Weitz Investment Management
Wallace Weitz
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
49
Market Value
$1.4B
Portfolio Analysis
AIPreviewI. Institutional Overview
Weitz Investment Management, under the seasoned leadership of Wallace Weitz, represents a quintessential example of the "Quality Value" investment philosophy. As of the portfolio snapshot on March 31, 2026, the firm manages a reported equity portfolio valued at approximately $1.43 billion. This scale places Weitz in a unique "sweet spot" within the...
The institutional portrait of Weitz Investment Management is one of disciplined conviction. With 49 total holdings, the portfolio is moderately concentrated, suggesting a departure from the "closet indexing" prevalent in many large-scale asset managers. A count of 49 stocks indicates that each position is carefully vetted, and the top holdings carry...
The current state of the portfolio, as of March 31, 2026, suggests an institution in the midst of a strategic "sharpening." While the total portfolio value of $1.43 billion indicates a stable capital base, the internal movements within the portfolio tell a story of active rotation. Weitz is currently balancing its historical roots in financials and...
Based on the latest available 13F filing.
Open full report in appHoldings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| BRK.B | 9.3% | 8.6% | 7.8% | 7.5% |
| GOOG | 6.5% | 6.5% | 5.8% | 4.3% |
| DHR | 6.3% | 7.0% | 5.7% | 5.6% |
| V | 5.6% | 5.6% | 5.0% | 5.7% |
| MA | 5.1% | 5.3% | 4.8% | 5.0% |
| AON | 4.8% | 4.6% | 4.1% | 4.1% |
| MSFT | 4.4% | 4.2% | 4.3% | 3.5% |
| META | 4.2% | 4.3% | 4.3% | 4.6% |
| TMO | 4.2% | 4.6% | 4.0% | - |
| VMC | 4.1% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
All Holdings
$BRK.B
9.3%
$GOOG
6.5%
$DHR
6.3%
$V
5.6%
$MA
5.1%
$AON
4.8%
$MSFT
4.4%
$META
4.2%
$TMO
4.2%
$VMC
4.1%
$IEX
3.5%
$AMZN
3.2%
$HEI.A
2.8%
$TECH
2.4%
$ACN
2.4%
$ADI
2.4%
$EFX
2.4%
$TXN
2.2%
$SIRI
2.1%
$LBRDK
2.0%
$LH
1.8%
$ODFL
1.8%
$MLM
1.6%
$GPN
1.6%
$CSGP
1.5%
$IDXX
1.4%
$CRM
1.1%
$ACIW
1.1%
$MELI
1.0%
$PRM
0.9%
$LKQ
0.8%
$IR
0.7%
$EEFT
0.7%
$ORCL
0.6%
$ASML
0.5%
$TSM
0.5%
$LBRDA
0.5%
$NVDA
0.4%
$CDW
0.3%
$LIN
0.3%
$VLTO
0.3%
$POOL
0.2%
$RGEN
0.2%
$SPGI
0.2%
$CMCSA
0.1%
$FTV
0.1%
$FERG
0.1%
$APH
0.1%
$CHTR
0.0%