StockBRK.B - Berkshire Hathaway CL B
% de la cartera5.24
Actividad reciente—
Comparte107,500
Precio$460.26
Valor$49,478,000
Precio Actual$443.81
Precio reportado-3.57%
52 Week Low$357.98
52 Week High$491.67
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Wallace Weitz - Weitz Large Cap Equity Fund
Wallace Weitz - Weitz Large Cap Equity FundFecha: 30 Sep 2025Inversiones: 27Valor: $816,036,000
Inversiones actuales
StockDHR - Danaher Corp.
% de la cartera5.01
Actividad reciente—
Comparte170,000
Precio$278.02
Valor$47,263,000
Precio Actual$239.96
Precio reportado-13.69%
52 Week Low$221.57
52 Week High$281.10
StockMA - Mastercard Inc.
% de la cartera4.97
Actividad reciente—
Comparte95,000
Precio$493.80
Valor$46,911,000
Precio Actual$505.47
Precio reportado2.36%
52 Week Low$423.08
52 Week High$536.91
StockV - Visa Inc.
% de la cartera4.95
Actividad reciente—
Comparte170,000
Precio$274.95
Valor$46,742,000
Precio Actual$305.99
Precio reportado11.29%
52 Week Low$251.72
52 Week High$321.62
StockTMO - Thermo Fisher Scientific
% de la cartera4.91
Actividad reciente—
Comparte75,000
Precio$618.57
Valor$46,393,000
Precio Actual$556.04
Precio reportado-10.11%
52 Week Low$492.93
52 Week High$627.02
StockGPN - Global Payments Inc.
% de la cartera4.61
Actividad recienteAdd 19.72%
Comparte425,000
Precio$102.42
Valor$43,529,000
Precio Actual$106.29
Precio reportado3.78%
52 Week Low$91.19
52 Week High$140.51
StockMETA - Meta Platforms Inc.
% de la cartera4.55
Actividad recienteReduce 14.29%
Comparte75,000
Precio$572.44
Valor$42,933,000
Precio Actual$606.87
Precio reportado6.01%
52 Week Low$357.25
52 Week High$637.89
StockAON - Aon Plc
% de la cartera4.49
Actividad reciente—
Comparte122,500
Precio$345.99
Valor$42,384,000
Precio Actual$355.13
Precio reportado2.64%
52 Week Low$266.38
52 Week High$395.33
StockGOOG - Alphabet Inc. CL C
% de la cartera4.34
Actividad reciente—
Comparte245,000
Precio$167.19
Valor$40,962,000
Precio Actual$191.43
Precio reportado14.50%
52 Week Low$131.08
52 Week High$202.88
StockCHTR - Charter Communications
% de la cartera3.78
Actividad recienteReduce 6.38%
Comparte110,000
Precio$324.08
Valor$35,649,000
Precio Actual$338.81
Precio reportado4.55%
52 Week Low$236.08
52 Week High$415.27
StockEFX - Equifax Inc.
% de la cartera3.73
Actividad reciente—
Comparte120,000
Precio$293.86
Valor$35,263,000
Precio Actual$247.08
Precio reportado-15.92%
52 Week Low$212.08
52 Week High$309.15
StockCSGP - CoStar Group Inc.
% de la cartera3.48
Actividad reciente—
Comparte435,000
Precio$75.44
Valor$32,816,000
Precio Actual$69.42
Precio reportado-7.98%
52 Week Low$68.26
52 Week High$100.38
StockORCL - Oracle Corp.
% de la cartera3.38
Actividad reciente—
Comparte187,500
Precio$170.40
Valor$31,950,000
Precio Actual$153.58
Precio reportado-9.87%
52 Week Low$102.43
52 Week High$197.82
StockACN - Accenture
% de la cartera3.37
Actividad reciente—
Comparte90,000
Precio$353.48
Valor$31,813,000
Precio Actual$350.36
Precio reportado-0.88%
52 Week Low$276.35
52 Week High$382.77
StockAMZN - Amazon.com Inc.
% de la cartera3.31
Actividad reciente—
Comparte167,500
Precio$186.33
Valor$31,210,000
Precio Actual$219.01
Precio reportado17.54%
52 Week Low$149.91
52 Week High$233.00
StockKMX - CarMax Inc.
