Wallace Weitz Top Holdings of Q1 2026
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 278,850 | $133.62 M | 9.33% | >10 Years | -2.79% | ||
| 326,750 | $93.73 M | 6.54% | >10 Years | -6.08% | ||
| 477,750 | $90.58 M | 6.32% | 8.5 Years | -7.04% | ||
| 265,330 | $80.19 M | 5.60% | 9.5 Years | -1.94% | ||
| 147,000 | $73.45 M | 5.13% | >10 Years | -5.71% | ||
| 213,860 | $69.03 M | 4.82% | 5.7 Years | -2.23% | ||
| 169,450 | $62.73 M | 4.38% | 7.8 Years | +16.08% | ||
| 105,710 | $60.48 M | 4.22% | 8 Years | -2.76% | ||
| 121,000 | $59.48 M | 4.15% | 9.2 Years | -10.34% | ||
| 214,200 | $58.33 M | 4.07% | 8.2 Years | +1.90% |
Recent Moves
Wallace Weitz's Historical Top Holdings Overview
Portfolio Date:
Wallace Weitz Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 03/31/2026 | Reduce -32.5% | 264,300 | -127,175 | $24.11 M | ||
| 03/31/2026 | Sold Out | 0 | -36,550 | $16.27 M | ||
| 03/31/2026 | Reduce -36.8% | 132,000 | -76,800 | $15.01 M | ||
| 03/31/2026 | Reduce -33.7% | 335,000 | -170,000 | $11.44 M | ||
| 03/31/2026 | New Buy | 133,200 | 133,200 | $10.67 M | ||
| 03/31/2026 | Add 16.1% | 169,450 | 23,475 | $8.69 M | ||
| 03/31/2026 | Reduce -19.9% | 106,350 | -26,450 | $8.41 M | ||
| 03/31/2026 | Reduce -28.2% | 517,025 | -202,825 | $8.18 M | ||
| 03/31/2026 | Reduce -18.7% | 653,200 | -149,750 | $7.83 M | ||
| 03/31/2026 | Add 116.2% | 8,000 | 4,300 | $7.43 M |
Wallace Weitz's Portfolio Sector Breakdown
Portfolio Date:
About Wallace Weitz
Frequently Asked Questions
In Q1 2026, Wallace Weitz’s largest purchase by dollar amount was IR. For complete transaction details, please visit Wallace Weitz’s portfolio.
According to the 13F filing for Q1 2026, Wallace Weitz increased their stake in MSFT.
Wallace Weitz's firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.
Wallace Weitz Portfolio and Latest Trades
📑 This page provides a complete record of Wallace Weitz’s stock and ETF transactions based on SEC Form 13F filings. All trades are listed in reverse chronological order, allowing investors to follow his historical buy and sell decisions across multiple decades.
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| IEX | 03/31/2026 | Reduce -32.5% | 264,300 | -127,175 | $24.11 M | |
| ROP | 03/31/2026 | Sold Out | 0 | -36,550 | $16.27 M | |
| ODFL | 03/31/2026 | Reduce -36.8% | 132,000 | -76,800 | $15.01 M | |
| GPN | 03/31/2026 | Reduce -33.7% | 335,000 | -170,000 | $11.44 M | |
| IR | 03/31/2026 | New Buy | 133,200 | +133,200 | $10.67 M | |
| MSFT | 03/31/2026 | Add 16.1% | 169,450 | +23,475 | $8.69 M | |
| ADI | 03/31/2026 | Reduce -19.9% | 106,350 | -26,450 | $8.41 M | |
| CSGP | 03/31/2026 | Reduce -28.2% | 517,025 | -202,825 | $8.18 M | |
| TECH | 03/31/2026 | Reduce -18.7% | 653,200 | -149,750 | $7.83 M | |
| MELI | 03/31/2026 | Add 116.2% | 8,000 | +4,300 | $7.43 M | |
| ASML | 03/31/2026 | New Buy | 5,500 | +5,500 | $7.26 M | |
| DHR | 03/31/2026 | Reduce -7.0% | 477,750 | -36,200 | $6.86 M | |
| TMO | 03/31/2026 | Reduce -10.3% | 121,000 | -13,950 | $6.86 M | |
| TSM | 03/31/2026 | New Buy | 20,000 | +20,000 | $6.76 M | |
| IT | 03/31/2026 | Sold Out | 0 | -24,425 | $6.16 M | |
| NVDA | 03/31/2026 | New Buy | 35,000 | +35,000 | $6.1 M | |
| GOOG | 03/31/2026 | Reduce -6.1% | 326,750 | -21,150 | $6.07 M | |
| HEI.A | 03/31/2026 | Add 16.1% | 188,979 | +26,200 | $5.53 M | |
| EFX | 03/31/2026 | Reduce -12.7% | 187,605 | -27,275 | $4.91 M | |
| MA | 03/31/2026 | Reduce -5.7% | 147,000 | -8,900 | $4.45 M |
Wallace Weitz's Latest 13F Holdings
📑 This page provides a detailed view of Wallace Weitz's portfolio holdings based on official SEC Form 13F filings. Investors can review the latest quarter's positions and seamlessly switch between different quarters to explore how the portfolio has evolved over time.
Holdings are categorized into Stocks/ETFs, Options, Debt, and Other, with transaction markers such as New Buy, Add, Reduce, No Change, and Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions like stock splits.
In addition, we calculate the holding duration of each asset, allowing investors to see how long positions have been maintained across quarters. By exploring both current and historical holdings, users gain insights into turnover, portfolio concentration, asset allocation shifts, and the top stock and ETF positions of Wallace Weitz.
| Name | Shares | Value | % of Portfolio | Time Held | % Change | |
|---|---|---|---|---|---|---|
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Note: Shares, Shares Change - split-adjusted.
Wallace Weitz’s Quarterly 13F Portfolio History
📊 This page provides a historical view of Wallace Weitz’s portfolio holdings based on official SEC Form 13F filings.
Explore how investments have evolved quarter by quarter, with insights into turnover rates, portfolio concentration, asset allocation shifts, and the firm’s top 10 stock and ETF positions.
| Quarter | Holdings | Total Value | Turnover Rate | Top 10 Stock & ETF Holdings |
|---|