Wallace Weitz's Stock Picks (2025 Q2): Full WEITZ INVESTMENT MANAGEMENT, INC. Portfolio {year}

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Ticker	Name	Date	Activity	Shares	Shares Change	Value Change
ACIW	ACI Worldwide, Inc.	06/30/2025	Reduce -14.2%	306,000	-50,600	$2.32 M
ADBE	Adobe Inc.	06/30/2025	Sold Out	82,500	-82,500	$31.64 M
TECH	Bio-Techne Corporation	06/30/2025	Add 1.3%	802,150	+10,500	$540,225.01
KMX	CarMax, Inc.	06/30/2025	Reduce -19.4%	649,400	-155,800	$10.47 M
CHTR	Charter Communications, Inc.	06/30/2025	Reduce -18.2%	94,450	-21,000	$8.59 M
CSGP	CoStar Group, Inc.	06/30/2025	Reduce -16.0%	765,600	-146,000	$11.74 M
DHR	Danaher Corporation	06/30/2025	Add 6.1%	526,950	+30,300	$5.99 M
META	Meta Platforms, Inc.	06/30/2025	Reduce -4.2%	115,710	-5,050	$3.73 M
FTV	Fortive Corporation	06/30/2025	Add 11.4%	45,450	+4,650	$242,404.55
GPN	Global Payments Inc.	06/30/2025	Reduce -3.5%	560,000	-20,000	$1.6 M
IEX	IDEX Corporation	06/30/2025	Add 1.3%	406,225	+5,000	$877,850
LH	Labcorp Holdings Inc.	06/30/2025	Reduce -6.6%	141,175	-10,000	$2.63 M
LBRDK	Liberty Broadband Corporation	06/30/2025	Reduce -5.7%	500,500	-30,000	$2.95 M
MA	Mastercard Incorporated	06/30/2025	Reduce -7.8%	165,070	-14,000	$7.87 M
MSFT	Microsoft Corporation	06/30/2025	Reduce -3.7%	129,475	-5,000	$2.49 M
PRM	Perimeter Solutions, Inc.	06/30/2025	Reduce -4.7%	1.96 M	-96,391	$1.34 M
RAL	Ralliant Corporation	06/30/2025	New Buy	15,150	+15,150	$734,624
SIRI	Sirius XM Holdings Inc.	06/30/2025	Reduce -5.6%	1.38 M	-81,500	$1.87 M
TXN	Texas Instruments Incorporated	06/30/2025	Reduce -3.0%	164,575	-5,000	$1.04 M
TMO	Thermo Fisher Scientific Inc.	06/30/2025	Add 19.3%	150,450	+24,300	$9.85 M

Showing 1-20 of 2225 records

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