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  Global Payments Inc. (GPN)
← All GPN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 335,000 1.57 Reduce 33.66% 0.78 $64.92–82.70 · VW $73.30i $22,545,500 SEC
2025   Q4 505,000 2.32 Reduce 8.18% 0.20 $70.91–89.58 · VW $78.58i $39,087,000 SEC
2025   Q3 550,000 2.48 Reduce 1.79% 0.04 $76.60–90.64 · VW $83.90i $45,694,000 SEC
2025   Q2 560,000 2.41 Reduce 3.45% 0.10 $65.93–99.99 · VW $79.31i $44,822,400 SEC
2025   Q1 580,000 3.02 Reduce 1.63% 0.06 $90.99–115.19 · VW $104.03i $56,793,600 SEC
2024   Q4 589,600 3.41 Reduce 3.34% 0.10 $96.27–120.00 · VW $109.35i $66,070,576 SEC
2024   Q3 610,000 3.09 Add 15.18% 0.41 $92.01–117.96 · VW $103.72i $62,476,200 SEC
2024   Q2 529,600 2.71 Add 65.50% 1.07 $91.60–133.63 · VW $108.30i $51,212,320 SEC
2024   Q1 320,000 2.17 Add 39.13% 0.61 $124.93–141.78 · VW $133.12i $42,771,200 SEC
2023   Q4 230,000 1.55 Buy 1.55 $101.97–138.07 · VW $117.08i $29,210,000 SEC
Price snapshot:
Current price$76.85
Avg. buy price$114.33
+/- since buy-32.78%
52-week low$60.93
52-week high$89.46