Wallace Weitz - Weitz Investment Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2025
≡ CDW - CDW Corp. Add 57.78% 20,600 0.16
≡ LBRDK - Liberty Broadband Corp. CL C Add 30.07% 150,500 0.43
≡ ROP - Roper Technologies Inc. Add 16.31% 5,125 0.13
≡ LIN - Linde plc Add 4.35% 300 0.01
≡ AON - Aon Plc Add 2.48% 5,285 0.11
≡ VLTO - Veralto Corp. Add 1.33% 500 0.00
≡ TXN - Texas Instruments Add 0.32% 525 0.01
≡ ACIW - ACI Worldwide Inc. Add 0.25% 900 0.00
≡ ACN - Accenture Add 0.22% 350 0.01
≡ ODFL - Old Dominion Freight Line Add 0.14% 300 0.00
≡ EFX - Equifax Inc. Add 0.13% 280 0.00
≡ TECH - Bio-Techne Corp. Add 0.10% 800 0.00
≡ EEFT - Euronet Worldwide Inc. Buy 160,000 0.72
Q3  2025
≡ ACN - Accenture Add 28.80% 35,900 0.48
≡ IT - Gartner Inc. Add 22.12% 19,450 0.28
≡ ACIW - ACI Worldwide Inc. Add 19.87% 60,800 0.17
≡ MSFT - Microsoft Corp. Add 18.92% 24,500 0.69
≡ LKQ - LKQ Corp. Add 16.52% 75,700 0.13
≡ CHTR - Charter Communications Add 8.63% 8,155 0.12
≡ FTV - Fortive Corp. Add 2.09% 950 0.00
≡ EFX - Equifax Inc. Add 2.02% 4,250 0.06
≡ VMC - Vulcan Materials Add 0.38% 800 0.01
≡ IEX - IDEX Corp. Add 0.06% 250 0.00
≡ MELI - Mercadolibre Inc. Buy 3,700 0.47
≡ CDW - CDW Corp. Buy 35,650 0.31
≡ GLIBK - GCI Liberty Inc. Series C Buy 100,100 0.20
≡ GLBAV-OLD - GCI Liberty Inc. Series A Buy 28,000 0.06
Q2  2025
≡ TMO - Thermo Fisher Scientific Add 19.26% 24,300 0.53
≡ FTV - Fortive Corp. Add 11.40% 4,650 0.01
≡ DHR - Danaher Corp. Add 6.10% 30,300 0.32
≡ TECH - Bio-Techne Corp. Add 1.33% 10,500 0.03
≡ IEX - IDEX Corp. Add 1.25% 5,000 0.05
≡ RAL - Ralliant Corp. Buy 15,150 0.04
Q1  2025
≡ CMCSA - Comcast Corp. Add 375.26% 356,500 0.70
≡ MSFT - Microsoft Corp. Add 193.29% 88,625 1.77
≡ TECH - Bio-Techne Corp. Add 107.65% 410,400 1.28
≡ ADBE - Adobe Inc. Add 106.25% 42,500 0.87
≡ IT - Gartner Inc. Add 36.48% 23,500 0.52
≡ ACN - Accenture Add 30.70% 32,800 0.54
≡ DHR - Danaher Corp. Add 23.17% 93,440 1.02
≡ IEX - IDEX Corp. Add 21.40% 70,725 0.68
≡ EFX - Equifax Inc. Add 11.59% 21,850 0.28
≡ VMC - Vulcan Materials Add 10.71% 20,500 0.25
≡ ODFL - Old Dominion Freight Line Add 9.79% 18,600 0.16
≡ TMO - Thermo Fisher Scientific Add 4.95% 5,950 0.16
≡ CSGP - CoStar Group Inc. Add 2.44% 21,725 0.09
≡ MLM - Martin Marietta Add 1.48% 600 0.02
≡ IDXX - IDEXX Laboratories Buy 60,300 1.35
Q4  2024
≡ TECH - Bio-Techne Corp. Add 707.73% 334,050 1.24
≡ IEX - IDEX Corp. Add 16.93% 47,850 0.52
