← Superinvestors
WW
Wallace Weitz
Weitz Investment Management
Periodo
Q1 2026
Valore portafoglio
$1.43B
Titoli
49
Attività
14 acquisti · 28 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | BRK/B BERKSHIRE HATHAWAY INC DEL | 9.33% | Reduce 2.79% | 278,850 | $133.6M |
| 2 | GOOG ALPHABET INC | 6.54% | Reduce 6.08% | 326,750 | $93.7M |
| 3 | DHR DANAHER CORPORATION | 6.32% | Reduce 7.04% | 477,750 | $90.6M |
| 4 | V VISA INC | 5.6% | Reduce 1.94% | 265,330 | $80.2M |
| 5 | MA MASTERCARD INCORPORATED | 5.13% | Reduce 5.71% | 147,000 | $73.5M |
| 6 | AON PLC | 4.82% | Reduce 2.23% | 213,860 | $69.0M |
| 7 | MSFT MICROSOFT CORP | 4.38% | Add 16.08% | 169,450 | $62.7M |
| 8 | META META PLATFORMS INC | 4.22% | Reduce 2.76% | 105,710 | $60.5M |
| 9 | TMO THERMO FISHER SCIENTIFIC INC | 4.15% | Reduce 10.34% | 121,000 | $59.5M |
| 10 | VMC VULCAN MATLS CO | 4.07% | Add 1.9% | 214,200 | $58.3M |
| 11 | IEX IDEX CORP | 3.5% | Reduce 32.49% | 264,300 | $50.1M |
| 12 | AMZN AMAZON COM INC | 3.23% | — | 222,500 | $46.3M |
| 13 | HEI/A HEICO CORP NEW | 2.78% | Add 16.1% | 188,979 | $39.9M |
| 14 | TECH BIO-TECHNE CORP | 2.38% | Reduce 18.65% | 653,200 | $34.1M |
| 15 | ACCENTURE PLC IRELAND | 2.36% | Add 6.09% | 170,700 | $33.8M |
| 16 | ADI ANALOG DEVICES INC | 2.36% | Reduce 19.92% | 106,350 | $33.8M |
| 17 | EFX EQUIFAX INC | 2.36% | Reduce 12.69% | 187,605 | $33.8M |
| 18 | TXN TEXAS INSTRS INC | 2.17% | Reduce 3.03% | 160,100 | $31.1M |
| 19 | SIRI SIRIUSXM HOLDINGS INC | 2.08% | Reduce 6.58% | 1,293,000 | $29.8M |
| 20 | LBRDK LIBERTY BROADBAND CORP | 2.02% | Reduce 11.52% | 576,000 | $29.0M |
| 21 | LH LABCORP HOLDINGS INC | 1.84% | Reduce 0.7% | 99,050 | $26.4M |
| 22 | ODFL OLD DOMINION FREIGHT LINE IN | 1.8% | Reduce 36.78% | 132,000 | $25.8M |
| 23 | MLM MARTIN MARIETTA MATLS INC | 1.63% | Reduce 3.63% | 39,775 | $23.4M |
| 24 | GPN GLOBAL PMTS INC | 1.57% | Reduce 33.66% | 335,000 | $22.5M |
| 25 | CSGP COSTAR GROUP INC | 1.46% | Reduce 28.18% | 517,025 | $20.9M |
| 26 | IDXX IDEXX LABS INC | 1.38% | — | 35,300 | $19.8M |
| 27 | CRM SALESFORCE COM INC | 1.06% | Reduce 6.86% | 81,500 | $15.2M |
| 28 | ACIW ACI WORLDWIDE INC | 1.05% | — | 367,700 | $15.1M |
| 29 | MELI MERCADOLIBRE INC | 0.97% | Add 116.22% | 8,000 | $13.8M |
| 30 | PRM PERIMETER SOLUTIONS INC | 0.87% | — | 509,400 | $12.4M |
| 31 | LKQ LKQ CORP | 0.84% | Reduce 7.48% | 408,000 | $12.0M |
| 32 | IR INGERSOLL RAND INC | 0.74% | Buy | 133,200 | $10.7M |
| 33 | EEFT EURONET WORLDWIDE INC | 0.74% | — | 160,000 | $10.6M |
| 34 | ORCL ORACLE CORP | 0.56% | Reduce 21.43% | 55,000 | $8.1M |
| 35 | ASML HLDG NV | 0.51% | Buy | 5,500 | $7.3M |
| 36 | TSM TAIWAN SEMICONDUCTOR MANUFAC | 0.47% | Buy | 20,000 | $6.8M |
| 37 | LBRDA LIBERTY BROADBAND CORP | 0.46% | Reduce 7.14% | 130,000 | $6.5M |
| 38 | NVDA NVIDIA CORPORATION | 0.43% | Buy | 35,000 | $6.1M |
| 39 | CDW CDW CORP | 0.31% | Reduce 35.56% | 36,250 | $4.4M |
| 40 | LINDE PLC | 0.25% | — | 7,200 | $3.6M |
| 41 | VLTO VERALTO CORP | 0.25% | Add 5.26% | 40,000 | $3.5M |
| 42 | POOL POOL CORP | 0.21% | Buy | 15,000 | $3.0M |
| 43 | RGEN REPLIGEN CORP | 0.21% | Buy | 25,500 | $3.0M |
| 44 | SPGI S&P GLOBAL INC | 0.21% | Reduce 1.26% | 7,050 | $3.0M |
| 45 | CMCSA COMCAST CORP NEW | 0.09% | Reduce 44.71% | 47,000 | $1.3M |
| 46 | FTV FORTIVE CORP | 0.09% | Reduce 50.44% | 22,500 | $1.2M |
| 47 | FERG FERGUSON ENTERPRISES INC | 0.08% | Buy | 5,200 | $1.2M |
| 48 | APH AMPHENOL CORP | 0.08% | Buy | 9,200 | $1.2M |
| 49 | CHTR CHARTER COMMUNICATIONS INC | 0.01% | — | 650 | $140,322 |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.