Wallace Weitz Holdings Activity
Weitz Value Fund Portfolio 13F
Weitz Value Fund has disclosed a total of 21 changes to the portfolio in the latest (2023 Q3) SEC report(s): increased the number of shares of 4, bought 6 totally new, decreased the number of shares of 8 and completely sold out 3 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 (LSXMK) LIBERTY MEDIA CORP-LIBER-NEW (new buy), (MCHP) MICROCHIP TECHNOLOGY INC (new buy), (EFX) EQUIFAX INC (new buy), () UNITED STATES OF AMERICA (new buy) and (LLYVK) LIBERTY MEDIA CORP-LIBERTY-C (new buy).
What does Wallace Weitz invest in?
Wallace Weitz's top 5 holdings (by % of portfolio) are (GOOG) ALPHABET INC-CL C (7.38%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (4.82%), (V) VISA INC-CLASS A SHARES (4.68%), (DHR) DANAHER CORP (4.68%) and (TMO) THERMO FISHER SCIENTIFIC INC (4.54%).
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.