OpenStocks
Super InvestorsCongress TradesInsider TradingETFsSectors
Pro
···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Wally Weitz (Weitz Investment)
  • Overview
  • Portfolio44
  • Performance40Q
  • Options
  • Activity1.7k
  • News
Capital flow per quarter
BuysSellsNet
+$225M+$112M$0-$112M-$225M'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$165M
Lifetime buys
$1.46B
Lifetime sells
$2.28B

Quarter activity

What changed in 2024Q1 - net new, added, trimmed, exited.
New positions1 name
  • VRSNVERISIGN INC
    +73,300
    $13.9M
Added to9 names
  • CHTRCHARTER COMMUNICATIONS INC N
    +102,100
    $29.7M
  • GPNGLOBAL PMTS INC
    +90,000
    $12.0M
  • G0403HAON PLC
    +13,650
    $4.6M
  • FISFIDELITY NATL INFORMATION SV
    +60,000
    $4.5M
  • DEODIAGEO PLC
    +7,800
    $1.2M
  • DHRDANAHER CORPORATION
    +2,900
    $724K
  • CMCSACOMCAST CORP NEW
    +1,900
    $82K
  • TMOTHERMO FISHER SCIENTIFIC INC
    +120
    $70K
  • 35YCORECARD CORPORATION
    +5,000
    $55K
Trimmed16 names
  • G54950LINDE PLC
    −42,000
    $19.5M
  • GOOGALPHABET INC
    −102,850
    $15.7M
  • METAMETA PLATFORMS INC
    −25,000
    $12.1M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    −27,250
    $11.5M
  • VMCVULCAN MATLS CO
    −35,750
    $9.8M
  • ITGARTNER INC
    −19,075
    $9.1M
  • MSFTMICROSOFT CORP
    −13,700
    $5.8M
  • MLMMARTIN MARIETTA MATLS INC
    −8,625
    $5.3M
  • CRMSALESFORCE COM INC
    −15,000
    $4.5M
  • LBRDKLIBERTY BROADBAND CORP
    −75,000
    $4.3M
  • AMZNAMAZON COM INC
    −15,000
    $2.7M
  • 50540RLABORATORY CORP AMER HLDGS
    −5,000
    $1.1M
  • + 4 more…
Exited2 names
  • MKLMARKEL CORP
    −25,190
    $35.8M
  • G9001ELIBERTY LATIN AMERICA LTD
    −1,221,500
    $9.0M

Recent transactions

Last 20 moves
ADD
Wally Weitz (Weitz Investment) added to G1151C101
ACCENTURE PLC IRELAND
+350
~$268.30 · 2025Q4
2026-02-12
ADD
Wally Weitz (Weitz Investment) added to ACIW
ACI WORLDWIDE INC
+900
~$47.81 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed GOOG
ALPHABET INC
−92,700
~$313.80 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed ADI
ANALOG DEVICES INC
−6,500
~$271.20 · 2025Q4
2026-02-12
ADD
Wally Weitz (Weitz Investment) added to G0403H108
AON PLC
+5,285
~$352.88 · 2025Q4
2026-02-12
ADD
Wally Weitz (Weitz Investment) added to TECH
BIO-TECHNE CORP
+800
~$58.81 · 2025Q4
2026-02-12
SOLD
Wally Weitz (Weitz Investment) exited KMX
CARMAX INC
−649,400
~$44.87 · 2025Q4
2026-02-12
ADD
Wally Weitz (Weitz Investment) added to CDW
CDW CORP
+20,600
~$136.20 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed CHTR
CHARTER COMMUNICATIONS INC N
−101,955
~$208.75 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed CMCSA
COMCAST CORP NEW
−366,500
~$29.89 · 2025Q4
2026-02-12
SOLD
Wally Weitz (Weitz Investment) exited 35Y
CORECARD CORPORATION
−515,000
~$26.92 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed DHR
DANAHER CORPORATION
−13,000
~$228.92 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed DEO
DIAGEO PLC
−4,500
~$86.27 · 2025Q4
2026-02-12
ADD
Wally Weitz (Weitz Investment) added to EFX
EQUIFAX INC
+280
~$216.98 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed FTV
FORTIVE CORP
−1,000
~$55.21 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed IT
GARTNER INC
−82,950
~$252.28 · 2025Q4
2026-02-12
SOLD
Wally Weitz (Weitz Investment) exited GLIBA
GCI LIBERTY INC
−28,000
~$37.55 · 2025Q4
2026-02-12
SOLD
Wally Weitz (Weitz Investment) exited GLIBK
GCI LIBERTY INC
−100,100
~$37.27 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed GPN
GLOBAL PMTS INC
−45,000
~$77.40 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed IEX
IDEX CORP
−15,000
~$177.94 · 2025Q4
2026-02-12
Asset Manager · CIK 0000883965

Wally Weitz

Weitz Investment
Share
  • Mid-Size Fund

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.

Track Wally's filingsView holdings↓
Portfolio
$1.69B
Positions
44
Quarter
2025Q4
Filings tracked
40
1Y+8.5%Since filing+159.3%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1