% de la cartera2.95
Actividad reciente—
Comparte360,000
Precio$77.38
Valor$27,857,000
Precio Actual$77.93
Precio reportado0.71%
52 Week Low$65.83
52 Week High$91.25
StockADI - Analog Devices
% de la cartera2.86
Actividad reciente—
Comparte117,500
Precio$230.17
Valor$27,045,000
Precio Actual$212.32
Precio reportado-7.76%
52 Week Low$179.83
52 Week High$242.16
StockCRM - Salesforce.com
% de la cartera2.75
Actividad reciente—
Comparte95,000
Precio$273.71
Valor$26,002,000
Precio Actual$318.30
Precio reportado16.29%
52 Week Low$211.10
52 Week High$368.58
StockVMC - Vulcan Materials
% de la cartera2.65
Actividad reciente—
Comparte100,000
Precio$250.43
Valor$25,043,000
Precio Actual$253.53
Precio reportado1.24%
52 Week Low$218.18
52 Week High$298.31
StockCNSWF - Constellation Software Inc.
% de la cartera2.58
Actividad reciente—
Comparte7,500
Precio$3253.33
Valor$24,400,000
Precio Actual$3091.00
Precio reportado-4.99%
52 Week Low$1919.43
52 Week High$3423.95
StockSPGI - S&P Global Inc.
% de la cartera2.57
Actividad recienteReduce 21.67%
Comparte47,000
Precio$516.62
Valor$24,281,000
Precio Actual$481.59
Precio reportado-6.78%
52 Week Low$405.38
52 Week High$532.36
StockIEX - IDEX Corp.
% de la cartera2.55
Actividad recienteAdd 12.25%
Comparte112,250
Precio$214.50
Valor$24,078,000
Precio Actual$208.74
Precio reportado-2.69%
52 Week Low$188.88
52 Week High$243.96
StockFIS - Fidelity National Information Services
% de la cartera2.42
Actividad reciente—
Comparte272,500
Precio$83.75
Valor$22,822,000
Precio Actual$77.74
Precio reportado-7.18%
52 Week Low$57.18
52 Week High$91.59
StockVLTO - Veralto Corp.
% de la cartera2.25
Actividad reciente—
Comparte190,000
Precio$111.86
Valor$21,253,000
Precio Actual$100.55
Precio reportado-10.11%
52 Week Low$73.63
52 Week High$114.88
StockODFL - Old Dominion Freight Line
% de la cartera2.21
Actividad reciente—
Comparte105,000
Precio$198.64
Valor$20,857,000
Precio Actual$178.76
Precio reportado-10.01%
52 Week Low$165.07
52 Week High$232.98
StockADBE - Adobe Inc.
% de la cartera2.19
Actividad reciente—
Comparte40,000
Precio$517.78
Valor$20,711,000
Precio Actual$408.59
Precio reportado-21.09%
52 Week Low$405.32
52 Week High$638.25
StockIT - Gartner Inc.
% de la cartera2.15
Actividad reciente—
Comparte40,000
Precio$506.75
Valor$20,270,000
Precio Actual$491.24
Precio reportado-3.06%
52 Week Low$411.15
52 Week High$559.00
StockROP - Roper Technologies Inc.
% de la cartera2.06
Actividad reciente—
Comparte35,000
Precio$556.43
Valor$19,475,000
Precio Actual$508.04
Precio reportado-8.70%
52 Week Low$502.10
52 Week High$579.15
StockMCHP - Microchip Technology
% de la cartera1.91
Actividad reciente—
Comparte225,000
Precio$80.29
Valor$18,065,000
Precio Actual$55.56
Precio reportado-30.80%
52 Week Low$54.47
52 Week High$99.33
StockLH - Labcorp Holdings Inc.
% de la cartera1.78
Actividad reciente—
Comparte75,000
Precio$223.48
Valor$16,761,000
Precio Actual$234.30
Precio reportado4.84%
52 Week Low$190.80
52 Week High$247.25
StockMSFT - Microsoft Corp.
% de la cartera3.49
Actividad recienteBuy
Comparte78,500
Precio$375.39
Valor$29,468,000
Precio Actual$374.39
Precio reportado-0.27%
52 Week Low$344.79
52 Week High$465.64
StockIDXX - IDEXX Laboratories
% de la cartera2.24
Actividad recienteBuy
Comparte45,000
Precio$419.96
Valor$18,898,000
Precio Actual$426.63
Precio reportado1.59%
52 Week Low$356.14
52 Week High$548.88
StockTECH - Bio-Techne Corp.
% de la cartera2.08
Actividad recienteBuy
Comparte300,000
Precio$58.63
Valor$17,589,000
Precio Actual$50.16
Precio reportado-14.45%
52 Week Low$46.01
52 Week High$85.29
StockMELI - Mercadolibre Inc.
% de la cartera1.06
Actividad recienteBuy
Comparte3,700
Precio$2337.03
Valor$8,647,000
Precio Actual$2327.26
Precio reportado-0.42%
52 Week Low$1646.00
52 Week High$2645.22
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
5.24
—
107,500
$460.26
$49,478,000
$443.81
-3.57%
$357.98
$491.67
DHR - Danaher Corp.
