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  IDEX Corp. (IEX)
← All IEX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 264,300 3.50 Reduce 32.49% 1.34 $177.29–217.16 · VW $198.91i $50,098,065 SEC
2025   Q4 391,475 4.13 Reduce 3.69% 0.13 $159.27–183.05 · VW $172.88i $69,659,062 SEC
2025   Q3 406,475 3.60 Add 0.06% <0.01 $157.25–187.71 · VW $165.89i $66,157,871 SEC
2025   Q2 406,225 3.84 Add 1.25% 0.05 $153.36–193.58 · VW $175.92i $71,320,923 SEC
2025   Q1 401,225 3.86 Add 21.40% 0.68 $176.39–226.05 · VW $199.48i $72,609,688 SEC
2024   Q4 330,500 3.57 Add 16.93% 0.52 $202.08–238.22 · VW $219.47i $69,170,345 SEC
2024   Q3 282,650 2.99 Add 19.06% 0.48 $189.51–217.40 · VW $204.86i $60,628,425 SEC
2024   Q2 237,400 2.52 Add 254.86% 1.81 $194.40–244.11 · VW $213.61i $47,764,880 SEC
2024   Q1 66,900 0.83 $244.02 $16,324,938 SEC
2023   Q4 66,900 0.77 $217.11 $14,524,659 SEC
2023   Q3 66,900 0.77 Add 0.15% <0.01 $203.48–229.34 · VW $219.81i $13,916,538 SEC
2023   Q2 66,800 0.77 Reduce 0.45% <0.01 $196.85–231.61 · VW $208.27i $14,379,368 SEC
2023   Q1 67,100 0.90 $231.03 $15,502,113 SEC
2022   Q4 67,100 0.88 Reduce 6.93% 0.06 $195.27–246.23 · VW $224.35i $15,320,943 SEC
2022   Q3 72,100 0.86 Reduce 1.37% <0.01 $177.26–218.66 · VW $202.63i $14,409,000 SEC
2022   Q2 73,100 0.70 Add 1.67% 0.01 $172.19–201.12 · VW $189.16i $13,277,000 SEC
2022   Q1 71,900 0.62 Add 2.07% 0.01 $181.66–237.61 · VW $200.71i $13,785,000 SEC
2021   Q4 70,444 0.67 Add 1.07% <0.01 $204.42–240.33 · VW $226.30i $16,647,000 SEC
2021   Q3 69,700 0.61 $206.94 $14,424,000 SEC
2021   Q2 69,700 0.65 $220.04 $15,337,000 SEC
2021   Q1 69,700 0.65 $209.33 $14,590,000 SEC
2020   Q4 69,700 0.60 $199.20 $13,884,000 SEC
2020   Q3 69,700 0.60 $182.41 $12,714,000 SEC
2020   Q2 69,700 0.55 Add 9.95% 0.05 $130.74–169.18 · VW $153.31i $11,015,000 SEC
2020   Q1 63,394 0.47 Buy 0.47 $104.56–178.14 · VW $145.32i $8,755,000 SEC
Price snapshot:
Current price$221.48
Avg. buy price$190.15
+/- since buy16.48%
52-week low$154.95
52-week high$229.43