Wallace Weitz

Wallace Weitz

13F
Weitz Investment Management Inc
Last update 2024-11-14 49 Stocks (0 new)
Value $2.02 Bil Turnover 2 %
Countries:
Top Holdings: BRK.B(7.35%)MA(4.96%)V(4.88%)DHR(4.82%)META(4.73%)

Wallace Weitz Profile

Portfolio manager of Weitz Value Fund, Weitz Hickory Fund and Weitz Partners Value Fund, which he started in 1983.

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.
Summary Stock Picks Current Portfolio
Wallace Weitz Top Holdings of 2024-09-30 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
323,200
148,756.0
0%
7.350
0%
0.010
+0.45%
+3.24%
1,009,553.9
Insurance
MA 		Mastercard Inc
203,350
100,414.2
0%
4.960
0%
0.020
+2.28%
-0.21%
481,585.9
Credit Services
V 		Visa Inc
359,200
98,762.0
0%
4.880
0%
0.020
+10.28%
+1.13%
618,934.0
Credit Services
DHR 		Danaher Corp
350,910
97,560.0
0%
4.820
0%
0.050
-12.26%
+3.84%
172,161.5
Medical Diagnostics & Research
META 		Meta Platforms Inc
167,200
95,712.0
-11.43%
4.730
-0.57%
0.010
+6.30%
+4.66%
1,546,930.8
Interactive Media
GOOG 		Alphabet Inc
566,975
94,792.6
-8.40%
4.680
-0.50%
0.000
+20.22%
+3.73%
2,407,813.7
Interactive Media
AON 		Aon PLC
260,950
90,286.1
0%
4.460
0%
0.120
+2.26%
+1.95%
79,190.2
Insurance
TMO 		Thermo Fisher Scientific Inc
120,200
74,352.1
-3.99%
3.670
-0.15%
0.030
-6.54%
+7.58%
214,066.3
Medical Diagnostics & Research
CSGP 		CoStar Group Inc
886,500
66,877.6
0%
3.300
0%
0.220
-5.72%
+3.16%
30,275.5
Real Estate
KMX 		CarMax Inc
845,200
65,401.6
-2.31%
3.230
-0.08%
0.550
+5.09%
-3.45%
12,141.0
Vehicles & Parts

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
SCHW 		Charles Schwab Corp2023-03-31Sold Out
-3.46%
●
51.91 ($73.23) 85.62
$76.41
4.34%
Sold Out
0
-726,426
META 		Meta Platforms Inc2023-06-30Reduce
-2.11%
●
207.55 ($246.21) 288.73
$612.77
148.88%
Reduce -40.52%
251,500
-171,300
ODFL 		Old Dominion Freight Line Inc2024-06-30New Buy
+1.96%
●
168.53 ($188.59) 224.69
$189.55
0.51%
New holding
209,900
209,900
MKL 		Markel Group Inc2024-03-31Sold Out
-1.90%
●
1395.13 ($1466.28) 1527.35
$1,774.07
20.99%
Sold Out
0
-25,190
IEX 		IDEX Corp2024-06-30Add
+1.81%
●
198.23 ($218.46) 241.58
$215.69
-1.27%
Add 254.86%
237,400
170,500
AON 		Aon PLC2024-06-30Add
+1.59%
●
275.82 ($295.67) 329.64
$366.17
23.84%
Add 64.85%
260,950
102,650
GPN 		Global Payments Inc2023-12-31New Buy
+1.55%
●
102.78 ($115.8) 129.26
$108.42
-6.37%
New holding
230,000
230,000
CHTR 		Charter Communications Inc2024-03-31Add
+1.51%
●
276.33 ($321.44) 391.51
$351.37
9.31%
Add 167.1%
163,200
102,100
EFX 		Equifax Inc2023-09-30New Buy
+1.48%
●
180.36 ($204.17) 237.81
$262.87
28.75%
New holding
146,000
146,000
MCHP 		Microchip Technology Inc2023-09-30New Buy
+1.12%
●
76.05 ($83.72) 93.94
$57.97
-30.76%
New holding
259,600
259,600

Wallace Weitz Total Holding History ($B)

To

Wallace Weitz's Asset Allocation

To

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 2024-09-30

Wallace Weitz's Yearly Returns

Year Portfolio % % Excess Gain %

Wallace Weitz's Holdings Heat Map

Size field:

Wallace Weitz's Holdings Bubble Chart

Wallace Weitz News

  • 1

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