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 2025Q2 — net new, added, trimmed, exited.
New positions1 name
- RALRALLIANT CORP+15,150$735K
Added to5 names
Trimmed15 names
- CSGPCOSTAR GROUP INC−146,000$11.7M
- KMXCARMAX INC−155,800$10.5M
- VVISA INC−26,125$9.3M
- CHTRCHARTER COMMUNICATIONS INC N−21,000$8.6M
- MAMASTERCARD INCORPORATED−14,000$7.9M
- G1151CACCENTURE PLC IRELAND−15,000$4.5M
- METAMETA PLATFORMS INC−5,050$3.7M
- LBRDKLIBERTY BROADBAND CORP−30,000$3.0M
- LHLABCORP HOLDINGS INC−10,000$2.6M
- MSFTMICROSOFT CORP−5,000$2.5M
- ACIWACI WORLDWIDE INC−50,600$2.3M
- SIRISIRIUSXM HOLDINGS INC−81,500$1.9M
- + 3 more…
Exited1 name
- ADBEADOBE SYSTEMS INCORPORATED−82,500$31.6M
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
