This article is part of a series that provides an ongoing analysis of the changes made to Wallace Weitz's 13F portfolio on a quarterly basis. It is based on Weitz's regulatory 13F Form filed on 02/13/2020. Please visit our Tracking Wallace Weitz's Weitz Investment Management Portfolio article for an idea on his investment philosophy and our last update for the fund's moves during Q3 2019.
This quarter, Weitz's 13F portfolio value increased ~4% from $2.46B to $2.55B. The number of holdings decreased from 72 to 68. The top three positions are at ~26% while the