Wallace Weitz - Weitz Investment Management – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Wallace Weitz - Weitz Investment Management during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| MSFT | 169,450 | $370.17 | Increased | 16.08% | 4.39% | $62.73M | 2026 Q1 |
| VMC | 214,200 | $272.3 | Increased | 1.90% | 4.08% | $58.33M | 2026 Q1 |
| HEI.A | 188,979 | $211.09 | Increased | 16.10% | 2.79% | $39.89M | 2026 Q1 |
| ACN | 170,700 | $198.29 | Increased | 6.09% | 2.37% | $33.85M | 2026 Q1 |
| MELI | 8,000 | $1729 | Increased | 116.22% | 0.97% | $13.83M | 2026 Q1 |
| IR | 133,200 | $80.12 | Buy | 100.00% | 0.75% | $10.67M | 2026 Q1 |
| ASML | 5,500 | $1320.91 | Buy | 100.00% | 0.51% | $7.27M | 2026 Q1 |
| TSM | 20,000 | $337.95 | Buy | 100.00% | 0.47% | $6.76M | 2026 Q1 |
| NVDA | 35,000 | $174.4 | Buy | 100.00% | 0.43% | $6.1M | 2026 Q1 |
| VLTO | 40,000 | $88.43 | Increased | 5.26% | 0.25% | $3.54M | 2026 Q1 |
| POOL | 15,000 | $202.33 | Buy | 100.00% | 0.21% | $3.03M | 2026 Q1 |
| RGEN | 25,500 | $117.8 | Buy | 100.00% | 0.21% | $3M | 2026 Q1 |
| FERG | 5,200 | $233.27 | Buy | 100.00% | 0.08% | $1.21M | 2026 Q1 |
| APH | 9,200 | $126.3 | Buy | 100.00% | 0.08% | $1.16M | 2026 Q1 |
Total 1 Page