Weitz Investment Management

Managed by Wally Weitz
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Portfolio value
$1.44B
Holdings
49
Top 5 weight
33.9%
Latest filing

Portfolio

Reported 13F holdings, largest positions first
49holdings
BRK.B 9.41%GOOGL 6.56%DHR 6.45%V 6.3%MA 5.17%Other 66.1%
Company% PortfolioSharesValue
BRK.BBERKSHIRE HATHAWAY INC9.41%272,000$135.90MGOOGLALPHABET INC6.56%268,000$94.70MDHRDANAHER CORP6.45%490,000$93.20MVVISA INC6.3%265,000$91.00MMAMASTERCARD INC5.17%145,000$74.70MAONAON PLC4.91%214,000$70.90MVMCVULCAN MATERIALS CO4.16%204,000$60.10MMETAMETA PLATFORMS INC4.02%103,000$58.00MTMOTHERMO FISHER SCIENTIFIC INC4%115,000$57.80MIEXIDEX CORP3.97%252,000$57.30MMSFTMICROSOFT CORP3.95%153,000$57.10MHEIHEICO CORP3.65%204,000$52.70MAMZNAMAZON COM INC3.59%218,000$51.80MTECHBIO-TECHNE CORP2.66%543,000$38.40MSIRISIRIUS XM HOLDINGS INC2.43%1,188,000$35.10MADIANALOG DEVICES INC2.34%85,000$33.80MEFXEQUIFAX INC2.11%192,000$30.50MLHLABCORP HOLDINGS INC1.92%99,000$27.70MMLMMARTIN MARIETTA MATERIALS INC1.89%47,000$27.30MGPNGLOBAL PAYMENTS INC1.76%350,000$25.40M
LBRDALBRDA1.61%700,000$23.30M
TXNTEXAS INSTRUMENTS INC1.61%78,000$23.20MIDXXIDEXX LABORATORIES INC1.29%35,000$18.60MACIWACI WORLDWIDE INC1.28%368,000$18.50MPRMPERIMETER SOLUTIONS INC1.11%451,000$16.10MMELIMERCADOLIBRE INC1.08%9,000$15.60MACNACCENTURE PLC1.03%120,000$14.90MIRINGERSOLL RAND INC0.92%162,000$13.30MCSGPCOSTAR GROUP INC0.83%423,000$12.00MEEFTEURONET WORLDWIDE INC0.81%160,000$11.70MASMLASML HOLDING NV0.75%6,000$10.90MLKQLKQ CORP0.74%408,000$10.70MNFLXNETFLIX INC0.73%147,000$10.50MTSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD0.66%20,000$9.60MORCLORACLE CORP0.56%55,000$8.10MCOFCAPITAL ONE FINANCIAL CORP0.55%40,000$8.00MCRMSALESFORCE INC0.53%49,000$7.70MNVDANVIDIA CORP0.48%35,000$7.00MVLTOVERALTO CORP0.48%78,000$6.90MRGENREPLIGEN CORP0.39%41,000$5.60MLINLINDE PLC0.26%7,000$3.70MMTDMETTLER TOLEDO INTERNATIONAL INC0.23%3,000$3.30MPOOLPOOL CORP0.22%15,000$3.20MSPGIS&P GLOBAL INC0.2%7,000$2.90MAPHAMPHENOL CORP0.11%9,000$1.60MFTVFORTIVE CORP0.09%22,000$1.30MCMCSACOMCAST CORP0.08%47,000$1.20MFERGFERGUSON ENTERPRISES INC0.08%5,000$1.20MCHTRCHARTER COMMUNICATIONS INC0.01%1,000$100.00K
From the fund's Q2 '26 13F filingWhat is a 13F?

Activity

Buys and sells, quarter by quarter

filing - 33 moves · 12 buy-side · 21 sell-side

CompanyChangeValue
Changes are share-count changes vs. the prior quarter