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Wallace Weitz Exits CarMax Inc, Impacting Portfolio by -1.58%
Wallace Weitz submitted his 13F filing for Q4 2025, revealing significant changes to his portfolio. He completely exited four holdings, most notably CarMax Inc (KMX), and reduced stakes in 17 others, including Charter Communications Inc (CHTR) and Alphabet Inc (GOOG). Conversely, he added Euronet Worldwide Inc (EEFT) and increased positions in 12 stocks, with the largest increase in Liberty Broadband Corp (LBRDK).