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 | 6.45% | Add +1865.5% | 1,140,060 | $96.15 | $110M | +1,082,057 | −$17M |
| BRK.B - Berkshire Hathaway · CL B | 6.29% | Reduce −2.4% | 400,450 | $267.02 | $107M | −10,000 | −$5M |
| CSGP - Costar Group | 5.11% | Reduce −14.8% | 1,247,700 | $69.65 | $87M | −215,900 | −$2M |
| V - VISA · CL A | 4.34% | Reduce −4.6% | 415,600 | $177.65 | $74M | −20,000 | −$12M |
| MA - Mastercard · CL A | 3.92% | Hold | 234,050 | $284.34 | $67M | — | — |
| DHR - Danaher | 3.76% | Hold | 247,532 | $258.29 | $64M | — | — |
| Liberty Media Del | 3.70% | Reduce −2.9% | 1,667,200 | $37.71 | $63M | −50,000 | +$965K |
| META - Meta Platforms · CL A | 3.37% | Hold | 422,250 | $135.68 | $57M | — | — |
| LBRDA - Liberty Broadband | 3.35% | Add +8.4% | 771,700 | $73.80 | $57M | +60,000 | −$25M |
| SCHW - Schwab Charles | 3.26% | Hold | 771,650 | $71.87 | $55M | — | — |
| Laboratory Amer | 3.21% | Reduce −2.7% | 266,050 | $204.81 | $54M | −7,419 | −$10M |
| VMC - Vulcan Matls | 3.18% | Hold | 343,100 | $157.71 | $54M | — | — |
| KMX - Carmax | 3.09% | Add +1.3% | 795,300 | $66.02 | $53M | +10,000 | −$19M |
| FIS - Fidelity Natl Info | 3.01% | Add +1.5% | 675,900 | $75.57 | $51M | +10,000 | −$10M |
| AMZN - Amazon | 2.66% | Hold | 400,000 | $113.00 | $45M | — | — |
| MKL - Markel | 2.51% | Hold | 39,340 | $1,084 | $43M | — | — |
| AON - AON PLC · CL A | 2.33% | Hold | 147,900 | $267.87 | $40M | — | — |
| IT - Gartner | 2.28% | Hold | 139,890 | $276.69 | $39M | — | — |
| ROP - Roper Technologies | 2.27% | Add +4.9% | 107,300 | $359.64 | $39M | +5,000 | −$2M |
| TMO - Thermo Fisher Scientific | 2.18% | Reduce −6.9% | 72,960 | $507.20 | $37M | −5,382 | −$6M |
| ADI - Analog Devices | 2.09% | Hold | 255,400 | $139.34 | $36M | — | — |
| LBTYA - Liberty Global · CL C | 1.86% | Reduce −5.2% | 1,921,000 | $16.50 | $32M | −105,000 | −$13M |
| TXN - Texas Instrs | 1.65% | Reduce −2.7% | 181,201 | $154.78 | $28M | −5,000 | −$564K |
| Black Knight | 1.42% | Reduce −13.9% | 373,000 | $64.73 | $24M | −60,000 | −$4M |
| ACN - Accenture Ireland · CLASS A | 1.35% | Hold | 89,400 | $257.30 | $23M | — | — |
| SPGI - S&P Global | 1.33% | Reduce −6.3% | 73,875 | $305.35 | $23M | −5,000 | −$4M |
| MLM - Martin Marietta Matls | 1.31% | Hold | 69,050 | $322.09 | $22M | — | — |
| ORCL - Oracle | 1.30% | Hold | 360,500 | $61.07 | $22M | — | — |
| HEI - Heico · CL A | 1.24% | Hold | 183,500 | $114.62 | $21M | — | — |
| LKQ - LKQ Corp | 1.20% | Hold | 433,700 | $47.15 | $20M | — | — |
| LIN - Linde | 1.18% | Reduce −6.3% | 74,386 | $269.59 | $20M | −5,000 | −$3M |
| CRM - Salesforce | 1.06% | Hold | 125,000 | $143.84 | $18M | — | — |
| ADBE - Adobe Systems | 1.05% | Add +8.3% | 65,000 | $275.20 | $18M | +5,000 | −$4M |
| Perimeter Solutions SA | 0.97% | Reduce −2.4% | 2,050,000 | $8.01 | $16M | −50,000 | −$6M |
| AXTA - Axalta Coating Sys | 0.91% | Hold | 733,500 | $21.06 | $15M | — | — |
| IEX - IDEX | 0.85% | Reduce −1.4% | 72,100 | $199.85 | $14M | −1,000 | +$1M |
| Liberty Media Del | 0.84% | Reduce −14.8% | 375,000 | $38.07 | $14M | −65,000 | −$2M |
| LBRDA - Liberty Broadband | 0.83% | Reduce −5.0% | 190,000 | $74.60 | $14M | −10,000 | −$9M |
| Corecard | 0.81% | Add +3.3% | 630,000 | $21.77 | $14M | +20,000 | −$1M |
| Holding | 0.76% | Hold | 99,050 | $130.55 | $13M | — | — |
| MKTX - Marketaxess | 0.73% | Hold | 56,000 | $222.48 | $12M | — | — |
| GWRE - Guidewire Software | 0.70% | Hold | 193,300 | $61.58 | $12M | — | — |
| LILA - Liberty Latin America · CL C | 0.59% | Reduce −7.8% | 1,631,300 | $6.15 | $10M | −137,320 | −$4M |
| Dun & Bradstreet | 0.52% | Reduce −58.9% | 713,383 | $12.39 | $9M | −1,022,617 | −$17M |
| ACIW - Aci Worldwide | 0.41% | Hold | 335,700 | $20.90 | $7M | — | — |
| DLB - Dolby Laboratories · CL A | 0.30% | Reduce −1.9% | 79,500 | $65.14 | $5M | −1,500 | −$617K |
| MSFT - Microsoft | 0.28% | Hold | 20,500 | $232.88 | $5M | — | — |
| IR - Ingersoll Rand | 0.20% | Reduce −38.5% | 80,000 | $43.26 | $3M | −50,000 | −$2M |
| FTV - Fortive | 0.14% | Hold | 40,800 | $58.31 | $2M | — | — |
| JPM - Jpmorgan Chase & | 0.12% | Hold | 20,000 | $104.50 | $2M | — | — |
| HON - Honeywell Intl | 0.12% | Hold | 11,944 | $166.95 | $2M | — | — |
| DEO - Diageo | 0.12% | Hold | 11,700 | $169.83 | $2M | — | — |
| CMCSA - Comcast · CL A | 0.11% | Reduce −87.4% | 64,600 | $29.33 | $2M | −450,000 | −$18M |
| Redwood Tr | 0.04% | Hold | 125,485 | $5.74 | $720K | — | — |
| Qurate Retail | 0.04% | Hold | 300,000 | $2.01 | $603K | — | — |
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