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  Diageo ADR (DEO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.12 SEC
2025   Q4 23,800 0.12 Reduce 15.90% 0.02 $86.27 $2,053,226 SEC
2025   Q3 28,300 0.15 $95.43 $2,700,669 SEC
2025   Q2 28,300 0.15 $100.84 $2,853,772 SEC
2025   Q1 28,300 0.16 $104.79 $2,965,557 SEC
2024   Q4 28,300 0.19 $127.13 $3,597,779 SEC
2024   Q3 28,300 0.20 $140.34 $3,971,622 SEC
2024   Q2 28,300 0.19 $126.08 $3,568,064 SEC
2024   Q1 28,300 0.21 Add 38.05% 0.06 $148.74 $4,209,342 SEC
2023   Q4 20,500 0.16 Add 17.14% 0.02 $145.66 $2,986,030 SEC
2023   Q3 17,500 0.14 Add 19.05% 0.02 $149.18 $2,610,650 SEC
2023   Q2 14,700 0.14 $173.48 $2,550,156 SEC
2023   Q1 14,700 0.15 Add 25.64% 0.03 $181.18 $2,663,346 SEC
2022   Q4 11,700 0.12 $178.19 $2,084,823 SEC
2022   Q3 11,700 0.12 $169.83 $1,987,000 SEC
2022   Q2 11,700 0.11 $174.10 $2,037,000 SEC
2022   Q1 11,700 0.11 Reduce 15.86% 0.02 $203.16 $2,377,000 SEC
2021   Q4 13,905 0.12 Reduce 7.30% <0.01 $220.14 $3,061,000 SEC
2021   Q3 15,000 0.12 $193.00 $2,895,000 SEC
2021   Q2 15,000 0.12 Reduce 16.67% 0.02 $191.67 $2,875,000 SEC
2021   Q1 18,000 0.13 Reduce 87.55% 0.87 $164.22 $2,956,000 SEC
2020   Q4 144,600 0.99 Reduce 8.48% 0.09 $158.81 $22,964,000 SEC
2020   Q3 158,000 1.03 Add 13.67% 0.12 $137.66 $21,750,000 SEC
2020   Q2 139,000 0.94 $134.39 $18,680,000 SEC
2020   Q1 139,000 0.94 Add 9.02% 0.08 $127.12 $17,670,000 SEC
2019   Q4 127,500 0.86 $168.42 $21,474,000 SEC
2019   Q3 127,500 0.87 Reduce 1.92% 0.02 $163.52 $20,849,000 SEC
2019   Q2 130,000 0.92 $172.32 $22,402,000 SEC
2019   Q1 130,000 0.91 $163.61 $21,269,000 SEC
2018   Q4 130,000 0.87 $141.80 $18,434,000 SEC
2018   Q3 130,000 0.78 $141.67 $18,417,000 SEC
2018   Q2 130,000 0.83 $144.01 $18,721,000 SEC
2018   Q1 130,000 0.80 $135.42 $17,605,000 SEC
2017   Q4 130,000 0.86 Reduce 0.76% <0.01 $146.03 $18,984,000 SEC
2017   Q3 131,000 0.78 $132.13 $17,309,000 SEC
2017   Q2 131,000 0.74 Reduce 0.43% <0.01 $119.83 $15,698,000 SEC
2017   Q1 131,570 0.68 Reduce 0.70% <0.01 $115.58 $15,207,000 SEC
2016   Q4 132,495 0.60 $103.94 $13,772,000 SEC
2016   Q3 132,495 0.63 Add 0.10% <0.01 $116.04 $15,375,000 SEC
2016   Q2 132,365 0.60 $112.88 $14,941,000 SEC
2016   Q1 132,365 0.54 Add 0.08% <0.01 $107.87 $14,278,000 SEC
2015   Q4 132,265 0.53 Add 0.43% <0.01 $109.07 $14,426,000 SEC
2015   Q3 131,695 0.48 $107.79 $14,195,000 SEC
2015   Q2 131,695 0.48 Add 0.08% <0.01 $116.04 $15,282,000 SEC
2015   Q1 131,595 0.44 $110.57 $14,550,000 SEC
2014   Q4 131,595 0.47 $114.09 $15,014,000 SEC
2014   Q3 131,595 0.51 $115.40 $15,186,000 SEC
2014   Q2 131,595 0.57 Reduce 0.04% <0.01 $127.27 $16,748,000 SEC
2014   Q1 131,650 0.60 Add 3.78% 0.02 $124.59 $16,402,000 SEC
2013   Q4 126,850 0.65 $132.42 $16,797,000 SEC
2013   Q3 126,850 0.69 Add 0.52% <0.01 $127.08 $16,120,000 SEC
2013   Q2 126,200 0.68 Buy 0.68 $114.95 $14,507,000 SEC
2012   Q2 0 0.00 Sell 100.00% 0.96 SEC
2011   Q3 191,000 0.96 $75.93 $14,503,000 SEC
2011   Q2 191,000 0.83 Reduce 9.05% 0.08 $81.87 $15,637,000 SEC
2011   Q1 210,000 0.89 $76.22 $16,006,000 SEC
2010   Q4 210,000 0.93 $74.33 $15,609,000 SEC
2010   Q3 210,000 0.90 $69.01 $14,492,000 SEC
2010   Q2 210,000 1.00 Buy 1.00 $62.74 $13,175,000 SEC
2010   Q1 0 0.00 Sell 100.00% 0.42 SEC
2009   Q4 150,000 0.42 Add 7.14% 0.03 $69.41 $10,412,000 SEC
2009   Q3 140,000 0.68 Add 16.67% 0.10 $61.49 $8,609,000 SEC
2009   Q2 120,000 0.25 Add 118.18% 0.14 $57.25 $6,870,000 SEC
2009   Q1 55,000 0.22 Add 633.33% 0.19 $44.75 $2,461,000 SEC
2006   Q4 7,500 0.01 Buy 0.01 $79.33 $595,000 SEC
2006   Q2 0 0.00 Sell 100.00% <0.01 SEC
2005   Q4 7,500 <0.01 Buy <0.01 $58.27 $437,000 SEC