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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Wally Weitz (Weitz Investment)
  • Overview
  • Portfolio44
  • Performance40Q
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  • 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'20Q3'20Q4'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2
Latest · 2024Q2
-$21M
Lifetime buys
$1.55B
Lifetime sells
$2.37B

Quarter activity

What changed in 2024Q2 - net new, added, trimmed, exited.
New positions3 names
  • LHLABCORP HOLDINGS INC
    +241,350
    $49.1M
  • ODFLOLD DOMINION FREIGHT LINE IN
    +209,900
    $37.1M
  • TECHBIO-TECHNE CORP
    +44,100
    $3.2M
Added to11 names
  • IEXIDEX CORP
    +170,500
    $34.3M
  • G0403HAON PLC
    +102,650
    $30.1M
  • GPNGLOBAL PMTS INC
    +209,600
    $20.3M
  • KMXCARMAX INC
    +115,700
    $8.5M
  • ADBEADOBE SYSTEMS INCORPORATED
    +10,000
    $5.6M
  • EFXEQUIFAX INC
    +22,500
    $5.5M
  • G1151CACCENTURE PLC IRELAND
    +12,850
    $3.9M
  • VRSNVERISIGN INC
    +13,200
    $2.3M
  • LKQLKQ CORP
    +45,850
    $1.9M
  • CMCSACOMCAST CORP NEW
    +28,500
    $1.1M
  • CSGPCOSTAR GROUP INC
    +10,000
    $741K
Trimmed22 names
  • GOOGALPHABET INC
    −139,125
    $25.5M
  • ADIANALOG DEVICES INC
    −88,200
    $20.1M
  • AMZNAMAZON COM INC
    −87,500
    $16.9M
  • LM0CLIBERTY MEDIA CORP DEL
    −660,000
    $14.6M
  • VMCVULCAN MATLS CO
    −50,000
    $12.4M
  • ORCLORACLE CORP
    −70,800
    $10.0M
  • LLYVK*LIBERTY MEDIA CORP DEL
    −240,000
    $9.2M
  • METAMETA PLATFORMS INC
    −12,500
    $6.3M
  • CHTRCHARTER COMMUNICATIONS INC N
    −20,250
    $6.1M
  • VLTOVERALTO CORP
    −60,000
    $5.7M
  • FISFIDELITY NATL INFORMATION SV
    −67,500
    $5.1M
  • LBRDKLIBERTY BROADBAND CORP
    −80,000
    $4.4M
  • + 10 more…
Exited4 names
  • 50540RLABORATORY CORP AMER HLDGS
    −256,350
    $56.0M
  • LYVLIVE NATION ENTERTAINMENT IN
    −61,000
    $6.5M
  • JPMJPMORGAN CHASE & CO
    −20,500
    $4.1M
  • LLYVA*LIBERTY MEDIA CORP DEL
    −77,500
    $3.3M

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