Wallace Weitz Portfolio
Invests via Weitz Investment Management Inc. | Managed by Wallace R. Weitz, Drew Weitz, Brad Hinton, Nathan Ritz, Tom Carney, Nolan Anderson
Invests via Weitz Investment Management Inc.
Managed by Wallace R. Weitz, Drew Weitz, Brad Hinton, Nathan Ritz, Tom Carney, Nolan Anderson
Automatically Tracked
Wallace Weitz Profile
Veteran value investor and long-tenured founder and portfolio manager known for concentrated, fundamental stock selection and a long-horizon, contrarian approach. Wallace Weitz established and led a boutique investment firm and mutual fund complex focused on small- to mid-cap equities, income-generating securities and capital preservation for individual and institutional clients. His investment style emphasizes valuation discipline, active risk management and low turnover.
Veteran value investor and long-tenured founder and portfolio manager known for concentrated, fundamental stock selection and a long-horizon, contrarian approach. Wallace Weitz established and led a boutique investment firm and mutual fund complex focused on small- to mid-cap equities, income-generating securities and capital preservation for individual and institutional clients. His investment style emphasizes valuation discipline, active risk management and low turnover.
Investment Philosophy & Strategy
Long-horizon, value-driven investor who prioritizes fundamental research, valuation discipline and concentrated high-conviction positions. Prefers small- to mid-cap equities and income-producing securities where idiosyncratic mispricings and margin of safety support asymmetric upside. Emphasizes capital preservation through active risk management, low turnover and tax-aware portfolio construction. Applies a contrarian lens to allocate into neglected sectors, uses deep company-level underwriting and cash-reserve tactics to exploit volatility, and maintains a patient, income-plus total return orientation.
Long-horizon, value-driven investor who prioritizes fundamental research, valuation discipline and concentrated high-conviction positions. Prefers small- to mid-cap equities and income-producing securities where idiosyncratic mispricings and margin of safety support asymmetric upside. Emphasizes capital preservation through active risk management, low turnover and tax-aware portfolio construction. Applies a contrarian lens to allocate into neglected sectors, uses deep company-level underwriting and cash-reserve tactics to exploit volatility, and maintains a patient, income-plus total return orientation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-6.54%
Gain
Monthly
0.46%
Yearly
5.64%
Drawdown
24.46%
$1.58B
Equity
Holdings
$1.58B
Investment
$986.62M
$4.03B
Profit +$16.3M
Realized
$3.44B
Unrealized
$594.44M
Dividends
$934.26M
Goals
Avg. 100% completed goals
Yearly
Loss < $150M 2026
Yearly
Loss < 18% 2026
Yearly
Gain > 9% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$16.3M
Win %
65%
This Week
Compared To Last Week
Gain
1.15%
Profit
$17.9M
Win %
65%
This Month
Compared to last month
Gain
3.71%
Profit
$56.52M
Win %
65%
This Year
Compared to last year
Gain
10.78%
Profit
$153.7M
Win %
61%
GPN Global Payments Inc.
+4.69%
+$1.19M 
CSGP CoStar Group, Inc.
+4.62%
+$661,792 
IDXX IDEXX Laboratories, Inc.
+4.12%
+$785,425.35 
EFX Equifax Inc.
+3.94%
+$1.23M 
EEFT Euronet Worldwide, Inc.
+3.74%
+$462,400 
GOOG Alphabet Inc
+3.6%
+$4.2M 
AMZN Amazon.com Inc
+3.28%
+$1.81M 
MSFT Microsoft Corp.
+3.23%
+$2.11M 
LBRDA Liberty Broadband Corporation
+3.21%
+$124,878 
LBRDK Liberty Broadband Corporation
+3.06%
+$529,920 
CHTR Charter Communications Inc
+3.03%
+$2,522 
ACN Accenture plc Class A
+3.01%
+$692,188.5 
ORCL Oracle Corporation
+2.42%
+$170,500 
META Meta Platforms Inc Class A
+2.38%
+$1.66M 
ACIW ACI Worldwide, Inc.
+2.31%
+$467,640.86 
SIRI Sirius XM Holdings Inc.
+2.3%
+$905,100 
LKQ LKQ Corporation
+1.98%
+$201,225.6 
SPGI S&P Global Inc.
+1.89%
+$58,479.82 
CMCSA Comcast Corp
+1.84%
+$20,101.9 
HEI.A Heico Corporation
+1.4%
+$660,481.6 
CRM Salesforce Inc
+0.95%
+$129,584.18 
DHR Danaher Corporation
+0.83%
+$790,681.03 
V Visa Inc. Class A
+0.64%
+$604,952.4 
TMO Thermo Fisher Scientific Inc.
+0.6%
+$387,199.15 
RGEN Repligen Corporation
+0.39%
+$14,790 
TECH Bio-Techne Corporation
+0.31%
+$142,332.28 
MA Mastercard Incorporated
+0.18%
+$142,590 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CDW CDW Corporation
-5.57%
-$281,300 
POOL Pool Corporation
-4.02%
-$126,810 
TXN Texas Instruments Inc
-1.65%
-$805,301.4 
LIN Linde plc
-1.56%
-$58,679.86 
NVDA NVIDIA Corporation
-1.37%
-$101,500 
ADI Analog Devices, Inc.
-1.24%
-$516,861 
APH Amphenol Corporation
-1.21%
-$17,572 
MELI MercadoLibre, Inc.
-1.13%
-$169,400 
FERG Ferguson Enterprises Inc
-1.1%
-$13,390 
VLTO Veralto Corporation
-1.03%
-$38,000 
PRM Perimeter Solutions Inc.
-0.93%
-$157,914 
ODFL Old Dominion Freight Line, Inc.
-0.87%
-$264,000 
ASML ASML Holding N.V. New York Registry Shares
-0.64%
-$62,810.06 
VMC Vulcan Materials Company
-0.48%
-$298,811.14 
MLM Martin Marietta Materials, Inc.
-0.43%
-$98,244.25 
AON Aon plc
-0.41%
-$318,651.4 
LH Labcorp Holdings Inc.
-0.37%
-$101,031 
IEX IDEX Corporation
-0.28%
-$166,509 
IR Ingersoll Rand Inc.
-0.27%
-$27,972 
BRK-B Berkshire Hathaway Inc.
-0.17%
-$239,811 
FTV Fortive Corporation
-0.03%
-$337.5 Events
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Dividends
Dividend Analysis
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| Trades 4865 | Longs Won 3158/4865 64% | Profit Factor 1.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.18M |
| Average Win $2.87M | Best Trade (Jun 30) $216.11M | Sharpe Ratio -274.6 |
| Average Loss -$2.94M | Worst Trade (Dec 31) -$131.41M | Z-Score -8.58 (100%) |
| Commissions $0 | Avg. Trade Length 2y 11m 2w 2d | Expectancy $829,143.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.63% |
| Consecutive Losing Trades | 537 | 484 | 430 | 376 | 322 | 269 | 215 | 161 | 107 | 54 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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