Wallace Weitz Holdings Activity
Weitz Value Fund Portfolio 13F
Weitz Value Fund has disclosed a total of 20 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 8, bought 2 totally new, decreased the number of shares of 9 and completely sold out 1 position(s).
What stocks is Wallace Weitz buying now?
In the recent quarter Wallace Weitz has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (ADBE) ADOBE INC (new buy), (IJGXX) JPMORGAN US GOVT MMKT-L (new buy), (AMZN) AMAZONCOM INC (added shares +17.65%), (KMX) CARMAX INC (added shares +13.21%) and (META) META PLATFORMS INC-CLASS A (added shares +8.11%).
What does Wallace Weitz invest in?
Wallace Weitz's top 5 holdings (by % of portfolio) are (GOOG) ALPHABET INC-CL C (7.55%), (CSGP) COSTAR GROUP INC (5.07%), (TMO) THERMO FISHER SCIENTIFIC INC (4.91%), (DHR) DANAHER CORP (4.74%) and (LBRDK) LIBERTY BROADBAND-C (4.48%).
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.