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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
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