Oracle Corp Sees Significant Reduction in Wallace Weitz's Portfolio

This article first appeared on GuruFocus.

Exploring the Strategic Moves of a Renowned Value Investor

Wallace Weitz (Trades, Portfolio) recently submitted the 13F filing for the third quarter of 2025, providing insights into his investment moves during this period. As the portfolio manager of Weitz Value Fund, Weitz Hickory Fund, and Weitz Partners Value Fund, which he started in 1983, Weitz has established a reputation for his unique approach to value investing. His strategy combines Benjamin Graham's principles of price sensitivity and a "margin of safety" with a focus on qualitative factors that allow companies to control their destinies. This approach often prioritizes qualitative assessments over traditional metrics like historical book value or reported earnings.

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Summary of New Buy

Wallace Weitz (Trades, Portfolio) added a total of three stocks to his portfolio, with the most significant addition being MercadoLibre Inc (NASDAQ:MELI). He acquired 3,700 shares, which account for 0.47% of the portfolio, with a total value of $8.65 million. The second largest addition was CDW Corp (NASDAQ:CDW), consisting of 35,650 shares, representing approximately 0.31% of the portfolio, with a total value of $5.68 million. The third largest addition was GCI Liberty Inc (NASDAQ:GLIBA), with 28,000 shares, accounting for 0.06% of the portfolio and a total value of $1.05 million.

Key Position Increases

Wallace Weitz (Trades, Portfolio) also increased stakes in a total of ten stocks. The most notable increase was in Microsoft Corp (NASDAQ:MSFT), with an additional 24,500 shares, bringing the total to 153,975 shares. This adjustment represents a significant 18.92% increase in share count, a 0.69% impact on the current portfolio, and a total value of $79.75 million. The second largest increase was in Accenture PLC (NYSE:ACN), with an additional 35,900 shares, bringing the total to 160,550. This adjustment represents a significant 28.8% increase in share count, with a total value of $39.59 million.

Summary of Sold Out

Wallace Weitz (Trades, Portfolio) completely exited one holding in the third quarter of 2025, as detailed below: Ralliant Corp (NYSE:RAL). Wallace Weitz (Trades, Portfolio) sold all 15,150 shares, resulting in a -0.04% impact on the portfolio.

Key Position Reduces

Wallace Weitz (Trades, Portfolio) also reduced positions in 12 stocks. The most significant changes include a reduction in Oracle Corp (NYSE:ORCL) by 100,075 shares, resulting in a -58.84% decrease in shares and a -1.18% impact on the portfolio. The stock traded at an average price of $254.66 during the quarter and has returned -3.52% over the past three months and 45.96% year-to-date. Additionally, he reduced Perimeter Solutions Inc (NYSE:PRM) by 1,215,928 shares, resulting in a -62.01% reduction in shares and a -0.91% impact on the portfolio. The stock traded at an average price of $18.95 during the quarter and has returned 42.39% over the past three months and 100.55% year-to-date.

Story Continues

Portfolio Overview

At the end of the third quarter of 2025, Wallace Weitz (Trades, Portfolio)'s portfolio included 47 stocks. The top holdings included 7.84% in Berkshire Hathaway Inc (NYSE:BRK.B), 5.83% in Alphabet Inc (NASDAQ:GOOG), 5.68% in Danaher Corp (NYSE:DHR), 5.02% in Visa Inc (NYSE:V), and 4.82% in Mastercard Inc (NYSE:MA).Oracle Corp Sees Significant Reduction in Wallace Weitz's Portfolio

The holdings are mainly concentrated in nine of the eleven industries: Financial Services, Technology, Communication Services, Healthcare, Industrials, Basic Materials, Consumer Cyclical, Real Estate, and Consumer Defensive.Oracle Corp Sees Significant Reduction in Wallace Weitz's Portfolio

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