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  National CineMedia, Inc. (NCMI)
← All NCMI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q1 0 0.00 Sell 100.00% 0.05 $51.10–79.00 · VW $64.70i SEC
2017   Q4 15,000 0.05 Reduce 75.00% 0.14 $53.60–75.50 · VW $66.36i $1,029,000 SEC
2017   Q3 60,000 0.19 Reduce 14.29% 0.04 $51.20–78.10 · VW $64.16i $4,188,000 SEC
2017   Q2 70,000 0.25 Reduce 25.51% 0.14 $71.30–127.40 · VW $88.94i $5,194,000 SEC
2017   Q1 93,970 0.53 Add 11.13% 0.05 $115.20–152.50 · VW $132.02i $11,868,000 SEC
2016   Q4 84,557 0.54 Reduce 52.34% 0.55 $133.70–160.50 · VW $147.56i $12,455,000 SEC
2016   Q3 177,419 1.06 Reduce 22.42% 0.32 $143.80–161.00 · VW $151.65i $26,116,000 SEC
2016   Q2 228,695 1.42 Add 0.45% <0.01 $134.70–157.60 · VW $146.17i $35,402,000 SEC
2016   Q1 227,663 1.31 $152.10 $34,628,000 SEC
2015   Q4 227,663 1.32 Reduce 16.22% 0.20 $131.50–163.30 · VW $149.77i $35,766,000 SEC
2015   Q3 271,743 1.24 Add 10.66% 0.12 $119.70–161.20 · VW $139.89i $36,468,000 SEC
2015   Q2 245,567 1.23 Reduce 15.08% 0.20 $143.30–167.60 · VW $157.64i $39,192,000 SEC
2015   Q1 289,163 1.32 $151.00 $43,664,000 SEC
2014   Q4 289,163 1.31 Add 1.30% 0.02 $117.00–160.70 · VW $143.26i $41,553,000 SEC
2014   Q3 285,462 1.39 Add 9.37% 0.12 $138.10–177.70 · VW $152.49i $41,420,000 SEC
2014   Q2 261,000 1.55 Add 41.43% 0.45 $145.40–175.70 · VW $157.56i $45,701,000 SEC
2014   Q1 184,540 1.01 Add 3.56% 0.03 $139.40–201.30 · VW $162.50i $27,681,000 SEC
2013   Q4 178,200 1.38 Reduce 3.77% 0.06 $169.70–202.20 · VW $185.06i $35,569,000 SEC
2013   Q3 185,190 1.50 Reduce 3.56% 0.05 $167.70–191.60 · VW $181.46i $34,927,000 SEC
2013   Q2 192,025 1.51 Reduce 2.19% 0.03 $140.10–190.00 · VW $165.83i $32,433,000 SEC
2013   Q1 196,330 1.52 Add 0.07% <0.01 $133.80–159.30 · VW $150.78i $30,981,000 SEC
2012   Q4 196,200 1.53 Add 5.60% 0.08 $130.60–167.60 · VW $148.75i $27,723,000 SEC
2012   Q3 185,800 0.78 Reduce 3.37% 0.02 $135.60–168.90 · VW $151.51i $30,415,000 SEC
2012   Q2 192,280 0.73 Add 17.09% 0.11 $129.40–155.00 · VW $142.11i $29,169,000 SEC
2012   Q1 164,210 1.32 Reduce 2.67% 0.03 $120.20–163.50 · VW $149.17i $25,124,000 SEC
2011   Q4 168,710 1.19 Add 91.23% 0.57 $112.40–156.90 · VW $128.44i $20,920,000 SEC
2011   Q3 88,222 0.75 Add 217.17% 0.51 $112.10–170.00 · VW $141.58i $12,801,000 SEC
2011   Q2 27,815 0.25 Buy 0.25 $159.20–190.00 · VW $174.06i $4,703,000 SEC
Price snapshot:
Current price$3.99
52-week low$2.75
52-week high$4.97