Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Wallace Weitz
Wallace Weitz (Weitz Investment Management, Inc.): Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 50 Positionen mit einem Gesamtwert von $1,4 Mrd. Wertentwicklung: 1 Jahr +3,74 %, 3 Jahre +43,16 %, 5 Jahre +47,61 %.
Wallace Weitz
Weitz Investment Management, Inc.
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $1,4 Mrd.
Größte Position Berkshire Hathaway Inc Del
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +3,74 %
Gesamtrendite · 3 Jahre +43,16 %
Gesamtrendite · 5 Jahre +47,61 %
50 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 BRK-BBerkshire Hathaway Inc Del | 9,41% | $135.905.924 | 271.600 | SOLD Q2 · 2026-2,6% · 7 Tsd. Stk. | ← | $509,77 | |
 GOOGAlphabet Inc | 6,56% | $94.727.773 | 268.100 | SOLD Q2 · 2026-17,9% · 59 Tsd. Stk. | ← | $344,41 | |
 DHRDanaher Corp Del | 6,46% | $93.239.960 | 489.500 | BUY Q2 · 2026+2,5% · 12 Tsd. Stk. | ← | $211,81 | |
 VVisa Inc | 6,30% | $91.032.070 | 265.330 | – | SOLD Q1 · 2026-1,9% · 5 Tsd. Stk. | $368,29 | |
 MAMastercard Incorporated | 5,17% | $74.651.760 | 145.350 | SOLD Q2 · 2026-1,1% · 2 Tsd. Stk. | ← | $565,24 | |
 AONAon Plc | 4,91% | $70.935.223 | 213.860 | – | SOLD Q1 · 2026-2,2% · 5 Tsd. Stk. | $295,64 | |
 VMCVulcan Matls Co | 4,16% | $60.123.038 | 203.800 | SOLD Q2 · 2026-4,9% · 10 Tsd. Stk. | ← | $240,83 | |
 METAMeta Platforms Inc | 4,02% | $57.996.338 | 102.960 | SOLD Q2 · 2026-2,6% · 3 Tsd. Stk. | ← | $665,75 | |
 TMOThermo Fisher Scientific Inc | 4,00% | $57.756.672 | 115.200 | SOLD Q2 · 2026-4,8% · 6 Tsd. Stk. | ← | $651,45 | |
 IEXIdex Corp | 3,97% | $57.282.180 | 252.400 | SOLD Q2 · 2026-4,5% · 12 Tsd. Stk. | ← | $223,72 | |
 MSFTMicrosoft Corp | 3,96% | $57.146.664 | 153.200 | SOLD Q2 · 2026-9,6% · 16 Tsd. Stk. | ← | $493,78 | |
N/A HEI-AHeico Corp New | 3,65% | $52.737.179 | 204.479 | BUY Q2 · 2026+8,2% · 16 Tsd. Stk. | ← | $221,90 | |
 AMZNAmazon Com Inc | 3,59% | $51.838.950 | 217.500 | SOLD Q2 · 2026-2,2% · 5 Tsd. Stk. | ← | $253,71 | |
 TECHBio-Techne Corp | 2,66% | $38.377.080 | 543.200 | SOLD Q2 · 2026-16,8% · 110 Tsd. Stk. | ← | $72,37 | |
 SIRISiriusxm Holdings Inc | 2,43% | $35.093.520 | 1.188.000 | SOLD Q2 · 2026-8,1% · 105 Tsd. Stk. | ← | $27,31 | |
 ADIAnalog Devices Inc | 2,34% | $33.848.813 | 85.225 | SOLD Q2 · 2026-19,9% · 21 Tsd. Stk. | ← | $375,72 | |
 EFXEquifax Inc | 2,11% | $30.471.066 | 191.980 | BUY Q2 · 2026+2,3% · 4 Tsd. Stk. | ← | $158,87 | |
 LHLabcorp Holdings Inc | 1,92% | $27.734.000 | 99.050 | – | SOLD Q1 · 2026-0,7% · 700 Stk. | $320,71 | |
 MLMMartin Marietta Matls Inc | 1,89% | $27.318.279 | 47.370 | BUY Q2 · 2026+19,1% · 8 Tsd. Stk. | ← | $490,64 | |
 GPNGlobal Pmts Inc | 1,76% | $25.396.000 | 350.000 | BUY Q2 · 2026+4,5% · 15 Tsd. Stk. | ← | $85,06 | |
 TXNTexas Instrs Inc | 1,61% | $23.219.653 | 77.900 | SOLD Q2 · 2026-51,3% · 82 Tsd. Stk. | ← | $266,64 | |
