Smart Money Radar / Whales / Wally Weitz
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Wally Weitz

Weitz Investment Management, Inc. · Holdings as of Jun 30, 2023, filed by Aug 15, 2023 · US long stock positions only

Old-school Omaha value.

Reported value
$2B
48 positions shown
Copycat since 2016
2.55x
10% per year · low coverage
vs SPY
behind
SPY 3.57x same window
Top position
BRK.B
7% of book

Copying these filings vs SPY

$1 at every deadline since 2016
SPY 3.57x Wally Weitz 2.55x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance. Only 78% of this book is priceable; read the line loosely.
Mar 2026 Dec 2025 Sep 2025 Jun 2025 Mar 2025 Dec 2024 Sep 2024 Jun 2024 Mar 2024 Dec 2023 Sep 2023 Jun 2023

The book

tile = share of the filed book · tap a tile for the ticker · Jun 2023
BRK.B 7% GOOG 7% CSGP 5% V 5% MA 5% DHR 4% META 4% VMC 4%
unlisted 3%
LBRDK 3% KMX 3%
unlisted 3%
AMZN 3% TMO 3% AON 3%
Top 15 positions shown, 61% of the book; 33 smaller names hold the rest.
SymbolValue% of bookvs prior quarter
BRK.B $127M 7% unchanged
GOOG $125M 7% trimmed
CSGP $95M 5% trimmed
V $89M 5% unchanged
MA $84M 5% unchanged
DHR $74M 4% added
META $72M 4% trimmed
VMC $69M 4% trimmed
unlisted $65M 3% unchanged
LBRDK $64M 3% added
KMX $64M 3% trimmed
unlisted $59M 3% unchanged
AMZN $56M 3% added
TMO $54M 3% added
AON $50M 3% unchanged
ROP $49M 3% added
IT $49M 3% unchanged
ADI $47M 3% unchanged
MKL $45M 2% unchanged
FIS $37M 2% added
ORCL $34M 2% trimmed
unlisted $31M 2% unchanged
TXN $31M 2% trimmed
MLM $31M 2% unchanged
SPGI $30M 2% unchanged
ADBE $29M 2% trimmed
CRM $26M 1% trimmed
unlisted $26M 1% trimmed
HEI.A $26M 1% unchanged
LKQ $24M 1% unchanged
LIN $22M 1% unchanged
PRM $20M 1% added
MSFT $20M 1% trimmed
unlisted $19M 1% unchanged
GWRE $16M 1% unchanged
CHTR $16M 1% added
LBRDA $15M 1% unchanged
IEX $14M 1% unchanged
unlisted $13M 1% unchanged
unlisted $12M 1% unchanged
unlisted $10M 1% unchanged
LYV $6M 0% unchanged
ACIW $5M 0% added
JPM $3M 0% unchanged
FTV $3M 0% unchanged
CMCSA $3M 0% unchanged
DEO $3M 0% unchanged
HON $2M 0% unchanged
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.