WEITZ INVESTMENT Overview

Weitz Investment Management Inc. is an investment advisor that manages 6 BN dollars in regulatory AUM and has 38 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 44% of the manager's regulatory AUM.

WEITZ INVESTMENT StockAlpha

-4.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WEITZ INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 7.99% Financials 13.59% -0.48% 0 28%
LBTYK 6.83% Cons. Disc. -11.92% -1.19% 1 8%
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FEATURED IN
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WEITZ INVESTMENT Founders and Key Employees

Name Title In Position Since
Wallace R. Weitz Chairman Of The Board March-1983
Kenneth R. Stoll President And Chief Financial Officer February-2015
Bradley P. Hinton Vice President July-2006
John R. Detisch Vice President, Chief Compliance Officer February-2011
Barbara Veach Weitz Director March-1983
Martha J. Gilchrist Vice President February-2015
Jo A. Quinif Vice President February-2015

WEITZ INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Prime Broker Pro

WEITZ INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

This Item 8 describes the general investment strategies employed by Weitz Inc. in managing client accounts as well as the primary risks associated with these investment strategies, although it is not possible to identify all of the risks associated with investing and the particular risks applicable to a client account will depend on the nature of the account, its investment strategy or strategies and the types of securities held.

While Weitz Inc. seeks to manage accounts so that risks are appropriate to the return potential for the investment strategy, it is often not possible or desirable to fully mitigate risks. Any investment includes the risk of loss and there can be no guarantee that a particular level of return will be achieved. Clients should understand that they could lose some or all of their investment and should be prepared to bear the risk of such potential losses.

Client accounts gene...
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WEITZ INVESTMENT Portfolio Concentration

WEITZ INVESTMENT Location

1125 SOUTH 103RD STREET
SUITE 200
OMAHA, Nebraska
UNITED STATES, 68124-1071

WEITZ INVESTMENT Contact Information

Phone Number: 402-391-1980
Fax Number: 402-393-6495
Website:

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