5.01
—
170,000
$278.02
$47,263,000
$239.96
-13.69%
$221.57
$281.10
MA - Mastercard Inc.
4.97
—
95,000
$493.80
$46,911,000
$505.47
2.36%
$423.08
$536.91
V - Visa Inc.
4.95
—
170,000
$274.95
$46,742,000
$305.99
11.29%
$251.72
$321.62
TMO - Thermo Fisher Scientific
4.91
—
75,000
$618.57
$46,393,000
$556.04
-10.11%
$492.93
$627.02
GPN - Global Payments Inc.
4.61
Add 19.72%
425,000
$102.42
$43,529,000
$106.29
3.78%
$91.19
$140.51
META - Meta Platforms Inc.
4.55
Reduce 14.29%
75,000
$572.44
$42,933,000
$606.87
6.01%
$357.25
$637.89
AON - Aon Plc
4.49
—
122,500
$345.99
$42,384,000
$355.13
2.64%
$266.38
$395.33
GOOG - Alphabet Inc. CL C
4.34
—
245,000
$167.19
$40,962,000
$191.43
14.50%
$131.08
$202.88
CHTR - Charter Communications
3.78
Reduce 6.38%
110,000
$324.08
$35,649,000
$338.81
4.55%
$236.08
$415.27
EFX - Equifax Inc.
3.73
—
120,000
$293.86
$35,263,000
$247.08
-15.92%
$212.08
$309.15
CSGP - CoStar Group Inc.
3.48
—
435,000
$75.44
$32,816,000
$69.42
-7.98%
$68.26
$100.38
ORCL - Oracle Corp.
3.38
—
187,500
$170.40
$31,950,000
$153.58
-9.87%
$102.43
$197.82
ACN - Accenture
3.37
—
90,000
$353.48
$31,813,000
$350.36
-0.88%
$276.35
$382.77
AMZN - Amazon.com Inc.
3.31
—
167,500
$186.33
$31,210,000
$219.01
17.54%
$149.91
$233.00
KMX - CarMax Inc.
2.95
—
360,000
$77.38
$27,857,000
$77.93
0.71%
$65.83
$91.25
ADI - Analog Devices
2.86
—
117,500
$230.17
$27,045,000
$212.32
-7.76%
$179.83
$242.16
CRM - Salesforce.com
2.75
—
95,000
$273.71
$26,002,000
$318.30
16.29%
$211.10
$368.58
VMC - Vulcan Materials
2.65
—
100,000
$250.43
$25,043,000
$253.53
1.24%
$218.18
$298.31
CNSWF - Constellation Software Inc.
2.58
—
7,500
$3253.33
$24,400,000
$3091.00
-4.99%
$1919.43
$3423.95
SPGI - S&P Global Inc.
2.57
Reduce 21.67%
47,000
$516.62
$24,281,000
$481.59
-6.78%
$405.38
$532.36
IEX - IDEX Corp.
2.55
Add 12.25%
112,250
$214.50
$24,078,000
$208.74
-2.69%
$188.88
$243.96
FIS - Fidelity National Information Services
2.42
—
272,500
$83.75
$22,822,000
$77.74
-7.18%
$57.18
$91.59
VLTO - Veralto Corp.
2.25
—
190,000
$111.86
$21,253,000
$100.55
-10.11%
$73.63
$114.88
ODFL - Old Dominion Freight Line
2.21
—
105,000
$198.64
$20,857,000
$178.76
-10.01%
$165.07
$232.98
ADBE - Adobe Inc.
2.19
—
40,000
$517.78
$20,711,000
$408.59
-21.09%
$405.32
$638.25
IT - Gartner Inc.
2.15
—
40,000
$506.75
$20,270,000
$491.24
-3.06%
$411.15
$559.00
ROP - Roper Technologies Inc.
2.06
—
35,000
$556.43
$19,475,000
$508.04
-8.70%
$502.10
$579.15
MCHP - Microchip Technology
1.91
—
225,000
$80.29
$18,065,000
$55.56
-30.80%
$54.47
$99.33
LH - Labcorp Holdings Inc.
1.78
—
75,000
$223.48
$16,761,000
$234.30
4.84%
$190.80
$247.25
MSFT - Microsoft Corp.
3.49
Buy
78,500
$375.39
$29,468,000
$374.39
-0.27%
$344.79
$465.64
IDXX - IDEXX Laboratories
2.24
Buy
45,000
$419.96
$18,898,000
$426.63
1.59%
$356.14
$548.88
TECH - Bio-Techne Corp.
2.08
Buy
300,000
$58.63
$17,589,000
$50.16
-14.45%
$46.01
$85.29
MELI - Mercadolibre Inc.
1.06
Buy
3,700
$2337.03
$8,647,000
$2327.26
-0.42%
$1646.00
$2645.22