Wallace Weitz Holdings Activity
Weitz Value Fund Portfolio 13F
Weitz Value Fund has disclosed a total of 12 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 3, bought 2 totally new, decreased the number of shares of 5 and completely sold out 2 position(s).
What stocks is Wallace Weitz buying now?
In the recent quarter Wallace Weitz has purchased 5 securities: (LIN) LINDE PLC (new buy), () UNITED STATES OF AMERICA (new buy), (IJGXX) JPMORGAN US GOVT MMKT-L (added shares +34.51%), (ACN) ACCENTURE PLC-CL A (added shares +10%) and (LSXMK) LIBERTY MEDIA COR-SIRIUSXM C (added shares +12%).
What does Wallace Weitz invest in?
Wallace Weitz's top 5 holdings (by % of portfolio) are (GOOG) ALPHABET INC-CL C (7.16%), (META) META PLATFORMS INC-CLASS A (6.13%), (ADI) ANALOG DEVICES INC (5.33%), (V) VISA INC-CLASS A SHARES (4.93%) and (ORCL) ORACLE CORP (4.78%).
In the latest report(s) the following change has been made to the top investments: (META) META PLATFORMS INC-CLASS A (reduced shares -4.26%).
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.