- Wallace Weitz's 13F portfolio value decreased from $2.03B to $1.94B this quarter.
- Weitz Investment Management reduced Fidelity National (FIS), Roper Technologies (ROP), and Liberty Global (LBTYK) while increasing Danaher (DHR), and Idex (IEX).
- The top three positions are Berkshire Hathaway (BRK.A), Visa (V), and Alphabet (GOOG). 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 2/12/2025. 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 2024.
This
quarter, Weitz’s 13F portfolio value decreased from $2.03B to $1.94B. The top
three positions are at ~18% while the top five holdings are at ~28% of the 13F
assets. The largest stake is Berkshire Hathaway (BRK.B) at ~8% 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).
To learn about individual investing, check out the classics The Intelligent Investor and Security Analysis.
The
spreadsheet below highlights changes to Weitz’s 13F stock holdings in Q4 2024:
Source: John Vincent. Data constructed from Weitz Investment
Management's 13F filings for Q3 2024 and Q4 2024.
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