FilingSpy

Weitz Investment Management (Wallace Weitz) - FilingSpy

Wallace Weitz

Weitz Investment Management

Wallace Weitz

$1.86B

Overview Activity Holdings

Buys

RALNEW

Ralliant Corporation

$734.6K

+15.2K shares

Danaher Corporation

$101.81M + $2.28M =$104.09M

496.6K+30.3K (+6.10%)

Idex Corporation

$72.61M =$71.32M

401.2K+5.0K (+1.25%)

Thermo Fisher Scientific Inc

$62.77M =$61.00M

126.2K+24.3K (+19.26%)

Bio-Techne Corp

$46.41M =$41.27M

791.6K+10.5K (+1.33%)

Fortive Corporation

$2.99M =$2.37M

40.8K+4.7K (+11.40%)

Sells

ADBEEXIT

Adobe Inc.

$31.64M - $31.64M =Closed

-82.5K shares (100%)

Visa Inc

$113.62M - $7.79M =$105.83M

298.1K left-26.1K (-8.06%)

Mastercard Incorporated

$98.15M - $5.39M =$92.76M

165.1K left-14.0K (-7.82%)

Meta Platforms Inc

$69.60M =$85.40M

115.7K left-5.0K (-4.18%)

Microsoft Corporation

$50.48M =$64.40M

129.5K left-5.0K (-3.72%)

Costar Group Inc

$72.23M - $10.67M =$61.55M

765.6K left-146.0K (-16.02%)

Liberty Broadband Corporation

$45.12M =$49.24M

500.5K left-30.0K (-5.66%)

Global Payments Inc

$56.79M - $11.97M =$44.82M

560.0K left-20.0K (-3.45%)

Carmax Inc

$62.74M - $19.10M =$43.65M

649.4K left-155.8K (-19.35%)

Charter Communications, Inc.

$42.55M - $3.93M =$38.61M

94.5K left-21.0K (-18.19%)

Accenture Plc

$43.58M - $6.32M =$37.26M

124.7K left-15.0K (-10.74%)

Labcorp Holdings Inc

$35.18M =$37.06M

141.2K left-10.0K (-6.61%)

Texas Instruments Incorporated

$30.47M =$34.17M

164.6K left-5.0K (-2.95%)

Sirius XM Holdings Inc.

$33.04M - $1.25M =$31.79M

1.38M left-81.5K (-5.56%)

Perimeter Solutions, Inc.

$20.72M =$27.30M

1.96M left-96.4K (-4.69%)

Aci Worldwide, Inc.

$19.51M - $5.46M =$14.05M

306.0K left-50.6K (-14.19%)