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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Wallace Weitz – Weitz Investment Management

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
50
Portfolio value:
$1,444,222,000
Filed:
Aug 12, 2026
Style:
Quality Value
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 12, 263 new6 added10 reduced2 exited
≡HEI.A – HEICO CL A ORDAdd 8.20%15,5000.87
≡NFLX – NETFLIX ORDBuy147,2000.73
≡COF – CAPITAL ONE FINANCIAL ORDBuy40,0000.56
≡MLM – MARTIN MARIETTA MATERIALS ORDAdd 19.09%7,5950.26
≡VLTO – VERALTO ORDAdd 93.75%37,5000.23
≡MTD – METTLER TOLEDO ORDBuy2,5500.23
≡RGEN – REPLIGEN ORDAdd 60.00%15,3000.18
≡IR – INGERSOLL RAND ORDAdd 21.37%28,4700.17
≡MELI – MERCADOLIBRE ORDAdd 15.00%1,2000.12
Q1 2026filed May 14, 268 new5 added20 reduced3 exited
≡IR – INGERSOLL RAND INCBuy133,2000.74
≡MELI – MERCADOLIBRE INCAdd 116.22%4,3000.52
≡ASML – ASML HLDG NVBuy5,5000.51
≡TSM – TAIWAN SEMICONDUCTOR MANUFACBuy
Q4 2025filed Feb 12, 261 new3 added12 reduced5 exited
≡EEFT – EURONET WORLDWIDE INCBuy160,0000.72
≡LBRDK – LIBERTY BROADBAND CORPAdd 30.07%150,5000.15
≡CDW – CDW CORPAdd 57.78%20,6000.15
≡ROP – ROPER TECHNOLOGIES INCAdd 16.31%5,125
Q3 2025filed Nov 10, 254 new6 added7 reduced1 exited
≡MSFT – MICROSOFT CORPAdd 18.92%24,5000.86
≡CHTR – CHARTER COMMUNICATIONS INCAdd 8.63%8,155−0.54
≡MELI – MERCADOLIBRE INCBuy3,7000.47
≡IT – GARTNER INCAdd 22.12%19,450
Q2 2025filed Aug 12, 251 new3 added10 reduced1 exited
≡DHR – DANAHER CORPORATIONAdd 6.10%30,3000.19
≡TMO – THERMO FISHER SCIENTIFIC INCAdd 19.26%24,300−0.05
≡RAL – RALLIANT CORPBuy15,1500.04
≡FTV – FORTIVE CORPAdd 11.40%4,650
Q1 2025filed May 9, 251 new11 added12 reduced3 exited
≡MSFT – MICROSOFT CORPAdd 193.29%88,6251.69
≡IDXX – IDEXX LABS INCBuy60,3001.35
≡TECH – BIO-TECHNE CORPAdd 107.65%410,4001.05
≡ADBE – ADOBE SYSTEMS INCAdd 106.25%42,500
Q4 2024filed Feb 12, 256 added9 reduced3 exited
≡TECH – BIO-TECHNE CORPAdd 707.73%334,0501.23
≡IEX – IDEX CORPAdd 16.93%47,8500.58
≡SIRI – SIRIUSXM HOLDINGS INCAdd 16.13%203,5010.25
≡MSFT – MICROSOFT CORPAdd 11.97%4,9000.13
Q3 2024filed Nov 12, 241 new3 added8 reduced4 exited
≡SIRI – SIRIUSXM HOLDINGS INCBuy1,261,9991.47
≡IEX – IDEX CORPAdd 19.06%45,2500.48
≡GPN – GLOBAL PMTS INCAdd 15.18%80,4000.39
≡TECH – BIO-TECHNE CORPAdd 7.03%3,100
Q2 2024filed Aug 14, 243 new10 added17 reduced4 exited
≡LH – LABCORP HOLDINGS INCBuy241,3502.58
≡ODFL – OLD DOMINION FREIGHT LINE INBuy209,9001.95
≡IEX – IDEX CORPAdd 254.86%170,5001.68
≡AON – AON PLCAdd 64.85%102,650
Q1 2024filed May 13, 241 new5 added11 reduced2 exited
≡CHTR – CHARTER COMMUNICATIONS INCAdd 167.10%102,1001.14
