Smart Money Radar / Whales / Wally Weitz
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Wally Weitz

Weitz Investment Management, Inc. · Holdings as of Dec 31, 2024, filed by Feb 15, 2025 · US long stock positions only

Old-school Omaha value.

Reported value
$2B
46 positions shown
Copycat since 2016
2.55x
10% per year · low coverage
vs SPY
behind
SPY 3.57x same window
Top position
BRK.B
8% 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 · Dec 2024
BRK.B 8% V 6% GOOG 5% MA 5% AON 5% META 5% DHR 5% IEX 4% KMX 3% GPN 3% CSGP 3% TMO 3% AMZN 3% LH 3% VMC 3%
Top 15 positions shown, 63% of the book; 31 smaller names hold the rest.
SymbolValue% of bookvs prior quarter
BRK.B $147M 8% unchanged
V $110M 6% trimmed
GOOG $99M 5% trimmed
MA $99M 5% trimmed
AON $94M 5% unchanged
META $93M 5% trimmed
DHR $93M 5% added
IEX $69M 4% added
KMX $67M 3% trimmed
GPN $66M 3% trimmed
CSGP $64M 3% unchanged
TMO $63M 3% unchanged
AMZN $54M 3% unchanged
LH $54M 3% unchanged
VMC $49M 3% unchanged
EFX $48M 2% added
CHTR $46M 2% unchanged
LBRDK $40M 2% unchanged
unlisted $38M 2% unchanged
ORCL $35M 2% trimmed
ODFL $33M 2% trimmed
SIRI $33M 2% added
TXN $32M 2% unchanged
CRM $32M 2% unchanged
IT $31M 2% unchanged
VLTO $30M 2% unchanged
HEI.A $30M 2% unchanged
ADI $30M 2% unchanged
TECH $27M 1% added
PRM $27M 1% new
SPGI $23M 1% trimmed
FIS $22M 1% trimmed
MLM $21M 1% unchanged
MSFT $19M 1% added
ACIW $19M 1% unchanged
ADBE $18M 1% unchanged
LKQ $17M 1% unchanged
ROP $16M 1% trimmed
unlisted $12M 1% unchanged
unlisted $10M 1% trimmed
LBRDA $10M 1% unchanged
DEO $4M 0% unchanged
CMCSA $4M 0% unchanged
FTV $3M 0% unchanged
LIN $3M 0% unchanged
HON $3M 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.