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 2023Q4 — net new, added, trimmed, exited.
New positions3 names
Added to7 names
Trimmed22 names
- ITGARTNER INC−56,550$25.5M
- GOOGALPHABET INC−122,250$17.2M
- ROPROPER TECHNOLOGIES INC−30,200$16.5M
- ADBEADOBE SYSTEMS INCORPORATED−27,500$16.4M
- GWREGUIDEWIRE SOFTWARE INC−93,500$10.2M
- LLYVK*LIBERTY MEDIA CORP DEL−175,000$6.5M
- MLMMARTIN MARIETTA MATLS INC−12,700$6.3M
- CSGPCOSTAR GROUP INC−70,500$6.2M
- AMZNAMAZON COM INC−40,000$6.1M
- VMCVULCAN MATLS CO−25,500$5.8M
- MKLMARKEL CORP−4,000$5.7M
- 50540RLABORATORY CORP AMER HLDGS−22,000$5.0M
- + 10 more…
Exited1 name
- G5480ULIBERTY GLOBAL PLC−1,436,500$26.7M
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
