WEITZ INVESTMENT MANAGEMENT, INC.
大師韋茲投資管理
- SEC CIK
- 0000883965
- 主理人
- 沃利·韋茲
- 風格
- 價值
2021 年第 1 季 持倉
持倉截至 2021/3/31，申報日 2021/5/13。SEC
- 持股檔數
- 60
- 2020 年第 4 季 沒有申報
- 總值
- $22.65 億
- 2020 年第 4 季 沒有申報
持股
只含多頭部位。變化是跟 2020 年第 4 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 566,300 | $1.45 億 | 6.39% | +566,300 | 新進 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 61,860 | $1.28 億 | 5.65% | +61,860 | 新進 | 查看 |
| LHLABORATORY CORP AMER HLDGS | COM NEW | 395,200 | $1.01 億 | 4.45% | +395,200 | 新進 | 查看 |
| AONAON PLC | CL A | 422,850 | $9,730.2 萬 | 4.30% | +422,850 | 新進 | 查看 |
| LIBERTY BROADBAND CORP530307305 | COM SER C | 615,000 | $9,234.2 萬 | 4.08% | +615,000 | 新進 | – |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 1,410,000 | $9,190.4 萬 | 4.06% | +1,410,000 | 新進 | 查看 |
| VVISA INC COM CL A | Stock | 415,500 | $8,797.4 萬 | 3.88% | +415,500 | 新進 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 240,850 | $8,575.5 萬 | 3.79% | +240,850 | 新進 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 286,900 | $8,450.1 萬 | 3.73% | +286,900 | 新進 | 查看 |
| LIBERTY MEDIA CORP DEL531229607 | COM C SIRIUSXM | 1,882,200 | $8,302.4 萬 | 3.67% | +1,882,200 | 新進 | – |
| KMXCARMAX INC | COM | 569,700 | $7,557.6 萬 | 3.34% | +569,700 | 新進 | 查看 |
| VMCVULCAN MATLS CO | COM | 434,200 | $7,327.1 萬 | 3.24% | +434,200 | 新進 | 查看 |
| CSGPCOSTAR GROUP INC | COM | 83,450 | $6,858.7 萬 | 3.03% | +83,450 | 新進 | 查看 |
| MKLMARKEL GROUP INC | COM | 58,200 | $6,632.6 萬 | 2.93% | +58,200 | 新進 | 查看 |
| AZOAUTOZONE INC | COM | 39,975 | $5,613.7 萬 | 2.48% | +39,975 | 新進 | 查看 |
| FISFIDELITY NATL INFORMATION SVCS COM | Stock | 392,000 | $5,511.9 萬 | 2.43% | +392,000 | 新進 | 查看 |
| LBTYKLIBERTY GLOBAL PLC | SHS CL C | 2,106,000 | $5,378.7 萬 | 2.38% | +2,106,000 | 新進 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 13,500 | $4,177 萬 | 1.84% | +13,500 | 新進 | 查看 |
| ORCLORACLE CORP COM | Stock | 542,500 | $3,806.7 萬 | 1.68% | +542,500 | 新進 | 查看 |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 83,000 | $3,788 萬 | 1.67% | +83,000 | 新進 | 查看 |
| ADIANALOG DEVICES INC COM | Stock | 242,500 | $3,760.7 萬 | 1.66% | +242,500 | 新進 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 165,000 | $3,713.8 萬 | 1.64% | +165,000 | 新進 | 查看 |
| SUMMIT MATLS INC86614U100 | CL A | 1,300,600 | $3,644.3 萬 | 1.61% | +1,300,600 | 新進 | – |
| TXNTEXAS INSTRS INC COM | Stock | 190,200 | $3,594.6 萬 | 1.59% | +190,200 | 新進 | 查看 |
| CMCSACOMCAST CORP NEW CL A | Stock | 610,000 | $3,300.7 萬 | 1.46% | +610,000 | 新進 | 查看 |
| BOXBOX INC | CL A | 1,244,000 | $2,856.2 萬 | 1.26% | +1,244,000 | 新進 | 查看 |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 103,000 | $2,845.4 萬 | 1.26% | +103,000 | 新進 | 查看 |
| BLACK KNIGHT INC09215C105 | COM | 383,000 | $2,833.8 萬 | 1.25% | +383,000 | 新進 | – |
