Wallace Weitz
Net sellingWeitz Investment Management, Inc. — managed by Wallace Weitz; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-14) · Source: SEC EDGAR
Weitz Investment Management, Inc.'s most recent 13F filing, for the quarter ended 2026-03-31, reports 49 positions worth $1.43B. The top 5 holdings represent 33% of that value, a broadly diversified portfolio.
The single largest position is Berkshire Hathaway Inc at 9.3% of the portfolio, followed by Alphabet Inc at 6.5% and Danaher Corporation at 6.3%.
Against the prior quarter, Wallace Weitz opened 8 new positions, exited 3, added to 6, and trimmed 28. The largest new buy was Ingersoll Rand Inc. The most notable sale was the full exit from Roper Technologies Inc.
Across all 8 quarters on file, Berkshire Hathaway Inc has appeared in every filing, as has Alphabet Inc. Berkshire Hathaway Inc currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
As of 2026-07-02, 4 of Wallace Weitz's tracked holdings trade below our conservative value band (strike zone).
Open any to see the stock's valuation →
Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.
Next · is it cheap
Wallace Weitz holds 4 positions now in the strike zone.
See the full strike-zone list- Value$133.6MValuation—Holders22Weight (prev→now)8.5% → 9.3% ▼
- Value$93.7MValuationAbove valueHolders31Weight (prev→now)6.5% → 6.5% ▼
- Value$90.6MValuationAbove valueHolders10Weight (prev→now)7.0% → 6.3% ▼
- Value$80.2MValuation—Holders26Weight (prev→now)5.6% → 5.6% ▼
- Value$73.5MValuationAbove valueHolders18Weight (prev→now)5.3% → 5.1% ▼
- Value$69.0MValuation—Holders11Weight (prev→now)4.6% → 4.8% ▼
- Value$62.7MValuationAbove valueHolders32Weight (prev→now)4.2% → 4.4% ▲
- Value$60.5MValuationAbove valueHolders27Weight (prev→now)4.3% → 4.2% ▼
- Value$59.5MValuationAbove valueHolders11Weight (prev→now)4.6% → 4.2% ▼
- Value$58.3MValuationAbove valueHolders5Weight (prev→now)3.6% → 4.1% ▲
- Value$50.1MValuationAbove valueHolders1Weight (prev→now)4.1% → 3.5% ▼
- Value$46.3MValuationAbove valueHolders31Weight (prev→now)3.0% → 3.2%
- Value$39.9MValuationAbove valueHolders5Weight (prev→now)2.4% → 2.8% ▲
- Value$34.1MValuationAbove valueHolders5Weight (prev→now)2.8% → 2.4% ▼
- Value$33.8MValuation—Holders7Weight (prev→now)2.6% → 2.4% ▲
- Value$33.8MValuationAbove valueHolders9Weight (prev→now)2.1% → 2.4% ▼
- Value$33.8MValuationAbove valueHolders7Weight (prev→now)2.8% → 2.4% ▼
- Value$31.1MValuationAbove valueHolders9Weight (prev→now)1.7% → 2.2% ▼
- Value$29.8MValuationWithin bandHolders6Weight (prev→now)1.6% → 2.1% ▼
- Value$29.0MValuationStrike zone· unconf.Holders5Weight (prev→now)1.9% → 2.0% ▼
- Value$26.4MValuationAbove valueHolders4Weight (prev→now)1.5% → 1.8% ▼
- Value$25.8MValuationAbove valueHolders4Weight (prev→now)1.9% → 1.8% ▼
- Value$23.4MValuationAbove valueHolders2Weight (prev→now)1.5% → 1.6% ▼
- Value$22.5MValuationWithin bandHolders3Weight (prev→now)2.3% → 1.6% ▼
- Value$20.9MValuation—Holders5Weight (prev→now)2.9% → 1.5% ▼
Showing top 25 of 49 positions
Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-14
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