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Wallace Weitz

Weitz Investment Management

Weitz Investment Management, Wally Weitz's owner-earnings value investing

Weitz is a long-running value-investing firm focused on owner earnings, management quality, and buying businesses below estimated value. The public materials are useful for understanding how the firm balances patience with valuation discipline.

Sources Weitz Investment Management official site SEC EDGAR profile Weitz Investments team
Value / owner earnings CIK 883965
2026-03-31 Latest 13F 20 Current holdings 100 Last 3 periods Change 0 Public materials
Latest 13F snapshot 2026-03-31 · 49 disclosed positions · $1.4B Top five 32.9%: BRK.B, GOOG, DHR, V, MA

Performance materials

  • Weitz publishes official fund reports and performance materials. Those documents provide the performance context.

Firm and key people

  • Wally Weitz founded Weitz Investment Management and built a patient value-investing tradition.
  • The firm publishes commentary that links business value, owner earnings, and management behavior.
  • 13F changes should be read with fund commentary and valuation discussion.

Investment style

  • Focus on owner earnings, balance-sheet strength, and management alignment.
  • Buy at discounts to estimated value and allow time for value recognition.
  • Avoid chasing short-term themes when valuation does not support the risk.

Public materials

View timeline
Shareholder letters / memos 0
Interview 0
Public video 0
Public Q&A / speeches / presentations 0

Current holdings

13F period 2026-03-31 · Filed 2026-05-14
Stocks Shares Value Weight
BRK.B 278,850 $133.6M 9.3%
GOOG 326,750 $93.7M 6.5%
DHR 477,750 $90.6M 6.3%
V 265,330 $80.2M 5.6%
MA 147,000 $73.5M 5.1%
AON 213,860 $69.0M 4.8%
MSFT 169,450 $62.7M 4.4%
META 105,710 $60.5M 4.2%
TMO 121,000 $59.5M 4.2%
VMC 214,200 $58.3M 4.1%
IEX 264,300 $50.1M 3.5%
AMZN 222,500 $46.3M 3.2%
HEI.A 188,979 $39.9M 2.8%
TECH 653,200 $34.1M 2.4%
ACN 170,700 $33.8M 2.4%
ADI 106,350 $33.8M 2.4%
EFX 187,605 $33.8M 2.4%
TXN 160,100 $31.1M 2.2%
SIRI 1,293,000 $29.8M 2.1%
LBRDK 576,000 $29.0M 2.0%

