Value Investors Tribe

We study the 13F filings regulated by SEC to document the portfolio of superinvestors. This is not a buy, sell or hold recommendation of any form, our goal is to educate you about how these grandmasters of investing are operating in real time and what kind of bets are they placing.

Weitz Value Fund, led by Wallace Weitz has a portfolio size of roughly $912 million. The portfolio updates present here are based on the latest filings which were on April 16, 2024. The portfolio is of date March 31, 2024. The major holdings and position sizing are tabulated below-

Portfolio Holdings as of 03/31/2024

The table above represents the portfolio based on latest filings. Portfolio changes done in the last quarter are listed below:

• Reduced the position of Meta Platforms Inc. by 9.09%.
• Reduced the position of Alphabet Inc. Class C by 22.50%.
• Reduced the position of Berkshire Hathaway Class B by 5.07%.
• Reduced the position of Vulcan Materials by 9.09%.
• Reduced the position of Salesforce by 12.00%.
• Reduced the position of Accenture by 3.61%.
• Reduced the position of S&P Global Inc. by 4.00%.
• Reduced the position of Liberty SiriusXM Series C by 3.48%.
• Reduced the position of Gartner Inc. by 27.27%.
• Reduced the position of Liberty Broadband Corp. Class C by 18.37%.
• Increased the position of Danaher Corp. by 1.49%.
• Increased the position of Charter Communications by 100%.
• Increased the position of Aon Plc by 15.63%.
• Increased the position of Global Payments Inc. by 42.86%.
• Increased the position of Fidelity National Information Services by 50.00%.

Actionable Insights

The knowledge or data which is not applied has no use! Here are some of the actionable recommendations based on the information shared in this blog:

• Try and study the 10-Ks, annual reports and earnings calls of the holdings.
• Explore the 13-Fs of other superinvestors and see if they are placing similar bets.