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 |
|---|---|---|---|---|---|---|---|
| KMX | 649,400 | $44.87 | No Change | No Change | 1.58% | $29.14M | 2025 Q3 |
| CHTR | 102,605 | $275.1 | Increased | 8.63% | 1.53% | $28.23M | 2025 Q3 |
| IT | 107,375 | $262.87 | Increased | 22.12% | 1.53% | $28.23M | 2025 Q3 |
| MLM | 41,275 | $630.28 | No Change | No Change | 1.41% | $26.01M | 2025 Q3 |
| CRM | 87,500 | $237.01 | No Change | No Change | 1.13% | $20.74M | 2025 Q3 |
| ORCL | 70,000 | $281.24 | Reduced | -58.84% | 1.07% | $19.69M | 2025 Q3 |
| ACIW | 366,800 | $52.77 | Increased | 19.87% | 1.05% | $19.36M | 2025 Q3 |
| PRM | 744,972 | $22.39 | Reduced | -62.01% | 0.91% | $16.68M | 2025 Q3 |
| LKQ | 534,000 | $30.54 | Increased | 16.52% | 0.89% | $16.31M | 2025 Q3 |
| ROP | 31,425 | $498.68 | No Change | No Change | 0.85% | $15.67M | 2025 Q3 |
| CMCSA | 451,500 | $31.42 | No Change | No Change | 0.77% | $14.19M | 2025 Q3 |
| CCRD-OLD | 515,000 | $26.92 | No Change | No Change | 0.75% | $13.86M | 2025 Q3 |
| LBRDA | 140,000 | $63.33 | No Change | No Change | 0.48% | $8.87M | 2025 Q3 |
| MELI | 3,700 | $2337.03 | Buy | 100.00% | 0.47% | $8.65M | 2025 Q3 |
| CDW | 35,650 | $159.27 | Buy | 100.00% | 0.31% | $5.68M | 2025 Q3 |
| VLTO | 37,500 | $106.61 | No Change | No Change | 0.22% | $4M | 2025 Q3 |
| GLIBK | 100,100 | $37.27 | Buy | 100.00% | 0.20% | $3.73M | 2025 Q3 |
| SPGI | 7,140 | $486.69 | No Change | No Change | 0.19% | $3.47M | 2025 Q3 |
| LIN | 6,900 | $475.07 | No Change | No Change | 0.18% | $3.28M | 2025 Q3 |
| DEO | 28,300 | $95.44 | No Change | No Change | 0.15% | $2.7M | 2025 Q3 |
| FTV | 46,400 | $48.99 | Increased | 2.09% | 0.12% | $2.27M | 2025 Q3 |
| GLBAV | 28,000 | $37.57 | Buy | 100.00% | 0.06% | $1.05M | 2025 Q3 |