Wallace Weitz - Weitz Investment Management – Largest Buy Additions (2025 Q3)
A detailed view of the stocks most significantly increased by Wallace Weitz - Weitz Investment Management during the 2025 Q3 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 | 153,975 | $517.95 | Increased | 18.92% | 4.33% | $79.75M | 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 |
| EFX | 214,600 | $256.53 | Increased | 2.02% | 2.99% | $55.05M | 2025 Q3 |
| ACN | 160,550 | $246.6 | Increased | 28.80% | 2.15% | $39.59M | 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 |
| ACIW | 366,800 | $52.77 | Increased | 19.87% | 1.05% | $19.36M | 2025 Q3 |
| LKQ | 534,000 | $30.54 | Increased | 16.52% | 0.89% | $16.31M | 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 |
| GLIBK | 100,100 | $37.27 | Buy | 100.00% | 0.20% | $3.73M | 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 |
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