 | |
Wallace Weitz13F | |
| Weitz Investment Management Inc | |
| Last update 2026-05-14 | 49 Stocks (8 new) |
| Value $1.43 Bil | Turnover 4 % |
Wallace Weitz Investing Philosophy
Weitz's approach to value investing has evolved over the years. It combines Graham's price sensitivity and insistence on a "margin of safety" with 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.
Wallace Weitz Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 278,850 | 133,624.9 | -2.79% | 9.330 | -0.24% | 0.010 | +3.07% | -2.58% | 1,056,543.6 | Insurance | |
GOOG | Alphabet Inc | 326,750 | 93,731.5 | -6.08% | 6.540 | -0.39% | 0.000 | +11.80% | +18.64% | 4,541,940.5 | Interactive Media | |
DHR | Danaher Corp | 477,750 | 90,581.4 | -7.04% | 6.320 | -0.49% | 0.070 | +5.84% | -10.22% | 144,859.4 | Medical Diagnostics & Research | |
V | Visa Inc | 265,330 | 80,193.3 | -1.94% | 5.600 | -0.11% | 0.010 | +14.91% | +3.45% | 687,138.1 | Credit Services | |
MA | Mastercard Inc | 147,000 | 73,450.0 | -5.71% | 5.130 | -0.30% | 0.020 | +5.85% | -3.55% | 484,159.8 | Credit Services | |
AON | Aon PLC | 213,860 | 69,029.7 | -2.23% | 4.820 | -0.10% | 0.100 | +8.71% | +3.53% | 77,656.6 | Insurance | |
MSFT | Microsoft Corp | 169,450 | 62,725.3 | +16.08% | 4.380 | +0.61% | 0.000 | -5.39% | -17.60% | 2,947,231.5 | Software | |
META | Meta Platforms Inc | 105,710 | 60,479.9 | -2.76% | 4.220 | -0.12% | 0.000 | +0.65% | +3.30% | 1,727,828.6 | Interactive Media | |
TMO | Thermo Fisher Scientific Inc | 121,000 | 59,475.1 | -10.34% | 4.150 | -0.48% | 0.030 | +4.76% | -6.62% | 200,686.7 | Medical Diagnostics & Research | |
VMC | Vulcan Materials Co | 214,200 | 58,326.7 | +1.90% | 4.070 | +0.08% | 0.170 | +2.70% | +3.10% | 38,007.2 | Building Materials |
Wallace Weitz's Historical Top Holdings Breakdowns
Wallace Weitz's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEX | IDEX Corp | 2026-03-31 | Reduce Reduce | -1.34% | 179.06 ($197.4) 214.58 | $227.74 | 15.37% | Reduce -32.49% | 264,300 | -127,175 | |
ROP | Roper Technologies Inc | 2026-03-31 | Sold Out Sold Out | -0.96% | 315.53 ($368.91) 437.6 | $354.54 | -3.90% | Sold Out | 0 | -36,550 | |
CSGP | CoStar Group Inc | 2026-03-31 | Reduce Reduce | -0.81% | 39.77 ($52.06) 67.2 | $30.12 | -42.14% | Reduce -28.18% | 517,025 | -202,825 | |
GPN | Global Payments Inc | 2026-03-31 | Reduce Reduce | -0.78% | 65.9 ($73.75) 82.47 | $79.41 | 7.67% | Reduce -33.66% | 335,000 | -170,000 | |
IR | Ingersoll Rand Inc | 2026-03-31 | New Buy New Buy | +0.74% | 76.94 ($88.32) 98.76 | $84.16 | -4.71% | New holding | 133,200 | 133,200 | |
ODFL | Old Dominion Freight Line Inc | 2026-03-31 | Reduce Reduce | -0.71% | 159.19 ($186.49) 216.19 | $234.81 | 25.91% | Reduce -36.78% | 132,000 | -76,800 | |
MSFT | Microsoft Corp | 2026-03-31 | Add Add | +0.61% | 356.77 ($418.44) 483.47 | $396.75 | -5.18% | Add 16.08% | 169,450 | 23,475 | |
TECH | Bio-Techne Corp | 2026-03-31 | Reduce Reduce | -0.52% | 48.81 ($60.02) 71.38 | $71.52 | 19.16% | Reduce -18.65% | 653,200 | -149,750 | |
MELI | MercadoLibre Inc | 2026-03-31 | Add Add | +0.52% | 1599.52 ($1929.04) 2295 | $1,851.45 | -4.02% | Add 116.22% | 8,000 | 4,300 | |
ASML | ASML Holding NV | 2026-03-31 | New Buy New Buy | +0.51% | 1163.78 ($1370.36) 1526.51 | $1,828.92 | 33.46% | New holding | 5,500 | 5,500 |
Wallace Weitz Total Holding History ($B)
Wallace Weitz's Asset Allocation
Wallace Weitz Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Wallace Weitz's Hypothetical Growth since 2026-03-31
Wallace Weitz's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Wallace Weitz's Holdings Heat Map
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Wallace Weitz's Holdings Bubble Chart
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