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Wallace Weitz - Weitz Investment Management
Wallace Weitz - Weitz Investment ManagementFecha: 31 Dec 2025Inversiones: 44Valor: $1,686,582,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
BRK.B - Berkshire Hathaway CL B
7.84
286,850
$502.74
$144,211,000
$499.10
-0.72%
$440.10
$542.07
GOOG - Alphabet Inc. CL C
5.83
Reduce 1.12%
440,600
$243.55
$107,308,000
$329.14
35.14%
$142.27
$331.48
DHR - Danaher Corp.
5.68
526,950
$198.26
$104,473,000
$238.37
20.23%
$170.19
$256.62
V - Visa Inc.
5.02
Reduce 9.22%
270,580
$341.38
$92,371,000
$349.77
2.46%
$297.39
$374.11
MA - Mastercard Inc.
4.82
Reduce 5.56%
155,900
$568.81
$88,677,000
$575.54
1.18%
$462.92
$600.08
META - Meta Platforms Inc.
4.34
Reduce 6.05%
108,710
$734.38
$79,834,000
$653.06
-11.07%
$478.72
$795.06
MSFT - Microsoft Corp.
4.34
Add 18.92%
153,975
$517.95
$79,751,000
$479.28
-7.47%
$342.95
$553.50
AON - Aon Plc
4.14
213,450
$356.58
$76,112,000
$350.80
-1.62%
$321.67
$410.34
TMO - Thermo Fisher Scientific
3.97
150,450
$485.02
$72,971,000
$618.86
27.59%
$384.82
$628.08
IEX - IDEX Corp.
3.60
Add 0.06%
406,475
$162.76
$66,158,000
$184.71
13.49%
$151.55
$223.38
VMC - Vulcan Materials
3.56
Add 0.38%
212,700
$307.62
$65,431,000
$311.62
1.30%
$213.97
$311.92
CSGP - CoStar Group Inc.
3.30
Reduce 5.98%
719,850
$84.37
$60,734,000
$58.49
-30.67%
$58.41
$97.43
EFX - Equifax Inc.
2.99
Add 2.02%
214,600
$256.53
$55,051,000
$226.96
-11.53%
$198.73
$279.27
AMZN - Amazon.com Inc.
2.66
222,500
$219.57
$48,854,000
$247.38
12.67%
$161.38
$258.60
GPN - Global Payments Inc.
2.48
Reduce 1.79%
550,000
$83.08
$45,694,000
$79.52
-4.29%
$65.33
$112.82
TECH - Bio-Techne Corp.
2.43
802,150
$55.63
$44,624,000
$65.70
18.10%
$45.80
$78.83
HEI.A - HEICO Corp. CL A
2.25
Reduce 0.07%
162,779
$254.09
$41,361,000
$273.16
7.51%
$174.66
$278.20
LH - Labcorp Holdings Inc.
2.18
Reduce 1.01%
139,750
$287.06
$40,117,000
$251.81
-12.28%
$207.67
$292.94
ACN - Accenture
2.15
Add 28.80%
160,550
$246.60
$39,592,000
$280.67
13.82%
$227.92
$391.86
IDXX - IDEXX Laboratories
1.97
Reduce 5.80%
56,800
$638.89
$36,289,000
$713.35
11.65%
$356.14
$769.98
ADI - Analog Devices
1.86
Reduce 1.21%
139,300
$245.70
$34,226,000
$300.93
22.48%
$156.76
$303.20
SIRI - SiriusXM Holdings Inc
1.75
1,384,000
$23.28
$32,213,000
$21.78
-6.44%
$18.00
$26.40
LBRDK - Liberty Broadband Corp. CL C
1.73
500,500
$63.54
$31,802,000
$49.06
-22.79%
$44.63
$97.16
TXN - Texas Instruments
1.64
164,575
$183.73
$30,237,000
$190.31
3.58%
$136.55
$218.15
ODFL - Old Dominion Freight Line
1.60
208,500
$140.78
$29,353,000
$173.13
22.98%
$125.76
$208.11
KMX - CarMax Inc.
1.58
649,400
$44.87
$29,139,000
$45.23
0.80%
$30.26
$89.47
CHTR - Charter Communications
1.53
Add 8.63%
102,605
$275.10
$28,227,000
$210.59
-23.45%
$193.00
$437.06
IT - Gartner Inc.
1.53
Add 22.12%
107,375
$262.87
$28,226,000
$248.02
-5.65%
$222.54
$584.01
MLM - Martin Marietta
1.41
41,275
$630.28
$26,015,000
$666.67
5.77%
$440.13
$667.66
CRM - Salesforce.com
1.13
87,500
$237.01
$20,738,000
$259.94
9.67%
$221.60
$364.71
ORCL - Oracle Corp.
1.07
Reduce 58.84%
70,000
$281.24
$19,687,000
$198.52
-29.41%
$117.67
$344.21
ACIW - ACI Worldwide Inc.
1.05
Add 19.87%
366,800
$52.77
$19,356,000
$25.76
-51.18%
$23.63
$36.01
PRM - Perimeter Solutions SA
0.91
Reduce 62.01%
744,972
$22.39
$16,680,000
$25.53
14.02%
$8.76
$27.74
LKQ - LKQ Corp.
0.89
Add 16.52%
534,000
$30.54
$16,308,000
$33.40
9.36%
$28.13
$43.32
ROP - Roper Technologies Inc.
0.85
31,425
$498.68
$15,671,000
$434.81
-12.81%
$427.89
$591.26
CMCSA - Comcast Corp.
0.77
451,500
$31.42
$14,186,000
$28.37
-9.71%
$24.18
$35.03
CCRD-OLD - CoreCard Corp.
0.75
515,000
$26.92
$13,864,000
$23.04
-14.41%
$20.45
$49.14
LBRDA - Liberty Broadband Corp. CL A
0.48
140,000
$63.33
$8,866,000
$48.91
-22.77%
$44.51
$95.93
MELI - Mercadolibre Inc.
0.47
Buy
3,700
$2337.03
$8,647,000
$2178.41
-6.79%
$1723.90
$2645.22
CDW - CDW Corp.
0.31
Buy
35,650
$159.27
$5,678,000
$133.49
-16.19%
$126.93
$219.61
VLTO - Veralto Corp.
0.22
37,500
$106.61
$3,998,000
$102.73
-3.64%
$83.58
$109.85
GLIBK - GCI Liberty Inc. Series C
0.20
Buy
100,100
$37.27
$3,731,000
$38.20
2.50%
$28.11
$38.26
SPGI - S&P Global Inc.
0.19
7,140
$486.69
$3,475,000
$541.94
11.35%
$424.77
$576.91
LIN - Linde plc
0.18
6,900
$475.07
$3,278,000
$444.08
-6.52%
$387.78
$483.05
DEO - Diageo ADR
0.15
28,300
$95.44
$2,701,000
$88.43
-7.34%
$84.52
$120.89
FTV - Fortive Corp.
0.12
Add 2.09%
46,400
$48.99
$2,273,000
$55.00
12.27%
$46.10
$63.54
GLBAV - GCI Liberty Inc. Series A
0.06
Buy
28,000
$37.57
$1,052,000
EEFT - Euronet Worldwide Inc.
0.72
Buy
160,000
$76.11
$12,178,000
$67.96
-10.71%
$64.34
$114.25