Featured 13F manager
Weitz Investment Management, Inc. Wallace Weitz
Omaha, NE 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $1.4B
- 50 Positions
- 2026 Q2
- +0.8% QoQ
- Top 5 33.9%
Portfolio
top 5 33.9% · top 10 55.0%
- BRK.B - Berkshire Hathaway · CL A 9.4%
- GOOG - Alphabet · CL C 6.6%
- DHR - Danaher Ord · CL A 6.4%
- V - Visa Ord · CL A 6.3%
- MA - Mastercard Ord · CL A 5.2%
- AON - Aon Ord · CL A 4.9%
- VMC - Vulcan Materials Ord 4.2%
- META - Meta Platforms · CL A 4.0%
- TMO - Thermo Fisher 4.0%
- IEX - Idex Ord 4.0%
- MSFT - Microsoft Ord · CL A 4.0%
- HEI - Heico Ord · CL A 3.6%
- Other 37.4%
AUM over time
Book
| GOOG - Alphabet · CL C | 6.68% | Hold | 59,860 | $2,665 | $160M |
| BRK.B - Berkshire Hathaway · CL B | 5.77% | Hold | 505,150 | $272.94 | $138M |
| AON - AON PLC · CL A | 4.73% | Hold | 395,060 | $285.77 | $113M |
| LBRDA - Liberty Broadband | 4.54% | Hold | 628,000 | $172.70 | $108M |
| Laboratory Amer | 4.25% | Hold | 361,000 | $281.44 | $102M |
| META - Meta Platforms · CL A | 4.08% | Hold | 286,900 | $339.39 | $97M |
| SCHW - Schwab Charles | 4.04% | Hold | 1,325,000 | $72.84 | $97M |
| V - VISA · CL A | 3.99% | Hold | 427,500 | $222.75 | $95M |
| Liberty Media Del | 3.64% | Hold | 1,832,200 | $47.47 | $87M |
| MA - Mastercard · CL A | 3.59% | Hold | 246,600 | $347.68 | $86M |
| CSGP - Costar Group | 3.39% | Hold | 939,500 | $86.06 | $81M |
| VMC - Vulcan Matls | 2.97% | Hold | 419,200 | $169.16 | $71M |
| KMX - Carmax | 2.92% | Hold | 544,700 | $127.96 | $70M |
| MKL - Markel | 2.81% | Hold | 56,200 | $1,195 | $67M |
| LBTYA - Liberty Global · CL C | 2.52% | Hold | 2,046,000 | $29.46 | $60M |
| AZO - Autozone | 2.44% | Hold | 34,275 | $1,698 | $58M |
| FIS - Fidelity Natl Info | 2.10% | Hold | 412,000 | $121.68 | $50M |
| AMZN - Amazon | 1.99% | Hold | 14,500 | $3,285 | $48M |
| TMO - Thermo Fisher Scientific | 1.99% | Hold | 83,000 | $571.33 | $47M |
| DHR - Danaher | 1.98% | Hold | 155,000 | $304.44 | $47M |
| ADI - Analog Devices | 1.60% | Hold | 227,500 | $167.48 | $38M |
| TXN - Texas Instrs | 1.49% | Hold | 185,200 | $192.21 | $36M |
| LKQ - LKQ Corp | 1.39% | Hold | 662,000 | $50.32 | $33M |
| CRM - Salesforce | 1.36% | Hold | 120,000 | $271.22 | $33M |
| ORCL - Oracle | 1.32% | Hold | 362,500 | $87.13 | $32M |
| ACN - Accenture Ireland · CLASS A | 1.31% | Hold | 98,000 | $319.92 | $31M |
| CMCSA - Comcast · CL A | 1.31% | Hold | 560,000 | $55.93 | $31M |
| Dun & Bradstreet | 1.29% | Hold | 1,836,000 | $16.81 | $31M |
| Black Knight | 1.25% | Hold | 413,000 | $72.00 | $30M |
| SPGI - S&P Global | 1.22% | Hold | 68,500 | $424.89 | $29M |
| ROP - Roper Technologies | 1.14% | Hold | 61,000 | $446.13 | $27M |
| JPM - Jpmorgan Chase & | 1.10% | Hold | 160,000 | $163.69 | $26M |
| LBRDA - Liberty Broadband | 1.08% | Hold | 153,750 | $168.35 | $26M |
| INTC - Intelligent Sys | 1.07% | Hold | 630,000 | $40.61 | $26M |
| LIN - Linde | 1.03% | Hold | 84,000 | $293.38 | $25M |
