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Wallace Weitz's 13F portfolio value increased from $2.13B to $2.35B this quarter. The number of positions increased from 66 to 67.
Weitz Investment Management increased Aon plc, CarMax, and Fidelity National Information Services, while reducing Charles Schwab, Thermo Fisher Scientific, and Intelligent Systems.
The top three positions are Berkshire Hathaway, Liberty Broadband, and Alphabet. They add up to ~24% of the portfolio.