What Wallace Weitz Bought in Q4 2024
Weitz Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$1.94B
Total Value
47
Holdings
1
New Buys
15
Reduced
In Q4 2024, Wallace Weitz reported 47 long equity positions worth $1.94B in their Weitz Investment Management 13F filing, including 1 new positions (largest: PERIMETER SOLUTIONS INC at $26.9M) and 8 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 323200 | $146.5M | 7.55% | — |
| 2 | V | VISA INC | 346700 | $109.6M | 5.65% | -3.5% |
| 3 | GOOG | ALPHABET INC | 518700 | $98.8M | 5.09% | -8.5% |
| 4 | MA | MASTERCARD INCORPORATED | 187070 | $98.5M | 5.08% | -8.0% |
| 5 | AON | AON PLC | 260950 | $93.7M | 4.83% | — |
| 6 | META | META PLATFORMS INC | 158600 | $92.9M | 4.79% | -5.1% |
| 7 | DHR | DANAHER CORPORATION | 403210 | $92.6M | 4.77% | +14.9% |
| 8 | IEX | IDEX Corp | 330500 | $69.2M | 3.57% | +16.9% |
| 9 | KMX | CARMAX INC | 825200 | $67.5M | 3.48% | -2.4% |
| 10 | GPN | GLOBAL PMTS INC | 589600 | $66.1M | 3.41% | -3.3% |
| 11 | CSGP | COSTAR GROUP INC | 889875 | $63.7M | 3.29% | +0.4% |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | 120200 | $62.5M | 3.22% | — |
| 13 | AMZN | AMAZON COM INC | 247500 | $54.3M | 2.80% | -2.0% |
| 14 | LH | LABCORP HOLDINGS INC | 236175 | $54.2M | 2.79% | -0.1% |
| 15 | VMC | VULCAN MATLS CO | 191400 | $49.2M | 2.54% | -0.1% |
| 16 | EFX | EQUIFAX INC | 188500 | $48.0M | 2.48% | +7.1% |
| 17 | CHTR | Charter Communications | 135450 | $46.4M | 2.39% | — |
| 18 | LBRDK | LIBERTY BROADBAND CORP | 530500 | $39.7M | 2.05% | — |
| 19 | ACN | ACCENTURE PLC IRELAND | 106850 | $37.6M | 1.94% | — |
| 20 | ORCL | ORACLE CORP | 207575 | $34.6M | 1.78% | -3.3% |
| 21 | ODFL | OLD DOMINION FREIGHT LINE IN | 189900 | $33.5M | 1.73% | -9.5% |
| 22 | SIRI | SIRIUSXM HOLDINGS INC | 1465500 | $33.4M | 1.72% | +16.1% |
| 23 | TXN | TEXAS INSTRS INC | 169575 | $31.8M | 1.64% | — |
| 24 | CRM | SALESFORCE COM INC | 95000 | $31.8M | 1.64% | — |
| 25 | IT | GARTNER INC | 64425 | $31.2M | 1.61% | — |
| 26 | VLTO | VERALTO CORP | 298699 | $30.4M | 1.57% | — |
| 27 | HEI-A | HEICO CORP NEW | 162900 | $30.3M | 1.56% | — |
| 28 | ADI | ANALOG DEVICES INC | 141000 | $30.0M | 1.54% | — |
| 29 | TECH | BIO-TECHNE CORP | 381250 | $27.5M | 1.42% | 707.7% |
| 30 | PRM | PERIMETER SOLUTIONS INC | 2107291 | $26.9M | 1.39% | NEW |
| 31 | SPGI | S&P GLOBAL INC | 47140 | $23.5M | 1.21% | -13.1% |
| 32 | FIS | FIDELITY NATL INFORMATION SV | 272500 | $22.0M | 1.14% | -33.9% |
| 33 | MLM | MARTIN MARIETTA MATLS INC | 40675 | $21.0M | 1.08% | — |
| 34 | MSFT | MICROSOFT CORP | 45850 | $19.3M | 1.00% | +12.0% |
| 35 | ACIW | ACI WORLDWIDE INC | 356600 | $18.5M | 0.95% | — |
| 36 | ADBE | ADOBE SYSTEMS INC | 40000 | $17.8M | 0.92% | — |
| 37 | LKQ | LKQ CORP | 458300 | $16.8M | 0.87% | +0.0% |
| 38 | ROP | ROPER TECHNOLOGIES INC | 31425 | $16.3M | 0.84% | -52.7% |
| 39 | CCRD | CORECARD CORPORATION | 515000 | $11.7M | 0.60% | — |
| 40 | LBTYK | LIBERTY GLOBAL LTD | 792933 | $10.4M | 0.54% | +-41.1% |
| 41 | LBRDA | LIBERTY BROADBAND CORP | 140000 | $10.4M | 0.54% | — |
| 42 | DEO | DIAGEO PLC | 28300 | $3.6M | 0.19% | — |
| 43 | CMCSA | Comcast Corporation | 95000 | $3.6M | 0.18% | — |
| 44 | RWTO | RWT HLDGS INC | 3500000 | $3.5M | 0.18% | — |
| 45 | FTV | FORTIVE CORP | 40800 | $3.1M | 0.16% | — |
| 46 | LIN | LINDE PLC | 6900 | $2.9M | 0.15% | — |
| 47 | HON | HONEYWELL INTL INC | 11300 | $2.6M | 0.13% | — |