- Wallace Weitz's 13F portfolio value increased from $1.82B to $1.90B this quarter.
- Weitz Investment Management trimmed Alphabet (GOOGL) and Amazon.com (AMZN) during the quarter.
- The top three positions are Berkshire Hathaway (BRK.A), Alphabet (GOOG), and Visa (V). They add up to ~18% of the portfolio.
This article is part of a series that provides an ongoing analysis of the changes made to Wallace Weitz’s 13F portfolio on a quarterly basis. It is based on Weitz’s regulatory 13F Form filed on 2/12/2024. Please visit our Tracking Wallace Weitz’s Weitz Investment Management Portfolio article for an idea on his investment philosophy and our last update for the fund’s moves during Q3 2023.
This
quarter, Weitz’s 13F portfolio value increased from $1.82B to $1.90B. The top
three positions are at ~18% while the top five holdings are at ~27% of the 13F
assets. The largest stake is Berkshire Hathaway (BRK.B) at 6.66% of the
portfolio. Weitz Investment Management’s equity funds are Weitz Partners Value
Fund (WPVLX), Weitz Value Fund (WVALX), Weitz Partners III Opportunity Fund
(WPOIX), and Weitz Hickory Fund (WEHIX).
The
spreadsheet below highlights changes to Weitz’s 13F stock holdings in Q4 2023:
Source: John Vincent. Data constructed from Weitz Investment
Management's 13F filings for Q3 2023 and Q4 2023.
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