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 | 7.30% | Hold | 58,978 | $2,793 | $165M | — | — |
| BRK.B - Berkshire Hathaway · CL B | 6.81% | Reduce −13.9% | 435,450 | $352.91 | $154M | −70,369 | +$2M |
| V - VISA · CL A | 4.38% | Add +0.3% | 445,600 | $221.77 | $99M | +1,479 | +$3M |
| CSGP - Costar Group | 4.26% | Add +27.8% | 1,443,100 | $66.61 | $96M | +313,700 | +$7M |
| MA - Mastercard · CL A | 4.10% | Add +0.4% | 259,050 | $357.38 | $93M | +1,158 | −$87K |
| LBRDA - Liberty Broadband | 4.08% | Add +4.1% | 681,200 | $135.32 | $92M | +26,779 | −$13M |
| META - Meta Platforms · CL A | 3.91% | Add +29.4% | 397,250 | $222.36 | $88M | +90,350 | −$15M |
| Liberty Media Del | 3.66% | Reduce −1.4% | 1,807,200 | $45.73 | $83M | −25,000 | −$11M |
| MKL - Markel | 3.25% | Reduce −11.9% | 49,668 | $1,475 | $73M | −6,700 | +$4M |
| Laboratory Amer | 3.19% | Reduce −5.5% | 273,469 | $263.66 | $72M | −15,900 | −$19M |
| KMX - Carmax | 3.08% | Add +25.2% | 719,800 | $96.48 | $69M | +144,800 | −$5M |
| VMC - Vulcan Matls | 2.78% | Add +1.1% | 341,800 | $183.70 | $63M | +3,615 | −$7M |
| SCHW - Schwab Charles | 2.73% | Reduce −41.1% | 731,650 | $84.31 | $62M | −510,363 | −$43M |
| FIS - Fidelity Natl Info | 2.69% | Add +3.4% | 603,909 | $100.42 | $61M | +20,000 | −$3M |
| AMZN - Amazon | 2.38% | Add +13.8% | 16,500 | $3,260 | $54M | +2,000 | +$5M |
| LBTYA - Liberty Global · CL C | 2.35% | Hold | 2,046,000 | $25.91 | $53M | — | — |
| AON - AON PLC · CL A | 2.28% | Reduce −37.1% | 157,900 | $325.63 | $51M | −93,007 | −$24M |
| AZO - Autozone | 2.19% | Reduce −26.8% | 24,185 | $2,045 | $49M | −8,856 | −$20M |
| TMO - Thermo Fisher Scientific | 2.05% | Hold | 78,342 | $590.65 | $46M | — | — |
| DHR - Danaher | 2.05% | Add +1.2% | 157,400 | $293.33 | $46M | +1,839 | −$5M |
| ADI - Analog Devices | 1.71% | Add +2.0% | 233,300 | $165.18 | $39M | +4,679 | −$2M |
| IT - Gartner | 1.69% | New | 127,979 | $297.46 | $38M | +127,979 | +$38M |
| ROP - Roper Technologies | 1.62% | Add +16.6% | 77,300 | $472.23 | $37M | +11,016 | +$4M |
| TXN - Texas Instrs | 1.51% | Hold | 186,201 | $183.48 | $34M | — | — |
| Dun & Bradstreet | 1.43% | Hold | 1,836,000 | $17.52 | $32M | — | — |
| SPGI - S&P Global | 1.35% | Add +8.0% | 74,300 | $410.17 | $30M | +5,501 | −$2M |
| ACN - Accenture Ireland · CLASS A | 1.34% | Add +1.3% | 89,400 | $337.23 | $30M | +1,168 | −$6M |
| ORCL - Oracle | 1.32% | Reduce −0.5% | 360,500 | $82.73 | $30M | −1,642 | −$2M |
| LIN - Linde | 1.19% | Hold | 84,386 | $319.43 | $27M | — | — |
| MLM - Martin Marietta Matls | 1.15% | Add +1.6% | 67,250 | $384.89 | $26M | +1,068 | −$3M |
| CRM - Salesforce | 1.13% | Hold | 120,000 | $212.32 | $25M | — | — |
| CMCSA - Comcast · CL A | 1.12% | Reduce −4.4% | 537,843 | $46.82 | $25M | −25,000 | −$3M |
| Perimeter Solutions SA | 1.08% | Hold | 2,010,000 | $12.11 | $24M | — | — |
| Black Knight | 1.07% | Add +1.2% | 418,000 | $57.99 | $24M | +5,000 | −$10M |
| HEI - Heico · CL A | 0.99% | Hold | 175,500 | $126.83 | $22M | — | — |
| LBRDA - Liberty Broadband | 0.95% | Hold | 163,750 | $131.06 | $21M | — | — |
| LKQ - LKQ Corp | 0.87% | Reduce −22.8% | 433,700 | $45.41 | $20M | −128,300 | −$14M |
| Liberty Media Del | 0.85% | Hold | 420,000 | $45.71 | $19M | — | — |
| AXTA - Axalta Coating Sys | 0.80% | Hold | 733,500 | $24.58 | $18M | — | — |
| GWRE - Guidewire Software | 0.78% | Add +3.0% | 186,300 | $94.62 | $18M | +5,500 | −$3M |
| LILA - Liberty Latin America · CL C | 0.75% | Hold | 1,768,620 | $9.59 | $17M | — | — |
| Corecard | 0.74% | Reduce −0.8% | 610,000 | $27.40 | $17M | −5,000 | −$7M |
| Holding | 0.71% | Hold | 99,050 | $162.10 | $16M | — | — |
| MKTX - Marketaxess | 0.65% | Hold | 42,800 | $340.21 | $15M | — | — |
| IEX - IDEX | 0.61% | Add +2.1% | 71,900 | $191.72 | $14M | +1,456 | −$3M |
| ACIW - Aci Worldwide | 0.47% | Hold | 335,700 | $31.49 | $11M | — | — |
| IR - Ingersoll Rand | 0.29% | Hold | 130,000 | $50.35 | $7M | — | — |
| DLB - Dolby Laboratories · CL A | 0.28% | Add +62.0% | 81,000 | $78.22 | $6M | +31,000 | +$2M |
| MSFT - Microsoft | 0.25% | Add +1.1% | 18,221 | $308.33 | $6M | +200 | −$443K |
| Qurate Retail | 0.16% | Reduce −30.9% | 760,000 | $4.76 | $4M | −340,000 | −$5M |
| Liberty Media Del | 0.13% | Hold | 105,000 | $27.91 | $3M | — | — |
| DEO - Diageo | 0.11% | Reduce −15.9% | 11,700 | $203.16 | $2M | −2,205 | −$684K |
| FTV - Fortive | 0.10% | Add +16.3% | 38,300 | $60.94 | $2M | +5,379 | −$178K |
| HON - Honeywell Intl | 0.10% | Hold | 11,944 | $194.57 | $2M | — | — |
| JPM - Jpmorgan Chase & | 0.10% | Reduce −82.0% | 16,600 | $136.33 | $2M | −75,465 | −$12M |
| Redwood Tr | 0.06% | Hold | 125,485 | $10.53 | $1M | — | — |
| Liberty Media Del | 0.01% | Hold | 11,000 | $28.82 | $317K | — | — |
Showing top 50 of 57 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