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  Redwood Tr Inc (RWT)
← All RWT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 0.05 $5.93–8.72 · VW $7.41i SEC
2022   Q4 125,485 0.05 $6.76 $848,279 SEC
2022   Q3 125,485 0.04 $5.74 $720,000 SEC
2022   Q2 125,485 0.05 $7.71 $967,000 SEC
2022   Q1 125,485 0.06 $10.53 $1,321,000 SEC
2021   Q4 125,485 0.07 Add 0.39% <0.01 $11.99–14.17 · VW $13.24i $1,655,000 SEC
2021   Q3 125,000 0.07 Reduce 76.64% 0.21 $11.25–13.11 · VW $12.26i $1,611,000 SEC
2021   Q2 535,000 0.28 Reduce 4.80% 0.01 $9.99–12.71 · VW $11.33i $6,457,000 SEC
2021   Q1 562,000 0.26 Reduce 1.20% <0.01 $8.38–10.87 · VW $9.54i $5,850,000 SEC
2020   Q4 568,850 0.21 Reduce 67.97% 0.43 $7.47–9.65 · VW $8.66i $4,995,000 SEC
2020   Q3 1,776,050 0.63 Reduce 45.53% 0.52 $5.93–8.16 · VW $7.13i $13,356,000 SEC
2020   Q2 3,260,850 1.14 Reduce 9.09% 0.09 $2.14–9.13 · VW $5.03i $22,826,000 SEC
2020   Q1 3,586,850 0.97 Add 10.35% 0.09 $2.59–18.01 · VW $10.74i $18,149,000 SEC
2019   Q4 3,250,500 2.16 Reduce 4.41% 0.10 $16.00–17.02 · VW $16.43i $53,763,000 SEC
2019   Q3 3,400,500 2.34 Reduce 1.31% 0.03 $16.13–17.28 · VW $16.69i $55,802,000 SEC
2019   Q2 3,445,500 2.33 Reduce 0.29% <0.01 $15.79–16.63 · VW $16.23i $56,954,000 SEC
2019   Q1 3,455,500 2.39 Add 22.70% 0.44 $14.90–16.23 · VW $15.74i $55,806,000 SEC
2018   Q4 2,816,300 2.01 Reduce 20.45% 0.50 $14.29–16.87 · VW $16.00i $42,442,000 SEC
2018   Q3 3,540,400 2.44 Reduce 5.11% 0.14 $15.68–17.50 · VW $16.71i $57,496,000 SEC
2018   Q2 3,731,100 2.71 Reduce 21.88% 0.73 $15.08–16.75 · VW $16.07i $61,451,000 SEC
2018   Q1 4,776,100 3.35 Add 5.68% 0.18 $14.32–15.67 · VW $14.98i $73,886,000 SEC
2017   Q4 4,519,250 3.02 Add 9.31% 0.26 $14.29–16.86 · VW $15.30i $66,975,000 SEC
2017   Q3 4,134,200 3.02 Reduce 3.40% 0.12 $15.74–17.45 · VW $16.65i $67,346,000 SEC
2017   Q2 4,279,500 3.45 Reduce 10.65% 0.38 $16.20–17.43 · VW $16.93i $72,923,000 SEC
2017   Q1 4,789,650 3.56 Reduce 11.40% 0.40 $14.85–17.05 · VW $16.15i $79,556,000 SEC
2016   Q4 5,406,215 3.55 Reduce 10.45% 0.36 $13.48–16.20 · VW $14.86i $82,229,000 SEC
2016   Q3 6,037,413 3.49 Reduce 10.16% 0.38 $13.22–15.24 · VW $14.28i $85,490,000 SEC
2016   Q2 6,720,062 3.72 Reduce 7.17% 0.26 $12.40–14.69 · VW $13.53i $92,804,000 SEC
2016   Q1 7,239,004 3.59 Add 16.20% 0.50 $9.26–13.99 · VW $11.95i $94,686,000 SEC
2015   Q4 6,229,870 3.04 Add 2.51% 0.07 $12.34–14.34 · VW $13.34i $82,234,000 SEC
2015   Q3 6,077,504 2.87 Add 6.31% 0.17 $13.68–16.30 · VW $14.80i $84,113,000 SEC
2015   Q2 5,716,779 2.81 Add 3.41% 0.09 $15.65–18.66 · VW $16.62i $89,753,000 SEC
