Smart Money Radar / Whales / Wally Weitz
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Wally Weitz

Weitz Investment Management, Inc. · Holdings as of Mar 31, 2026, filed by May 16, 2026 · US long stock positions only

Old-school Omaha value.

Reported value
$1B
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
9% 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 2026
BRK.B 9% GOOG 7% DHR 6% MA 5%
+34 more 31%
SymbolValue% of bookvs prior quarter
BRK.B $134M 9% trimmed
GOOG $94M 7% trimmed
DHR $91M 6% trimmed
V $80M 6% unchanged
MA $73M 5% trimmed
AON $69M 5% trimmed
MSFT $63M 4% added
META $60M 4% trimmed
TMO $59M 4% trimmed
VMC $58M 4% unchanged
IEX $50M 3% trimmed
AMZN $46M 3% unchanged
HEI.A $40M 3% added
TECH $34M 2% trimmed
unlisted $34M 2% added
ADI $34M 2% trimmed
EFX $34M 2% trimmed
TXN $31M 2% trimmed
SIRI $30M 2% trimmed
LBRDK $29M 2% trimmed
LH $26M 2% unchanged
ODFL $26M 2% trimmed
MLM $23M 2% trimmed
GPN $23M 2% trimmed
CSGP $21M 1% trimmed
IDXX $20M 1% unchanged
CRM $15M 1% trimmed
ACIW $15M 1% unchanged
MELI $14M 1% added
PRM $12M 1% unchanged
LKQ $12M 1% trimmed
IR $11M 1% new
EEFT $11M 1% unchanged
ORCL $8M 1% trimmed
unlisted $7M 1% new
TSM $7M 0% new
LBRDA $7M 0% trimmed
NVDA $6M 0% new
CDW $4M 0% trimmed
LIN $4M 0% unchanged
VLTO $4M 0% added
POOL $3M 0% new
RGEN $3M 0% new
SPGI $3M 0% unchanged
CMCSA $1M 0% trimmed
FTV $1M 0% trimmed
FERG $1M 0% new
APH $1M 0% new
CHTR $140K 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.