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Weitz Investment Management (Wallace Weitz) - FilingSpy

Wallace Weitz

Weitz Investment Management

Wallace Weitz

$1.82B

Overview Activity Holdings

Buys

EFXNEW

Equifax Inc

$26.74M

+146.0K shares

Microchip Technology Incorporated

$20.26M

+259.6K shares

Liberty Media Corporation

$15.73M

+490.0K shares

Liberty Media Corporation

$7.89M

+310.0K shares

Liberty Media Corporation

$2.47M

+77.5K shares

Danaher Corporation

$74.47M + $6.84M =$81.32M

310.3K+17.4K (+5.62%)

Thermo Fisher Scientific Inc

$54.11M + $9.21M =$63.31M

103.7K+21.4K (+20.62%)

Labcorp Holdings Inc

$64.74M =$56.97M

268.3K+15.1K (+5.63%)

Heico Corporation

$25.74M =$23.69M

183.1K+200 (+0.11%)

Charter Communications, Inc.

$16.23M + $6.25M =$22.47M

44.2K+6.9K (+15.69%)

Lkq Corporation

$24.00M =$20.41M

411.9K+350 (+0.09%)

Perimeter Solutions SA

$19.85M =$16.50M

3.23M+407.0K (+12.61%)

Idex Corporation

$14.38M =$13.92M

66.8K+100 (+0.15%)

Corecard Corporation

$12.68M =$10.20M

500.0K+10.0K (+2.00%)

Aci Worldwide, Inc.

$5.39M + $1.03M =$6.43M

232.8K+52.2K (+22.40%)

Diageo Plc

$2.55M + $60.5K =$2.61M

14.7K+2.8K (+19.05%)

Sells

BKIEXIT

Black Knight Inc

$18.60M - $18.60M =Closed

-311.4K shares (100%)

Liberty Media Corporation

$10.17M - $10.17M =Closed

-310.0K shares (100%)

RWTEXIT

Redwood Trust Inc

$849.0K - $849.0K =Closed

-850.0K shares (100%)

Alphabet Inc

$124.68M =$129.63M

983.2K left-47.5K (-4.61%)

Berkshire Hathaway Inc

$126.90M - $112.1K =$126.79M

361.9K left-10.2K (-2.74%)

Costar Group Inc

$95.05M - $22.24M =$72.81M

947.0K left-121.0K (-11.33%)

Meta Platforms Inc

$72.18M - $2.74M =$69.43M

231.3K left-20.2K (-8.04%)

Vulcan Materials Co

$68.87M - $7.70M =$61.17M

302.8K left-2.7K (-0.88%)

Liberty Broadband Corporation

$64.01M - $3.23M =$60.77M

665.5K left-133.5K (-16.71%)

Carmax Inc

$63.57M - $12.68M =$50.89M

719.5K left-40.0K (-5.27%)

Amazon.com Inc

$56.05M - $5.84M =$50.21M

395.0K left-35.0K (-8.14%)

Markel Group Inc

$45.45M - $2.47M =$42.98M

29.2K left-3.7K (-11.17%)

Adobe Inc.

$29.34M - $20.1K =$29.32M

57.5K left-2.5K (-4.17%)

Fidelity National Information Services, Inc.

$36.73M - $9.01M =$27.72M

501.5K left-170.0K (-25.32%)

Liberty Global Ltd

$25.88M =$26.66M

1.44M left-20.0K (-1.37%)

S&P Global Inc.

$29.62M - $3.53M =$26.08M

71.4K left-2.5K (-3.38%)

Martin Marietta Materials Inc

$30.52M - $5.07M =$25.45M

62.0K left-4.1K (-6.20%)

Liberty Broadband Corporation

$15.15M - $2.42M =$12.73M

140.0K left-50.0K (-26.32%)

Liberty Latin America Ltd.

$12.49M - $2.52M =$9.97M

1.22M left-227.5K (-15.70%)

Honeywell International Inc

$2.39M - $298.7K =$2.09M

11.3K left-200 (-1.74%)