Manager
Wallace Weitz
SEC filing name: WEITZ INVESTMENT MANAGEMENT, INC.
All 13F filings
AUM over time
13F holdings value ($ millions)
showing latest · scroll left for older quarters
- BERKSHIRE HATHAWAY INC DEL - BRK.B 9.3%
- ALPHABET INC - GOOG 6.6%
- DANAHER CORPORATION - DHR 6.3%
- VISA INC - V 5.6%
- MASTERCARD INCORPORATED - MA 5.1%
- AON PLC - AON 4.8%
- MICROSOFT CORP - MSFT 4.4%
- META PLATFORMS INC - META 4.2%
- THERMO FISHER SCIENTIFIC INC - TMO 4.2%
- VULCAN MATLS CO 4.1%
- IDEX CORP - IEX 3.5%
- AMAZON COM INC - AMZN 3.2%
- Other 38.7%
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/14/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Reduce | COSTAR GROUP INC | -202,825 | -1.41 pp |
| Reduce | DANAHER CORPORATION | -36,200 | -0.65 pp |
| Reduce | IDEX CORP | -127,175 | -0.63 pp |
| Reduce | THERMO FISHER SCIENTIFIC INC | -13,950 | -0.48 pp |
| Reduce | GLOBAL PMTS INC | -170,000 | -0.74 pp |
| Exit | ROPER TECHNOLOGIES INC | -36,550 | -0.96 pp |
| Reduce | MASTERCARD INCORPORATED | -8,900 | -0.15 pp |
| Reduce | ALPHABET INC | -21,150 | +0.07 pp |
| Reduce | BIO-TECHNE CORP | -149,750 | -0.42 pp |
| Reduce | EQUIFAX INC | -27,275 | -0.41 pp |
| New | INGERSOLL RAND INC | +133,200 | +0.74 pp |
| Reduce | BERKSHIRE HATHAWAY INC DEL | -8,000 | +0.78 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000182126826000087 | Q1 2026 | 49 | 1,432,543,452 | 13F-HR | 5/14/2026 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126826000035 | Q4 2025 | 44 | 1,686,582,601 | 13F-HR | 2/12/2026 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126825000230 | Q3 2025 | 48 | 1,842,743,960 | 13F-HR | 11/10/2025 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126825000188 | Q2 2025 | 45 | 1,859,648,416 | 13F-HR | 8/12/2025 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126825000102 | Q1 2025 | 45 | 1,882,292,364 | 13F-HR | 5/9/2025 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126825000065 | Q4 2024 | 47 | 1,939,177,654 | 13F-HR | 2/12/2025 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126824000289 | Q3 2024 | 50 | 2,028,466,826 | 13F-HR | 11/12/2024 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126824000202 | Q2 2024 | 53 | 1,905,613,437 | 13F-HR | 8/14/2024 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126824000091 | Q1 2024 | 54 | 1,981,044,149 | 13F-HR | 5/13/2024 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126824000028 | Q4 2023 | 55 | 1,897,505,117 | 13F-HR | 2/12/2024 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126823000212 | Q3 2023 | 53 | 1,818,307,281 | 13F-HR | 11/13/2023 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126823000158 | Q2 2023 | 51 | 1,876,264,250 | 13F-HR | 8/10/2023 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126823000090 | Q1 2023 | 54 | 1,735,010,080 | 13F-HR | 5/12/2023 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126823000059 | Q4 2022 | 58 | 1,764,409,483 | 13F-HR | 2/9/2023 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126822000321 | Q3 2022 | 58 | 1,699,577 | 13F-HR | 11/9/2022 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126822000206 | Q2 2022 | 58 | 1,913,360 | 13F-HR | 8/12/2022 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126822000119 | Q1 2022 | 60 | 2,257,215 | 13F-HR | 5/13/2022 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126822000060 | Q4 2021 | 59 | 2,492,946 | 13F-HR | 2/11/2022 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126821000472 | Q3 2021 | 58 | 2,388,432 | 13F-HR | 11/15/2021 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000152862121001235 | Q2 2021 | 60 | 2,370,257 | 13F-HR | 8/10/2021 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000152862121000723 | Q1 2021 | 60 | 2,264,566 | 13F-HR | 5/13/2021 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126821000067 | Q4 2020 | 67 | 2,345,864 | 13F-HR | 2/10/2021 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000182126820000121 | Q3 2020 | 66 | 2,134,545 | 13F-HR | 11/12/2020 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000152862120001651 | Q2 2020 | 65 | 2,014,366 | 13F-HR | 8/12/2020 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000152862120000988 | Q1 2020 | 69 | 1,884,805 | 13F-HR | 5/11/2020 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000089180420000064 | Q4 2019 | 68 | 2,549,787 | 13F-HR | 2/13/2020 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000089180419000403 | Q3 2019 | 72 | 2,461,579 | 13F-HR | 11/13/2019 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000089180419000307 | Q2 2019 | 72 | 2,520,131 | 13F-HR | 8/8/2019 | WEITZ INVESTMENT MANAGEMENT, INC. |
| 000152862119001107 | Q1 2019 | 75 | 2,415,277 | 13F-HR | 5/14/2019 | WEITZ INVESTMENT MANAGEMENT, INC. |