Wally Weitz
Weitz Investment Management. Holdings reported for Q2 2026, filed Aug 12, 2026.
- Portfolio
- $1.41B
- Stocks
- 47
- Top 10
- 56%
- Turnover
- 3%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | brk.bBerkshire Hathaway | 9.6% | $135.91M | 0M | -3% | +8.4% |
| 2 | googAlphabet Inc. | 6.7% | $94.73M | 0M | -18% | – |
| 3 | 6.6% | $93.24M | 0M | +2% | +24.4% | |
| 4 | 6.5% | $91.03M | 0M | Unchanged | +20.5% | |
| 5 | 5.3% | $74.65M | 0M | -1% | +24.2% | |
| 6 | 5.0% | $70.94M | 0M | Unchanged | -3.0% | |
| 7 | 4.3% | $60.12M | 0M | -5% | -4.7% | |
| 8 | 4.1% | $58.00M | 0M | -3% | +9.2% | |
| 9 | 4.1% | $57.76M | 0M | -5% | +39.0% | |
| 10 | 4.1% | $57.28M | 0M | -5% | +3.0% | |
| 11 | 4.1% | $57.15M | 0M | -10% | +39.9% | |
| 12 | hei.aHEICO Corp | 3.7% | $52.74M | 0M | +8% | – |
| 13 | 3.7% | $51.84M | 0M | -2% | +0.8% | |
| 14 | 2.7% | $38.38M | 1M | -17% | +2.8% | |
| 15 | 2.5% | $35.09M | 1M | -8% | -1.8% | |
| 16 | 2.4% | $33.85M | 0M | -20% | +5.0% | |
| 17 | 2.2% | $30.47M | 0M | +2% | +16.3% | |
| 18 | 2.0% | $27.73M | 0M | Unchanged | +31.5% | |
| 19 | 1.9% | $27.32M | 0M | +19% | -6.3% | |
| 20 | 1.8% | $25.40M | 0M | +4% | +33.5% | |
| 21 | 1.6% | $23.22M | 0M | -51% | +0.9% | |
| 22 | 1.3% | $18.58M | 0M | Unchanged | +4.7% | |
| 23 | 1.3% | $18.49M | 0M | Unchanged | +12.0% | |
| 24 | 1.1% | $16.07M | 0M | -12% | -21.3% | |
| 25 | 1.1% | $15.62M | 0M | +15% | -4.3% | |
| 26 | 1.1% | $14.90M | 0M | -30% | +107.5% | |
| 27 | 0.9% | $13.26M | 0M | +21% | -2.4% | |
| 28 | 0.8% | $11.98M | 0M | -18% | +6.5% | |
| 29 | 0.8% | $11.71M | 0M | Unchanged | -13.7% | |
| 30 | 0.8% | $10.74M | 0M | Unchanged | -29.5% | |
| 31 | 0.7% | $10.51M | 0M | New | -13.1% | |
| 32 | 0.7% | $9.55M | 0M | Unchanged | -15.0% | |
| 33 | 0.6% | $8.06M | 0M | Unchanged | -10.8% | |
| 34 | 0.6% | $8.02M | 0M | New | +2.1% | |
| 35 | 0.5% | $7.72M | 0M | -40% | +46.3% | |
| 36 | 0.5% | $7.00M | 0M | Unchanged | +2.3% | |
| 37 | 0.5% | $6.87M | 0M | +94% | +25.3% | |
| 38 | 0.4% | $5.57M | 0M | +60% | +29.7% | |
| 39 | 0.3% | $3.68M | 0M | -1% | -0.9% | |
| 40 | 0.2% | $3.26M | 0M | New | +31.1% | |
| 41 | 0.2% | $3.22M | 0M | Unchanged | -4.2% | |
| 42 | 0.2% | $2.91M | 0M | +1% | +13.1% | |
| 43 | 0.1% | $1.62M | 0M | Unchanged | -10.0% | |
| 44 | 0.1% | $1.33M | 0M | -3% | +7.8% | |
| 45 | 0.1% | $1.23M | 0M | Unchanged | +0.6% | |
| 46 | 0.1% | $1.15M | 0M | Unchanged | -9.3% | |
| 47 | 0.0% | $92.44K | 0M | Unchanged | -21.6% |