- Portfolio
- Activity
Wallace Weitz Holdings Activity
Weitz Value Fund Portfolio 13F
Weitz Value Fund has disclosed a total of 24 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 4, bought 3 totally new, decreased the number of shares of 14 and completely sold out 3 position(s).
What stocks is Wallace Weitz buying now?
In the recent quarter Wallace Weitz has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (VLTO) VERALTO CORP (new buy), (GPN) GLOBAL PAYMENTS INC (new buy), () UNITED STATES OF AMERICA (new buy), (CHTR) CHARTER COMMUNICATIONS INC-A (added shares +22.22%) and (FIS) FIDELITY NATIONAL INFO SERV (added shares +47.37%).
What does Wallace Weitz invest in?
Wallace Weitz's top 5 holdings (by % of portfolio) are (GOOG) ALPHABET INC-CL C (6.37%), (V) VISA INC-CLASS A SHARES (5%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (4.63%), (MA) MASTERCARD INC - A (4.58%) and (TMO) THERMO FISHER SCIENTIFIC INC (4.5%).
In the latest report(s) the following change has been made to the top investments: (GOOG) ALPHABET INC-CL C (reduced shares -14.44%).
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.