Wallace Weitz - Weitz Investment Management, Inc.

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 Taiwan Semiconductor (TSM)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	20,000	0.47	Buy	0.47	$311.70–390.21 · VW $343.40i	$6,759,000	SEC

Price snapshot:

Current price$421.58

Avg. buy price$337.95

+/- since buy24.75%

52-week low$221.25

52-week high$479.00