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Wallace Weitz

Weitz Value Fund

Wallace Weitz CONSTELLATION SOFTWARE INC stake

total: 53

Weitz Value Fund CNSWF trades

Total transactions:
2
New positions:
1
Reduced:
1
Held since:
2024 Q2
Held for:
8 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Wallace Weitz holds 5,500 CONSTELLATION SOFTWARE INC (CNSWF) shares with a market value of roughly $9.65M accounting for 1.54% of the overall portfolio. To date, the estimated cost basis is nearly $2881.39 for "buy" trades and estimated average "sell" price is $1755.44. Weitz Value Fund first purchased CNSWF in 2024 Q2, initially acquiring 7,500 shares. Since the initial investment in CONSTELLATION SOFTWARE INC (CNSWF), Weitz Value Fund has made 1 more transaction.

How many CNSWF shares does Wallace Weitz currently hold?

According to 2026 Q1 report, Wallace Weitz holds 5,500 shares of CONSTELLATION SOFTWARE INC (CNSWF), valued at around $9.65M.

When did Wallace Weitz buy CONSTELLATION SOFTWARE INC (CNSWF)?

Wallace Weitz first invested in CONSTELLATION SOFTWARE INC (CNSWF) in 2024 Q2 at the reported quarter-end price of $2,881.39 per share.

What's the cost basis of Weitz Value Fund's CNSWF stake?

The estimated cost basis for CONSTELLATION SOFTWARE INC (CNSWF) stake is around $2,881.39 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$2,881.39
Weighted AVG sell price:
$1,755.44

Wallace Weitz's historical trades in CONSTELLATION SOFTWARE INC

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
1.54%
5,500
$1,755.44
$9,654,910
-26.67% (-2,000)
-0.46%
2024 Q2
2.43%
7,500
$2,881.39
$21,610,394
new
+2.43%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.