- Portfolio
- Activity
Wallace Weitz Holdings Activity
Weitz Value Fund Portfolio 13F
Weitz Value Fund has disclosed a total of 6 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 3 and decreased the number of shares of 3 position(s).
What stocks is Wallace Weitz buying now?
In the recent quarter Wallace Weitz has purchased 3 securities: (IJGXX) JPMORGAN US GOVT MMKT-L (added shares +78.54%), (GPN) GLOBAL PAYMENTS INC (added shares +19.72%) and (IEX) IDEX CORP (added shares +12.25%).
What does Wallace Weitz invest in?
Wallace Weitz's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (5.15%), (DHR) DANAHER CORP (4.92%), (MA) MASTERCARD INC - A (4.88%), (V) VISA INC-CLASS A SHARES (4.86%) and (TMO) THERMO FISHER SCIENTIFIC INC (4.83%).
In the latest report(s) no changes have been made to any of these investments.
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.