Weitz Investment Management · portfolio as of Q2 2026, filed Aug 12, 2026
Latest 13F filing: Q2 2026 (filed Aug 12, 2026). No newer filing yet.
8 of 46 holdings are Undervalued or On Sale by our valuation (15% of the money).
Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 4 not valued.
Wallace Weitz's portfolio holds 50 stocks worth $1.4B at the end of Q2 2026. The largest positions are BRK-B, GOOG, DHR, V and MA.
In Q2 2026, Wallace Weitz opened 3 new positions (COF, MTD and NFLX) and added to IR, MLM, MELI, RGEN and VLTO.
In Q2 2026, Wallace Weitz sold out of CDW and ODFL and trimmed GOOG, ADI, TECH, CSGP, PRM, CRM, TXN and ACN.
BRK-B, EFX, LKQ, ORCL, COF, CRM, CMCSA and CHTR are Undervalued or On Sale by our valuation.
Latest 13F filing: Q2 2026 (filed Aug 12, 2026). No newer filing yet.
From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →