 | |
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
View Full List
| 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 | +6.37% | +1.02% | 1,095,161.9 | Insurance | |
GOOG | Alphabet Inc | 326,750 | 93,731.5 | -6.08% | 6.540 | -0.39% | 0.000 | +21.03% | +13.65% | 4,371,314.4 | Interactive Media | |
DHR | Danaher Corp | 477,750 | 90,581.4 | -7.04% | 6.320 | -0.49% | 0.070 | +3.78% | -13.17% | 140,089.0 | Medical Diagnostics & Research | |
V | Visa Inc | 265,330 | 80,193.3 | -1.94% | 5.600 | -0.11% | 0.010 | +20.64% | +3.68% | 688,678.5 | Credit Services | |
MA | Mastercard Inc | 147,000 | 73,450.0 | -5.71% | 5.130 | -0.30% | 0.020 | +9.50% | -5.21% | 476,596.3 | Credit Services | |
AON | Aon PLC | 213,860 | 69,029.7 | -2.23% | 4.820 | -0.10% | 0.100 | +10.91% | +1.78% | 76,345.2 | Insurance | |
MSFT | Microsoft Corp | 169,450 | 62,725.3 | +16.08% | 4.380 | +0.61% | 0.000 | +4.79% | -18.90% | 2,900,729.5 | Software | |
META | Meta Platforms Inc | 105,710 | 60,479.9 | -2.76% | 4.220 | -0.12% | 0.000 | +1.56% | -11.54% | 1,479,646.9 | Interactive Media | |
TMO | Thermo Fisher Scientific Inc | 121,000 | 59,475.1 | -10.34% | 4.150 | -0.48% | 0.030 | +6.61% | -9.49% | 194,521.5 | Medical Diagnostics & Research | |
VMC | Vulcan Materials Co | 214,200 | 58,326.7 | +1.90% | 4.070 | +0.08% | 0.170 | +8.54% | +6.71% | 39,340.4 | Building Materials |
Wallace Weitz's Historical Top Holdings Breakdowns
Wallace Weitz's Top Stock Picks
View Full List
| 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 | $223.82 | 13.38% | 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 | $364.20 | -1.28% | Sold Out | 0 | -36,550 | |
CSGP | CoStar Group Inc | 2026-03-31 | Reduce Reduce | -0.81% | 39.77 ($52.06) 67.2 | $30.00 | -42.37% | Reduce -28.18% | 517,025 | -202,825 | |
GPN | Global Payments Inc | 2026-03-31 | Reduce Reduce | -0.78% | 65.9 ($73.75) 82.47 | $78.63 | 6.62% | 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 | $80.59 | -8.75% | 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 | $217.65 | 16.71% | Reduce -36.78% | 132,000 | -76,800 | |
MSFT | Microsoft Corp | 2026-03-31 | Add Add | +0.61% | 356.77 ($418.44) 483.47 | $390.49 | -6.68% | Add 16.08% | 169,450 | 23,475 | |
TECH | Bio-Techne Corp | 2026-03-31 | Reduce Reduce | -0.52% | 48.81 ($60.02) 71.38 | $70.83 | 18.00% | Reduce -18.65% | 653,200 | -149,750 | |
MELI | MercadoLibre Inc | 2026-03-31 | Add Add | +0.52% | 1599.52 ($1929.04) 2295 | $1,763.36 | -8.59% | 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 | $1,769.32 | 29.11% | New holding | 5,500 | 5,500 |
Wallace Weitz Total Holding History ($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
- 1
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
Size field:
Wallace Weitz's Holdings Bubble Chart
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers