Smart Money Radar / Whales / Wally Weitz
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Wally Weitz

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

Old-school Omaha value.

Reported value
$2B
51 positions shown
Copycat since 2016
2.55x
10% per year · low coverage
vs SPY
behind
SPY 3.57x same window
Top position
GOOG
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 · Sep 2023
GOOG 7% BRK.B 7% V 5% MA 5% DHR 5% CSGP 4% META 4% TMO 4% VMC 3% LBRDK 3%
unlisted 3%
KMX 3% AMZN 3% ROP 3% IT 3%
Top 15 positions shown, 60% of the book; 36 smaller names hold the rest.
SymbolValue% of bookvs prior quarter
GOOG $130M 7% trimmed
BRK.B $127M 7% trimmed
V $86M 5% unchanged
MA $84M 5% unchanged
DHR $81M 5% added
CSGP $73M 4% trimmed
META $69M 4% trimmed
TMO $63M 4% added
VMC $61M 3% unchanged
LBRDK $61M 3% trimmed
unlisted $57M 3% added
KMX $51M 3% trimmed
AMZN $50M 3% trimmed
ROP $50M 3% unchanged
IT $48M 3% unchanged
AON $47M 3% unchanged
unlisted $46M 3% new
MKL $43M 2% trimmed
ADI $42M 2% unchanged
unlisted $31M 2% unchanged
ORCL $30M 2% unchanged
ADBE $29M 2% trimmed
FIS $28M 2% trimmed
TXN $27M 1% unchanged
EFX $27M 1% new
unlisted $27M 1% unchanged
SPGI $26M 1% trimmed
MLM $25M 1% trimmed
CRM $25M 1% unchanged
HEI.A $24M 1% unchanged
CHTR $22M 1% added
LIN $22M 1% unchanged
LKQ $20M 1% unchanged
MCHP $20M 1% new
GWRE $19M 1% unchanged
MSFT $18M 1% unchanged
PRM $17M 1% added
unlisted $16M 1% new
IEX $14M 1% unchanged
LBRDA $13M 1% trimmed
unlisted $10M 1% unchanged
unlisted $10M 1% trimmed
unlisted $8M 0% new
ACIW $6M 0% added
LYV $5M 0% unchanged
JPM $3M 0% unchanged
FTV $3M 0% unchanged
CMCSA $3M 0% unchanged
DEO $3M 0% added
unlisted $2M 0% new
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.