Wallace Weitz - Weitz Investment Management
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  Dell Inc (DLCA)
← All DLCA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2013   Q1 0 0.00 Sell 100.00% 3.22 SEC
2012   Q4 5,756,945 3.22 Add 1.28% 0.04 $10.13 $58,318,000 SEC
2012   Q3 5,684,252 1.44 Add 47.29% 0.46 $9.86 $56,047,000 SEC
2012   Q2 3,859,352 1.21 Add 1.09% 0.01 $12.52 $48,319,000 SEC
2012   Q1 3,817,700 3.34 Reduce 25.45% 1.08 $16.60 $63,374,000 SEC
2011   Q4 5,120,700 4.25 Reduce 12.91% 0.63 $14.63 $74,916,000 SEC
2011   Q3 5,879,760 4.87 Reduce 5.36% 0.29 $14.15 $83,199,000 SEC
2011   Q2 6,213,079 5.48 Reduce 4.81% 0.25 $16.67 $103,572,000 SEC
2011   Q1 6,527,169 5.28 Add 4.54% 0.23 $14.51 $94,709,000 SEC
2010   Q4 6,243,859 5.04 Reduce 4.89% 0.26 $13.55 $84,604,000 SEC
2010   Q3 6,564,825 5.29 Add 13.32% 0.62 $12.96 $85,080,000 SEC
2010   Q2 5,792,967 4.91 Reduce 2.89% 0.08 $12.06 $69,863,000 SEC
2010   Q1 5,965,621 2.84 Add 5.75% 0.15 $15.01 $89,544,000 SEC
2009   Q4 5,641,469 3.28 Add 13.73% 0.40 $14.36 $81,011,000 SEC
2009   Q3 4,960,509 5.96 Reduce 1.12% 0.03 $15.26 $75,697,000 SEC
2009   Q2 5,016,679 2.51 Reduce 1.38% 0.06 $13.73 $68,879,000 SEC
2009   Q1 5,086,679 4.30 Reduce 8.55% 0.38 $9.48 $48,222,000 SEC
2008   Q4 5,562,227 4.42 Reduce 0.26% 0.01 $10.24 $56,957,000 SEC
2008   Q3 5,576,877 4.93 Reduce 5.77% 0.34 $16.48 $91,907,000 SEC
2008   Q2 5,918,213 5.82 Add 3.90% 0.22 $21.88 $129,491,000 SEC
2008   Q1 5,695,863 4.15 Add 7.29% 0.28 $19.92 $113,462,000 SEC
2007   Q4 5,309,053 4.29 Reduce 11.86% 0.51 $24.51 $130,125,000 SEC
2007   Q3 6,023,380 4.28 Reduce 2.34% 0.10 $27.60 $166,245,000 SEC
2007   Q2 6,168,000 4.14 Reduce 0.45% 0.02 $28.55 $176,096,000 SEC
2007   Q1 6,195,900 3.63 Reduce 0.90% 0.03 $23.21 $143,807,000 SEC
2006   Q4 6,251,900 3.83 Reduce 19.92% 0.92 $25.09 $156,860,000 SEC
2006   Q3 7,806,900 4.64 Buy 4.64 $22.84 $178,310,000 SEC