Wallace Weitz — Recent Buys
Weitz Investment Management · New and increased positions in the Q2 '26 13F filing.
Filed August 12, 2026 · Last updated
Wallace Weitz opened 3 new positions and increased 12 existing holdings in the Q2 '26 filing — a combined buy footprint of $352.2M. Largest new position: NETFLIX ORD at $10.5M.
New positions (3)
Increased positions (12)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| DHR | DANAHER ORD | 489500 | $93.2M | 6.46% | +2.5% |
| HEI-A | HEICO CL A ORD | 204479 | $52.7M | 3.65% | +8.2% |
| ADI | ANALOG DEVICES ORD | 85225 | $33.8M | 2.34% | +-19.9% |
| EFX | EQUIFAX ORD | 191980 | $30.5M | 2.11% | +2.3% |
| MLM | MARTIN MARIETTA MATERIALS ORD | 47370 | $27.3M | 1.89% | +19.1% |
| GPN | GLOBAL PAYMENTS ORD | 350000 | $25.4M | 1.76% | +4.5% |
| TXN | TEXAS INSTRUMENTS ORD | 77900 | $23.2M | 1.61% | +-51.3% |
| MELI | MERCADOLIBRE ORD | 9200 | $15.6M | 1.08% | +15.0% |
| IR | INGERSOLL RAND ORD | 161670 | $13.3M | 0.92% | +21.4% |
| VLTO | VERALTO ORD | 77500 | $6.9M | 0.48% | +93.8% |
| RGEN | REPLIGEN ORD | 40800 | $5.6M | 0.39% | +60.0% |
| SPGI | S&P GLOBAL ORD | 7150 | $2.9M | 0.20% | +1.4% |