Smart Money Radar / Whales / Wally Weitz
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Wally Weitz

Weitz Investment Management, Inc. · Holdings as of Sep 30, 2024, filed by Nov 15, 2024 · US long stock positions only

Old-school Omaha value.

Reported value
$2B
49 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 · Sep 2024
BRK.B 7% MA 5% V 5% DHR 5% META 5% GOOG 5% AON 4% TMO 4% CSGP 3% KMX 3% GPN 3% IEX 3% LH 3% EFX 3% VMC 2%
Top 15 positions shown, 60% of the book; 34 smaller names hold the rest.
SymbolValue% of bookvs prior quarter
BRK.B $149M 7% unchanged
MA $100M 5% unchanged
V $99M 5% unchanged
DHR $98M 5% unchanged
META $96M 5% trimmed
GOOG $95M 5% trimmed
AON $90M 4% unchanged
TMO $74M 4% trimmed
CSGP $67M 3% unchanged
KMX $65M 3% trimmed
GPN $62M 3% added
IEX $61M 3% added
LH $53M 3% trimmed
EFX $52M 3% unchanged
VMC $48M 2% unchanged
AMZN $47M 2% unchanged
CHTR $44M 2% trimmed
ODFL $42M 2% unchanged
LBRDK $41M 2% unchanged
unlisted $38M 2% unchanged
ROP $37M 2% unchanged
ORCL $37M 2% unchanged
TXN $35M 2% unchanged
FIS $35M 2% trimmed
VLTO $33M 2% unchanged
HEI.A $33M 2% unchanged
IT $33M 2% unchanged
ADI $32M 2% unchanged
PRM $31M 2% trimmed
SIRI $30M 1% new
unlisted $29M 1% trimmed
SPGI $28M 1% trimmed
CRM $26M 1% unchanged
MLM $22M 1% unchanged
MCHP $21M 1% unchanged
ADBE $21M 1% unchanged
LKQ $18M 1% unchanged
ACIW $18M 1% trimmed
GWRE $18M 1% trimmed
MSFT $18M 1% unchanged
VRSN $12M 1% trimmed
LBRDA $11M 1% unchanged
unlisted $7M 0% unchanged
DEO $4M 0% unchanged
CMCSA $4M 0% unchanged
TECH $4M 0% added
LIN $3M 0% unchanged
FTV $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.