Weitz Investment (Wally Weitz)

A value investor from Omaha, Buffett's neighbour.

What Wally Weitz held at Q2 2026: 50 positions, the largest BRK-B +9.4 %, GOOG +6.6 %, DHR +6.5 %, V +6.3 %, MA +5.2 %. Changes against the quarter before.

• BRK-B – +9.4 %
• GOOG – +6.6 %
• DHR – +6.5 %
• V – +6.3 %
• MA – +5.2 %
• AON – +4.9 %
• VMC – +4.2 %
• META – +4.0 %
• TMO – +4.0 %
• IEX – +4.0 %
• MSFT – +4.0 %
• HEI-A – +3.7 %
• AMZN – +3.6 %
• TECH – +2.7 %
• SIRI – +2.4 %
• ADI – +2.3 %
• EFX – +2.1 %
• LH – +1.9 %
• MLM – +1.9 %
• GPN – +1.8 %
• TXN – +1.6 %
• LIBERTY BROADBAND SRS C ORD – +1.3 %
• IDXX – +1.3 %
• ACIW – +1.3 %
• PRM – +1.1 %
• MELI – +1.1 %
• ACN – +1.0 %
• IR – +0.9 %
• CSGP – +0.8 %
• EEFT – +0.8 %
• ASML – +0.8 %
• LKQ – +0.7 %
• NFLX – +0.7 %
• TSM – +0.7 %
• ORCL – +0.6 %
• COF – +0.6 %
• CRM – +0.5 %
• NVDA – +0.5 %
• VLTO – +0.5 %
• RGEN – +0.4 %