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Wallace Weitz's 13F portfolio value increased from $2.39B to $2.49B this quarter. The number of positions increased from 58 to 59.
Weitz Investment Management increased CoStar Group and Fidelity National Information Services while reducing Laboratory Corp, AON plc, and Fidelity National Information Services during the quarter.
The top three positions are Alphabet, Berkshire Hathaway, and Liberty Broadband. They add up to ~18% of the portfolio.