Wally Weitz · Weitz Investment Management

All superinvestors SEC filing

Omaha-based value investor influenced by Buffett. Focus on durable business value, margin of safety, owner-operator alignment.

Prism interpretation

“Omaha-school value — moats, margin of safety, owner-operators.”

Focused — meaningful conviction in a handful of names.

Concentration profile

Positions

Top 1

26%

Top 5

89%

Top 10

100%

Effective N

5.5

Holdings · 6

Curated summary

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01
LBRDKLiberty Broadband +4 others
8.6%
02
BRK.BBerkshire Hathaway +5 others
6.8%
03
LBTYKLiberty Global +1 other
5.2%
04
METAMeta Platforms +9 others
4.8%
05
CHTRCharter Communications +1 other
4.4%
06
MKLMarkel Group +2 others
3.8%

How this book compares

6 of Wally Weitz's holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.

Tracked alongside 29 other superinvestors.