2015   Q1 5,528,454 2.99 Reduce 12.56% 0.49 $17.68–20.43 · VW $19.10i $98,793,000 SEC
2014   Q4 6,322,495 3.93 Add 6.70% 0.25 $15.97–20.36 · VW $18.89i $124,553,000 SEC
2014   Q3 5,925,435 3.30 Add 1.55% 0.05 $16.53–20.09 · VW $18.41i $98,244,000 SEC
2014   Q2 5,835,250 3.86 Reduce 1.41% 0.06 $18.82–21.90 · VW $20.20i $113,612,000 SEC
2014   Q1 5,918,530 4.36 Reduce 3.34% 0.15 $18.20–21.32 · VW $19.68i $120,028,000 SEC
2013   Q4 6,123,169 4.61 Add 2.74% 0.12 $17.00–19.95 · VW $18.48i $118,606,000 SEC
2013   Q3 5,960,149 5.04 Add 10.12% 0.46 $16.28–20.20 · VW $17.86i $117,355,000 SEC
2013   Q2 5,412,409 4.30 Add 11.44% 0.44 $16.40–24.78 · VW $20.01i $92,011,000 SEC
2013   Q1 4,856,938 5.53 Reduce 25.76% 1.57 $17.00–23.71 · VW $20.77i $112,584,000 SEC
2012   Q4 6,542,009 6.09 Reduce 0.89% 0.02 $13.95–17.00 · VW $15.96i $110,495,000 SEC
2012   Q3 6,601,009 2.46 Reduce 11.70% 0.27 $12.39–15.04 · VW $13.81i $95,451,000 SEC
2012   Q2 7,475,596 2.34 Reduce 1.32% 0.06 $11.08–12.61 · VW $11.97i $93,295,000 SEC
2012   Q1 7,575,596 4.47 Add 1.23% 0.05 $10.15–12.23 · VW $11.42i $84,847,000 SEC
2011   Q4 7,483,709 4.33 Add 10.19% 0.40 $9.74–12.01 · VW $10.72i $76,184,000 SEC
2011   Q3 6,791,350 4.44 Add 4.71% 0.20 $11.17–15.41 · VW $12.96i $75,859,000 SEC
2011   Q2 6,485,904 5.19 Add 3.10% 0.16 $14.66–15.93 · VW $15.37i $98,067,000 SEC
2011   Q1 6,290,696 5.45 Reduce 2.67% 0.15 $14.82–17.16 · VW $15.76i $97,820,000 SEC
2010   Q4 6,463,274 5.75 Reduce 6.31% 0.39 $13.80–15.55 · VW $14.45i $96,497,000 SEC
2010   Q3 6,898,240 6.20 Add 0.91% 0.06 $13.49–16.25 · VW $14.75i $99,749,000 SEC
2010   Q2 6,836,155 7.04 Reduce 1.41% 0.05 $13.75–17.25 · VW $15.54i $100,081,000 SEC
2010   Q1 6,934,100 3.39 Add 3.97% 0.13 $13.22–15.84 · VW $14.66i $106,924,000 SEC
2009   Q4 6,669,148 3.91 Add 6.85% 0.25 $12.90–16.13 · VW $14.34i $96,436,000 SEC
2009   Q3 6,241,755 7.62 Reduce 0.47% 0.02 $13.99–19.45 · VW $16.36i $96,747,000 SEC
2009   Q2 6,270,955 3.38 Reduce 7.36% 0.68 $13.78–18.64 · VW $15.76i $92,559,000 SEC
2009   Q1 6,769,365 9.26 Add 23.38% 1.75 $10.10–17.80 · VW $14.00i $103,910,000 SEC
2008   Q4 5,486,465 6.34 Add 0.48% 0.03 $9.00–22.00 · VW $14.04i $81,803,000 SEC
2008   Q3 5,460,165 6.36 Reduce 4.41% 0.26 $17.62–30.00 · VW $22.56i $118,649,000 SEC
2008   Q2 5,712,132 5.85 Reduce 1.47% 0.11 $22.43–41.00 · VW $31.72i $130,179,000 SEC
2008   Q1 5,797,217 7.70 Reduce 2.49% 0.17 $28.14–46.60 · VW $36.37i $210,729,000 SEC
2007   Q4 5,945,362 6.71 Add 16.49% 0.95 $24.07–39.21 · VW $30.96i $203,569,000 SEC
