
	Wallace Weitz 13F
	Weitz Investment Management Inc

	Last update 2024-11-14	49 Stocks (0 new)
	Value $2.02 Bil	Turnover 2 %
	Countries: Top Holdings: BRK.B(7.35%)MA(4.96%)V(4.88%)DHR(4.82%)META(4.73%) Portfolio Report

Wallace Weitz Profile

Portfolio manager of Weitz Value Fund, Weitz Hickory Fund and Weitz Partners Value Fund, which he started in 1983.

Wallace Weitz Investing Philosophy

Weitz's approach to value investing has evolved over the years. It combines Graham's price sensitivity and insistence on a "margin of safety" with a conviction that qualitative factors that allow a company to have some control over its destiny can be more important than statistical measurements, such as historical book value or reported earnings.

Wallace Weitz's Portfolio

Wallace Weitz Current Holdings

Ticker
Ticker
IEX
GPN
SIRI
TECH
LBRDK
HEI.A
HON
CRM
LBRDA
ACN
IT
LIN
LKQ
MLM
MA
ORCL
MCHP
ROP
FTV
ODFL

Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
IEX	IDEX Corp	282,650	60628.43	+19.06%	2.99	+0.48%	0.37	+12.78%	+7.60%	17464.064	Industrial Products
GPN	Global Payments Inc	610,000	62476.2	+15.18%	3.09	+0.41%	0.24	+7.53%	-5.69%	30274.707	Business Services
SIRI	Sirius XM Holdings Inc	1,261,999	29846.28	+7.79%	1.47	+0.11%	0.37	-16.46%	-49.09%	9141.496	Media - Diversified
TECH	Bio-Techne Corp	47,200	3772.7	+7.03%	0.19	+0.01%	0.03	+1.23%	-1.91%	11974.083	Biotechnology
LBRDK	Liberty Broadband Corp	530,500	41002.35	0%	2.02	0%	0.37	+34.93%	+5.65%	12163.039	Telecommunication Services
HEI.A	Heico Corp	162,900	33192.5	0%	1.64	0%	0.12	+6.62%	+48.42%	32623.61	Aerospace & Defense
HON	Honeywell International Inc	11,300	2335.82	0%	0.12	0%	0	+12.80%	+13.44%	151462.123	Conglomerates
CRM	Salesforce Inc	95,000	26002.45	0%	1.28	0%	0.01	+28.60%	+25.96%	315470.44	Software
LBRDA	Liberty Broadband Corp	140,000	10754.8	0%	0.53	0%	0.1	+36.72%	+5.00%	12162.197	Telecommunication Services
ACN	Accenture PLC	106,850	37769.34	0%	1.87	0%	0.02	+6.95%	+4.93%	226428.939	Software
IT	Gartner Inc	64,425	32648.01	0%	1.61	0%	0.08	+6.60%	+14.81%	39950.157	Software
LIN	Linde PLC	6,900	3290.33	0%	0.16	0%	0	-2.20%	+13.27%	219504.032	Chemicals
LKQ	LKQ Corp	458,100	18287.35	0%	0.9	0%	0.18	-4.79%	-15.45%	10213.828	Vehicles & Parts
MLM	Martin Marietta Materials Inc	40,675	21893.32	0%	1.08	0%	0.07	+14.68%	+20.75%	36670.833	Building Materials
MA	Mastercard Inc	203,350	100414.23	0%	4.96	0%	0.02	+10.99%	+25.68%	489148.869	Credit Services
ORCL	Oracle Corp	214,700	36584.88	0%	1.81	0%	0.01	+32.88%	+77.46%	512203.304	Software
MCHP	Microchip Technology Inc	259,600	20843.28	0%	1.03	0%	0.05	-15.24%	-22.69%	36607.988	Semiconductors
ROP	Roper Technologies Inc	66,500	37003.26	0%	1.83	0%	0.06	+2.42%	+4.48%	60738.878	Software
FTV	Fortive Corp	40,800	3220.34	0%	0.16	0%	0.01	+7.85%	+8.19%	27523.486	Hardware
ODFL	Old Dominion Freight Line Inc	209,900	41694.54	0%	2.06	0%	0.1	+17.34%	+11.54%	48066.837	Transportation

100/Page

Total 50

Discussions on Wallace Weitz

No discussions yet.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.