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Wallace Weitz
Weitz Investment Management
Portfolio Value: $1.69B
Holdings: 44
Period: Q4 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| EEFT | 6.0 | 0.72% | Buy | 160.0K | $12.2M | $76.11 | — | — |
| LBRDK | 5.9 | 1.88% | Add 30% | 651.0K | $31.6M | $48.60 | $36.10 | -25.7% |
| CDW | 5.4 | 0.45% | Add 58% | 56.3K | $7.7M | $136.20 | — | — |
| BRK.B | 4.1 | 8.55% | Hold | 286.9K | $144.2M | $502.65 | — | — |
| MA | 3.9 | 5.28% | Hold | 155.9K | $89.0M | $570.88 | $495.48 | -13.2% |
| AON | 3.9 | 4.58% | Add 2% | 218.7K | $77.2M | $352.88 | — | — |
| V | 3.6 | 5.63% | Hold | 270.6K | $94.9M | $350.71 | $318.79 | -9.1% |
| TECH | 3.5 | 2.80% | Add <1% | 803.0K | $47.2M | $58.81 | — | — |
| ROP | 3.5 | 0.96% | Add 16% | 36.5K | $16.3M | $445.13 | — | — |
| EFX | 3.4 | 2.76% | Add <1% | 214.9K | $46.6M | $216.98 | — | — |
| ACN | 3.4 | 2.56% | Add <1% | 160.9K | $43.2M | $268.30 | — | — |
| ODFL | 3.3 | 1.94% | Add <1% | 208.8K | $32.7M | $156.80 | — | — |
| META | 3.2 | 4.25% | Hold | 108.7K | $71.8M | $660.09 | $609.63 | -7.6% |
| TXRH | 3.2 | 1.70% | Add <1% | 165.1K | $28.6M | $173.49 | — | — |
| ACIW | 3.0 | 1.04% | Add <1% | 367.7K | $17.6M | $47.81 | — | — |
| LBRDK | 2.9 | 0.40% | Hold | 140.0K | $6.8M | $48.28 | $36.10 | -25.2% |
| VLTO | 2.9 | 0.22% | Add 1% | 38.0K | $3.8M | $99.78 | — | — |
| LIN | 2.8 | 0.18% | Add 4% | 7.2K | $3.1M | $426.39 | — | — |
| CSGP | 2.4 | 2.87% | Hold | 719.9K | $48.4M | $67.24 | — | — |
| HEI-A | 2.3 | 2.44% | Hold | 162.8K | $41.1M | $252.43 | — | — |
| DHR | 2.0 | 6.98% | Reduce 2% | 514.0K | $117.7M | $228.92 | — | — |
| IEX | 2.0 | 4.13% | Reduce 4% | 391.5K | $69.7M | $177.94 | — | — |
| VMC | 2.0 | 3.55% | Reduce 1% | 210.2K | $60.0M | $285.22 | — | — |
| AMZN | 2.0 | 3.05% | Hold | 222.5K | $51.4M | $230.82 | $272.68 | +18.1% |
| ADI | 2.0 | 2.14% | Reduce 5% | 132.8K | $36.0M | $271.20 | — | — |
| LSXMA | 2.0 | 1.64% | Hold | 1.38M | $27.7M | $20.00 | — | — |
| MLM | 2.0 | 1.52% | Hold | 41.3K | $25.7M | $622.66 | — | — |
| CRM | 2.0 | 1.37% | Hold | 87.5K | $23.2M | $264.91 | — | — |
| FTV | 2.0 | 0.15% | Reduce 2% | 45.4K | $2.5M | $55.21 | — | — |
| ODP | 1.8 | 0.81% | Hold | 70.0K | $13.6M | $194.91 | — | — |
| MELI | 1.7 | 0.44% | Hold | 3.7K | $7.5M | $2014.26 | — | — |
| SPGI | 1.6 | 0.22% | Hold | 7.1K | $3.7M | $522.59 | — | — |
| TMO | 1.0 | 4.64% | Reduce 10% | 134.9K | $78.2M | $579.45 | — | — |
| MSFT | 1.0 | 4.19% | Reduce 5% | 146.0K | $70.6M | $483.62 | $415.12 | -14.2% |
| GPN | 1.0 | 2.32% | Reduce 8% | 505.0K | $39.1M | $77.40 | $82.09 | +6.1% |
| LKQ | 1.0 | 0.79% | Reduce 17% | 441.0K | $13.3M | $30.20 | — | — |
| DEO | 1.0 | 0.12% | Reduce 16% | 23.8K | $2.1M | $86.27 | — | — |
| GOOG | 0.0 | 6.47% | Reduce 21% | 347.9K | $109.2M | $313.80 | $397.05 | +26.5% |
| LH | 0.0 | 1.48% | Reduce 29% | 99.8K | $25.0M | $250.88 | — | — |
| IDXX | 0.0 | 1.42% | Reduce 38% | 35.3K | $23.9M | $676.53 | — | — |
| PRM | 0.0 | 0.83% | Reduce 32% | 509.4K | $14.0M | $27.53 | — | — |
| IT | 0.0 | 0.37% | Reduce 77% | 24.4K | $6.2M | $252.28 | — | — |
| CMCSA | 0.0 | 0.15% | Reduce 81% | 85.0K | $2.5M | $29.89 | — | — |
| CHTR | 0.0 | 0.01% | Reduce 99% | 650 | $136K | $208.75 | — | — |
| GLIBA | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| GLIBA | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| INS | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| KMX | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| 749772AD1 | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |