Mastercard retired 3.9% of its shares in twelve months, so this stake grew 4.1% without buying a share.
Shares held, 8 quarters
Superinvestors › Wally Weitz
Wally Weitz’s cannibal stocks
Weitz Investment Management · 13F for Q2 2026
15cannibals held
$443.3Min these positions
Q2 2026latest 13F filing
Aon retired 1.3% of its shares in twelve months, so this stake grew 1.3% without buying a share.
Shares held, 8 quarters
Meta Platforms has retired 12.2% of its shares since its peak.
Shares held, 8 quarters
Thermo Fisher retired 1.6% of its shares in twelve months, so this stake grew 1.6% without buying a share.
Shares held, 8 quarters
Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
Shares held, 8 quarters
Sirius XM has retired 44.7% of its shares since its peak.
Shares held, 8 quarters
Labcorp retired 2.2% of its shares in twelve months, so this stake grew 2.2% without buying a share.
Shares held, 8 quarters
IDEXX Laboratories retired 1.3% of its shares in twelve months, so this stake grew 1.4% without buying a share.
Shares held, 8 quarters
Aci Worldwide retired 2.1% of its shares in twelve months, so this stake grew 2.1% without buying a share.
Shares held, 8 quarters
LKQ retired 1.2% of its shares in twelve months, so this stake grew 1.2% without buying a share.
Shares held, 8 quarters
Oracle retired 99.9% of its shares in twelve months, so this stake grew 93880.2% without buying a share.
Shares held, 8 quarters
Pool Corporation retired 2.4% of its shares in twelve months, so this stake grew 2.5% without buying a share.
Shares held, 8 quarters
Amphenol has retired 15.3% of its shares since its peak.
Shares held, 8 quarters
Comcast retired 4.3% of its shares in twelve months, so this stake grew 4.5% without buying a share.
Shares held, 8 quarters
Charter Communications retired 11.7% of its shares in twelve months, so this stake grew 13.3% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does Wally Weitz own?
In the Q2 2026 13F, Weitz Investment Management held MA, AON, META, TMO, MSFT, SIRI, LH, IDXX, ACIW, LKQ, ORCL, POOL, APH, CMCSA, CHTR. 15 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From Weitz Investment Management's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help Wally Weitz?
Oracle retired 99.9% of its shares in the last twelve months. That alone made every remaining share, including Wally Weitz's 55,000, 93880.2% bigger as a slice of the company, without buying anything.
Wally Weitz’s moves in companies like these are covered on Cannibal Stocks.
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