What Wallace Weitz bought and sold in Q3 2025

In Q3 2025, Wallace Weitz (Weitz Investment Management) opened 4 new positions — including MELI (0.5%), CDW (0.3%), GLIBK (0.2%), added to 2, trimmed 2, exited 1 (RAL). The book stood at $1.84B across 48 positions, filed Nov 10, 2025.

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.