Wallace Weitz's Q4 2025 13F filing revealed significant adjustments to his investment portfolio. Notably, Weitz completely exited four holdings, with CarMax Inc (KMX) being the most prominent. The filing also showed reduced stakes in 17 other companies, including Charter Communications Inc (CHTR) and Alphabet Inc (GOOG). Conversely, Weitz initiated a new position in Euronet Worldwide Inc (EEFT) and increased his holdings in 12 stocks, most significantly Liberty Broadband Corp (LBRDK). These strategic rebalances resulted in a -1.58% impact on the overall portfolio value. Such quarterly disclosures offer insights into fund managers' evolving market perspectives and investment strategies.
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