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Wallace Weitz — 13F History

Weitz Investment Management, Inc.CIK 0000883965Form 13F-HR on EDGAR
Portfolio value$1.4B
Positions50
QuarterQ2 2026ended 2026-06-30
Filed08/122026

Every 13F on file since Q2 2013: what Wallace Weitz bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$1.4B · 50 stocks · filed Aug 12, 2026
3 bought10 added20 reduced2 sold
Q1 2026$1.4B · 49 stocks · filed May 14, 2026
8 bought6 added28 reduced3 sold
Q4 2025$1.7B · 44 stocks · filed Feb 12, 2026
1 bought12 added17 reduced5 sold
Q3 2025$1.8B · 48 stocks · filed Nov 10, 2025
4 bought10 added12 reduced1 sold
Q2 2025$1.9B · 45 stocks · filed Aug 12, 2025
1 bought4 added16 reduced1 sold
Q1 2025$1.9B · 45 stocks · filed May 9, 2025
1 bought14 added16 reduced3 sold
Q4 2024$1.9B · 47 stocks · filed Feb 12, 2025
1 bought8 added15 reduced4 sold
sold PERIMETER SOLUTIONS SAbought PRMadded +708% TECHsold MCHPreduced −53% ROPsold GWRE
Q3 2024$2.0B · 50 stocks · filed Nov 12, 2024
1 bought3 added13 reduced4 sold
bought SIRIsold LM0Creduced −35% PERIMETER SOLUTIONS SAreduced −11% METAadded +19% IEXsold RWT 5.625 07/15/24
Q2 2024$1.9B · 53 stocks · filed Aug 14, 2024
3 bought11 added22 reduced4 sold
Q1 2024$2.0B · 54 stocks · filed May 13, 2024
1 bought9 added16 reduced2 sold
Q4 2023$1.9B · 55 stocks · filed Feb 12, 2024
3 bought6 added23 reduced1 sold
bought VLTObought GPNsold LIBERTY GLOBAL PLCbought LBTYKreduced −40% ITreduced −12% GOOG
Q3 2023$1.8B · 53 stocks · filed Nov 13, 2023
6 bought11 added17 reduced4 sold
sold LSXMKUSDbought LM0Cbought EFXbought MCHPsold BKIEURbought LLYVK*

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.