Smart Money Radar / Whales / Wally Weitz
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Wally Weitz

Weitz Investment Management, Inc. · Holdings as of Mar 31, 2024, filed by May 16, 2024 · US long stock positions only

Old-school Omaha value.

Reported value
$2B
52 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 · Mar 2024
BRK.B 7% GOOG 6% V 5% MA 5% META 5% DHR 4% CSGP 4% TMO 4% VMC 3% KMX 3% AMZN 3%
unlisted 3%
AON 3%
unlisted 3%
CHTR 2%
Top 15 positions shown, 61% of the book; 37 smaller names hold the rest.
SymbolValue% of bookvs prior quarter
BRK.B $138M 7% new
GOOG $115M 6% new
V $102M 5% new
MA $98M 5% new
META $98M 5% new
DHR $88M 4% new
CSGP $85M 4% new
TMO $73M 4% new
VMC $66M 3% new
KMX $65M 3% new
AMZN $61M 3% new
unlisted $56M 3% new
AON $53M 3% new
unlisted $52M 3% new
CHTR $47M 2% new
ADI $45M 2% new
GPN $43M 2% new
EFX $41M 2% new
ROP $40M 2% new
FIS $38M 2% new
ORCL $36M 2% new
LBRDK $35M 2% new
CRM $33M 2% new
unlisted $33M 2% new
VLTO $32M 2% new
IT $31M 2% new
TXN $30M 2% new
SPGI $29M 1% new
HEI.A $28M 1% new
PRM $27M 1% new
MLM $25M 1% new
unlisted $25M 1% new
MCHP $23M 1% new
LKQ $22M 1% new
MSFT $18M 1% new
IEX $16M 1% new
ADBE $15M 1% new
GWRE $14M 1% new
VRSN $14M 1% new
unlisted $14M 1% new
ACIW $12M 1% new
unlisted $9M 0% new
LBRDA $8M 0% new
LYV $6M 0% new
unlisted $6M 0% new
DEO $4M 0% new
JPM $4M 0% new
FTV $4M 0% new
unlisted $3M 0% new
LIN $3M 0% new
CMCSA $3M 0% new
HON $2M 0% new
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.