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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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  1. Home/
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  3. Wally Weitz (Weitz Investment)
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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

Holdings

Sorted by value · 2024Q4
47 positions
1
BRK.BBERKSHIRE HATHAWAY INC DEL
7.55%
of portfolio
Number of shares
323,200 sh
Holdings current value
$146.50M
Avg closing price
$142.98
+231.9%
Last action
Trimmed 10.1%
2025Q1
Current $474.58
2
VVISA INC
Financial Services·Credit Services
5.65%
of portfolio
Number of shares
346,700 sh
Holdings current value
$109.57M
Avg closing price
$87.59
+261.9%
Last action
Trimmed 7.3%
2025Q3
Current $317.02
3
GOOGALPHABET INC
Communication Services·Internet Content & Information
5.09%
of portfolio
Number of shares
518,700 sh
Holdings current value
$98.78M
Avg closing price
$130.47
+160.1%
Last action
Trimmed 15.2%
2025Q4
Current $339.40
4
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
5.08%
of portfolio
Number of shares
187,070 sh
Holdings current value
$98.51M
Avg closing price
$112.97
+361.5%
Last action
Trimmed 4.7%
2025Q3
Current $521.30
5
G0403H108AON PLC
4.83%
of portfolio
Number of shares
260,950 sh
Holdings current value
$93.72M
Avg closing price
$246.82
Last action
Added 2.1%
2025Q4
Current —
6
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
4.79%
of portfolio
Number of shares
158,600 sh
Holdings current value
$92.86M
Avg closing price
$186.51
+269.2%
Last action
Trimmed 4.2%
2025Q3
Current $688.55
7
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
4.77%
of portfolio
Number of shares
403,210 sh
Holdings current value
$92.56M
Avg closing price
$192.53
+1.2%
Last action
Trimmed 3.1%
2025Q4
Current $194.75
8
IEXIDEX CORP
Industrials·Specialty Industrial Machinery
3.57%
of portfolio
Number of shares
330,500 sh
Holdings current value
$69.17M
Avg closing price
$190.15
+8.3%
Last action
Trimmed 4.3%
2025Q4
Current $205.92
9
KMXCARMAX INC
Consumer Cyclical·Auto & Truck Dealerships
3.48%
of portfolio
Number of shares
825,200 sh
Holdings current value
$67.47M
Avg closing price
$76.99
-46.9%
Last action
Exited
2025Q4
Current $40.88
10
GPNGLOBAL PMTS INC
Industrials·Specialty Business Services
3.41%
of portfolio
Number of shares
589,600 sh
Holdings current value
$66.07M
Avg closing price
$114.33
-36.7%
Last action
Trimmed 7.1%
2025Q4
Current $72.37
11
CSGPCOSTAR GROUP INC
Real Estate·Real Estate Services
3.29%
of portfolio
Number of shares
889,875 sh
Holdings current value
$63.71M
Avg closing price
$107.99
-63.2%
Last action
Trimmed 4.9%
2025Q3
Current $39.72
12
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
3.22%
of portfolio
Number of shares
120,200 sh
Holdings current value
$62.53M
Avg closing price
$340.43
+54.7%
Last action
Trimmed 11.4%
2025Q4
Current $526.60
13
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
2.80%
of portfolio
Number of shares
247,500 sh
Holdings current value
$54.30M
Avg closing price
$170.60
+46.9%
Last action
Trimmed 9.2%
2025Q1
Current $250.56
14
LHLABCORP HOLDINGS INC
Healthcare·Diagnostics & Research
2.79%
of portfolio
Number of shares
236,175 sh
Holdings current value
$54.16M
Avg closing price
$203.51
+33.0%
Last action
Trimmed 14.5%
2025Q4
Current $270.68
15
VMCVULCAN MATLS CO
Basic Materials·Building Materials
2.54%
of portfolio
Number of shares
191,400 sh
Holdings current value
$49.23M
Avg closing price
$123.95
+135.4%
Last action
Trimmed 1.3%
2025Q4
Current $291.71
16
EFXEQUIFAX INC
Industrials·Consulting Services
2.48%
of portfolio
Number of shares
188,500 sh
Holdings current value
