Smart Money Radar / Whales / Wally Weitz
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Wally Weitz

Weitz Investment Management, Inc. · Holdings as of Mar 31, 2025, filed by May 16, 2025 · US long stock positions only

Old-school Omaha value.

Reported value
$2B
44 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 · Mar 2025
BRK.B 8% V 6% DHR 5% MA 5% AON 5% IEX 4% CSGP 4% GOOG 4% META 4% TMO 3% KMX 3% GPN 3% EFX 3% MSFT 3% VMC 3%
Top 15 positions shown, 62% of the book; 29 smaller names hold the rest.
SymbolValue% of bookvs prior quarter
BRK.B $153M 8% trimmed
V $114M 6% trimmed
DHR $102M 5% added
MA $98M 5% trimmed
AON $85M 5% trimmed
IEX $73M 4% added
CSGP $72M 4% added
GOOG $70M 4% trimmed
META $70M 4% trimmed
TMO $63M 3% added
KMX $63M 3% trimmed
GPN $57M 3% unchanged
EFX $51M 3% added
MSFT $50M 3% added
VMC $49M 3% added
TECH $46M 2% added
LBRDK $45M 2% unchanged
unlisted $44M 2% added
CHTR $43M 2% trimmed
AMZN $42M 2% trimmed
IT $37M 2% added
LH $35M 2% trimmed
ODFL $34M 2% added
HEI.A $34M 2% unchanged
SIRI $33M 2% unchanged
ADBE $32M 2% added
TXN $30M 2% unchanged
ADI $28M 2% unchanged
IDXX $25M 1% new
ORCL $24M 1% trimmed
CRM $23M 1% trimmed
PRM $21M 1% trimmed
MLM $20M 1% unchanged
ACIW $20M 1% unchanged
LKQ $19M 1% unchanged
ROP $19M 1% unchanged
CMCSA $17M 1% added
LBRDA $12M 1% unchanged
unlisted $10M 1% unchanged
VLTO $4M 0% trimmed
SPGI $4M 0% trimmed
LIN $3M 0% unchanged
FTV $3M 0% unchanged
DEO $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.