Wallace Weitz — Recent Sells
Weitz Investment Management · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 12, 2026 · Last updated
Wallace Weitz fully exited 2 positions and reduced 18 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $77.7M. Largest exit: OLD DOMINION FREIGHT LINE IN (was $25.8M).
Fully exited (2)
Reduced positions (18)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Inc. Class B | 271600 | $135.9M | 9.41% | -2.6% |
| GOOG | ALPHABET CL C ORD | 268100 | $94.7M | 6.56% | -17.9% |
| MA | MASTERCARD CL A ORD | 145350 | $74.7M | 5.17% | -1.1% |
| VMC | VULCAN MATERIALS ORD | 203800 | $60.1M | 4.16% | -4.9% |
| META | META PLATFORMS CL A ORD | 102960 | $58.0M | 4.02% | -2.6% |
| TMO | THERMO FISHER SCIENTIFIC ORD | 115200 | $57.8M | 4.00% | -4.8% |
| IEX | IDEX Corp | 252400 | $57.3M | 3.97% | -4.5% |
| MSFT | MICROSOFT ORD | 153200 | $57.1M | 3.96% | -9.6% |
| AMZN | AMAZON COM ORD | 217500 | $51.8M | 3.59% | -2.2% |
| TECH | BIO TECHNE ORD | 543200 | $38.4M | 2.66% | -16.8% |
| SIRI | SIRIUSXM HOLDINGS ORD | 1188000 | $35.1M | 2.43% | -8.1% |
| PRM | PERIMETER SOLUTIONS ORD | 450817 | $16.1M | 1.11% | -11.5% |
| ACN | ACCENTURE CL A ORD | 119700 | $14.9M | 1.03% | -29.9% |
| CSGP | COSTAR GROUP ORD | 423181 | $12.0M | 0.83% | -18.2% |
| CRM | SALESFORCE ORD | 49300 | $7.7M | 0.53% | -39.5% |
| LBRDA | LIBERTY BROADBAND SRS A ORD | 123750 | $4.1M | 0.29% | -4.8% |
| LIN | LINDE ORD | 7100 | $3.7M | 0.26% | -1.4% |
| FTV | FORTIVE ORD | 21750 | $1.3M | 0.09% | -3.3% |