| LKQLKQ CORP | COM | 662,000 | $2,802.2 萬 | 1.24% | +662,000 | 新進 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 182,500 | $2,778.2 萬 | 1.23% | +182,500 | 新進 | 查看 |
| INTELLIGENT SYS CORP NEW45816D100 | COM | 645,000 | $2,638.7 萬 | 1.17% | +645,000 | 新進 | – |
| CRMSALESFORCE INC COM | Stock | 120,000 | $2,542.4 萬 | 1.12% | +120,000 | 新進 | 查看 |
| SPGIS&P GLOBAL INC COM | Stock | 68,500 | $2,417.2 萬 | 1.07% | +68,500 | 新進 | 查看 |
| MLMMARTIN MARIETTA MATLS INC | COM | 70,450 | $2,365.9 萬 | 1.04% | +70,450 | 新進 | 查看 |
| LINLINDE PLC | SHS | 84,000 | $2,353.2 萬 | 1.04% | +84,000 | 新進 | 查看 |
| LILAKLIBERTY LATIN AMERICA LTD | COM CL C | 1,768,620 | $2,295.7 萬 | 1.01% | +1,768,620 | 新進 | 查看 |
| LIBERTY BROADBAND CORP530307107 | COM SER A | 153,750 | $2,231.7 萬 | 0.99% | +153,750 | 新進 | – |
| AXTAAXALTA COATING SYS LTD | COM | 733,500 | $2,169.7 萬 | 0.96% | +733,500 | 新進 | 查看 |
| HEI.AHEICO CORP NEW | CL A | 175,500 | $1,993.7 萬 | 0.88% | +175,500 | 新進 | 查看 |
| ACIWACI WORLDWIDE INC COM | Stock | 521,300 | $1,983.5 萬 | 0.88% | +521,300 | 新進 | 查看 |
| LIBERTY MEDIA CORP DEL531229409 | COM A SIRIUSXM | 420,000 | $1,851.4 萬 | 0.82% | +420,000 | 新進 | – |
| GWREGUIDEWIRE SOFTWARE INC | COM | 180,800 | $1,837.5 萬 | 0.81% | +180,800 | 新進 | 查看 |
| FIRST REP BK SAN FRANCISCO C33616C100 | COM | 99,050 | $1,651.7 萬 | 0.73% | +99,050 | 新進 | – |
| IEXIDEX CORP | COM | 69,700 | $1,459 萬 | 0.64% | +69,700 | 新進 | 查看 |
| QURATE RETAIL INC74915M100 | COM SER A | 1,100,000 | $1,293.6 萬 | 0.57% | +1,100,000 | 新進 | – |
| REDWOOD TR INC758075AC9 | NOTE 4.750% 8/1 | – | $1,087.7 萬 | 0.48% | – | 新進 | – |
| REDWOOD TR INC758075AD7 | NOTE 5.625% 7/1 | – | $894.7 萬 | 0.40% | – | 新進 | – |
| DUN & BRADSTREET HLDGS INC26484T106 | COM | 300,000 | $714.3 萬 | 0.32% | +300,000 | 新進 | – |
| IRINGERSOLL RAND INC | COM | 130,000 | $639.7 萬 | 0.28% | +130,000 | 新進 | 查看 |
| RWTREDWOOD TRUST INC | COM | 562,000 | $585 萬 | 0.26% | +562,000 | 新進 | 查看 |
| DLBDOLBY LABORATORIES INC | COM CL A | 50,000 | $493.6 萬 | 0.22% | +50,000 | 新進 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 17,500 | $412.6 萬 | 0.18% | +17,500 | 新進 | 查看 |
| FHBFIRST HAWAIIAN INC | COM | 150,000 | $410.6 萬 | 0.18% | +150,000 | 新進 | 查看 |
| RWT HLDGS INC749772AD1 | CONVERTIBLE BOND | – | $350.5 萬 | 0.15% | – | 新進 | – |
| CHTRCHARTER COMMUNICATIONS INC | CL A | 5,000 | $308.5 萬 | 0.14% | +5,000 | 新進 | 查看 |
| DEODIAGEO PLC | SPON ADR NEW | 18,000 | $295.6 萬 | 0.13% | +18,000 | 新進 | 查看 |
| BATRKLIBERTY MEDIA CORP DEL | COM C BRAVES GRP | 105,000 | $292.1 萬 | 0.13% | +105,000 | 新進 | 查看 |
| HONHoneywell Technologies | COM | 11,000 | $238.8 萬 | 0.11% | +11,000 | 新進 | 查看 |
| FTVFORTIVE CORP COM | Stock | 30,000 | $211.9 萬 | 0.09% | +30,000 | 新進 | 查看 |
| BATRALIBERTY MEDIA CORP DEL | COM A BRAVES GRP | 11,000 | $31.4 萬 | 0.01% | +11,000 | 新進 | 查看 |