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Weitz Investment Management, Inc. - Wallace Weitz
Weitz Investment Management, Inc. Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2025
95 Followers
Wallace Weitz Weitz Investment Management, Inc.
Hedge Fund Manager
Ranked #141 out of 487 Hedge Fund Managers
Portfolio Gain
-1.88%
Since Jan 2016
Sharpe Ratio
2.24
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$1.69B
Wallace Weitz manages more assets than 47% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+12.14%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
24.22% Financial
17.30% Healthcare
16.42% Technology
14.76% Communication Services
13.80% Industrials
6.09% Basic Materials
4.28% Consumer Cyclical
2.87% Real Estate
0.12% Consumer Defensive
A breakdown of Weitz Investment Management, Inc.'s portfolio by sector
Weitz Investment Management, Inc. Portfolio Activity
Equifax
Added
Industrials
$229.94
($201.56-$258.31)
+0.13%
46.62M
2.76%
GCI Liberty, Inc. Class C
Sold Out
Communication Services
$33.74
($29.85-$37.63)
-100.00%
0.00
0.00%
CDW
Added
Technology
$149.05
($135.63-$162.47)
+57.78%
7.66M
0.45%
GCI Liberty, Inc. Class A
Sold Out
Communication Services
$34.20
($30.25-$38.15)
-100.00%
0.00
0.00%
Bio-Techne
Added
Healthcare
$60.58
($54.20-$66.96)
+0.10%
47.22M
2.80%
CoreCard
Sold Out
Technology
$25.80
($23.60-$27.99)
-100.00%
0.00
0.00%
Aon
Added
Financial
$347.30
($324.28-$370.31)
+2.48%
77.19M
4.57%
CarMax
Sold Out
Consumer Cyclical
$38.85
($30.26-$47.44)
-100.00%
0.00
0.00%
Oracle
Not Changed
Technology
$249.81
($177.07-$322.54)
0.00%
13.64M
0.81%
Euronet Worldwide
New
Technology
$79.16
($68.56-$89.77)
+100.00%
12.18M
0.72%
See a list of Weitz Investment Management, Inc.'s holdings, as reported to the SEC on Dec 31, 2025. Click on any holding to see more details
Measured Performance
Compare Weitz Investment Management, Inc.'s performance with other Hedge Funds and the S&P 500
Weitz Investment Management, Inc. activity FAQ
What is Weitz Investment Management, Inc.’s portfolio gain since Jun 2013?
Weitz Investment Management, Inc.’s portfolio gain since Jun 2013 was 123.57%.
What is Weitz Investment Management, Inc.’s Sharpe Ratio?
Weitz Investment Management, Inc.’s Sharpe Ratio is 2.24.
What is Weitz Investment Management, Inc.’s portfolio value?
Weitz Investment Management, Inc.’s portfolio value is $1.69B.
What is Weitz Investment Management, Inc.’s average return since the fund’s last 13F filing?
Weitz Investment Management, Inc.’s average return since the fund’s last 13F filing is -3.66%.
What was Weitz Investment Management, Inc.’s average return in the last 12 months?
Weitz Investment Management, Inc.’s average return in the last 12 months was -1.88%.
What was Weitz Investment Management, Inc.’s average return in the last 3 years?
Weitz Investment Management, Inc.’s average return in the last 3 years was 12.14%.
When was the most recent most recent 13F form submitted by Weitz Investment Management, Inc.?
Weitz Investment Management, Inc.'s most recent 13F form was submitted on Dec 31, 2025.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Wallace Weitz Net Worth?
Wallace Weitz is Managing Weitz Investment Management, Inc. which has a net worth of $1.69B.
TipRanks & Hedge Funds: TipRanks measures the performance of Wallace Weitz and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.