What did Wallace Weitz buy in Q4 2024?

Wallace Weitz opened 1 new position (PRM) and added to 1 existing holding in the Q4 2024 13F.

What did Wallace Weitz sell in Q4 2024?

Wallace Weitz exited 3 positions (MCHP, GWRE, VRSN) and trimmed 3.

What Wallace Weitz bought and sold in Q4 2024

In Q4 2024, Wallace Weitz (Weitz Investment Management) opened 1 new position — including PRM (1.4%), added to 1, trimmed 3, exited 3 (MCHP, GWRE, VRSN). The book stood at $1.94B across 47 positions, filed Feb 12, 2025.

1New1Added3Trimmed3Exited

Share𝕏 in

New positions (1)

PRMPerimeter Solutions Inc1.4% · $27M

Added to (1)

TECHBio-techne Corp+708% shares · 1.4% · $27M

Trimmed (3)

FISFidelity National Info Serv-34% shares · 1.1% · $22M
ROPRoper Technologies Inc-53% shares · 0.8% · $16M
LBTYALiberty Global Ltd-41% shares · 0.5% · $10M

Exited (3)

MCHPMicrochip Technology Incwas 1.0% of book
GWREGuidewire Software Incwas 0.9% of book
VRSNVerisign Incwas 0.6% of book

Wallace Weitz's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Wallace Weitz's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.