Wallace Weitz Portfolio - Stockpickr! Your Source for Stock Ideas

Wallace Weitz

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Date updated:07-07-2008

Weitz is a mutual fund family based in Omaha, Nebraska. Often considered the "other Oracle of Omaha", Wally Weitz favors the value-disciplined approach of Ben Graham while also having "a conviction that qualitative factors that allow a company to have some control over its destiny can be more important than statistical measurements, such as historical book value or reported earnings"

On January 2, 2007, Weitz Funds issued its quarterly letter to shareholders. In it, he went over his central belief that although cheap stocks do go up in the long run, it's very difficult to time things exactly, and how he sees 2007 to be another good year for their holdings. He does not believe their holdings are very cheap, but at the same time has confidence that stocks like Birkshire Hathaway will simply continue to grow in value.

Weitz Funds

As of 3-31-08 filing.

BRK-B
Berkshire Hath Hl
$3425.00
+0.88%
$3380.00

9.2% of portfolio

People owning BRK-B also tend to own: AEG AZ ING INTC OPA.V ORCL SDA

TheStreet.com Rating: No Rating What is this?

RWT
Redwood Tr Inc
$13.40
-0.74%
$13.34

6.2% of portfolio

People owning RWT also tend to own: AEO LRW LYG SHLD SHW THO AGII

TheStreet.com Rating: D What is this?

AIG
Amer Intl Group N
$35.48
-9.67%
$35.44

5.3% of portfolio

People owning AIG also tend to own: AA IBM INTC JNJ JPM KO MSFT

TheStreet.com Rating: D- What is this?

LINTA
Liberty Media Cor
$12.13
+0.92%
$11.94

5.2% of portfolio

People owning LINTA also tend to own: BRK-A COF EBAY HD JNJ OSTK PFE

TheStreet.com Rating: No Rating What is this?

AXP
Amer Express Inc
$37.21
-1.40%
$37.28

4.4% of portfolio

People owning AXP also tend to own: AIG DELL GE IBM INTC MSFT CECO

TheStreet.com Rating: C What is this?

WLP
Wellpoint Inc.
$51.00
+0.20%
$50.72

3.9% of portfolio

People owning WLP also tend to own: AES BER ODP OSK PGH TXU AFFX

TheStreet.com Rating: B- What is this?

CMCSA
Comcast Corporati
$14.59
+2.75%
$14.24

3.8% of portfolio

People owning CMCSA also tend to own: CHDT.OB QMAR RSFF.OB TWX WSDT.PK AAPL ADBE

TheStreet.com Rating: C+ What is this?

TDS
Telephone + Data
$30.73
+2.47%
$29.86

3.8% of portfolio

People owning TDS also tend to own: ALB CBRL CEPH CMG CROX CWTR DAKT

TheStreet.com Rating: C What is this?

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10/09/2007 10:15 AM CDT Asked by Paintball Guns
I like your portfolio. Looks like a good list. Any thoughts on how long you plan to hold TYC?

Paintball Guns

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