OpenStocks
Pro···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Wally Weitz (Weitz Investment)
  • Overview
  • Portfolio44
  • Performance40Q
  • Options
  • Activity1.7k
  • News
Asset Manager · CIK 0000883965

Wally Weitz

Weitz Investment
Share
  • Mid-Size Fund

Wally Weitz runs Weitz Investment, an asset manager overseeing $1.69B in disclosed equity holdings (SEC CIK 0000883965). The latest portfolio (2025Q4) discloses 44 positions across 9 sectors, with the largest positions in BRK.B, DHR and GOOG. On a mark-to-market basis the tracked portfolio has returned 8.5% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Wally's filingsView holdings↓
Portfolio
$1.69B
Positions
44
Quarter
2025Q4
Filings tracked
40
1Y+8.5%Since filing+159.3%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Capital flow per quarter
BuysSellsNet
+$362M+$181M$0-$181M-$362M'19Q4'20Q1'20Q2'20Q3'20Q4'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3
Latest · 2023Q3
-$15M
Lifetime buys
$1.50B
Lifetime sells
$2.51B

Quarter activity

What changed in 2023Q3 - net new, added, trimmed, exited.
New positions6 names
  • LM0CLIBERTY MEDIA CORP DEL
    +1,788,000
    $45.5M
  • EFXEQUIFAX INC
    +146,000
    $26.7M
  • MCHPMICROCHIP TECHNOLOGY INC.
    +259,600
    $20.3M
  • LLYVK*LIBERTY MEDIA CORP DEL
    +490,000
    $15.7M
  • 531229LIBERTY MEDIA CORP DEL
    +310,000
    $7.9M
  • LLYVA*LIBERTY MEDIA CORP DEL
    +77,500
    $2.5M
Added to11 names
  • TMOTHERMO FISHER SCIENTIFIC INC
    +21,380
    $10.8M
  • DHRDANAHER CORPORATION
    +17,450
    $4.3M
  • CHTRCHARTER COMMUNICATIONS INC N
    +6,929
    $3.0M
  • 50540RLABORATORY CORP AMER HLDGS
    +15,100
    $3.0M
  • L7579LPERIMETER SOLUTIONS SA
    +407,000
    $1.8M
  • ACIWACI WORLDWIDE INC
    +52,156
    $1.2M
  • DEODIAGEO PLC
    +2,800
    $418K
  • 35YCORECARD CORPORATION
    +10,000
    $200K
  • HEI/AHEICO CORP NEW
    +200
    $26K
  • IEXIDEX CORP
    +100
    $21K
  • LKQLKQ CORP
    +350
    $17K
Trimmed17 names
  • LBRDKLIBERTY BROADBAND CORP
    −133,500
    $12.2M
  • FISFIDELITY NATL INFORMATION SV
    −170,000
    $9.4M
  • CSGPCOSTAR GROUP INC
    −121,000
    $9.3M
  • GOOGALPHABET INC
    −47,500
    $6.3M
  • METAMETA PLATFORMS INC
    −20,225
    $6.1M
  • MKLMARKEL CORP
    −3,670
    $5.4M
  • LBRDALIBERTY BROADBAND CORP
    −50,000
    $4.5M
  • AMZNAMAZON COM INC
    −35,000
    $4.4M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    −10,200
    $3.6M
  • KMXCARMAX INC
    −40,000
    $2.8M
  • G9001ELIBERTY LATIN AMERICA LTD
    −227,500
    $1.9M
  • MLMMARTIN MARIETTA MATLS INC
    −4,100
    $1.7M
  • + 5 more…
Exited4 names
  • LSXMKUSDLIBERTY MEDIA CORP DEL
    −1,788,000
    $58.5M
  • BKIEURBLACK KNIGHT INC
    −311,400
    $18.6M
  • LM03LIBERTY MEDIA CORP DEL
    −310,000
    $10.2M
  • 758075REDWOOD TRUST INC
    −850,000
    $849K

Recent transactions

Last 20 moves
ADD
Wally Weitz (Weitz Investment) added to G1151C101
ACCENTURE PLC IRELAND
+350
~$268.30 · 2025Q4
2026-02-12
ADD
Wally Weitz (Weitz Investment) added to ACIW
ACI WORLDWIDE INC
+900
~$47.81 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed GOOG
ALPHABET INC
−92,700
~$313.80 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed ADI
ANALOG DEVICES INC
−6,500
~$271.20 · 2025Q4
2026-02-12
ADD
Wally Weitz (Weitz Investment) added to G0403H108
AON PLC
+5,285
~$352.88 · 2025Q4
2026-02-12
ADD
Wally Weitz (Weitz Investment) added to TECH
BIO-TECHNE CORP
+800
~$58.81 · 2025Q4
2026-02-12
SOLD
Wally Weitz (Weitz Investment) exited KMX
CARMAX INC
−649,400
~$44.87 · 2025Q4
2026-02-12
ADD
Wally Weitz (Weitz Investment) added to CDW
CDW CORP
+20,600
~$136.20 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed CHTR
CHARTER COMMUNICATIONS INC N
−101,955
~$208.75 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed CMCSA
COMCAST CORP NEW
−366,500
~$29.89 · 2025Q4
2026-02-12
SOLD
Wally Weitz (Weitz Investment) exited 35Y
CORECARD CORPORATION
−515,000
~$26.92 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed DHR
DANAHER CORPORATION
−13,000
~$228.92 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed DEO
DIAGEO PLC
−4,500
~$86.27 · 2025Q4
2026-02-12
ADD
Wally Weitz (Weitz Investment) added to EFX
EQUIFAX INC
+280
~$216.98 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed FTV
FORTIVE CORP
−1,000
~$55.21 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed IT
GARTNER INC
−82,950
~$252.28 · 2025Q4
2026-02-12
SOLD
Wally Weitz (Weitz Investment) exited GLIBA
GCI LIBERTY INC
−28,000
~$37.55 · 2025Q4
2026-02-12
SOLD
Wally Weitz (Weitz Investment) exited GLIBK
GCI LIBERTY INC
−100,100
~$37.27 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed GPN
GLOBAL PMTS INC
−45,000
~$77.40 · 2025Q4
2026-02-12
TRIM
Wally Weitz (Weitz Investment) trimmed IEX
IDEX CORP
−15,000
~$177.94 · 2025Q4
2026-02-12