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 2024Q4 — net new, added, trimmed, exited.
New positions1 name
- PRMPERIMETER SOLUTIONS INC+2,107,291$26.9M
Added to8 names
Trimmed15 names
- ROPROPER TECHNOLOGIES INC−35,075$18.2M
- FISFIDELITY NATL INFORMATION SV−140,000$11.3M
- GOOGALPHABET INC−48,275$9.2M
- MAMASTERCARD INCORPORATED−16,280$8.6M
- G61188LIBERTY GLOBAL LTD−553,567$7.3M
- METAMETA PLATFORMS INC−8,600$5.0M
- VVISA INC−12,500$4.0M
- SPGIS&P GLOBAL INC−7,085$3.5M
- ODFLOLD DOMINION FREIGHT LINE IN−20,000$3.5M
- GPNGLOBAL PMTS INC−20,400$2.3M
- KMXCARMAX INC−20,000$1.6M
- ORCLORACLE CORP−7,125$1.2M
- + 3 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
