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
21	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
22	LH Labcorp Holdings...	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	$258.25	06/30/2025
23	IT Gartner, 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	$229.70	06/30/2025
24	TXN Texas Instrument...	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	$182.54	06/30/2025
25	ODFL Old Dominion Fre...	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	$155.15	06/30/2025
26	ADI Analog Devices, ...	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	$281.29	06/30/2025
27	IDXX IDEXX Laboratori...	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	$714.10	06/30/2025
28	SIRI Sirius XM Holdin...	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	$22.03	06/30/2025
29	PRM Perimeter Soluti...	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	$28.67	06/30/2025
30	CRM Salesforce, 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	$260.49	06/30/2025
31	MLM Martin Marietta ...	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	$624.25	06/30/2025
32	ROP Roper Technologi...	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	$447.56	06/30/2025
33	LKQ LKQ 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	$29.45	06/30/2025
34	CMCSA Comcast 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	$27.31	06/30/2025
35	CCRD CoreCard Corpora...	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	$23.60	06/30/2025
36	ACIW ACI Worldwide, I...	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	$45.91	06/30/2025
37	LBRDA 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	$47.30	06/30/2025
38	VLTO Veralto 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	$102.16	06/30/2025
39	SPGI S&P Global 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	$498.46	06/30/2025
40	LIN Linde 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	$399.57	06/30/2025

Showing 21 to 40 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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