Last 3 quarters US 13F new / increased / reduced / sold-out positions

As of 13F 2026-03-31 · Filed 2026-05-14
Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Stocks Action 13F period Current shares Previous shares Share change 13F value change
CSGP Major reduction 2026-03-31 Filed 2026-05-14 517,025 719,850 -28.2% -$27.5M
DHR Minor reduction 2026-03-31 Filed 2026-05-14 477,750 513,950 -7.0% -$27.1M
IEX Major reduction 2026-03-31 Filed 2026-05-14 264,300 391,475 -32.5% -$19.6M
TMO Minor reduction 2026-03-31 Filed 2026-05-14 121,000 134,950 -10.3% -$18.7M
GPN Major reduction 2026-03-31 Filed 2026-05-14 335,000 505,000 -33.7% -$16.5M
ROP Sold out 2026-03-31 Filed 2026-05-14 0 36,550 -100.0% -$16.3M
MA Minor reduction 2026-03-31 Filed 2026-05-14 147,000 155,900 -5.7% -$15.6M
GOOG Minor reduction 2026-03-31 Filed 2026-05-14 326,750 347,900 -6.1% -$15.4M
V Minor reduction 2026-03-31 Filed 2026-05-14 265,330 270,580 -1.9% -$14.7M
TECH Major reduction 2026-03-31 Filed 2026-05-14 653,200 802,950 -18.6% -$13.1M
EFX Minor reduction 2026-03-31 Filed 2026-05-14 187,605 214,880 -12.7% -$12.8M
META Minor reduction 2026-03-31 Filed 2026-05-14 105,710 108,710 -2.8% -$11.3M
IR New 2026-03-31 Filed 2026-05-14 133,200 0 - +$10.7M
BRK.B Minor reduction 2026-03-31 Filed 2026-05-14 278,850 286,850 -2.8% -$10.6M
ACN Minor increase 2026-03-31 Filed 2026-05-14 170,700 160,900 6.1% -$9.3M
AON Minor reduction 2026-03-31 Filed 2026-05-14 213,860 218,735 -2.2% -$8.2M
CRM Minor reduction 2026-03-31 Filed 2026-05-14 81,500 87,500 -6.9% -$8.0M
MSFT Major increase 2026-03-31 Filed 2026-05-14 169,450 145,975 16.1% -$7.9M
ASML New 2026-03-31 Filed 2026-05-14 5,500 0 - +$7.3M
ODFL Major reduction 2026-03-31 Filed 2026-05-14 132,000 208,800 -36.8% -$6.9M
TSM New 2026-03-31 Filed 2026-05-14 20,000 0 - +$6.8M
MELI Major increase 2026-03-31 Filed 2026-05-14 8,000 3,700 116.2% +$6.4M
IT Sold out 2026-03-31 Filed 2026-05-14 0 24,425 -100.0% -$6.2M
NVDA New 2026-03-31 Filed 2026-05-14 35,000 0 - +$6.1M
ORCL Major reduction 2026-03-31 Filed 2026-05-14 55,000 70,000 -21.4% -$5.6M
CDW Major reduction 2026-03-31 Filed 2026-05-14 36,250 56,250 -35.6% -$3.3M
POOL New 2026-03-31 Filed 2026-05-14 15,000 0 - +$3.0M
RGEN New 2026-03-31 Filed 2026-05-14 25,500 0 - +$3.0M
LBRDK Minor reduction 2026-03-31 Filed 2026-05-14 576,000 651,000 -11.5% -$2.7M
TXN Minor reduction 2026-03-31 Filed 2026-05-14 160,100 165,100 -3.0% +$2.4M
MLM Minor reduction 2026-03-31 Filed 2026-05-14 39,775 41,275 -3.6% -$2.3M
ADI Major reduction 2026-03-31 Filed 2026-05-14 106,350 132,800 -19.9% -$2.2M
SIRI Minor reduction 2026-03-31 Filed 2026-05-14 1,293,000 1,384,000 -6.6% +$2.2M
DEO Sold out 2026-03-31 Filed 2026-05-14 0 23,800 -100.0% -$2.1M
VMC Minor increase 2026-03-31 Filed 2026-05-14 214,200 210,200 1.9% -$1.6M
LH Minor reduction 2026-03-31 Filed 2026-05-14 99,050 99,750 -0.7% +$1.4M
LKQ Minor reduction 2026-03-31 Filed 2026-05-14 408,000 441,000 -7.5% -$1.3M
FTV Major reduction 2026-03-31 Filed 2026-05-14 22,500 45,400 -50.4% -$1.3M
HEI.A Major increase 2026-03-31 Filed 2026-05-14 188,979 162,779 16.1% -$1.2M
CMCSA Major reduction 2026-03-31 Filed 2026-05-14 47,000 85,000 -44.7% -$1.2M
SPGI Minor reduction 2026-03-31 Filed 2026-05-14 7,050 7,140 -1.3% -$732,646
VLTO Minor increase 2026-03-31 Filed 2026-05-14 40,000 38,000 5.3% -$254,840
LBRDA Minor reduction 2026-03-31 Filed 2026-05-14 130,000 140,000 -7.1% -$230,600
KMX Sold out 2025-12-31 Filed 2026-02-12 0 649,400 -100.0% -$29.1M
CHTR Major reduction 2025-12-31 Filed 2026-02-12 650 102,605 -99.4% -$28.1M
IT Major reduction 2025-12-31 Filed 2026-02-12 24,425 107,375 -77.3% -$22.1M
LH Major reduction 2025-12-31 Filed 2026-02-12 99,750 139,750 -28.6% -$15.1M
DHR Minor reduction 2025-12-31 Filed 2026-02-12 513,950 526,950 -2.5% +$13.2M
IDXX Major reduction 2025-12-31 Filed 2026-02-12 35,300 56,800 -37.9% -$12.4M
EEFT New 2025-12-31 Filed 2026-02-12 160,000 0 - +$12.2M