≡ SIRI - SiriusXM Holdings Inc Add 16.13% 203,501 0.24
≡ DHR - Danaher Corp. Add 14.90% 52,300 0.62
≡ MSFT - Microsoft Corp. Add 11.97% 4,900 0.11
≡ EFX - Equifax Inc. Add 7.10% 12,500 0.16
≡ CSGP - CoStar Group Inc. Add 0.38% 3,375 0.01
≡ LKQ - LKQ Corp. Add 0.04% 200 0.00
Q3  2024
≡ IEX - IDEX Corp. Add 19.06% 45,250 0.48
≡ GPN - Global Payments Inc. Add 15.18% 80,400 0.41
≡ TECH - Bio-Techne Corp. Add 7.03% 3,100 0.01
≡ SIRI - SiriusXM Holdings Inc Buy 1,261,999 1.47
Q2  2024
≡ IEX - IDEX Corp. Add 254.86% 170,500 1.81
≡ GPN - Global Payments Inc. Add 65.50% 209,600 1.07
≡ AON - Aon Plc Add 64.85% 102,650 1.59
≡ CMCSA - Comcast Corp. Add 42.86% 28,500 0.06
≡ ADBE - Adobe Inc. Add 33.33% 10,000 0.29
≡ VRSN - Verisign Inc. Add 18.01% 13,200 0.12
≡ KMX - CarMax Inc. Add 15.44% 115,700 0.45
≡ EFX - Equifax Inc. Add 14.66% 22,500 0.29
≡ ACN - Accenture Add 13.67% 12,850 0.21
≡ LKQ - LKQ Corp. Add 11.12% 45,850 0.10
≡ CSGP - CoStar Group Inc. Add 1.14% 10,000 0.04
≡ ODFL - Old Dominion Freight Line Buy 209,900 1.96
≡ TECH - Bio-Techne Corp. Buy 44,100 0.17
Q1  2024
≡ CHTR - Charter Communications Add 167.10% 102,100 1.51
≡ GPN - Global Payments Inc. Add 39.13% 90,000 0.61
≡ DEO - Diageo ADR Add 38.05% 7,800 0.06
≡ FIS - Fidelity National Information Services Add 13.44% 60,000 0.23
≡ AON - Aon Plc Add 9.44% 13,650 0.23
≡ CMCSA - Comcast Corp. Add 2.94% 1,900 0.00
≡ CCRD-OLD - CoreCard Corp. Add 0.98% 5,000 0.00
≡ DHR - Danaher Corp. Add 0.83% 2,900 0.04
≡ TMO - Thermo Fisher Scientific Add 0.10% 120 0.00
≡ VRSN - Verisign Inc. Buy 73,300 0.71
Q4  2023
≡ ACIW - ACI Worldwide Inc. Add 30.53% 87,000 0.14
≡ CHTR - Charter Communications Add 19.57% 10,000 0.21
≡ DEO - Diageo ADR Add 17.14% 3,000 0.02
≡ DHR - Danaher Corp. Add 6.18% 20,250 0.25
≡ EFX - Equifax Inc. Add 5.14% 7,500 0.10
≡ KMX - CarMax Inc. Add 4.17% 30,000 0.12
≡ LBRDK - Liberty Broadband Corp. CL C Add 3.01% 20,000 0.09
≡ VLTO - Veralto Corp. Buy 358,699 1.57
≡ GPN - Global Payments Inc. Buy 230,000 1.55
Q3  2023
≡ ACIW - ACI Worldwide Inc. Add 22.40% 52,156 0.07
≡ TMO - Thermo Fisher Scientific Add 20.62% 21,380 0.60
≡ DEO - Diageo ADR Add 19.05% 2,800 0.02
≡ CHTR - Charter Communications Add 15.69% 6,929 0.17
≡ PRM - Perimeter Solutions SA Add 12.61% 407,000 0.10
≡ LH - Labcorp Holdings Inc. Add 5.63% 15,100 0.17
≡ DHR - Danaher Corp. Add 5.62% 17,450 0.24
≡ CCRD-OLD - CoreCard Corp. Add 2.00% 10,000 0.01