Wallace Weitz
Weitz Investment Management Inc
Value
1.7B
Stocks
44 Stocks (1 new)
Turnover
2.56%
CIK
883965
Top Holdings
BRK.B(8.55%) DHR(6.98%) GOOG(6.47%) V(5.63%) MA(5.28%)
About Investor
Established investor leading Weitz Investment Management Inc, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Wallace Weitz Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| BRK.B | - | BERKSHIRE HATHAWAY INC DEL | Financials | 144.2M | 286.9K | 8.5% | 0 | No Change | 1,076,833.6M |
| DHR | - | DANAHER CORPORATION | Health Care | 117.7M | 514.0K | 7.0% | -13,000 | -2.5% | 147,374.5M |
| GOOG | - | ALPHABET INC | Communication Services | 109.2M | 347.9K | 6.5% | -92,700 | -21.0% | 3,665,633.0M |
| V | - | VISA INC | Financials | 94.9M | 270.6K | 5.6% | 0 | No Change | 620,674.5M |
| MA | - | MASTERCARD INCORPORATED | Financials | 89.0M | 155.9K | 5.3% | 0 | No Change | 473,349.0M |
| TMO | - | THERMO FISHER SCIENTIFIC INC | Health Care | 78.2M | 135.0K | 4.6% | -15,500 | -10.3% | 191,727.6M |
| AON | - | AON PLC | Financials | 77.2M | 218.7K | 4.6% | 5,285 | 2.5% | 69,669.1M |
| META | - | META PLATFORMS INC | Communication Services | 71.8M | 108.7K | 4.3% | 0 | No Change | 1,614,716.5M |
| MSFT | - | MICROSOFT CORP | Information Technology | 70.6M | 146.0K | 4.2% | -8,000 | -5.2% | 2,969,829.4M |
| IEX | - | IDEX CORP | Industrials | 69.7M | 391.5K | 4.1% | -15,000 | -3.7% | 15,720.0M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
EEFT
Euronet Worldwi...
|
- | $12.2M | 160K | - | 0.72% | New |
|
LBRDK
Liberty Broadba...
|
- | $12.0M | 151K | 30.1% | 1.88% | Increased |
|
CDW
Cdw Corp
|
- | $3.3M | 21K | 57.8% | 0.45% | Increased |
|
ROP
Roper Technolog...
|
- | $3.0M | 5K | 16.3% | 0.96% | Increased |
|
AON
Aon Plc
|
- | $2.1M | 5K | 2.5% | 4.58% | Increased |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
KMX
Carmax Inc
|
- | $50.6M | 649K | - | 0.00% | Sold Out |
|
CHTR
Charter Communi...
|
- | $37.6M | 102K | -99.4% | 0.01% | Decreased |
|
IT
Gartner Inc
|
- | $34.8M | 83K | -77.3% | 0.37% | Decreased |
|
GOOG
Alphabet Inc
|
- | $14.4M | 93K | -21.0% | 6.47% | Decreased |
|
CMCSA
Comcast Corp Ne...
|
- | $12.2M | 367K | -81.2% | 0.15% | Decreased |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Health Care | 14.9% | 17.3% | +2.5% |
| Communication Services | 16.9% | 14.8% | -2.1% |
| Financials | 22.5% | 24.3% | +1.7% |
| Consumer Discretionary | 5.9% | 4.3% | -1.6% |
| Information Technology | 17.0% | 16.5% | -0.5% |
| Real Estate | 3.3% | 2.9% | -0.5% |
| Industrials | 13.5% | 13.8% | +0.3% |
