 | |
Wallace Weitz13F | |
| Weitz Investment Management Inc | |
| Last update 2025-05-09 | 44 Stocks (1 new) |
| Value $1.88 Bil | Turnover 10 % |
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 2025-03-31
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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 | 286,850 | 152,770.6 | -11.25% | 8.130 | -0.85% | 0.010 | -8.79% | +7.17% | 1,048,047.4 | Insurance | |
V | Visa Inc | 324,200 | 113,619.1 | -6.49% | 6.050 | -0.37% | 0.020 | +1.48% | +12.72% | 693,590.3 | Credit Services | |
DHR | Danaher Corp | 496,650 | 101,813.3 | +23.17% | 5.420 | +1.02% | 0.070 | -3.49% | -13.68% | 141,373.4 | Medical Diagnostics & Research | |
MA | Mastercard Inc | 179,070 | 98,151.9 | -4.28% | 5.220 | -0.22% | 0.020 | +2.68% | +7.04% | 510,287.7 | Credit Services | |
AON | Aon PLC | 213,450 | 85,185.8 | -18.20% | 4.530 | -0.88% | 0.100 | -10.42% | -0.28% | 77,038.7 | Insurance | |
IEX | IDEX Corp | 401,225 | 72,609.7 | +21.40% | 3.860 | +0.68% | 0.530 | -2.62% | -15.53% | 13,263.4 | Industrial Products | |
CSGP | CoStar Group Inc | 911,600 | 72,226.1 | +2.44% | 3.840 | +0.09% | 0.220 | +1.48% | +12.31% | 33,919.7 | Real Estate | |
GOOG | Alphabet Inc | 445,600 | 69,616.1 | -14.09% | 3.710 | -0.72% | 0.000 | +13.68% | -6.63% | 2,144,839.7 | Interactive Media | |
META | Meta Platforms Inc | 120,760 | 69,601.2 | -23.86% | 3.700 | -1.15% | 0.000 | +28.16% | +26.27% | 1,855,799.8 | Interactive Media | |
TMO | Thermo Fisher Scientific Inc | 126,150 | 62,772.2 | +4.95% | 3.340 | +0.16% | 0.030 | -18.43% | -21.91% | 153,058.7 | Medical Diagnostics & Research |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +1.77% | 375.39 ($407.71) 447.2 | $497.41 | 22.00% | Add 193.29% | 134,475 | 88,625 | |
VLTO | Veralto Corp | 2025-03-31 | Reduce Reduce | -1.37% | 95.43 ($99.82) 104.05 | $100.95 | 1.13% | Reduce -87.45% | 37,500 | -261,199 | |
IDXX | IDEXX Laboratories Inc | 2025-03-31 | New Buy New Buy | +1.35% | 406.29 ($434.21) 469.04 | $536.34 | 23.52% | New holding | 60,300 | 60,300 | |
TECH | Bio-Techne Corp | 2025-03-31 | Add Add | +1.28% | 58.47 ($67.77) 78.75 | $51.45 | -24.08% | Add 107.65% | 791,650 | 410,400 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -1.15% | 576.36 ($645.17) 736.67 | $738.09 | 14.40% | Reduce -23.86% | 120,760 | -37,840 | |
FIS |
Fidelity National Information Services Inc
Fidelity National Information Services Inc
| 2025-03-31 | Sold Out Sold Out | -1.14% | 68.12 ($75.19) 83.42 | $81.41 | 8.27% | Sold Out | 0 | -272,500 | |
SPGI | S&P Global Inc | 2025-03-31 | Reduce Reduce | -1.03% | 478.26 ($510.97) 543.77 | $527.29 | 3.19% | Reduce -84.85% | 7,140 | -40,000 | |
DHR | Danaher Corp | 2025-03-31 | Add Add | +1.02% | 201.62 ($218.33) 250.59 | $197.54 | -9.52% | Add 23.17% | 496,650 | 93,440 | |
LH | Labcorp Holdings Inc | 2025-03-31 | Reduce Reduce | -1.01% | 228.19 ($242.67) 256.81 | $262.51 | 8.18% | Reduce -35.99% | 151,175 | -85,000 | |
AON | Aon PLC | 2025-03-31 | Reduce Reduce | -0.88% | 348.44 ($383.42) 409.32 | $356.76 | -6.95% | Reduce -18.2% | 213,450 | -47,500 |
Wallace Weitz Total Holding History ($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 2025-03-31
Wallace Weitz's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wallace Weitz's Holdings Heat Map
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Wallace Weitz's Holdings Bubble Chart
Wallace Weitz News
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