BATRB - Tracking Wallace Weitz's Weitz Investment Management Portfolio - Q1 2021 Update
- Wallace Weitz's 13F portfolio value decreased from $2.35B to $2.26B this quarter. The number of positions decreased from 67 to 60.
- Weitz Investment Management increased AutoZone, Aon plc, Facebook, Fidelity National Information Services, and Box Inc., while reducing Oracle, Berkshire Hathaway, Diageo, CarMax, and Summit Materials.
- The top three positions are Berkshire Hathaway, Alphabet, and Liberty Broadband. They add up to ~17% of the portfolio.
For further details see:
Tracking Wallace Weitz's Weitz Investment Management Portfolio - Q1 2021 Update