Wallace Weitz - Weitz Investment Management, Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
Holdings Activity Buys Sells    History
Holding/activity history for  Analog Devices (ADI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 106,350 2.36 Reduce 19.92% 0.43 $318.14 $33,834,189 SEC
2025   Q4 132,800 2.14 Reduce 4.67% 0.09 $271.20 $36,015,360 SEC
2025   Q3 139,300 1.86 Reduce 1.21% 0.02 $245.70 $34,226,010 SEC
2025   Q2 141,000 1.81 $238.02 $33,560,820 SEC
2025   Q1 141,000 1.51 $201.67 $28,435,470 SEC
2024   Q4 141,000 1.55 $212.46 $29,956,860 SEC
2024   Q3 141,000 1.60 $230.17 $32,453,970 SEC
2024   Q2 141,000 1.70 Reduce 38.48% 0.89 $228.26 $32,184,660 SEC
2024   Q1 229,200 2.30 $197.79 $45,333,468 SEC
2023   Q4 229,200 2.41 Reduce 4.58% 0.11 $198.56 $45,509,952 SEC
2023   Q3 240,200 2.33 $175.09 $42,056,618 SEC
2023   Q2 240,200 2.51 $194.81 $46,793,362 SEC
2023   Q1 240,200 2.75 Reduce 0.08% <0.01 $197.22 $47,372,244 SEC
2022   Q4 240,400 2.26 Reduce 5.87% 0.12 $164.03 $39,432,812 SEC
2022   Q3 255,400 2.12 $139.34 $35,587,000 SEC
2022   Q2 255,400 1.97 Add 9.47% 0.17 $146.09 $37,311,000 SEC
2022   Q1 233,300 1.72 Add 2.05% 0.03 $165.18 $38,536,000 SEC
2021   Q4 228,621 1.63 Add 0.49% <0.01 $175.77 $40,185,000 SEC
2021   Q3 227,500 1.61 $167.48 $38,102,000 SEC
2021   Q2 227,500 1.67 Reduce 6.19% 0.10 $172.16 $39,166,000 SEC
2021   Q1 242,500 1.68 Reduce 3.96% 0.06 $155.08 $37,607,000 SEC
2020   Q4 252,500 1.61 Reduce 5.61% 0.08 $147.73 $37,302,000 SEC
2020   Q3 267,500 1.48 $116.74 $31,228,000 SEC
2020   Q2 267,500 1.64 $122.64 $32,806,000 SEC
2020   Q1 267,500 1.28 $89.65 $23,981,000 SEC
2019   Q4 267,500 1.28 Add 4.90% 0.06 $118.84 $31,790,000 SEC
2019   Q3 255,000 1.19 $111.73 $28,491,000 SEC
2019   Q2 255,000 1.18 $112.87 $28,782,000 SEC
2019   Q1 255,000 1.15 Add 5.45% 0.06 $105.27 $26,844,000 SEC
2018   Q4 241,825 0.98 Buy 0.98 $85.83 $20,756,000 SEC