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.
4New2Added2Trimmed1Exited
New positions (4)
Added to (2)
- ACNAccenture Plc Ireland+29% shares · 2.1% · $40M
- ITGartner Inc+22% shares · 1.5% · $28M
Trimmed (2)
Exited (1)
- RALRalliant Corpwas <0.1% of book
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.