Superinvestors / Weitz Investment Management
Wallace Weitz
Weitz Investment Management
Value; discount to intrinsic value
$1.43B 13F value
49 positions · as of 2026-03-31 · filed 2026-05-14
This quarter
8 new3 exited6 added28 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DELDECREASED -2.8% | 9.33% | $133.62M |
| GOOG | ALPHABET INCDECREASED -6.1% | 6.54% | $93.73M |
| DHR | DANAHER CORP DELDECREASED -7.0% | 6.32% | $90.58M |
| V | VISA INCDECREASED -1.9% | 5.60% | $80.19M |
| MA | MASTERCARD INCORPORATEDDECREASED -5.7% | 5.13% | $73.45M |
Showing 5 of 49
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 49 positions
Wallace Weitz's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
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