What did Wallace Weitz buy in Q2 2026?

Wallace Weitz opened 3 new positions (NFLX, COF, MTD) and added to 3 existing holdings in the Q2 2026 13F.

What did Wallace Weitz sell in Q2 2026?

Wallace Weitz exited 2 positions (ODFL, CDW) and trimmed 3.

What Wallace Weitz bought and sold in Q2 2026

In Q2 2026, Wallace Weitz (Weitz Investment Management) opened 3 new positions — including NFLX (0.7%), COF (0.6%), MTD (0.2%), added to 3, trimmed 3, exited 2 (ODFL, CDW). The book stood at $1.44B across 50 positions, filed Aug 12, 2026.

3New3Added3Trimmed2Exited

Share𝕏 in

New positions (3)

NFLXNetflix Inc0.7% · $11M
COFCapital One Financial Corp0.6% · $8M
MTDMettler-toledo International0.2% · $3M

Added to (3)

IRIngersoll-rand Inc+21% shares · 0.9% · $13M
VLTOVeralto Corp+94% shares · 0.5% · $7M
RGENRepligen Corp+60% shares · 0.4% · $6M

Trimmed (3)

TXNTexas Instruments Inc-51% shares · 1.6% · $23M
ACNAccenture CL A Ord-30% shares · 1.0% · $15M
CRMSalesforce Inc-40% shares · 0.5% · $8M

Exited (2)

ODFLOld Dominion Freight Linewas 1.8% of book
CDWCdw Corp/dewas 0.3% of book

Wallace Weitz's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Wallace Weitz's full portfolio →The whole cohort in Q2 2026 →

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.