Weitz Investment Management, Inc. activity
Every position Wallace Weitz opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
3
Add
10
Reduce
20
Exit
2
35 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| NFLX | New | 0% to 0.73% | $11M | Q1→Q2 |
| COF | New | 0% to 0.56% | $8M | Q1→Q2 |
| MTD | New | 0% to 0.23% | $3.3M | Q1→Q2 |
| ODFL | Exit | 1.8% to 0% | $26M | Q1→Q2 |
| CDW | Exit | 0.31% to 0% | $4.4M | Q1→Q2 |
| HEI | Add | 2.8% to 3.7% | +8.2% sh | Q1→Q2 |
| MLM | Add | 1.6% to 1.9% | +19.1% sh | Q1→Q2 |
| EFX | Add | 2.4% to 2.1% | +2.3% sh | Q1→Q2 |
| VLTO | Add | 0.25% to 0.48% | +93.8% sh | Q1→Q2 |
| GPN | Add | 1.6% to 1.8% | +4.5% sh | Q1→Q2 |
| RGEN | Add | 0.21% to 0.39% | +60.0% sh | Q1→Q2 |
| IR | Add | 0.74% to 0.92% | +21.4% sh | Q1→Q2 |
| DHR | Add | 6.3% to 6.5% | +2.5% sh | Q1→Q2 |
| MELI | Add | 0.97% to 1.1% | +15.0% sh | Q1→Q2 |
| SPGI | Add | 0.21% to 0.20% | +1.4% sh | Q1→Q2 |
| ACN | Reduce | 2.4% to 1.0% | −29.9% sh | Q1→Q2 |
| CSGP | Reduce | 1.5% to 0.83% | −18.2% sh | Q1→Q2 |
| TXN | Reduce | 2.2% to 1.6% | −51.3% sh | Q1→Q2 |
| CRM | Reduce | 1.1% to 0.53% | −39.5% sh | Q1→Q2 |
| IEX | Reduce | 3.5% to 4.0% | −4.5% sh | Q1→Q2 |
| MSFT | Reduce | 4.4% to 4.0% | −9.6% sh | Q1→Q2 |
| AMZN | Reduce | 3.2% to 3.6% | −2.2% sh | Q1→Q2 |
| SIRI | Reduce | 2.1% to 2.4% | −8.1% sh | Q1→Q2 |
| TECH | Reduce | 2.4% to 2.7% | −16.8% sh | Q1→Q2 |
| PRM | Reduce | 0.87% to 1.1% | −11.5% sh | Q1→Q2 |
| META | Reduce | 4.2% to 4.0% | −2.6% sh | Q1→Q2 |
| LBRDA | Reduce | 0.46% to 0.29% | −4.8% sh | Q1→Q2 |
| TMO | Reduce | 4.2% to 4.0% | −4.8% sh | Q1→Q2 |
| VMC | Reduce | 4.1% to 4.2% | −4.9% sh | Q1→Q2 |
| BRK.B | Reduce | 9.3% to 9.4% | −2.6% sh | Q1→Q2 |
| MA | Reduce | 5.1% to 5.2% | −1.1% sh | Q1→Q2 |
| GOOG | Reduce | 6.5% to 6.6% | −17.9% sh | Q1→Q2 |
| ADI | Reduce | 2.4% to 2.3% | −19.9% sh | Q1→Q2 |
| FTV | Reduce | 0.09% to 0.09% | −3.3% sh | Q1→Q2 |
| LIN | Reduce | 0.25% to 0.26% | −1.4% sh | Q1→Q2 |