What Wallace Weitz bought and sold in Q1 2025
In Q1 2025, Wallace Weitz (Weitz Investment Management) opened 1 new position — including IDXX (1.3%), added to 8, trimmed 4, exited 3 (FIS, LBTYA, HON). The book stood at $1.88B across 45 positions, filed May 9, 2025.
1New8Added4Trimmed3Exited
New positions (1)
Added to (8)
- DHRDanaher Corp+23% shares · 5.4% · $102M
- IEXIdex Corp+21% shares · 3.9% · $73M
- MSFTMicrosoft Corp+193% shares · 2.7% · $50M
- TECHBio-techne Corp+108% shares · 2.5% · $46M
- ACNAccenture Plc Ireland+31% shares · 2.3% · $44M
- ITGartner Inc+36% shares · 2.0% · $37M
- ADBEAdobe Inc+106% shares · 1.7% · $32M
- CMCSAComcast Corp-class A+375% shares · 0.9% · $17M
Trimmed (4)
Exited (3)
Wallace Weitz's other filings
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.