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 2023Q3 - net new, added, trimmed, exited.
New positions6 names
Added to11 names
- TMOTHERMO FISHER SCIENTIFIC INC+21,380$10.8M
- DHRDANAHER CORPORATION+17,450$4.3M
- CHTRCHARTER COMMUNICATIONS INC N+6,929$3.0M
- 50540RLABORATORY CORP AMER HLDGS+15,100$3.0M
- L7579LPERIMETER SOLUTIONS SA+407,000$1.8M
- ACIWACI WORLDWIDE INC+52,156$1.2M
- DEODIAGEO PLC+2,800$418K
- 35YCORECARD CORPORATION+10,000$200K
- HEI/AHEICO CORP NEW+200$26K
- IEXIDEX CORP+100$21K
- LKQLKQ CORP+350$17K
Trimmed17 names
- LBRDKLIBERTY BROADBAND CORP−133,500$12.2M
- FISFIDELITY NATL INFORMATION SV−170,000$9.4M
- CSGPCOSTAR GROUP INC−121,000$9.3M
- GOOGALPHABET INC−47,500$6.3M
- METAMETA PLATFORMS INC−20,225$6.1M
- MKLMARKEL CORP−3,670$5.4M
- LBRDALIBERTY BROADBAND CORP−50,000$4.5M
- AMZNAMAZON COM INC−35,000$4.4M
- BRK.BBERKSHIRE HATHAWAY INC DEL−10,200$3.6M
- KMXCARMAX INC−40,000$2.8M
- G9001ELIBERTY LATIN AMERICA LTD−227,500$1.9M
- MLMMARTIN MARIETTA MATLS INC−4,100$1.7M
- + 5 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