| MLM - Martin Marietta Matls | 1.01% | Hold | 70,450 | $341.67 | $24M |
| LILA - Liberty Latin America · CL C | 0.97% | Hold | 1,768,620 | $13.12 | $23M |
| GWRE - Guidewire Software | 0.90% | Hold | 180,800 | $118.87 | $21M |
| AXTA - Axalta Coating Sys | 0.90% | Hold | 733,500 | $29.19 | $21M |
| HEI - Heico · CL A | 0.87% | Hold | 175,500 | $118.43 | $21M |
| Liberty Media Del | 0.83% | Hold | 420,000 | $47.17 | $20M |
| Holding | 0.80% | Hold | 99,050 | $192.88 | $19M |
| MKTX - Marketaxess | 0.72% | Hold | 40,800 | $420.69 | $17M |
| IEX - IDEX | 0.60% | Hold | 69,700 | $206.94 | $14M |
| Qurate Retail | 0.47% | Hold | 1,100,000 | $10.19 | $11M |
| ACIW - Aci Worldwide | 0.38% | Hold | 295,700 | $30.73 | $9M |
| IR - Ingersoll Rand | 0.27% | Hold | 130,000 | $50.41 | $7M |
| MSFT - Microsoft | 0.21% | Hold | 17,500 | $281.94 | $5M |
| DLB - Dolby Laboratories · CL A | 0.18% | Hold | 50,000 | $88.00 | $4M |
| DEO - Diageo | 0.12% | Hold | 15,000 | $193.00 | $3M |
| Liberty Media Del | 0.12% | Hold | 105,000 | $26.42 | $3M |
| HON - Honeywell Intl | 0.10% | Hold | 11,000 | $212.27 | $2M |
| FTV - Fortive | 0.09% | Hold | 30,000 | $70.57 | $2M |
| Redwood Tr | 0.07% | Hold | 125,000 | $12.89 | $2M |
| Liberty Media Del | 0.01% | Hold | 11,000 | $26.91 | $296K |
Showing top 50 of 55 by value
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 50 | $1.4B | +0.8% | 13F-HR | 8/12/2026 | 000182126826000133 |
| 2026 Q1 | 49 | $1.4B | −15.1% | 13F-HR | 5/14/2026 | 000182126826000087 |
| 2025 Q4 | 44 | $1.7B | −8.5% | 13F-HR | 2/12/2026 | 000182126826000035 |
| 2025 Q3 | 48 | $1.8B | −0.9% | 13F-HR | 11/10/2025 | 000182126825000230 |
| 2025 Q2 | 45 | $1.9B | −1.2% | 13F-HR | 8/12/2025 | 000182126825000188 |
| 2025 Q1 | 45 | $1.9B | −2.9% | 13F-HR | 5/9/2025 | 000182126825000102 |
| 2024 Q4 | 47 | $1.9B | −4.4% | 13F-HR | 2/12/2025 | 000182126825000065 |
| 2024 Q3 | 50 | $2B | +6.4% | 13F-HR | 11/12/2024 | 000182126824000289 |
| 2024 Q2 | 53 | $1.9B | −3.8% | 13F-HR | 8/14/2024 | 000182126824000202 |
| 2024 Q1 | 54 | $2B | +4.4% | 13F-HR | 5/13/2024 | 000182126824000091 |
| 2023 Q4 | 55 | $1.9B | +4.4% | 13F-HR | 2/12/2024 | 000182126824000028 |
| 2023 Q3 | 53 | $1.8B | −3.1% | 13F-HR | 11/13/2023 | 000182126823000212 |
| 2023 Q2 | 51 | $1.9B | +8.1% | 13F-HR | 8/10/2023 | 000182126823000158 |
| 2023 Q1 | 54 | $1.7B | −1.6% | 13F-HR | 5/12/2023 | 000182126823000090 |
| 2022 Q4 | 58 | $1.8B | +3.8% | 13F-HR | 2/9/2023 | 000182126823000059 |
| 2022 Q3 | 58 | $1.7B | −11.1% | 13F-HR | 11/9/2022 | 000182126822000321 |
| 2022 Q2 | 58 | $1.9B | −15.2% | 13F-HR | 8/12/2022 | 000182126822000206 |
| 2022 Q1 | 60 | $2.3B | −9.5% | 13F-HR | 5/13/2022 | 000182126822000119 |
| 2021 Q4 | 59 | $2.5B | +4.4% | 13F-HR | 2/11/2022 | 000182126822000060 |
| 2021 Q3 | 58 | $2.4B | — | 13F-HR | 11/15/2021 | 000182126821000472 |
About
WEITZ INVESTMENT MANAGEMENT, INC.
20 processed 13Fs on this site · 2021 Q3–2026 Q2