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Wallace Weitz - Weitz Large Cap Equity Fund Holdings – 2025 Q3

Explore the latest portfolio disclosure for Wallace Weitz - Weitz Large Cap Equity Fund, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.

The latest 2025 Q3 filing shows that Wallace Weitz - Weitz Large Cap Equity Fund maintains its largest exposure in Technology, which represents approximately 30.25% of the portfolio. This sector forms the core of Wallace Weitz - Weitz Large Cap Equity Fund's investment stance during this reporting period.

Additional major allocations include Healthcare (about 17.33%) and Industrials (approximately 14.26%) , reflecting how Wallace Weitz - Weitz Large Cap Equity Fund diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Wallace Weitz - Weitz Large Cap Equity Fund's positioning and conviction areas for the 2025 Q3 quarter.

Breakdown by Sector

Technology
30.3%
Healthcare
17.3%
Industrials
14.3%
Financial Services
13.0%
Consumer Cyclical
6.7%
Real Estate
4.8%
Basic Materials
4.5%
Unknown
4.5%
Non-U.S. Assets
2.5%
Communication Services
2.3%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
KMX 275,000 $44.87 No Change No Change 1.51% $12.34M 2025 Q3
MELI 3,700 $2337.03 Buy 100.00% 1.06% $8.65M 2025 Q3
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