中文
Value GiantsValue investors’ 13F holdings, as a whole
Q2 2026 13FData as of Aug 18, 2026
MELI · Consumer discretionary

MercadoLibre Inc

Q2 2026: held by 3 giants, composite weight 0.04%, consensus rank 443; this quarter 2 bought and 1 sold. Quarter-end price $1,697 (Jun 30, 2026).

Giants holding
3
previous quarter 3
Composite weight
0.04%
consensus rank 443
Quarter-end price
$1,697
Jun 30, 2026
Avg est. costest.
$1,905
vs quarter-end price −11%
I

Held by 3 Giants

Sorted by portfolio weight; click a name for that giant’s holding history.

How to Read This

Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price. 13F does not show actual trade prices.

GiantWeightSharesValueFirst boughtQuarters heldEst. avg costvs costThis quarter
Wally Weitz1.1%9.2K$15.6MQ3 20254$2,094est.−19%Added
Bill Miller0.7%1.7K$2.9MQ1 20262$1,872est.−9%Trimmed
Tom Gayner0.3%24.0K$40.7MQ1 20262$1,749est.−3%Added
II

Cost Map: 0 of 3 Giants Have an Estimated Cost Below the Quarter-End Price

One row per giant: the dot is the estimated average cost (bigger = heavier weight); the gold line is the latest quarter-end price.

cost below price (paper gain)cost above price (paper loss)quarter-end price
Cost Map$1,600$1,800$2,000Tom GaynerBill MillerWally Weitz
III

Quarter-End Price (Split-Adjusted)

From Q2 2009, the first quarter a giant held it; hover for holders, buyers and sellers that quarter.

How to Read This

Prices are 13F quarter-end value ÷ shares, roughly the quarter’s closing price, not live prices; prices before splits are converted to today’s share count.

Quarter-End Price$0.00$1,000$2,000Q2 2009Q1 2011Q4 2012Q3 2014Q2 2016Q1 2018Q4 2019Q3 2021Q2 2023Q2 2026
IV

More Giants or Fewer

Giants Holding

Giants Holding01234Q2 2009Q1 2011Q4 2012Q3 2014Q2 2016Q1 2018Q4 2019Q3 2021Q2 2023Q2 2026

Buyers and Sellers (Last 20 Quarters)

BoughtSold
Buyers and Sellers Each Quarter10123Q3 2021Q1 2022Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026

Composite Weight (Hover for Rank)

Composite Weight0.0%0.0%0.0%0.0%Q2 2009Q1 2011Q4 2012Q3 2014Q2 2016Q1 2018Q4 2019Q3 2021Q2 2023Q2 2026
V

Holding History

Open a giant: when the holding began, which quarters it changed, and how the estimated cost moved. The table lists quarters with trades plus the latest quarter.

How to Read This

In the chart, prices and cost are converted to today’s share count (split-adjusted); the table shows each quarter’s own figures. Est. trade price = (start + end price) ÷ 2, only a rough level.

Wally Weitz 1.1% · since Q3 2025

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$1,600$1,800$2,000$2,200$2,400Q3 2025Q4 2025Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+1.2K9.2K1.1%$1,729 → $1,697$1,713$2,094
Q1 2026Added+4.3K8.0K1.0%$2,014 → $1,729$1,872$2,151
Q3 2025New+3.7K3.7K0.5%$2,614 → $2,337$2,475$2,475
Bill Miller 0.7% · since Q1 2026

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$1,650$1,700$1,750$1,800$1,850Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−5031.7K0.7%$1,729 → $1,697$1,713$1,872
Q1 2026New+2.2K2.2K1.0%$2,014 → $1,729$1,872$1,872
Tom Gayner 0.3% · since Q1 2026

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$1,650$1,700$1,750$1,800$1,850Q1 2026Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+18.6K24.0K0.3%$1,729 → $1,697$1,713$1,749
Q1 2026New+5.5K5.5K0.1%$2,014 → $1,729$1,872$1,872
VI

Giants Who Sold Out in the Last 8 Quarters