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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Wally Weitz (Weitz Investment)
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  • Portfolio44
  • Performance40Q
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  • Activity1.7k
  • News
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
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 2024Q4 - net new, added, trimmed, exited.
New positions1 name
  • PRMPERIMETER SOLUTIONS INC
    +2,107,291
    $26.9M
Added to8 names
  • TECHBIO-TECHNE CORP
    +334,050
    $24.1M
  • DHRDANAHER CORPORATION
    +52,300
    $12.0M
  • IEXIDEX CORP
    +47,850
    $10.0M
  • SIRISIRIUSXM HOLDINGS INC
    +203,501
    $4.6M
  • EFXEQUIFAX INC
    +12,500
    $3.2M
  • MSFTMICROSOFT CORP
    +4,900
    $2.1M
  • CSGPCOSTAR GROUP INC
    +3,375
    $242K
  • LKQLKQ CORP
    +200
    $7K
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…
Exited4 names
  • L7579LPERIMETER SOLUTIONS SA
    −2,324,500
    $31.3M
  • MCHPMICROCHIP TECHNOLOGY INC.
    −259,600
    $20.8M
  • GWREGUIDEWIRE SOFTWARE INC
    −96,700
    $17.7M
  • VRSNVERISIGN INC
    −63,150
    $12.0M

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