2007   Q3 5,103,915 4.36 Add 4.56% 0.19 $25.49–50.04 · VW $35.37i $169,552,000 SEC
2007   Q2 4,881,370 5.56 Add 7.43% 0.38 $46.10–54.32 · VW $50.70i $236,161,000 SEC
2007   Q1 4,543,870 5.98 Reduce 0.68% 0.04 $50.14–66.60 · VW $56.06i $237,099,000 SEC
2006   Q4 4,575,104 6.49 Reduce 2.93% 0.18 $49.80–60.20 · VW $56.17i $265,722,000 SEC
2006   Q3 4,713,101 6.17 Buy 6.17 $46.50–52.26 · VW $48.96i $237,399,000 SEC
2006   Q2 0 0.00 Sell 100.00% 4.62 $40.27–48.83 · VW $45.13i SEC
2006   Q1 4,622,615 4.62 Add 3.85% 0.17 $40.45–45.10 · VW $42.58i $200,252,000 SEC
2005   Q4 4,451,115 1.96 Add 13.17% 0.23 $41.05–48.67 · VW $44.28i $183,653,000 SEC
2005   Q3 3,933,100 3.87 Add 1.43% 0.05 $47.61–55.13 · VW $51.15i $191,188,000 SEC
2005   Q2 3,877,600 4.15 Add 0.05% <0.01 $49.25–54.40 · VW $51.47i $200,084,000 SEC
2005   Q1 3,875,700 4.50 Add 12.21% 0.49 $48.05–63.60 · VW $55.35i $198,358,000 SEC
2004   Q4 3,454,000 3.79 Reduce 4.77% 0.20 $56.78–66.68 · VW $60.65i $214,459,000 SEC
2004   Q3 3,627,000 4.26 Add 0.95% 0.04 $54.15–63.49 · VW $58.83i $226,397,000 SEC
2004   Q2 3,593,000 2.07 Add 20.66% 0.35 $42.73–62.71 · VW $50.12i $200,058,000 SEC
2004   Q1 2,977,750 3.69 Buy 3.69 $47.72–63.47 · VW $57.69i $185,127,000 SEC
2003   Q4 0 0.00 Sell 100.00% 3.00 $41.14–58.25 · VW $50.50i SEC
2003   Q3 3,244,300 3.00 Add 1.72% 0.05 $34.70–44.12 · VW $41.18i $137,558,000 SEC
2003   Q2 3,189,300 2.70 Add 3.48% 0.09 $32.15–42.75 · VW $37.40i $127,285,000 SEC
2003   Q1 3,082,069 2.42 Add 3.50% 0.08 $27.25–33.15 · VW $30.71i $100,167,000 SEC
2002   Q4 2,977,816 1.92 Add 1.63% 0.03 $23.54–28.20 · VW $27.08i $82,486,000 SEC
2002   Q3 2,929,916 1.94 Add 2.40% 0.05 $23.00–31.45 · VW $27.99i $80,075,000 SEC
2002   Q1 2,861,116 1.29 Add 2.05% 0.03 $23.75–27.49 · VW $25.73i $77,908,000 SEC
2001   Q4 2,803,616 1.29 Add 2.28% 0.03 $23.71–25.70 · VW $24.53i $67,932,000 SEC
2001   Q3 2,741,216 1.47 Reduce 2.34% 0.04 $22.39–25.70 · VW $23.69i $66,063,000 SEC
2001   Q2 2,807,016 1.52 Add 1.78% 0.03 $19.37–24.35 · VW $22.28i $63,860,000 SEC
2001   Q1 2,757,914 0.61 Add 0.27% <0.01 $16.63–20.88 · VW $19.26i $54,331,000 SEC
2000   Q4 2,750,614 1.30 Add 2.78% 0.04 $15.00–18.00 · VW $16.53i $48,823,000 SEC
2000   Q3 2,676,314 0.52 Add 5.45% 0.03 $13.56–16.25 · VW $14.88i $40,814,000 SEC
2000   Q2 2,537,914 0.50 Buy 0.50 $13.31–15.25 · VW $14.18i $35,530,000 SEC
2000   Q1 0 0.00 Sell 100.00% 0.97 $11.94–15.38 · VW $13.34i SEC
1999   Q4 2,104,214 0.97 $12.50 $26,303,000 SEC
1999   Q3 2,104,214 1.17 $12.94 $27,223,000 SEC
1999   Q2 2,104,214 1.75 $16.56 $34,851,000 SEC
1999   Q1 2,104,214 2.26 $16.00 $33,667,000 SEC