FilingSpy

Weitz Investment Management (Wallace Weitz) - FilingSpy

Wallace Weitz

Weitz Investment Management

Wallace Weitz

$2.03B

Overview Activity Holdings

Buys

Sirius XM Holdings Inc.

$29.85M

+1.26M shares

Global Payments Inc

$51.21M + $11.26M =$62.48M

529.6K+80.4K (+15.18%)

Idex Corporation

$47.76M + $12.86M =$60.63M

237.4K+45.3K (+19.06%)

Bio-Techne Corp

$3.16M + $612.9K =$3.77M

44.1K+3.1K (+7.03%)

Sells

Liberty Media Corporation

$2.87M - $2.87M =Closed

-75.0K shares (100%)

Liberty Media Corporation

$24.11M - $24.11M =Closed

-1.09M shares (100%)

Liberty Media Corporation

$6.87M - $6.87M =Closed

-310.0K shares (100%)

RWTEXIT

Redwood Trust Inc

$9.00M - $9.00M =Closed

-9.00M shares (100%)

Meta Platforms Inc

$95.18M =$95.71M

167.2K left-21.6K (-11.43%)

Alphabet Inc

$113.53M - $18.74M =$94.79M

567.0K left-52.0K (-8.40%)

Thermo Fisher Scientific Inc

$69.24M =$74.35M

120.2K left-5.0K (-3.99%)

Carmax Inc

$63.45M =$65.40M

845.2K left-20.0K (-2.31%)

Labcorp Holdings Inc

$49.12M =$52.82M

236.3K left-5.0K (-2.07%)

Charter Communications, Inc.

$42.74M =$43.90M

135.4K left-7.5K (-5.25%)

Fidelity National Information Services, Inc.

$33.08M =$34.55M

412.5K left-26.5K (-6.04%)

Perimeter Solutions SA

$28.07M =$31.26M

2.32M left-1.26M (-35.16%)

Liberty Global Ltd

$24.75M =$29.10M

1.35M left-40.0K (-2.88%)

S&P Global Inc.

$30.72M - $2.70M =$28.01M

54.2K left-14.7K (-21.27%)

Aci Worldwide, Inc.

$14.73M =$18.15M

356.6K left-15.4K (-4.14%)

Guidewire Software Inc

$14.04M =$17.69M

96.7K left-5.1K (-5.01%)

VeriSign Inc

$15.38M - $3.38M =$12.00M

63.1K left-23.4K (-26.99%)