$48.04M
Avg closing price
$203.43
-3.5%
Last action
Added 0.1%
2025Q4
Current $196.22
17
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
2.39%
of portfolio
Number of shares
135,450 sh
Holdings current value
$46.43M
Avg closing price
$317.79
-25.5%
Last action
Trimmed 42.9%
2025Q4
Current $236.62
18
LBRDKLIBERTY BROADBAND CORP
Communication Services·Telecom Services
2.05%
of portfolio
Number of shares
530,500 sh
Holdings current value
$39.66M
Avg closing price
$69.97
-21.1%
Last action
Added 39.6%
2025Q4
Current $55.23
19
G1151C101ACCENTURE PLC IRELAND
1.94%
of portfolio
Number of shares
106,850 sh
Holdings current value
$37.59M
Avg closing price
$206.94
Last action
Added 0.3%
2025Q4
Current —
20
ORCLORACLE CORP
Technology·Software - Infrastructure
1.78%
of portfolio
Number of shares
207,575 sh
Holdings current value
$34.59M
Avg closing price
$48.45
+261.3%
Last action
Trimmed 32.5%
2025Q3
Current $175.06
21
ODFLOLD DOMINION FREIGHT LINE IN
Industrials·Trucking
1.73%
of portfolio
Number of shares
189,900 sh
Holdings current value
$33.50M
Avg closing price
$168.79
+29.0%
Last action
Added 0.2%
2025Q4
Current $217.76
22
SIRISIRIUSXM HOLDINGS INC
Communication Services·Entertainment
1.72%
of portfolio
Number of shares
1,465,500 sh
Holdings current value
$33.41M
Avg closing price
$23.53
+8.3%
Last action
Trimmed 5.3%
2025Q2
Current $25.48
23
TXNTEXAS INSTRS INC
Technology·Semiconductors
1.64%
of portfolio
Number of shares
169,575 sh
Holdings current value
$31.80M
Avg closing price
$59.73
+284.7%
Last action
Added 0.3%
2025Q4
Current $229.82
24
CRMSALESFORCE COM INC
Technology·Software - Application
1.64%
of portfolio
Number of shares
95,000 sh
Holdings current value
$31.76M
Avg closing price
$143.42
+27.0%
Last action
Trimmed 7.3%
2025Q1
Current $182.14
25
ITGARTNER INC
Technology·Information Technology Services
1.61%
of portfolio
Number of shares
64,425 sh
Holdings current value
$31.21M
Avg closing price
$315.17
-50.9%
Last action
Trimmed 56.3%
2025Q4
Current $154.62
26
VLTOVERALTO CORP
Industrials·Pollution & Treatment Controls
1.57%
of portfolio
Number of shares
298,699 sh
Holdings current value
$30.42M
Avg closing price
$82.49
+10.3%
Last action
Added 0.2%
2025Q4
Current $90.98
27
HEI/AHEICO CORP NEW
1.56%
of portfolio
Number of shares
162,900 sh
Holdings current value
$30.31M
Avg closing price
$67.36
Last action
Trimmed 0.1%
2025Q3
Current —
28
ADIANALOG DEVICES INC
Technology·Semiconductors
1.54%
of portfolio
Number of shares
141,000 sh
Holdings current value
$29.96M
Avg closing price
$95.12
+290.5%
Last action
Trimmed 4.4%
2025Q4
Current $371.45
29
TECHBIO-TECHNE CORP
Healthcare·Biotechnology
1.42%
of portfolio
Number of shares
381,250 sh
Holdings current value
$27.46M
Avg closing price
$64.91
-8.7%
Last action
Added 0.2%
2025Q4
Current $59.23
30
PRMPERIMETER SOLUTIONS INC
Basic Materials·Specialty Chemicals
1.39%
of portfolio
Number of shares
2,107,291 sh
Holdings current value
$26.93M
Avg closing price
$12.78
+117.5%
Last action
Trimmed 10.1%
2025Q4
Current $27.80
31
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
1.21%
of portfolio
Number of shares
47,140 sh
Holdings current value
$23.48M
Avg closing price
$262.76
+68.4%
Last action
Trimmed 45.9%
2025Q1
Current $442.57
32
FISFIDELITY NATL INFORMATION SV
Technology·Information Technology Services
1.14%
of portfolio
Number of shares
272,500 sh
Holdings current value
$22.01M
Avg closing price
$100.23
-51.6%
Last action
Exited
2025Q1
Current $48.50
33
MLMMARTIN MARIETTA MATLS INC
Basic Materials·Building Materials
1.08%
of portfolio
Number of shares
40,675 sh
Holdings current value
$21.01M
Avg closing price
$194.06
+220.5%
Last action
Added 1.5%
2025Q1
Current $622.02
34
