Smart Money Radar / Whales / Wally Weitz
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Wally Weitz

Weitz Investment Management, Inc. · Holdings as of Jun 30, 2024, filed by Aug 15, 2024 · 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
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 2024
BRK.B 7% GOOG 6% META 5% V 5% MA 5% DHR 5% AON 4% TMO 4% CSGP 3% KMX 3% GPN 3% LH 3% AMZN 3% IEX 3% VMC 3%
Top 15 positions shown, 60% of the book; 36 smaller names hold the rest.
SymbolValue% of bookvs prior quarter
BRK.B $131M 7% unchanged
GOOG $114M 6% trimmed
META $95M 5% trimmed
V $94M 5% unchanged
MA $90M 5% unchanged
DHR $88M 5% unchanged
AON $77M 4% added
TMO $69M 4% unchanged
CSGP $66M 3% unchanged
KMX $63M 3% added
GPN $51M 3% added
LH $49M 3% new
AMZN $49M 3% trimmed
IEX $48M 3% added
VMC $48M 3% trimmed
CHTR $43M 2% trimmed
EFX $43M 2% added
ROP $37M 2% trimmed
ODFL $37M 2% new
FIS $33M 2% trimmed
TXN $33M 2% unchanged
unlisted $32M 2% added
ADI $32M 2% trimmed
SPGI $31M 2% unchanged
ORCL $30M 2% trimmed
LBRDK $29M 2% trimmed
IT $29M 2% unchanged
HEI.A $29M 2% trimmed
VLTO $29M 2% trimmed
PRM $28M 1% unchanged
unlisted $25M 1% unchanged
CRM $24M 1% trimmed
unlisted $24M 1% trimmed
MCHP $24M 1% unchanged
ADBE $22M 1% added
MLM $22M 1% unchanged
LKQ $19M 1% added
MSFT $18M 1% trimmed
VRSN $15M 1% added
ACIW $15M 1% unchanged
GWRE $14M 1% trimmed
LBRDA $8M 0% unchanged
unlisted $8M 0% unchanged
unlisted $7M 0% unchanged
CMCSA $4M 0% added
DEO $4M 0% unchanged
TECH $3M 0% new
LIN $3M 0% unchanged
FTV $3M 0% unchanged
unlisted $3M 0% trimmed
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.