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Wallace Weitz

Weitz Investment Management Inc

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

Shares Held
Asset Size
% Top 10
62
$1.90B
46.42%
Latest2025Q2
Top BuysDHR (US)
Top SellsLILAK (US)

Latest Changes

Indicators
Latest (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
1.90B
1.91B
-0.98%
Shares Held
62
64
-3.13%
Buys
5
14
-64.29%
Sells
16
19
-15.79%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
7.35%
0.00
$139.34M
$139.34M
286.85K
2025-06-30
5.58%
-26.13K
$105.83M
$105.83M
298.07K
2025-06-30
5.49%
+30.30K
$104.09M
$104.09M
526.95K
2025-06-30
4.89%
-14.00K
$92.76M
$92.76M
165.07K
2025-06-30
4.51%
-5.05K
$85.40M
$85.40M
115.71K
2025-06-30
4.17%
0.00
$79.04M
$79.04M
445.60K
2025-06-30
4.02%
0.00
$76.15M
$76.15M
213.45K
2025-06-30
3.76%
+5.00K
$71.32M
$71.32M
406.23K
2025-06-30
3.40%
-5.00K
$64.40M
$64.40M
129.47K
2025-06-30
3.25%
-146.00K
$61.55M
$61.55M
765.60K
2025-06-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Sell
-155.80K
-19.30%
649.40K
$43.65M
2025-06-30
Sell
-146.00K
-16.00%
765.60K
$61.55M
2025-06-30
Sell
-96.39K
-4.60%
1.96M
$27.30M
2025-06-30
Exit
-82.50K
-100.00%
0.00
$0.00
2025-06-30
Sell
-81.50K
-5.50%
1.38M
$31.79M
2025-06-30
Sell
-50.60K
-14.10%
306.00K
$14.05M
2025-06-30
Buy
+30.30K
+5.40%
526.95K
$104.09M
2025-06-30
Sell
-30.00K
-5.60%
500.50K
$49.24M
2025-06-30
Sell
-26.13K
-8.00%
298.07K
$105.83M
2025-06-30
Buy
+24.30K
+13.90%
150.45K
$61.00M
2025-06-30

Holding Performance

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