As of Q1 2026, this manager reported 49 long-equity positions worth $1.43B in aggregate.
As of Q1 2026, Wallace Weitz's Weitz Investment Management held 49 long-equity positions with a reported value of $1.43B.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | Add +116.2% | 0.97% | 8,000 | $13.83M | $1729.02 | $1593.21 - $2342.00(18%)$1973.70 -> $1729.02 |
| HEI-A | HEICO CORP NEW | Add +16.1% | 2.78% | 188,979 | $39.89M | $211.09 | $202.61 - $279.66(11%)$257.25 -> $211.09 |
| MSFT | MICROSOFT CORP | Add +16.1% | 4.38% | 169,450 | $62.73M | $370.17 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| ACN | ACCENTURE PLC IRELAND | Add +6.1% | 2.36% | 170,700 | $33.85M | $198.29 | $187.00 - $291.09(11%)$259.95 -> $198.29 |
| VLTO | VERALTO CORP | Add +5.3% | 0.25% | 40,000 | $3.54M | $88.42 | $84.99 - $103.42(19%)$98.50 -> $88.42 |
| VMC | VULCAN MATLS CO | Add +1.9% | 4.07% | 214,200 | $58.33M | $272.30 | $252.35 - $331.09(25%)$292.65 -> $272.30 |
| IR | INGERSOLL RAND INC | New | 0.74% | 133,200 | $10.67M | $80.12 | $76.70 - $100.96(14%)$79.76 -> $80.12 |
| ASML | ASML HLDG NV | New | 0.51% | 5,500 | $7.26M | $1320.83 | $1133.48 - $1547.22(45%)$1163.78 -> $1320.83 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | New | 0.47% | 20,000 | $6.76M | $337.95 | $311.70 - $390.21(33%)$319.61 -> $337.95 |
| NVDA | NVIDIA CORPORATION | New | 0.43% | 35,000 | $6.1M | $174.40 | $164.27 - $197.63(30%)$188.85 -> $174.40 |
| POOL | POOL CORP | New | 0.21% | 15,000 | $3.03M | $202.33 | $197.13 - $278.17(6%)$229.71 -> $202.33 |
| RGEN | REPLIGEN CORP | New | 0.21% | 25,500 | $3M | $117.82 | $109.66 - $175.77(12%)$164.35 -> $117.82 |
| FERG | FERGUSON ENTERPRISES INC | New | 0.08% | 5,200 | $1.21M | $233.26 | $214.51 - $271.64(33%)$225.02 -> $233.26 |
| APH | AMPHENOL CORP | New | 0.08% | 9,200 | $1.16M | $126.35 | $118.24 - $167.04(17%)$139.71 -> $126.35 |