Follow-The-Filings

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

2026 Q2 · filed 8/12/2026 · 50 long · top 12 shown

top 5 33.9% · top 10 55.0%

AUM over time

2026 Q2 $1.4B +0.8% QoQ
2021 Q3 · $2.4B 2021 Q3 · $2.4B
Q3 2021
2021 Q4 · $2.5B · +4.4% QoQ 2021 Q4 · $2.5B · +4.4% QoQ
Q4
2022 Q1 · $2.3B · −9.5% QoQ 2022 Q1 · $2.3B · −9.5% QoQ
Q1 2022
2022 Q2 · $1.9B · −15.2% QoQ 2022 Q2 · $1.9B · −15.2% QoQ
Q2
2022 Q3 · $1.7B · −11.1% QoQ 2022 Q3 · $1.7B · −11.1% QoQ
Q3
2022 Q4 · $1.8B · +3.8% QoQ 2022 Q4 · $1.8B · +3.8% QoQ
Q4
2023 Q1 · $1.7B · −1.6% QoQ 2023 Q1 · $1.7B · −1.6% QoQ
Q1 2023
2023 Q2 · $1.9B · +8.1% QoQ 2023 Q2 · $1.9B · +8.1% QoQ
Q2
2023 Q3 · $1.8B · −3.1% QoQ 2023 Q3 · $1.8B · −3.1% QoQ
Q3
2023 Q4 · $1.9B · +4.4% QoQ 2023 Q4 · $1.9B · +4.4% QoQ
Q4
2024 Q1 · $2B · +4.4% QoQ 2024 Q1 · $2B · +4.4% QoQ
Q1 2024
2024 Q2 · $1.9B · −3.8% QoQ 2024 Q2 · $1.9B · −3.8% QoQ
Q2
2024 Q3 · $2B · +6.4% QoQ 2024 Q3 · $2B · +6.4% QoQ
Q3
2024 Q4 · $1.9B · −4.4% QoQ 2024 Q4 · $1.9B · −4.4% QoQ
Q4
2025 Q1 · $1.9B · −2.9% QoQ 2025 Q1 · $1.9B · −2.9% QoQ
Q1 2025
2025 Q2 · $1.9B · −1.2% QoQ 2025 Q2 · $1.9B · −1.2% QoQ
Q2
2025 Q3 · $1.8B · −0.9% QoQ 2025 Q3 · $1.8B · −0.9% QoQ
Q3
2025 Q4 · $1.7B · −8.5% QoQ 2025 Q4 · $1.7B · −8.5% QoQ
Q4
2026 Q1 · $1.4B · −15.1% QoQ 2026 Q1 · $1.4B · −15.1% QoQ
Q1 2026
2026 Q2 · $1.4B · +0.8% QoQ 2026 Q2 · $1.4B · +0.8% QoQ
Q2

