Wallace Weitz - Weitz Investment Management Holdings – 2026 Q1
Explore the latest portfolio disclosure for Wallace Weitz - Weitz Investment Management, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.
The latest 2026 Q1 filing shows that Wallace Weitz - Weitz Investment Management maintains its largest exposure in Technology, which represents approximately 25.59% of the portfolio. This sector forms the core of Wallace Weitz - Weitz Investment Management's investment stance during this reporting period.
Additional major allocations include Healthcare (about 16.12%) and Financial Services (approximately 15.78%) , reflecting how Wallace Weitz - Weitz Investment Management diversifies beyond its primary sector focus.
These sector weightings provide a clear view into Wallace Weitz - Weitz Investment Management's positioning and conviction areas for the 2026 Q1 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| BRK.B | 278,850 | $479.2 | Reduced | -2.79% | 9.34% | $133.62M | 2026 Q1 |
| GOOG | 326,750 | $286.86 | Reduced | -6.08% | 6.55% | $93.73M | 2026 Q1 |
| DHR | 477,750 | $189.6 | Reduced | -7.04% | 6.33% | $90.58M | 2026 Q1 |
| V | 265,330 | $302.24 | Reduced | -1.94% | 5.61% | $80.19M | 2026 Q1 |
| MA | 147,000 | $499.66 | Reduced | -5.71% | 5.14% | $73.45M | 2026 Q1 |
| AON | 213,860 | $322.78 | Reduced | -2.23% | 4.83% | $69.03M | 2026 Q1 |
| MSFT | 169,450 | $370.17 | Increased | 16.08% | 4.39% | $62.73M | 2026 Q1 |
| META | 105,710 | $572.13 | Reduced | -2.76% | 4.23% | $60.48M | 2026 Q1 |
| TMO | 121,000 | $491.53 | Reduced | -10.34% | 4.16% | $59.48M | 2026 Q1 |
| VMC | 214,200 | $272.3 | Increased | 1.90% | 4.08% | $58.33M | 2026 Q1 |
| IEX | 264,300 | $189.55 | Reduced | -32.49% | 3.50% | $50.1M | 2026 Q1 |
| AMZN | 222,500 | $208.27 | No Change | No Change | 3.24% | $46.34M | 2026 Q1 |
| HEI.A | 188,979 | $211.09 | Increased | 16.10% | 2.79% | $39.89M | 2026 Q1 |
| TECH | 653,200 | $52.26 | Reduced | -18.65% | 2.39% | $34.14M | 2026 Q1 |
| ACN | 170,700 | $198.29 | Increased | 6.09% | 2.37% | $33.85M | 2026 Q1 |
| ADI | 106,350 | $318.14 | Reduced | -19.92% | 2.37% | $33.83M | 2026 Q1 |
| EFX | 187,605 | $180.07 | Reduced | -12.69% | 2.36% | $33.78M | 2026 Q1 |
| TXN | 160,100 | $194.14 | Reduced | -3.03% | 2.17% | $31.08M | 2026 Q1 |
| SIRI | 1,293,000 | $23.08 | Reduced | -6.58% | 2.09% | $29.84M | 2026 Q1 |
| LBRDK | 576,000 | $50.3 | Reduced | -11.52% | 2.03% | $28.97M | 2026 Q1 |
| LH | 99,050 | $266.81 | Reduced | -0.70% | 1.85% | $26.43M | 2026 Q1 |
| ODFL | 132,000 | $195.4 | Reduced | -36.78% | 1.80% | $25.79M | 2026 Q1 |
| MLM | 39,775 | $588.69 | Reduced | -3.63% | 1.64% | $23.42M | 2026 Q1 |
| GPN | 335,000 | $67.3 | Reduced | -33.66% | 1.58% | $22.55M | 2026 Q1 |
| CSGP | 517,025 | $40.34 | Reduced | -28.18% | 1.46% | $20.86M | 2026 Q1 |