStreet.com Rating: C What is this?

  • +
  • LCAPA
    Liberty Media Cor
  • $33.05
  • +1.04%
  • $32.98

4.68% of portfolio. Position was changed by 5.07%.

People owning LCAPA also tend to own: BNIBRK.ABRK.BCABCMCSKCOPCSTR

TheStreet.com Rating: D What is this?

  • +
  • MSFT
    Microsoft Corpora
  • $28.97
  • +0.59%
  • $28.86

4.01% of portfolio. Position was changed by -6.72%.

People owning MSFT also tend to own: AAPLAMDCSCODELLGOOGIBMINTC

TheStreet.com Rating: B What is this?

  • +
  • OCR
    Omnicare
  • $28.02
  • -0.21%
  • $28.00

3.76% of portfolio. Position was changed by 8.91%.

People owning OCR also tend to own: BNIBRK.ABRK.BCABCMCSKCOPCSTR

TheStreet.com Rating: C What is this?

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Portfolio not tracked!

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10/09/2007 10:15 AM CDT Asked by Paintball Guns
I like your portfolio. Looks like a good list. Any thoughts on how long you plan to hold TYC?

Paintball Guns

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