Weitz Investment Drops Dell, Comcast, Buys Liberty Media

Weitz Investment Management Inc. has filed its 13 F for the quarter ending March 31 with the SEC. The filing can be found at this link. Weitz chose to make relatively few big changes in the three months, adding just one new position to its long portfolio, and closing positions in five equities. The company saw its long equity assets under management grow from $2,261,755,812 at the end of 2012 to $2,456,314,659 by the end of March 2013. Two new equities were added in the three months, accounting for 2.25 percent of the company’s 13F holdings at the end of…