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 portfolio (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 returned 8.5% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots 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
$1.46B
Lifetime sells
$2.28B
Quarter activity
What changed in 2024Q3 — net new, added, trimmed, exited.
New positions1 name
- SIRISIRIUSXM HOLDINGS INC+1,261,999$29.8M
Trimmed13 names
- L7579LPERIMETER SOLUTIONS SA−1,260,500$17.0M
- METAMETA PLATFORMS INC−21,575$12.4M
- GOOGALPHABET INC−52,000$8.7M
- SPGIS&P GLOBAL INC−14,650$7.6M
- VRSNVERISIGN INC−23,350$4.4M
- TMOTHERMO FISHER SCIENTIFIC INC−5,000$3.1M
- CHTRCHARTER COMMUNICATIONS INC N−7,500$2.4M
- FISFIDELITY NATL INFORMATION SV−26,500$2.2M
- KMXCARMAX INC−20,000$1.5M
- LHLABCORP HOLDINGS INC−5,000$1.1M
- GWREGUIDEWIRE SOFTWARE INC−5,100$933K
- G61188LIBERTY GLOBAL LTD−40,000$864K
- + 1 more…
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