≡VRSN – VERISIGN INCBuy73,3000.70
≡GPN – GLOBAL PMTS INCAdd 39.13%90,0000.62
≡FIS – FIDELITY NATL INFORMATION SVAdd 13.44%60,000
Q4 2023filed Feb 12, 242 new5 added14 reduced
≡VLTO – VERALTO CORPBuy358,6991.56
≡GPN – GLOBAL PMTS INCBuy230,0001.54
≡EFX – EQUIFAX INCAdd 5.14%7,5000.53
≡ACIW – ACI WORLDWIDE INCAdd 30.53%87,000
Q3 2023filed Nov 13, 236 new7 added10 reduced4 exited
≡LM0C – LIBERTY MEDIA CORP DELBuy1,788,0002.50
≡EFX – EQUIFAX INCBuy146,0001.47
≡MCHP – MICROCHIP TECHNOLOGY INC.Buy259,6001.11
≡LLYVK – LIBERTY MEDIA CORP DELBuy
20,000
0.47
≡NVDA – NVIDIA CORPORATIONBuy35,0000.43
≡HEI.A – HEICO CORP NEWAdd 16.10%26,2000.35
≡POOL – POOL CORPBuy15,0000.21
≡RGEN – REPLIGEN CORPBuy25,5000.21
≡ACN – ACCENTURE PLC IRELANDAdd 6.09%9,800−0.20
≡MSFT – MICROSOFT CORPAdd 16.08%23,4750.19
≡FERG – FERGUSON ENTERPRISES INCBuy5,2000.08
≡APH – AMPHENOL CORPBuy9,2000.08
≡VLTO – VERALTO CORPAdd 5.26%2,0000.02
0.11
−0.38
≡CDW – CDW CORPBuy35,6500.31
≡ACIW – ACI WORLDWIDE INCAdd 19.87%60,8000.29
≡GLIBK – GCI LIBERTY INCBuy100,1000.20
≡ACN – ACCENTURE PLC IRELANDAdd 28.80%35,9000.15
≡GLIBA – GCI LIBERTY INCBuy28,0000.06
≡LKQ – LKQ CORPAdd 16.52%75,700−0.03
−0.03
0.76
≡CMCSA – COMCAST CORP NEWAdd 375.26%356,5000.70
≡DHR – DANAHER CORPORATIONAdd 23.17%93,4400.64
≡ACN – ACCENTURE PLC IRELANDAdd 30.70%32,8000.38
≡IT – GARTNER INCAdd 36.48%23,5000.35
≡IEX – IDEX CORPAdd 21.40%70,7250.29
≡EFX – EQUIFAX INCAdd 11.59%21,8500.24
≡ODFL – OLD DOMINION FREIGHT LINE INAdd 9.79%18,6000.11
≡VMC – VULCAN MATLS COAdd 10.71%20,5000.09
≡EFX – EQUIFAX INCAdd 7.10%12,500−0.07
≡DHR – DANAHER CORPORATIONAdd 14.90%52,300−0.04
0.02
1.35
≡GPN – GLOBAL PMTS INCAdd 65.50%209,6000.53
≡ADBE – ADOBE SYSTEMS INCAdd 33.33%10,0000.40
≡EFX – EQUIFAX INCAdd 14.66%22,5000.17
≡TECH – BIO-TECHNE CORPBuy44,1000.17
≡LKQ – LKQ CORPAdd 11.12%45,850−0.11
≡VRSN – VERISIGN INCAdd 18.01%13,2000.11
≡ACN – ACCENTURE PLC IRELANDAdd 13.67%12,8500.06
≡CMCSA – COMCAST CORP NEWAdd 42.86%28,5000.05
≡KMX – CARMAX INCAdd 15.44%115,7000.03
0.48
≡AON – AON PLCAdd 9.44%13,6500.45
≡DEO – DIAGEO PLCAdd 38.05%7,8000.06
0.25
≡DHR – DANAHER CORPORATIONAdd 6.18%20,250−0.23
≡CHTR – CHARTER COMMUNICATIONS INCAdd 19.57%10,0000.02
≡DEO – DIAGEO PLCAdd 17.14%3,0000.01
490,000
0.87
≡TMO – THERMO FISHER SCIENTIFIC INCAdd 20.62%21,3800.60
≡DHR – DANAHER CORPORATIONAdd 5.62%17,4500.50
≡LIBERTY MEDIA CORP DELBuy310,0000.43
≡CHTR – CHARTER COMMUNICATIONS INCAdd 15.69%6,9290.37
≡LABORATORY CORP AMER HLDGSAdd 5.63%15,100−0.32
≡PRM – PERIMETER SOLUTIONS SAAdd 12.61%407,000−0.15
≡LLYVA – LIBERTY MEDIA CORP DELBuy77,5000.14
≡ACIW – ACI WORLDWIDE INCAdd 22.40%52,1560.07
≡DEO – DIAGEO PLCAdd 19.05%2,8000.01