Wallace Weitz

Wallace Weitz

Weitz Investment Management Inc
Last update 2020-08-12 63 Stocks (2 new)
Value $2.00 Bil Turnover 2 %
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Wallace Weitz's Portfolio

Wallace Weitz Current Holdings

Ticker Company Industry Market Cap $Mil Shares Value ($1000) Shares Change % Weighting % Trade Impact % % of Shares outstanding 3M Change % YTD Change %
DLB Dolby Laboratories IncMedia - Diversified7,011.4750,0003,294New Holding0.17+0.17%0.05+28.98%+1.95%
DD DuPont de Nemours IncChemicals42,679.41955New Holding00%0+29.86%-8.01%
SCHW Charles Schwab CorpCapital Markets45,166.901,687,30056,930+33.61%2.85+0.72%0.13+5.48%-25.17%
MLM Martin Marietta Materials IncBuilding Materials13,657.4370,45014,553+29.43%0.73+0.17%0.11+30.10%-21.17%
CSGP CoStar Group IncReal Estate32,689.2679,90056,783+23.11%2.84+0.53%0.20+28.25%+38.79%
AON Aon PLCInsurance45,681.45287,35055,344+21.86%2.77+0.50%0.12+1.91%-4.69%
FHB First Hawaiian IncBanks2,352.24300,0005,172+15.38%0.26+0.03%0.23+29.37%-35.42%
HEI.A Heico CorpAerospace & Defense12,811.97175,50014,258+10.55%0.71+0.07%0.13+26.51%-2.26%
HON Honeywell International IncIndustrial Products112,481.8111,0001,590+10%0.08+0.01%0+26.86%-7.92%
IEX IDEX CorpIndustrial Products13,342.6969,70011,015+9.95%0.55+0.05%0.09+18.90%+3.60%
VMC Vulcan Materials CoBuilding Materials17,183.82471,20054,589+6.03%2.73+0.16%0.36+34.30%-9.42%
GWRE Guidewire Software IncSoftware9,202.20225,80025,030+3.11%1.25+0.04%0.27+20.03%+0.78%
BRK.A Berkshire Hathaway IncInsurance503,693.59558149,1530%7.470%0.04+23.42%-6.87%
BRK.B Berkshire Hathaway IncInsurance503,693.59791,771141,3390%7.080%0.03+23.42%-6.86%
TMO Thermo Fisher Scientific IncMedical Diagnostics & Research163,679.07110,00039,8570%20%0.03+22.74%+27.50%
DHR Danaher CorpMedical Diagnostics & Research145,329.49200,00035,3660%1.770%0.03+26.83%+33.71%
ADI Analog Devices IncSemiconductors43,234.08267,50032,8060%1.640%0.07+11.67%-0.35%
CRM Salesforce.com IncSoftware174,307.46140,00026,2260%1.310%0.02+15.84%+18.95%
CMCSA Comcast CorpMedia - Diversified199,945.76605,00023,5830%1.180%0.01+23.04%-1.18%
LIN Linde PLCChemicals130,551.97110,00023,3320%1.170%0.02+39.17%+17.63%
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