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  S&P Global Inc. (SPGI)
← All SPGI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 7,452 0.21 Reduce 1.26% <0.01 $361.03–502.78 · VW $423.93i $2,998,647 SEC
2025   Q4 7,547 0.22 $494.41 $3,731,293 SEC
2025   Q3 7,547 0.19 $460.46 $3,475,109 SEC
2025   Q2 7,547 0.20 $498.86 $3,764,851 SEC
2025   Q1 7,547 0.19 Reduce 84.85% 1.03 $404.11–515.98 · VW $464.39i $3,627,834 SEC
2024   Q4 49,827 1.21 Reduce 13.07% 0.18 $451.55–499.53 · VW $481.46i $23,477,134 SEC
2024   Q3 57,316 1.38 Reduce 21.27% 0.34 $442.47–504.53 · VW $467.15i $28,013,720 SEC
2024   Q2 72,801 1.62 $421.95 $30,718,250 SEC
2024   Q1 72,801 1.49 Reduce 3.50% 0.06 $385.70–436.29 · VW $405.13i $29,302,869 SEC
2023   Q4 75,443 1.67 $416.76 $31,442,115 SEC
2023   Q3 75,443 1.44 Reduce 3.38% 0.05 $322.13–381.21 · VW $344.60i $26,081,139 SEC
2023   Q2 78,086 1.59 $379.27 $29,615,749 SEC
2023   Q1 78,086 1.48 $326.18 $25,469,884 SEC
2022   Q4 78,086 1.42 $316.88 $24,743,693 SEC
2022   Q3 78,086 1.34 Reduce 6.34% 0.09 $264.26–374.46 · VW $314.21i $22,558,000 SEC
2022   Q2 83,371 1.41 Add 6.16% 0.08 $295.05–358.08 · VW $336.58i $26,586,000 SEC
2022   Q1 78,535 1.36 Add 7.99% 0.10 $343.94–400.71 · VW $366.95i $30,476,000 SEC
2021   Q4 72,721 1.31 Add 0.44% <0.01 $369.87–458.10 · VW $406.93i $32,468,000 SEC
2021   Q3 72,405 1.23 $401.98 $29,105,000 SEC
2021   Q2 72,405 1.20 $388.32 $28,116,000 SEC
2021   Q1 72,405 1.08 $333.85 $24,172,000 SEC
2020   Q4 72,405 0.97 $311.00 $22,518,000 SEC
2020   Q3 72,405 1.17 $341.15 $24,701,000 SEC
2020   Q2 72,405 1.13 $311.70 $22,569,000 SEC
2020   Q1 72,405 0.90 Buy 0.90 $176.03–296.06 · VW $249.73i $16,786,000 SEC
Price snapshot:
Current price$437.84
Avg. buy price$248.59
+/- since buy76.13%
52-week low$359.36
52-week high$543.27