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 | 6.85% | Reduce −1.5% | 58,978 | $2,894 | $171M | −882 | +$11M |
| BRK.B - Berkshire Hathaway · CL B | 6.07% | Add +0.1% | 505,819 | $299.00 | $151M | +669 | +$13M |
| LBRDA - Liberty Broadband | 4.23% | Add +4.2% | 654,421 | $161.10 | $105M | +26,421 | −$3M |
| SCHW - Schwab Charles | 4.19% | Reduce −6.3% | 1,242,013 | $84.10 | $104M | −82,987 | +$8M |
| META - Meta Platforms · CL A | 4.14% | Add +7.0% | 306,900 | $336.35 | $103M | +20,000 | +$6M |
| V - VISA · CL A | 3.86% | Add +3.9% | 444,121 | $216.71 | $96M | +16,621 | +$1M |
| Liberty Media Del | 3.74% | Hold | 1,832,200 | $50.85 | $93M | — | — |
| MA - Mastercard · CL A | 3.72% | Add +4.6% | 257,892 | $359.32 | $93M | +11,292 | +$7M |
| Laboratory Amer | 3.65% | Reduce −19.8% | 289,369 | $314.21 | $91M | −71,631 | −$11M |
| CSGP - Costar Group | 3.58% | Add +20.2% | 1,129,400 | $79.03 | $89M | +189,900 | +$8M |
| AON - AON PLC · CL A | 3.03% | Reduce −36.5% | 250,907 | $300.56 | $75M | −144,153 | −$37M |
| KMX - Carmax | 3.00% | Add +5.6% | 575,000 | $130.23 | $75M | +30,300 | +$5M |
| VMC - Vulcan Matls | 2.82% | Reduce −19.3% | 338,185 | $207.58 | $70M | −81,015 | −$712K |
| MKL - Markel | 2.79% | Add +0.3% | 56,368 | $1,234 | $70M | +168 | +$2M |
| AZO - Autozone | 2.78% | Reduce −3.6% | 33,041 | $2,096 | $69M | −1,234 | +$11M |
| FIS - Fidelity Natl Info | 2.56% | Add +41.7% | 583,909 | $109.15 | $64M | +171,909 | +$14M |
| LBTYA - Liberty Global · CL C | 2.31% | Hold | 2,046,000 | $28.09 | $57M | — | — |
| TMO - Thermo Fisher Scientific | 2.10% | Reduce −5.6% | 78,342 | $667.24 | $52M | −4,658 | +$5M |
| DHR - Danaher | 2.05% | Add +0.4% | 155,561 | $329.01 | $51M | +561 | +$4M |
| AMZN - Amazon | 1.94% | Hold | 14,500 | $3,334 | $48M | — | — |
| ADI - Analog Devices | 1.61% | Add +0.5% | 228,621 | $175.77 | $40M | +1,121 | +$2M |
| Dun & Bradstreet | 1.51% | Hold | 1,836,000 | $20.49 | $38M | — | — |
| ACN - Accenture Ireland · CLASS A | 1.47% | Reduce −10.0% | 88,232 | $414.55 | $37M | −9,768 | +$5M |
| TXN - Texas Instrs | 1.41% | Add +0.5% | 186,201 | $188.47 | $35M | +1,001 | −$504K |
| Black Knight | 1.37% | Hold | 413,000 | $82.89 | $34M | — | — |
| LKQ - LKQ Corp | 1.35% | Reduce −15.1% | 562,000 | $60.03 | $34M | −100,000 | +$425K |
| ROP - Roper Technologies | 1.31% | Add +8.7% | 66,284 | $491.85 | $33M | +5,284 | +$5M |
| SPGI - S&P Global | 1.30% | Add +0.4% | 68,799 | $471.93 | $32M | +299 | +$3M |
| ORCL - Oracle | 1.27% | Reduce −0.1% | 362,142 | $87.21 | $32M | −358 | −$3K |
| CRM - Salesforce | 1.22% | Hold | 120,000 | $254.13 | $30M | — | — |
| LIN - Linde | 1.17% | Add +0.5% | 84,386 | $346.43 | $29M | +386 | +$5M |
| MLM - Martin Marietta Matls | 1.17% | Reduce −6.1% | 66,182 | $440.51 | $29M | −4,268 | +$5M |
| CMCSA - Comcast · CL A | 1.14% | Add +0.5% | 562,843 | $50.33 | $28M | +2,843 | −$3M |
| Perimeter Solutions SA | 1.12% | New | 2,010,000 | $13.89 | $28M | +2,010,000 | +$28M |
| LBRDA - Liberty Broadband | 1.06% | Add +6.5% | 163,750 | $160.90 | $26M | +10,000 | +$463K |
| AXTA - Axalta Coating Sys | 0.97% | Hold | 733,500 | $33.12 | $24M | — | — |
| Corecard | 0.96% | Reduce −2.4% | 615,000 | $38.80 | $24M | −15,000 | −$2M |
| HEI - Heico · CL A | 0.90% | Hold | 175,500 | $128.52 | $23M | — | — |
| Liberty Media Del | 0.86% | Hold | 420,000 | $50.85 | $21M | — | — |
| GWRE - Guidewire Software | 0.82% | Hold | 180,800 | $113.53 | $21M | — | — |
| Holding | 0.82% | Hold | 99,050 | $206.51 | $20M | — | — |
| LILA - Liberty Latin America · CL C | 0.81% | Hold | 1,768,620 | $11.40 | $20M | — | — |
| MKTX - Marketaxess | 0.71% | Add +4.9% | 42,800 | $411.26 | $18M | +2,000 | +$438K |
| IEX - IDEX | 0.67% | Add +1.1% | 70,444 | $236.32 | $17M | +744 | +$2M |
| JPM - Jpmorgan Chase & | 0.58% | Reduce −42.5% | 92,065 | $158.34 | $15M | −67,935 | −$12M |
| ACIW - Aci Worldwide | 0.47% | Add +13.5% | 335,700 | $34.70 | $12M | +40,000 | +$3M |
| Qurate Retail | 0.34% | Hold | 1,100,000 | $7.60 | $8M | — | — |
| IR - Ingersoll Rand | 0.32% | Hold | 130,000 | $61.87 | $8M | — | — |
| MSFT - Microsoft | 0.24% | Add +3.0% | 18,021 | $336.33 | $6M | +521 | +$1M |
| DLB - Dolby Laboratories · CL A | 0.19% | Hold | 50,000 | $95.22 | $5M | — | — |
| DEO - Diageo | 0.12% | Reduce −7.3% | 13,905 | $220.14 | $3M | −1,095 | +$166K |
| Liberty Media Del | 0.12% | Hold | 105,000 | $28.10 | $3M | — | — |
| FTV - Fortive | 0.10% | Add +9.7% | 32,921 | $76.30 | $3M | +2,921 | +$395K |
| HON - Honeywell Intl | 0.10% | Add +8.6% | 11,944 | $208.47 | $2M | +944 | +$155K |
| Redwood Tr | 0.07% | Add +0.4% | 125,485 | $13.19 | $2M | +485 | +$44K |
| Liberty Media Del | 0.01% | Hold | 11,000 | $28.73 | $316K | — | — |
Showing top 50 of 56 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