Wallace Weitz Overview

Wallace Weitz

WEITZ INVESTMENT MANAGEMENT, INC.

CIK: 0000883965

Last Update On: Nov 01, 2025

Founder and portfolio manager of Weitz Investment Management, recognized for his value investing strategy and emphasis on long-term investments in high-quality companies.

$1.86 B

AUM

Holdings

1,107

TRADES

7 years

Avg. Holding Period

Top Investments

WEITZ INVESTMENT MANAGEMENT, INC.'s Investment in the top 10 stocks and others.

BRK-B

DHR

Sector Breakdown

WEITZ INVESTMENT MANAGEMENT, INC.'s Investment in the top 10 stocks and others.

Financial Services

23.03%

Communication Services

17.3%

Technology

16.39%

Healthcare

15.2%

Industrials

12.51%

Consumer Cyclical

6.03%

Basic Materials

5.98%

Real Estate

3.39%

Consumer Defensive

0.16%

Performance

Stocks

#	Ticker	Shares	Shares Value	% Portfolio	Change	QoQ Change	Quarter	Current Price	Report Date
01	BRK-B Berkshire Hathaw...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$504.39	06/30/2025
02	V Visa Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$331.11	06/30/2025
03	DHR Danaher Corporat...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$226.20	06/30/2025
04	MA Mastercard Incor...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$545.31	06/30/2025
05	META Meta Platforms, ...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$673.42	06/30/2025
06	GOOG Alphabet Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$322.09	06/30/2025
07	AON Aon plc	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$345.16	06/30/2025
08	IEX IDEX Corporation	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$177.48	06/30/2025
09	MSFT Microsoft Corpor...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$483.16	06/30/2025
10	CSGP CoStar Group, In...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$68.01	06/30/2025
11	TMO Thermo Fisher Sc...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$572.71	06/30/2025
12	VMC Vulcan Materials...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$294.89	06/30/2025
13	EFX Equifax Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$211.51	06/30/2025
14	LBRDK Liberty Broadban...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$47.49	06/30/2025
15	AMZN Amazon.com, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$229.53	06/30/2025
16	GPN Global Payments ...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$78.85	06/30/2025
17	KMX CarMax, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$38.82	06/30/2025
18	TECH Bio-Techne Corpo...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$61.68	06/30/2025
19	CHTR Charter Communic...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$205.10	06/30/2025
20	ACN Accenture plc	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$266.56	06/30/2025

Showing 1 to 20 of 43 results

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Frequently Asked Questions

Founder and portfolio manager of Weitz Investment Management, recognized for his value investing strategy and emphasis on long-term investments in high-quality companies.

Explore Wallace Weitz largest investments on Stocks.News, including companies like Alphabet Inc. , Berkshire Hathaway Inc. , Visa Inc. , and their significance in his portfolio.

Wallace Weitz portfolio updates are typically published quarterly through SEC 13F filings, which provide detailed information about their holdings, including recent buys and sells.

Wallace Weitz currently invests in companies such as Thermo Fisher Scientific Inc.

The largest holding in Wallace Weitz portfolio is Alphabet Inc..

As of Jun 30, 2025, Wallace Weitz portfolio is valued at approximately $1.86 B, based on the latest filings available on Stocks.News.

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Wallace Weitz

Top Investments

Sector Breakdown

Performance

Stocks

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