About Wallace Weitz
Wallace "Wally" Weitz is an American investor and the founder of Weitz Investment Management. He is a well-regarded value investor based in Omaha, Nebraska, and is often mentioned alongside his neighbor, Warren Buffett. He has built a long and successful career by patiently adhering to a disciplined, research-driven value strategy across his firm's mutual funds.
Wallace Weitz Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 286,850 | $139.34 M | 7.49% | >10 Years | 0.00% | ||
| 298,075 | $105.83 M | 5.69% | 8.7 Years | -8.06% | ||
| 526,950 | $104.09 M | 5.60% | 7.7 Years | +6.10% | ||
| 165,070 | $92.76 M | 4.99% | >10 Years | -7.82% | ||
| 115,710 | $85.4 M | 4.59% | 7.2 Years | -4.18% | ||
| 445,600 | $79.04 M | 4.25% | 9.5 Years | 0.00% | ||
| 213,450 | $76.15 M | 4.09% | 5 Years | 0.00% | ||
| 406,225 | $71.32 M | 3.84% | 5.2 Years | +1.25% | ||
| 129,475 | $64.4 M | 3.46% | 7 Years | -3.72% | ||
| 765,600 | $61.55 M | 3.31% | 5.2 Years | -16.02% |
Recent Moves
Significant New Position
+15,150 Shares | +$734,624 Value
Continues to build a major stake in the Industrials sector
2025 Q2
Added to Core Holding
+24,300 Shares | +$9.85 M Value
Modest increase in Healthcare
2025 Q2
Reduced Exposure to Position
-146,000 Shares | -$11.74 M Value
Significant reduction in holdings of Real Estate
2025 Q2
Complete Exit
-82,500 Shares | -$31.64 M Value
Cleared ADBE, sector remains in portfolio
2025 Q2
Wallace Weitz's Historical Top Holdings Breakdown
Portfolio Date:
Wallace Weitz Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | Sold Out | 82,500 | -82,500 | $31.64 M | ||
| 06/30/2025 | Reduce -16.0% | 765,600 | -146,000 | $11.74 M | ||
| 06/30/2025 | Reduce -19.4% | 649,400 | -155,800 | $10.47 M | ||
| 06/30/2025 | Add 19.3% | 150,450 | 24,300 | $9.85 M | ||
| 06/30/2025 | Reduce -8.1% | 298,075 | -26,125 | $9.28 M | ||
| 06/30/2025 | Reduce -18.2% | 94,450 | -21,000 | $8.59 M | ||
| 06/30/2025 | Reduce -7.8% | 165,070 | -14,000 | $7.87 M | ||
| 06/30/2025 | Add 6.1% | 526,950 | 30,300 | $5.99 M | ||
| 06/30/2025 | Reduce -10.7% | 124,650 | -15,000 | $4.48 M | ||
| 06/30/2025 | Reduce -4.2% | 115,710 | -5,050 | $3.73 M |