What Wallace Weitz bought and sold in Q1 2026
In Q1 2026, Wallace Weitz (Weitz Investment Management) opened 8 new positions — including IR (0.7%), ASML (0.5%), TSM (0.5%), added to 1, trimmed 8, exited 3 (ROP, IT, DEO). The book stood at $1.43B across 49 positions, filed May 14, 2026.
8New1Added8Trimmed3Exited
New positions (8)
Added to (1)
Trimmed (8)
- IEXIdex Corp-32% shares · 3.5% · $50M
- ODFLOld Dominion Freight Line-37% shares · 1.8% · $26M
- GPNGlobal Payments Inc-34% shares · 1.6% · $23M
- CSGPCostar Group Inc-28% shares · 1.5% · $21M
- ORCLOracle Corp-21% shares · 0.6% · $8M
- CDWCdw Corp/de-36% shares · 0.3% · $4M
- CMCSAComcast Corp-class A-45% shares · 0.1% · $1M
- FTVFortive Corp-50% shares · 0.1% · $1M
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.