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
1.00%
of portfolio
Number of shares
45,850 sh
Holdings current value
$19.33M
Avg closing price
$359.37
+17.6%
Last action
Trimmed 14.9%
2025Q4
Current $422.79
35
ACIWACI WORLDWIDE INC
Technology·Software - Infrastructure
0.95%
of portfolio
Number of shares
356,600 sh
Holdings current value
$18.51M
Avg closing price
$31.77
+40.0%
Last action
Added 0.3%
2025Q4
Current $44.47
36
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
0.92%
of portfolio
Number of shares
40,000 sh
Holdings current value
$17.79M
Avg closing price
$395.49
-38.2%
Last action
Exited
2025Q2
Current $244.45
37
LKQLKQ CORP
Consumer Cyclical·Auto Parts
0.87%
of portfolio
Number of shares
458,300 sh
Holdings current value
$16.84M
Avg closing price
$32.63
-4.6%
Last action
Trimmed 16.9%
2025Q4
Current $31.12
38
ROPROPER TECHNOLOGIES INC
Technology·Software - Application
0.84%
of portfolio
Number of shares
31,425 sh
Holdings current value
$16.34M
Avg closing price
$450.91
-19.6%
Last action
Added 19.5%
2025Q4
Current $362.44
39
35YCORECARD CORPORATION
0.60%
of portfolio
Number of shares
515,000 sh
Holdings current value
$11.69M
Avg closing price
$4.46
Last action
Exited
2025Q4
Current —
40
G61188127LIBERTY GLOBAL LTD
0.54%
of portfolio
Number of shares
792,933 sh
Holdings current value
$10.42M
Avg closing price
$18.64
Last action
Exited
2025Q1
Current —
41
LBRDALIBERTY BROADBAND CORP
Communication Services·Telecom Services
0.54%
of portfolio
Number of shares
140,000 sh
Holdings current value
$10.41M
Avg closing price
$82.04
-32.8%
Last action
Trimmed 26.3%
2023Q3
Current $55.13
42
DEODIAGEO PLCADR
Consumer Defensive·Beverages - Wineries & Distilleries
0.19%
of portfolio
Number of shares
28,300 sh
Holdings current value
$3.60M
Avg closing price
$137.06
-40.3%
Last action
Trimmed 13.7%
2025Q4
Current $81.88
43
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.18%
of portfolio
Number of shares
95,000 sh
Holdings current value
$3.57M
Avg closing price
$37.95
-21.9%
Last action
Trimmed 79.4%
2025Q4
Current $29.63
44
RWT 5.75 10/01/25RWT HLDGS INC
0.18%
of portfolio
Number of shares
3,500,000 sh
Holdings current value
$3.48M
Avg closing price
$0.95
Last action
Exited
2025Q4
Current —
45
FTVFORTIVE CORP
Technology·Scientific & Technical Instruments
0.16%
of portfolio
Number of shares
40,800 sh
Holdings current value
$3.06M
Avg closing price
$58.38
+3.7%
Last action
Trimmed 2.4%
2025Q4
Current $60.52
46
G54950103LINDE PLC
0.15%
of portfolio
Number of shares
6,900 sh
Holdings current value
$2.89M
Avg closing price
$358.40
Last action
Added 4.5%
2025Q4
Current —
47
HONHONEYWELL INTL INC
Industrials·Conglomerates
0.13%
of portfolio
Number of shares
11,300 sh
Holdings current value
$2.55M
Avg closing price
$140.60
+66.1%
Last action
Exited
2025Q1
Current $233.55

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.B
7.55% · +4.7%
V
5.65% · +0.3%
GOOG
5.09% · +78.2%
MA
5.08% · -1.0%
AON PLC
4.83%
META
4.79% · +17.6%
DHR
4.77% · -15.2%
IEX
3.57% · -1.6%
KMX
3.48% · -50.0%
GPN
3.41% · -35.4%
CSGP
3.29% · -44.5%
TMO
3.22% · +1.2%
AMZN
2.80% · +14.2%
LH
2.79% · +18.0%
VMC
2.54% · +13.4%
EFX
2.48% · -23.0%
CHTR
2.39% · -31.0%
LBRDK
2.05% · -26.1%
ACCENTURE PLC IRELAND
1.94%
ORCL
1.78% · +5.1%
ODFL
1.73% · +23.4%
SIRI
1.72% · +11.8%
TXN
1.64% · +22.6%
CRM
1.64% · -45.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services7 pos$325.1M20.3%
  • Technology11 pos$256.3M16.0%
  • Industrials6 pos$249.8M15.6%
  • Healthcare4 pos$236.7M14.8%
  • Financial Services3 pos$231.6M14.4%
  • Consumer Cyclical3 pos$138.6M8.6%
  • Basic Materials3 pos$97.2M6.1%
  • Real Estate1 pos$63.7M4.0%
  • Consumer Defensive1 pos$3.6M0.2%
(17.4% unclassified, excluded from %)