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Weitz Investment Management (Wallace Weitz) - FilingSpy

Wallace Weitz

Weitz Investment Management

Wallace Weitz

$1.74B

Overview Activity Holdings

Buys

LYVNEW

Live Nation Entertainment, Inc.

$4.30M

+61.5K shares

Danaher Corporation

$63.89M + $1.19M =$65.08M

240.7K+17.5K (+7.27%)

Labcorp Holdings Inc

$62.08M =$61.69M

263.6K+5.3K (+1.99%)

Liberty Broadband Corporation

$57.18M + $4.21M =$61.39M

749.7K+1.7K (+0.23%)

Vulcan Materials Co

$58.42M =$57.40M

333.6K+1.0K (+0.30%)

Liberty Media Corporation

$63.28M =$50.22M

1.62M+177.0K (+10.94%)

Gartner Inc

$47.02M =$45.70M

139.9K+400 (+0.29%)

Accenture Plc

$23.86M + $5.21M =$29.07M

89.4K+12.3K (+13.76%)

Martin Marietta Materials Inc

$22.32M + $1.31M =$23.63M

66.0K+500 (+0.76%)

Microsoft Corporation

$14.51M + $7.26M =$21.77M

60.5K+15.0K (+24.79%)

Perimeter Solutions SA

$18.28M =$16.98M

2.00M+101.7K (+5.09%)

Aci Worldwide, Inc.

$4.06M + $835.9K =$4.89M

176.3K+5.0K (+2.82%)

JPMorgan Chase & Co.

$2.68M + $380.3K =$3.06M

20.0K+3.5K (+17.50%)

Diageo Plc

$2.08M + $578.5K =$2.66M

11.7K+3.0K (+25.64%)

Sells

FRCEXIT

First Republic Bank

$14.32M - $14.32M =Closed

-117.5K shares (100%)

MKTXEXIT

Marketaxess Holdings Inc.

$5.02M - $5.02M =Closed

-18.0K shares (100%)

Qurate Retail, Inc.

$489.0K - $489.0K =Closed

-300.0K shares (100%)

RWTEXIT

Redwood Trust Inc

$848.3K - $848.3K =Closed

-125.5K shares (100%)

SCHWEXIT

The Charles Schwab Corporation

$60.48M - $60.48M =Closed

-726.4K shares (100%)

Berkshire Hathaway Inc

$117.52M - $2.21M =$115.31M

373.4K left-7.0K (-1.84%)

Meta Platforms Inc

$59.30M =$89.61M

422.8K left-70.0K (-14.20%)

Visa Inc

$80.11M =$84.68M

375.6K left-10.0K (-2.59%)

Mastercard Incorporated

$77.91M - $121.0K =$77.79M

214.1K left-10.0K (-4.46%)

Costar Group Inc

$85.46M - $9.67M =$75.79M

1.10M left-5.0K (-0.45%)

Carmax Inc

$51.18M - $11.4K =$51.17M

796.0K left-44.5K (-5.29%)

Analog Devices Inc

$39.43M =$47.37M

240.2K left-200 (-0.08%)

Aon Plc

$44.39M =$45.84M

145.4K left-2.5K (-1.69%)

Markel Group Inc

$49.26M - $7.12M =$42.14M

33.0K left-4.4K (-11.77%)

Texas Instruments Incorporated

$29.94M =$32.78M

176.2K left-5.0K (-2.76%)

Liberty Global Ltd

$33.24M - $2.46M =$30.78M

1.51M left-200.5K (-11.72%)

Fidelity National Information Services, Inc.

$45.86M - $21.06M =$24.80M

456.5K left-219.4K (-32.46%)

Black Knight Inc

$20.56M - $2.55M =$18.02M

313.0K left-20.0K (-6.01%)

Corecard Corporation

$16.88M - $1.67M =$15.22M

505.0K left-77.7K (-13.34%)

Liberty Latin America Ltd.

$11.87M =$12.07M

1.46M left-100.0K (-6.40%)