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Weitz Investment Management (Wallace Weitz) - FilingSpy

Wallace Weitz

Weitz Investment Management

Wallace Weitz

$1.88B

Overview Activity Holdings

Buys

Idexx Laboratories Inc

$25.32M

+60.3K shares

Danaher Corporation

$92.56M + $9.26M =$101.81M

403.2K+93.4K (+23.17%)

Idex Corporation

$69.17M + $3.44M =$72.61M

330.5K+70.7K (+21.40%)

Costar Group Inc

$63.71M + $8.52M =$72.23M

889.9K+21.7K (+2.44%)

Thermo Fisher Scientific Inc

$62.53M + $240.6K =$62.77M

120.2K+6.0K (+4.95%)

Equifax Inc

$48.04M + $3.19M =$51.23M

188.5K+21.9K (+11.59%)

Microsoft Corporation

$19.33M + $31.15M =$50.48M

45.9K+88.6K (+193.29%)

Vulcan Materials Co

$49.23M + $202.4K =$49.44M

191.4K+20.5K (+10.71%)

Bio-Techne Corp

$27.46M + $18.95M =$46.41M

381.3K+410.4K (+107.65%)

Accenture Plc

$37.59M + $5.99M =$43.58M

106.8K+32.8K (+30.70%)

Gartner Inc

$31.21M + $5.69M =$36.91M

64.4K+23.5K (+36.48%)

Old Dominion Freight Line, Inc.

$33.50M + $998.0K =$34.50M

189.9K+18.6K (+9.79%)

Adobe Inc.

$17.79M + $13.85M =$31.64M

40.0K+42.5K (+106.25%)

Martin Marietta Materials Inc

$21.01M =$19.73M

40.7K+600 (+1.48%)

Comcast Corporation

$3.57M + $13.10M =$16.66M

95.0K+356.5K (+375.26%)

Sells

FISEXIT

Fidelity National Information Services, Inc.

$22.01M - $22.01M =Closed

-272.5K shares (100%)

HONEXIT

Honeywell International Inc

$2.55M - $2.55M =Closed

-11.3K shares (100%)

Liberty Global Ltd

$10.42M - $10.42M =Closed

-792.9K shares (100%)

Berkshire Hathaway Inc

$146.50M =$152.77M

286.9K left-36.4K (-11.25%)

Visa Inc

$109.57M =$113.62M

324.2K left-22.5K (-6.49%)

Mastercard Incorporated

$98.51M - $353.6K =$98.15M

179.1K left-8.0K (-4.28%)

Aon Plc

$93.72M - $8.54M =$85.19M

213.4K left-47.5K (-18.20%)

Alphabet Inc

$98.78M - $29.17M =$69.62M

445.6K left-73.1K (-14.09%)

Meta Platforms Inc

$92.86M - $23.26M =$69.60M

120.8K left-37.8K (-23.86%)

Carmax Inc

$67.47M - $4.73M =$62.74M

805.2K left-20.0K (-2.42%)

Global Payments Inc

$66.07M - $9.28M =$56.79M

580.0K left-9.6K (-1.63%)

Charter Communications, Inc.

$46.43M - $3.88M =$42.55M

115.5K left-20.0K (-14.77%)

Amazon.com Inc

$54.30M - $11.97M =$42.33M

222.5K left-25.0K (-10.10%)

Labcorp Holdings Inc

$54.16M - $18.98M =$35.18M

151.2K left-85.0K (-35.99%)

Oracle Corporation

$34.59M - $10.81M =$23.78M

170.1K left-37.5K (-18.07%)

Salesforce, Inc.

$31.76M - $8.28M =$23.48M

87.5K left-7.5K (-7.89%)

Perimeter Solutions, Inc.

$26.93M - $6.21M =$20.72M

2.06M left-50.0K (-2.37%)

Veralto Corp

$30.42M - $26.77M =$3.65M

37.5K left-261.2K (-87.45%)

S&P Global Inc.

$23.48M - $19.85M =$3.63M

7.1K left-40.0K (-84.85%)