Superinvestors / Weitz Investment Management
Wallace Weitz
Weitz Investment Management
Value; discount to intrinsic value
This quarter
Positions held steady are not reported as moves, so they are absent from these counts.
Portfolio
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEWDECREASED -2.6% | 9.41% | $500.39 | $135.91M | 271.6K |
| GOOG | ALPHABET INC CAP STK CL CDECREASED -17.9% | 6.56% | $353.33 | $94.73M | 268.1K |
| DHR | DANAHER CORP DEL COMINCREASED +2.5% | 6.46% | $190.48 | $93.24M | 489.5K |
| V | VISA INC COM CL AUNCHANGED | 6.30% | $343.09 | $91.03M | 265.3K |
| MA | MASTERCARD INCORPD CL ADECREASED -1.1% | 5.17% | $513.60 | $74.65M | 145.3K |
| AON | AON PLC· SHS CL AUNCHANGED | 4.91% | $331.69 | $70.94M | 213.9K |
| VMC | VULCAN MATLS CODECREASED -4.9% | 4.16% | $295.01 | $60.12M | 203.8K |
| META | META PLATFORMS INC CL ADECREASED -2.6% | 4.02% | $563.29 | $58.00M | 103.0K |
| TMO | THERMO FISHER SCIENTIFIC INC COMDECREASED -4.8% | 4.00% | $501.36 | $57.76M | 115.2K |
| IEX | IDEX CORPDECREASED -4.5% | 3.97% | $226.95 | $57.28M | 252.4K |
Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.
The top 10 positions are 55.0% of the reported portfolio, across 50 positions.
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 more of Wallace Weitz's portfolio
More of Wallace Weitz's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.
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