N/A LBRDKNLiberty Broadband Corp | 1,33% | $19.157.760 | 576.000 | – | SOLD Q1 · 2026-11,5% · 75 Tsd. Stk. | – | |
N/A IDXXIdexx Labs Inc | 1,29% | $18.583.332 | 35.300 | – | SOLD Q4 · 2025-37,9% · 22 Tsd. Stk. | $511,65 | |
 ACIWAci Worldwide Inc | 1,28% | $18.491.633 | 367.700 | – | BUY Q4 · 2025+0,2% · 900 Stk. | $50,27 | |
N/A PRMPerimeter Solutions Inc | 1,11% | $16.071.626 | 450.817 | SOLD Q2 · 2026-11,5% · 59 Tsd. Stk. | ← | $32,18 | |
 MELIMercadolibre Inc | 1,08% | $15.615.988 | 9.200 | BUY Q2 · 2026+15,0% · 1 Tsd. Stk. | ← | $1.787,39 | |
 ACNAccenture Plc Ireland | 1,03% | $14.895.468 | 119.700 | SOLD Q2 · 2026-29,9% · 51 Tsd. Stk. | ← | $181,29 | |
N/A IRIngersoll Rand Inc | 0,92% | $13.255.323 | 161.670 | BUY Q2 · 2026+21,4% · 28 Tsd. Stk. | ← | $71,83 | |
 CSGPCostar Group Inc | 0,83% | $11.984.486 | 423.181 | SOLD Q2 · 2026-18,2% · 94 Tsd. Stk. | ← | $29,09 | |
 EEFTEuronet Worldwide Inc | 0,81% | $11.710.400 | 160.000 | – | – | $66,03 | |
 ASMLAsml Hldg Nv | 0,76% | $10.941.920 | 5.500 | – | – | $1.679,92 | |
 LKQLkq Corp | 0,74% | $10.742.640 | 408.000 | – | SOLD Q1 · 2026-7,5% · 33 Tsd. Stk. | $23,30 | |
 NFLXNetflix Inc. | 0,73% | $10.510.080 | 147.200 | NEW Q2 · 2026147 Tsd. Stk. | – | $71,79 | |
 TSMTaiwan Semiconductor Mfg Ltd | 0,66% | $9.551.400 | 20.000 | – | – | $434,67 | |
 COFCapital One Finl Corp | 0,56% | $8.024.800 | 40.000 | NEW Q2 · 202640 Tsd. Stk. | – | $202,43 | |
 ORCLOracle Corp | 0,56% | $8.060.250 | 55.000 | – | SOLD Q1 · 2026-21,4% · 15 Tsd. Stk. | $147,61 | |
 CRMSalesforce Inc | 0,53% | $7.723.338 | 49.300 | SOLD Q2 · 2026-39,5% · 32 Tsd. Stk. | ← | $237,92 | |
 NVDANvidia Corporation | 0,48% | $7.003.150 | 35.000 | – | – | $222,27 | |
N/A VLTOVeralto Corp | 0,48% | $6.872.700 | 77.500 | BUY Q2 · 2026+93,8% · 38 Tsd. Stk. | ← | $94,49 | |
 RGENRepligen Corp | 0,39% | $5.566.752 | 40.800 | BUY Q2 · 2026+60,0% · 15 Tsd. Stk. | ← | $176,89 | |
N/A NO_MATCHLiberty Broadband Corp | 0,29% | $4.118.400 | 123.750 | SOLD Q2 · 2026-4,8% · 6 Tsd. Stk. | ← | – | |
 LINLinde Plc | 0,26% | $3.684.474 | 7.100 | SOLD Q2 · 2026-1,4% · 100 Stk. | ← | $460,40 | |
 MTDMettler Toledo International | 0,23% | $3.257.651 | 2.550 | NEW Q2 · 20263 Tsd. Stk. | – | $1.392,32 | |
N/A POOLPool Corp | 0,22% | $3.223.500 | 15.000 | – | – | $167,96 | |
 SPGIS&P Global Inc | 0,20% | $2.911.909 | 7.150 | BUY Q2 · 2026+1,4% · 100 Stk. | ← | $405,32 | |
 APHAmphenol Corp | 0,11% | $1.622.144 | 9.200 | – | – | $77,55 | |
 FERGFerguson Enterprises Inc | 0,09% | $1.234.116 | 5.200 | – | – | $214,43 | |
 FTVFortive Corp | 0,09% | $1.328.708 | 21.750 | SOLD Q2 · 2026-3,3% · 750 Stk. | ← | $55,00 | |
 CMCSAComcast Corp New | 0,08% | $1.153.850 | 47.000 | – | SOLD Q1 · 2026-44,7% · 38 Tsd. Stk. | $22,74 | |
 CHTRCharter Communications Inc N | 0,01% | $92.437 | 650 | – | SOLD Q4 · 2025-99,4% · 102 Tsd. Stk. | $128,17 |
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