Asset Manager · CIK 0000883965
Wally Weitz
Weitz Investment
Wally Weitz runs Weitz Investment, an asset manager overseeing $1.69B in disclosed equity holdings (SEC CIK 0000883965). The latest 13F filing (2025Q4) discloses 44 positions across 9 sectors, with the largest positions in BRK.B, DHR and GOOG. On a mark-to-market basis the tracked portfolio has declined 4.2% over the past year. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$1.69B
Positions
44
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$165M
Lifetime buys
$1.35B
Lifetime sells
$2.20B
Quarter activity
What changed in 2024Q1 — net new, added, trimmed, exited.
New positions1 name
- VRSNVERISIGN INC+73,300$13.9M
Added to9 names
- CHTRCHARTER COMMUNICATIONS INC N+102,100$29.7M
- GPNGLOBAL PMTS INC+90,000$12.0M
- G0403HAON PLC+13,650$4.6M
- FISFIDELITY NATL INFORMATION SV+60,000$4.5M
- DEODIAGEO PLC+7,800$1.2M
- DHRDANAHER CORPORATION+2,900$724K
- CMCSACOMCAST CORP NEW+1,900$82K
- TMOTHERMO FISHER SCIENTIFIC INC+120$70K
- 35YCORECARD CORPORATION+5,000$55K
Trimmed16 names
- G54950LINDE PLC−42,000$19.5M
- GOOGALPHABET INC−102,850$15.7M
- METAMETA PLATFORMS INC−25,000$12.1M
- BRK.BBERKSHIRE HATHAWAY INC DEL−27,250$11.5M
- VMCVULCAN MATLS CO−35,750$9.8M
- ITGARTNER INC−19,075$9.1M
- MSFTMICROSOFT CORP−13,700$5.8M
- MLMMARTIN MARIETTA MATLS INC−8,625$5.3M
- CRMSALESFORCE COM INC−15,000$4.5M
- LBRDKLIBERTY BROADBAND CORP−75,000$4.3M
- AMZNAMAZON COM INC−15,000$2.7M
- 50540RLABORATORY CORP AMER HLDGS−5,000$1.1M
- + 4 more…
Exited2 names
- MKLMARKEL CORP−25,190$35.8M
- G9001ELIBERTY LATIN AMERICA LTD−1,221,500$9.0M
Recent transactions
Last 20 moves
ADD
ACCENTURE PLC IRELAND
+350
~$268.30 · 2025Q4
2026-02-12
TRIM
CHARTER COMMUNICATIONS INC N
−101,955
~$208.75 · 2025Q4
2026-02-12
