Wallace Weitz - Weitz Investment Management Holdings – 2025 Q3
Explore the latest portfolio disclosure for Wallace Weitz - Weitz Investment Management, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.
The latest 2025 Q3 filing shows that Wallace Weitz - Weitz Investment Management maintains its largest exposure in Technology, which represents approximately 24.32% 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 16.22%) and Financial Services (approximately 14.16%) , 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 2025 Q3 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| BRK.B | 286,850 | $502.74 | No Change | No Change | 7.84% | $144.21M | 2025 Q3 |
| GOOG | 440,600 | $243.55 | Reduced | -1.12% | 5.83% | $107.31M | 2025 Q3 |
| DHR | 526,950 | $198.26 | No Change | No Change | 5.68% | $104.47M | 2025 Q3 |
| V | 270,580 | $341.38 | Reduced | -9.22% | 5.02% | $92.37M | 2025 Q3 |
| MA | 155,900 | $568.81 | Reduced | -5.56% | 4.82% | $88.68M | 2025 Q3 |
| META | 108,710 | $734.38 | Reduced | -6.05% | 4.34% | $79.83M | 2025 Q3 |
| MSFT | 153,975 | $517.95 | Increased | 18.92% | 4.33% | $79.75M | 2025 Q3 |
| AON | 213,450 | $356.58 | No Change | No Change | 4.14% | $76.11M | 2025 Q3 |
| TMO | 150,450 | $485.02 | No Change | No Change | 3.97% | $72.97M | 2025 Q3 |
| IEX | 406,475 | $162.76 | Increased | 0.06% | 3.60% | $66.16M | 2025 Q3 |
| VMC | 212,700 | $307.62 | Increased | 0.38% | 3.56% | $65.43M | 2025 Q3 |
| CSGP | 719,850 | $84.37 | Reduced | -5.98% | 3.30% | $60.73M | 2025 Q3 |
| EFX | 214,600 | $256.53 | Increased | 2.02% | 2.99% | $55.05M | 2025 Q3 |
| AMZN | 222,500 | $219.57 | No Change | No Change | 2.66% | $48.85M | 2025 Q3 |
| GPN | 550,000 | $83.08 | Reduced | -1.79% | 2.48% | $45.69M | 2025 Q3 |
| TECH | 802,150 | $55.63 | No Change | No Change | 2.43% | $44.62M | 2025 Q3 |
| HEI.A | 162,779 | $254.09 | Reduced | -0.07% | 2.25% | $41.36M | 2025 Q3 |
| LH | 139,750 | $287.06 | Reduced | -1.01% | 2.18% | $40.12M | 2025 Q3 |
| ACN | 160,550 | $246.6 | Increased | 28.80% | 2.15% | $39.59M | 2025 Q3 |
| IDXX | 56,800 | $638.89 | Reduced | -5.80% | 1.97% | $36.29M | 2025 Q3 |
| ADI | 139,300 | $245.7 | Reduced | -1.21% | 1.86% | $34.23M | 2025 Q3 |
| SIRI | 1,384,000 | $23.28 | No Change | No Change | 1.75% | $32.22M | 2025 Q3 |
| LBRDK | 500,500 | $63.54 | No Change | No Change | 1.73% | $31.8M | 2025 Q3 |
| TXN | 164,575 | $183.73 | No Change | No Change | 1.64% | $30.24M | 2025 Q3 |
| ODFL | 208,500 | $140.78 | No Change | No Change | 1.60% | $29.35M | 2025 Q3 |