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  S&P Global Inc. (SPGI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 7,050 0.21 Reduce 1.26% <0.01 $425.34 $2,998,647 SEC
2025   Q4 7,140 0.22 $522.59 $3,731,293 SEC
2025   Q3 7,140 0.19 $486.71 $3,475,109 SEC
2025   Q2 7,140 0.20 $527.29 $3,764,851 SEC
2025   Q1 7,140 0.19 Reduce 84.85% 1.03 $508.10 $3,627,834 SEC
2024   Q4 47,140 1.21 Reduce 13.07% 0.18 $498.03 $23,477,134 SEC
2024   Q3 54,225 1.38 Reduce 21.27% 0.34 $516.62 $28,013,720 SEC
2024   Q2 68,875 1.62 $446.00 $30,718,250 SEC
2024   Q1 68,875 1.49 Reduce 3.50% 0.06 $425.45 $29,302,869 SEC
2023   Q4 71,375 1.67 $440.52 $31,442,115 SEC
2023   Q3 71,375 1.44 Reduce 3.38% 0.05 $365.41 $26,081,139 SEC
2023   Q2 73,875 1.59 $400.89 $29,615,749 SEC
2023   Q1 73,875 1.48 $344.77 $25,469,884 SEC
2022   Q4 73,875 1.42 $334.94 $24,743,693 SEC
2022   Q3 73,875 1.34 Reduce 6.34% 0.09 $305.35 $22,558,000 SEC
2022   Q2 78,875 1.41 Add 6.16% 0.08 $337.06 $26,586,000 SEC
2022   Q1 74,300 1.36 Add 8.00% 0.10 $410.17 $30,476,000 SEC
2021   Q4 68,799 1.31 Add 0.44% <0.01 $471.93 $32,468,000 SEC
2021   Q3 68,500 1.23 $424.89 $29,105,000 SEC
2021   Q2 68,500 1.20 $410.45 $28,116,000 SEC
2021   Q1 68,500 1.08 $352.88 $24,172,000 SEC
2020   Q4 68,500 0.97 $328.73 $22,518,000 SEC
2020   Q3 68,500 1.17 $360.60 $24,701,000 SEC
2020   Q2 68,500 1.13 $329.47 $22,569,000 SEC
2020   Q1 68,500 0.90 Buy 0.90 $245.05 $16,786,000 SEC