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Portfolio allocation by weight

About Wallace

Since Wally Weitz established Weitz Investment Management in 1983, the firm’s philosophy and core values have remained consistent. Simply put, we focus exclusively on asset management and provide clients with top-quality, personalized service. Over the last three decades, Weitz has built a successful business with a widely respected reputation and a culture of shared success.

Positions: 50
Assets under management: $1.4b
Largest position: Berkshire Hathaway
Filed on: Aug 12 2026

Positions

Stock	Dividend score	HGI score	Levermann score	Weight
Berkshire Hathaway	0/15	9/18	6/13	9.41%
Alphabet	0/15	10/18	1/13	6.56%
Danaher	8/15	6/18	-1/13	6.46%
Visa	8/15	9/18	2/13	6.30%
MasterCard	7/15	5/18	1/13	5.17%
Aon	7/15	5/18	-1/13	4.91%
Vulcan Materials	8/15	6/18	-2/13	4.16%
Meta Platforms (Facebook)	0/15	14/18	1/13	4.02%
Thermo Fisher Scientific	6/15	5/18	2/13	4.00%
IDEX Corporation	9/15	7/18	3/13	3.97%
Microsoft	8/15	8/18	4/13	3.96%
HEI.A HEICO CL A ORD				3.65%
Amazon.com	0/15	10/18	1/13	3.59%
Bio-Techne Corporation	6/15	7/18	2/13	2.66%
SIRIUSXM SIRIUSXM HOLDINGS ORD				2.43%
Analog Devices	8/15	13/18	3/13	2.34%
Equifax	7/15	5/18	-3/13	2.11%
Laboratory	3/15	8/18	1/13	1.92%
Martin Marietta Materials	5/15	5/18	-4/13	1.89%
Global Payments	4/15	5/18	5/13	1.76%
Texas Instruments	8/15	6/18	4/13	1.61%
LIBERTY LIBERTY BROADBAND SRS C ORD				1.33%
IDEXX Laboratories	0/15	6/18	-1/13	1.29%
ACI Worldwide	0/15	5/18	1/13	1.28%
PERIMETER PERIMETER SOLUTIONS ORD				1.11%
MercadoLibre	0/15	10/18	-1/13	1.08%
Accenture	12/15	8/18	0/13	1.03%
Ingersoll-Rand	1/15	6/18	-4/13	0.92%
CoStar Group, Inc.	0/15	13/18	-6/13	0.83%
Other positions				8.26%