Smart Money Radar / Whales / Wally Weitz
W

Wally Weitz

Weitz Investment Management, Inc. · Holdings as of Jun 30, 2025, filed by Aug 15, 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 · Jun 2025
BRK.B 8% V 6% DHR 6% MA 5% META 5% GOOG 4% AON 4% IEX 4% MSFT 3% CSGP 3% TMO 3% VMC 3% EFX 3% LBRDK 3% AMZN 3%
Top 15 positions shown, 62% of the book; 29 smaller names hold the rest.
SymbolValue% of bookvs prior quarter
BRK.B $139M 8% unchanged
V $106M 6% trimmed
DHR $104M 6% added
MA $93M 5% trimmed
META $85M 5% trimmed
GOOG $79M 4% unchanged
AON $76M 4% unchanged
IEX $71M 4% unchanged
MSFT $64M 3% trimmed
CSGP $62M 3% trimmed
TMO $61M 3% added
VMC $55M 3% unchanged
EFX $55M 3% unchanged
LBRDK $49M 3% trimmed
AMZN $49M 3% unchanged
GPN $45M 2% trimmed
KMX $44M 2% trimmed
HEI.A $42M 2% unchanged
TECH $41M 2% unchanged
CHTR $39M 2% trimmed
unlisted $37M 2% trimmed
ORCL $37M 2% unchanged
LH $37M 2% trimmed
IT $36M 2% unchanged
TXN $34M 2% trimmed
ODFL $34M 2% unchanged
ADI $34M 2% unchanged
IDXX $32M 2% unchanged
SIRI $32M 2% trimmed
PRM $27M 1% trimmed
CRM $24M 1% unchanged
MLM $23M 1% unchanged
ROP $18M 1% unchanged
LKQ $17M 1% unchanged
CMCSA $16M 1% unchanged
unlisted $15M 1% unchanged
ACIW $14M 1% trimmed
LBRDA $14M 1% unchanged
VLTO $4M 0% unchanged
SPGI $4M 0% unchanged
LIN $3M 0% unchanged
DEO $3M 0% unchanged
FTV $2M 0% added
RAL $735K 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.