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  Federal Natl Mtg Assn (FNMA)
← All FNMA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2008   Q3 0 0.00 Sell 100.00% 1.48 $0.35–19.96 · VW $7.28i SEC
2008   Q2 1,686,730 1.48 Reduce 51.93% 1.75 $19.23–32.31 · VW $23.68i $32,908,000 SEC
2008   Q1 3,509,160 3.37 Reduce 13.40% 0.72 $18.25–40.20 · VW $28.26i $92,361,000 SEC
2007   Q4 4,052,160 5.34 Add 11.07% 0.53 $26.38–68.60 · VW $44.99i $162,005,000 SEC
2007   Q3 3,648,388 5.71 Reduce 5.32% 0.32 $56.19–70.57 · VW $62.52i $221,858,000 SEC
2007   Q2 3,853,388 5.93 Reduce 2.30% 0.13 $53.30–69.94 · VW $62.86i $251,742,000 SEC
2007   Q1 3,944,213 5.43 Reduce 0.10% <0.01 $51.88–60.44 · VW $55.63i $215,275,000 SEC
2006   Q4 3,948,213 5.73 Reduce 4.49% 0.27 $54.40–62.37 · VW $58.72i $234,484,000 SEC
2006   Q3 4,133,893 6.01 Buy 6.01 $46.30–56.31 · VW $52.84i $231,126,000 SEC
2006   Q2 0 0.00 Sell 100.00% 5.90 $46.17–54.53 · VW $49.60i SEC
2006   Q1 4,977,065 5.90 Reduce 38.95% 1.65 $48.41–58.60 · VW $52.80i $255,821,000 SEC
2005   Q4 8,153,025 4.25 Add 7.66% 0.30 $41.41–50.80 · VW $47.01i $397,949,000 SEC
2005   Q3 7,573,200 6.87 Add 20.59% 1.17 $41.34–60.21 · VW $48.79i $339,431,000 SEC
2005   Q2 6,280,200 7.60 Reduce 12.85% 1.14 $49.75–61.66 · VW $56.60i $366,764,000 SEC
2005   Q1 7,206,600 8.90 Add 49.05% 2.93 $53.72–71.70 · VW $59.96i $392,399,000 SEC
2004   Q4 4,835,000 6.08 Reduce 3.35% 0.20 $62.95–73.81 · VW $69.32i $344,300,000 SEC
2004   Q3 5,002,501 5.97 Add 43.28% 1.80 $63.00–77.80 · VW $68.07i $317,159,000 SEC
2004   Q2 3,491,500 2.58 Add 64.25% 1.01 $65.89–75.47 · VW $70.91i $249,153,000 SEC
2004   Q1 2,125,700 3.15 Buy 3.15 $70.75–80.82 · VW $75.31i $158,046,000 SEC
2003   Q4 0 0.00 Sell 100.00% 1.30 $68.47–75.95 · VW $73.16i SEC
2003   Q3 850,000 1.30 Add 142.86% 0.76 $60.11–72.07 · VW $67.46i $59,670,000 SEC
2003   Q2 350,000 0.50 Reduce 7.89% 0.05 $65.30–75.84 · VW $69.53i $23,604,000 SEC
2003   Q1 380,000 0.60 Reduce 5.33% 0.03 $58.40–70.40 · VW $64.72i $24,833,000 SEC
2002   Q4 401,400 0.60 $64.33 $25,822,000 SEC
2002   Q3 401,400 0.58 Add 295.86% 0.43 $58.85–77.55 · VW $65.31i $23,899,000 SEC
2002   Q1 101,400 0.13 $79.88 $8,100,000 SEC
2001   Q4 101,400 0.15 $79.50 $8,061,000 SEC
2001   Q3 101,400 0.18 $80.06 $8,118,000 SEC
2001   Q2 101,400 0.21 $85.15 $8,634,000 SEC
2001   Q1 101,400 0.09 Reduce 39.64% 0.15 $72.08–87.94 · VW $79.87i $8,071,000 SEC
2000   Q4 168,000 0.39 $86.75 $14,574,000 SEC
2000   Q3 168,000 0.15 Reduce 17.24% 0.03 $48.13–72.88 · VW $64.17i $12,012,000 SEC
2000   Q2 203,000 0.15 Buy 0.15 $51.25–65.63 · VW $56.35i $10,594,000 SEC
2000   Q1 0 0.00 Sell 100.00% 0.73 $47.88–64.88 · VW $56.44i SEC
1999   Q4 318,000 0.73 $62.44 $19,855,000 SEC
1999   Q3 318,000 0.86 Add 13.17% 0.10 $58.56–71.63 · VW $64.29i $19,935,000 SEC
1999   Q2 281,000 0.95 $67.30 $18,912,000 SEC
1999   Q1 281,000 1.30 $69.25 $19,459,000 SEC