What Wallace Weitz bought and sold in Q4 2025
In Q4 2025, Wallace Weitz (Weitz Investment Management) opened 1 new position — including EEFT (0.7%), added to 2, trimmed 7, exited 5 (KMX, 35Y, GLIBK). The book stood at $1.69B across 44 positions, filed Feb 12, 2026.
1New2Added7Trimmed5Exited
New positions (1)
Added to (2)
Trimmed (7)
- GOOGAlphabet Inc-cl C-21% shares · 6.5% · $109M
- LHLabcorp Holdings Inc-29% shares · 1.5% · $25M
- IDXXIdexx Laboratories Inc-38% shares · 1.4% · $24M
- PRMPerimeter Solutions Inc-32% shares · 0.8% · $14M
- ITGartner Inc-77% shares · 0.4% · $6M
- CMCSAComcast Corp-class A-81% shares · 0.2% · $3M
- CHTRCharter Communications Inc-a-99% shares · <0.1% · $136K
Exited (5)
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.