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Wallace Weitz
✓ VerifiedInstitutional Investor • Weitz Investment Management Inc
Value
$1.7B
Stocks
44 Stocks (3 new)
Turnover
20.0%
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
Investment philosophy details pending verification.
Wallace Weitz Top Holdings
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| BRK.B | None | Berkshire Hathaway, Inc. | General | $144.2M | 286,850 | 8.6% | 0 | No Change |
| DHR | None | Danaher Corp. | Health Care | $117.7M | 513,950 | 7.0% | -13K | -2.5% |
| GOOG | None | Alphabet Inc. | Communication Services | $109.2M | 347,900 | 6.5% | -98K | -21.9% |
| V | None | Visa, Inc. | Financials | $94.9M | 270,580 | 5.6% | -27K | -9.2% |
| MA | None | Mastercard, Inc. | Financials | $89.0M | 155,900 | 5.3% | -9K | -5.6% |
| TMO | None | Thermo Fisher Scientific Inc. | Health Care | $78.2M | 134,950 | 4.6% | -16K | -10.3% |
| AON | None | Aon plc | Financials | $77.2M | 218,735 | 4.6% | 5K | +2.5% |
| META | None | Meta Platforms, Inc. | Communication Services | $71.8M | 108,710 | 4.3% | -7K | -6.0% |
| MSFT | None | Microsoft Corp. | Information Technology | $70.6M | 145,975 | 4.2% | 17K | +12.7% |
| IEX | None | IDEX Corp. | Industrials | $69.7M | 391,475 | 4.1% | -15K | -3.6% |
Recent Buys (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| AONAon plc | $77.2M | +2.5% | 4.6% | Increased |
| MSFTMicrosoft Corp. | $70.6M | +12.7% | 4.2% | Increased |
| TECHBio-Techne Corporation | $47.2M | +0.1% | 2.8% | Increased |
| EFXEquifax Inc. | $46.6M | +2.1% | 2.8% | Increased |
| ACNAccenture plc | $43.2M | +29.1% | 2.6% | Increased |
| ODFLOld Dominion Freight Line, Inc. | $32.7M | +0.1% | 1.9% | Increased |
| LBRDKLiberty Broadband Corporation | $31.6M | +30.1% | 1.9% | Increased |
| TXNTexas Instruments Incorporated | $28.6M | +0.3% | 1.7% | Increased |
Recent Sells (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| DHRDanaher Corp. | $117.7M | -2.5% | 7.0% | Decreased |
| GOOGAlphabet Inc. | $109.2M | -21.9% | 6.5% | Decreased |
| VVisa, Inc. | $94.9M | -9.2% | 5.6% | Decreased |
| MAMastercard, Inc. | $89.0M | -5.6% | 5.3% | Decreased |
| TMOThermo Fisher Scientific Inc. | $78.2M | -10.3% | 4.6% | Decreased |
| METAMeta Platforms, Inc. | $71.8M | -6.0% | 4.3% | Decreased |
| IEXIDEX Corp. | $69.7M | -3.6% | 4.1% | Decreased |
| VMCVulcan Materials Co. | $60.0M | -0.8% | 3.5% | Decreased |
13F Sector Breakdown
Health Care17.3%
Information Technology16.3%
Financials15.7%
Communication Services14.8%
Industrials11.4%
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Health Care | 5 | $292.0M | 17.3% |
| Information Technology | 11 | $275.1M | 16.3% |
| Financials | 4 | $264.8M | 15.7% |
| Communication Services | 7 | $249.7M | 14.8% |
| Industrials | 5 | $191.9M | 11.4% |
| General | 3 | $187.8M | 11.1% |
| Materials | 4 | $102.7M | 6.1% |
| Consumer Discretionary | 3 | $72.1M | 4.3% |
| Real Estate | 1 | $48.4M | 2.9% |
| Consumer Staples | 1 | $2.1M | 0.1% |