CMCSA Major reduction 2025-12-31 Filed 2026-02-12 85,000 451,500 -81.2% -$11.6M
MSFT Minor reduction 2025-12-31 Filed 2026-02-12 145,975 153,975 -5.2% -$9.2M
EFX Minor increase 2025-12-31 Filed 2026-02-12 214,880 214,600 0.1% -$8.4M
GPN Minor reduction 2025-12-31 Filed 2026-02-12 505,000 550,000 -8.2% -$6.6M
VMC Minor reduction 2025-12-31 Filed 2026-02-12 210,200 212,700 -1.2% -$5.5M
TMO Minor reduction 2025-12-31 Filed 2026-02-12 134,950 150,450 -10.3% +$5.2M
GLIBK Sold out 2025-12-31 Filed 2026-02-12 0 100,100 -100.0% -$3.7M
ACN Minor increase 2025-12-31 Filed 2026-02-12 160,900 160,550 0.2% +$3.6M
IEX Minor reduction 2025-12-31 Filed 2026-02-12 391,475 406,475 -3.7% +$3.5M
ODFL Minor increase 2025-12-31 Filed 2026-02-12 208,800 208,500 0.1% +$3.4M
LKQ Major reduction 2025-12-31 Filed 2026-02-12 441,000 534,000 -17.4% -$3.0M
PRM Major reduction 2025-12-31 Filed 2026-02-12 509,400 744,972 -31.6% -$2.7M
TECH Minor increase 2025-12-31 Filed 2026-02-12 802,950 802,150 0.1% +$2.6M
CDW Major increase 2025-12-31 Filed 2026-02-12 56,250 35,650 57.8% +$2.0M
GOOG Major reduction 2025-12-31 Filed 2026-02-12 347,900 440,600 -21.0% +$1.9M
ADI Minor reduction 2025-12-31 Filed 2026-02-12 132,800 139,300 -4.7% +$1.8M
ACIW Minor increase 2025-12-31 Filed 2026-02-12 367,700 366,800 0.2% -$1.8M
TXN Minor increase 2025-12-31 Filed 2026-02-12 165,100 164,575 0.3% -$1.6M
AON Minor increase 2025-12-31 Filed 2026-02-12 218,735 213,450 2.5% +$1.1M
DEO Major reduction 2025-12-31 Filed 2026-02-12 23,800 28,300 -15.9% -$647,443
ROP Major increase 2025-12-31 Filed 2026-02-12 36,550 31,425 16.3% +$598,169
FTV Minor reduction 2025-12-31 Filed 2026-02-12 45,400 46,400 -2.2% +$233,398
LIN Minor increase 2025-12-31 Filed 2026-02-12 7,200 6,900 4.3% -$207,492
VLTO Minor increase 2025-12-31 Filed 2026-02-12 38,000 37,500 1.3% -$206,235
LBRDK Major increase 2025-12-31 Filed 2026-02-12 651,000 500,500 30.1% -$163,170
GOOG Minor reduction 2025-09-30 Filed 2025-11-10 440,600 445,600 -1.1% +$28.3M
ORCL Major reduction 2025-09-30 Filed 2025-11-10 70,000 170,075 -58.8% -$17.5M
MSFT Major increase 2025-09-30 Filed 2025-11-10 153,975 129,475 18.9% +$15.3M
V Minor reduction 2025-09-30 Filed 2025-11-10 270,580 298,075 -9.2% -$13.5M
PRM Major reduction 2025-09-30 Filed 2025-11-10 744,972 1,960,900 -62.0% -$10.6M
CHTR Minor increase 2025-09-30 Filed 2025-11-10 102,605 94,450 8.6% -$10.4M
VMC Minor increase 2025-09-30 Filed 2025-11-10 212,700 211,900 0.4% +$10.2M
MELI New 2025-09-30 Filed 2025-11-10 3,700 0 - +$8.6M
IT Major increase 2025-09-30 Filed 2025-11-10 107,375 87,925 22.1% -$7.3M
CDW New 2025-09-30 Filed 2025-11-10 35,650 0 - +$5.7M
META Minor reduction 2025-09-30 Filed 2025-11-10 108,710 115,710 -6.0% -$5.6M
ACIW Major increase 2025-09-30 Filed 2025-11-10 366,800 306,000 19.9% +$5.3M
IEX Minor increase 2025-09-30 Filed 2025-11-10 406,475 406,225 0.1% -$5.2M
MA Minor reduction 2025-09-30 Filed 2025-11-10 155,900 165,070 -5.6% -$4.1M
IDXX Minor reduction 2025-09-30 Filed 2025-11-10 56,800 60,300 -5.8% +$3.9M
GLIBK New 2025-09-30 Filed 2025-11-10 100,100 0 - +$3.7M
LH Minor reduction 2025-09-30 Filed 2025-11-10 139,750 141,175 -1.0% +$3.1M
ACN Major increase 2025-09-30 Filed 2025-11-10 160,550 124,650 28.8% +$2.3M
GPN Minor reduction 2025-09-30 Filed 2025-11-10 550,000 560,000 -1.8% +$871,600
CSGP Minor reduction 2025-09-30 Filed 2025-11-10 719,850 765,600 -6.0% -$820,495
HEI.A Minor reduction 2025-09-30 Filed 2025-11-10 162,779 162,900 -0.1% -$789,859
ADI Minor reduction 2025-09-30 Filed 2025-11-10 139,300 141,000 -1.2% +$665,190
LKQ Major increase 2025-09-30 Filed 2025-11-10 534,000 458,300 16.5% -$653,323
EFX Minor increase 2025-09-30 Filed 2025-11-10 214,600 210,350 2.0% +$492,858
FTV Minor increase 2025-09-30 Filed 2025-11-10 46,400 45,450 2.1% -$96,173

Public video / Interview / Shareholder letter / Public Q&A

No viewpoint records yet.