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Wallace Weitz

Weitz Value Fund

Wallace Weitz Visa Inc, CL-A stake

total: 53

Weitz Value Fund V trades

Total transactions:
11
New positions:
1
Added:
2
Reduced:
8
Held since:
2019 Q3
Held for:
27 quarters
Latest activity:
2025 Q3
According to 2026 Q1 report, Wallace Weitz holds 115,000 Visa Inc, CL-A (V) shares with a market value of roughly $34.76M accounting for 5.53% of the overall portfolio. To date, the estimated cost basis is nearly $175.53 for "buy" trades and estimated average "sell" price is $280.75. Weitz Value Fund first purchased V in 2019 Q3, initially acquiring 192,500 shares. Since the initial investment in Visa Inc, CL-A (V), Weitz Value Fund has made 10 more transactions.

How many V shares does Wallace Weitz currently hold?

According to 2026 Q1 report, Wallace Weitz holds 115,000 shares of Visa Inc, CL-A (V), valued at around $34.76M.

When did Wallace Weitz buy Visa Inc, CL-A (V)?

Wallace Weitz first invested in Visa Inc, CL-A (V) in 2019 Q3 at the reported quarter-end price of $172.01 per share.

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

The estimated cost basis for Visa Inc, CL-A (V) stake is around $175.53 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$175.53
Weighted AVG sell price:
$280.75

Wallace Weitz's historical trades in Visa Inc, CL-A

11 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q3
4.79%
115,000
$341.38
$39,258,700
-8.00% (-10,000)
-0.4%
2025 Q2
5.22%
125,000
$355.05
$44,381,250
-13.79% (-20,000)
-0.83%
2025 Q1
5.92%
145,000
$350.46
$50,816,700
-10.77% (-17,500)
-0.66%
2024 Q4
5.56%
162,500
$316.04
$51,356,500
-4.41% (-7,500)
-0.25%
2022 Q3
4.23%
170,000
$177.65
$30,200,500
-2.86% (-5,000)
-0.11%
2022 Q2
4.45%
175,000
$196.89
$34,455,750
-5.41% (-10,000)
-0.21%
2021 Q4
3.84%
185,000
$216.71
$40,091,350
+2.78% (+5,000)
+0.1%
2021 Q3
3.99%
180,000
$222.75
$40,095,000
+5.88% (+10,000)
+0.22%
2020 Q1
4.15%
$161.12
-2.86% (-5,000)
2019 Q4
3.88%
$187.90
-9.09% (-17,500)
2019 Q3
4.05%
$172.01
new
* 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.