Book

2023 Q2 2023 Q1 · filed 10 Aug · long equity

BRK.B - Berkshire Hathaway · CL B 6.76% Reduce −0.3% 372,150 $341.00 $127M −1,300 +$12M
GOOG - Alphabet · CL C 6.65% Reduce −9.6% 1,030,700 $120.97 $125M −109,860 +$6M
CSGP - Costar Group 5.07% Reduce −3.0% 1,068,000 $89.00 $95M −32,800 +$19M
V - VISA · CL A 4.74% Reduce −0.4% 374,200 $237.48 $89M −1,400 +$4M
MA - Mastercard · CL A 4.47% Reduce −0.3% 213,350 $393.30 $84M −700 +$6M
DHR - Danaher 3.97% Add +20.2% 310,310 $240.00 $74M +52,100 +$9M
META - Meta Platforms · CL A 3.85% Reduce −40.5% 251,500 $286.98 $72M −171,300 −$17M
VMC - Vulcan Matls 3.67% Reduce −8.7% 305,500 $225.44 $69M −29,100 +$11M
Laboratory Amer 3.45% Reduce −0.2% 268,250 $241.33 $65M −650 +$3M
LBRDA - Liberty Broadband 3.41% Add +6.3% 799,000 $80.11 $64M +47,600 +$3M
KMX - Carmax 3.39% Reduce −4.6% 759,500 $83.70 $64M −36,497 +$12M
Liberty Media Del 3.12% Reduce −0.3% 1,788,000 $32.73 $59M −6,200 +$8M
AMZN - Amazon 2.99% Add +7.5% 430,000 $130.36 $56M +30,000 +$15M
TMO - Thermo Fisher Scientific 2.88% Add +52.6% 103,700 $521.75 $54M +35,740 +$15M
AON - AON PLC · CL A 2.66% Reduce −0.5% 144,650 $345.20 $50M −750 +$4M
ROP - Roper Technologies 2.62% Add +10.8% 102,300 $480.80 $49M +10,000 +$9M
IT - Gartner 2.61% Reduce −0.2% 140,050 $350.31 $49M −240 +$3M
ADI - Analog Devices 2.49% Hold 240,200 $194.81 $47M
MKL - Markel 2.42% Reduce −0.4% 32,860 $1,383 $45M −130 +$3M
FIS - Fidelity Natl Info 1.96% Add +47.1% 671,500 $54.70 $37M +215,000 +$12M
ORCL - Oracle 1.81% Reduce −34.4% 285,500 $119.09 $34M −150,000 −$6M
ACN - Accenture Ireland · CLASS A 1.68% Add +0.3% 102,000 $308.58 $31M +300 +$2M
TXN - Texas Instrs 1.63% Reduce −3.5% 170,101 $180.02 $31M −6,100 −$2M
MLM - Martin Marietta Matls 1.63% Reduce −0.7% 66,100 $461.69 $31M −450 +$7M
SPGI - S&P Global 1.58% Hold 73,875 $400.89 $30M
ADBE - Adobe Systems 1.56% Reduce −7.7% 60,000 $488.99 $29M −5,000 +$4M
CRM - Salesforce 1.41% Reduce −10.7% 125,000 $211.26 $26M −15,000 −$2M
LBTYA - Liberty Global · CL C 1.38% Reduce −3.6% 1,456,500 $17.77 $26M −54,000 −$5M
HEI - Heico · CL A 1.37% Reduce −0.2% 183,100 $140.60 $26M −400 +$806K
LKQ - LKQ Corp 1.28% Reduce −0.4% 411,900 $58.27 $24M −1,800 +$520K
LIN - Linde 1.19% Hold 58,750 $381.08 $22M
Perimeter Solutions SA 1.06% Add +53.6% 3,228,000 $6.15 $20M +1,126,261 +$3M
MSFT - Microsoft 1.05% Reduce −23.6% 57,700 $340.54 $20M −17,800 −$2M
Black Knight 0.99% Reduce −0.5% 311,400 $59.73 $19M −1,600 +$584K
GWRE - Guidewire Software 0.87% Reduce −0.4% 215,600 $76.08 $16M −900 −$1M
CHTR - Charter Communications · CL A 0.86% Add +783.4% 44,171 $367.37 $16M +39,171 +$14M
LBRDA - Liberty Broadband 0.81% Hold 190,000 $79.73 $15M
IEX - IDEX 0.77% Reduce −0.4% 66,800 $215.26 $14M −300 −$1M
Corecard 0.68% Reduce −1.0% 500,000 $25.36 $13M −5,000 −$3M
LILA - Liberty Latin America · CL C 0.67% Reduce −0.8% 1,449,000 $8.62 $12M −12,300 +$420K
Liberty Media Del 0.54% Hold 310,000 $32.81 $10M
LYV - Live Nation Entertainment 0.30% Reduce −0.8% 61,000 $91.11 $6M −500 +$1M
ACIW - Aci Worldwide 0.29% Add +28.4% 232,844 $23.17 $5M +51,538 +$503K
JPM - Jpmorgan Chase & 0.18% Hold 23,500 $145.44 $3M
FTV - Fortive 0.16% Hold 40,800 $74.77 $3M
CMCSA - Comcast · CL A 0.14% Hold 64,600 $41.55 $3M
DEO - Diageo 0.14% Hold 14,700 $173.48 $3M
HON - Honeywell Intl 0.13% Hold 11,500 $207.50 $2M

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
DLB - Dolby Laboratories · CL A 0.39% Exit 0 $85.42 $7M −79,500 −$7M
AXTA - Axalta Coating Sys 0.29% Exit 0 $30.29 $5M −163,377 −$5M
IR - Ingersoll Rand 0.27% Exit 0 $58.18 $5M −80,000 −$5M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2023 Q1. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

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

Notable person
Wallace Weitz
SEC filing name
WEITZ INVESTMENT MANAGEMENT, INC.
Location
Omaha, NE
All SEC filings
View on sec.gov