Wallace Weitz's GPN Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 550.0K shares of Global Payments Inc. (GPN) worth $45.69 M, representing 2.48% of the portfolio. First purchased in 2023-Q4, this short-term holding has been held for 8 quarters.
Based on 13F filings, Wallace Weitz has maintained this position in GPN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2024, adding 209.6K shares. Largest reduction occurred in Q4 2024, reducing 20.4K shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's Global Payments (GPN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Global Payments (GPN) Trades by Wallace Weitz
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2023 | +230,000 | New Buy | 230,000 | $127.00 |
| Q1 2024 | +90,000 | Add 39.13% | 320,000 | $133.66 |
| Q2 2024 | +209,600 | Add 65.50% | 529,600 | $96.70 |
| Q3 2024 | +80,400 | Add 15.18% | 610,000 | $102.42 |
| Q4 2024 | -20,400 | Reduce 3.34% | 589,600 | $112.06 |
| Q1 2025 | -9,600 | Reduce 1.63% | 580,000 | $97.92 |
| Q2 2025 | -20,000 | Reduce 3.45% | 560,000 | $80.04 |
| Q3 2025 | -10,000 | Reduce 1.79% | 550,000 | $83.08 |
Wallace Weitz's Global Payments Investment FAQs
Wallace Weitz first purchased Global Payments Inc. (GPN) in Q4 2023, acquiring 230,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held Global Payments Inc. (GPN) for 8 quarters since Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's largest addition to Global Payments Inc. (GPN) was in Q4 2023, adding 230,000 shares worth $29.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 550,000 shares of Global Payments Inc. (GPN), valued at approximately $45.69 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Global Payments Inc. (GPN) represents approximately 2.48% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's peak holding in Global Payments Inc. (GPN) was 610,000 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.