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
| BRK.B - Berkshire Hathaway · CL B | 6.66% | Reduce −2.1% | 354,450 | $356.66 | $126M | −7,500 | −$373K |
| GOOG - Alphabet · CL C | 6.39% | Reduce −12.4% | 860,950 | $140.93 | $121M | −122,250 | −$8M |
| V - VISA · CL A | 5.00% | Reduce −2.7% | 364,200 | $260.35 | $95M | −10,000 | +$9M |
| MA - Mastercard · CL A | 4.57% | Reduce −4.7% | 203,350 | $426.51 | $87M | −10,000 | +$2M |
| DHR - Danaher | 4.24% | Add +6.2% | 348,010 | $231.34 | $81M | +20,250 | −$809K |
| META - Meta Platforms · CL A | 4.22% | Reduce −2.2% | 226,275 | $353.96 | $80M | −5,000 | +$11M |
| CSGP - Costar Group | 4.04% | Reduce −7.4% | 876,500 | $87.39 | $77M | −70,500 | +$4M |
| TMO - Thermo Fisher Scientific | 3.50% | Hold | 125,080 | $530.79 | $66M | — | — |
| VMC - Vulcan Matls | 3.32% | Reduce −8.4% | 277,300 | $227.01 | $63M | −25,500 | +$2M |
| Laboratory Amer | 3.13% | Reduce −7.8% | 261,350 | $227.29 | $59M | −22,000 | +$2M |
| KMX - Carmax | 3.03% | Add +4.2% | 749,500 | $76.74 | $58M | +30,000 | +$7M |
| LBRDA - Liberty Broadband | 2.91% | Add +3.0% | 685,500 | $80.59 | $55M | +20,000 | −$6M |
| AMZN - Amazon | 2.84% | Reduce −10.1% | 355,000 | $151.94 | $54M | −40,000 | +$4M |
| Liberty Media Del | 2.69% | Reduce −0.9% | 1,771,813 | $28.78 | $51M | −16,187 | +$5M |
| ADI - Analog Devices | 2.40% | Reduce −4.6% | 229,200 | $198.56 | $46M | −11,000 | +$3M |
| AON - AON PLC · CL A | 2.22% | Hold | 144,650 | $291.02 | $42M | — | — |
| ROP - Roper Technologies | 2.07% | Reduce −29.5% | 72,100 | $545.17 | $39M | −30,200 | −$10M |
| EFX - Equifax | 2.00% | Add +5.1% | 153,500 | $247.29 | $38M | +7,500 | +$11M |
| IT - Gartner | 1.99% | Reduce −40.4% | 83,500 | $451.11 | $38M | −56,550 | −$10M |
| MKL - Markel | 1.88% | Reduce −13.7% | 25,190 | $1,420 | $36M | −4,000 | −$7M |
| ACN - Accenture Ireland · CLASS A | 1.79% | Reduce −4.9% | 97,000 | $350.91 | $34M | −5,000 | +$3M |
| CRM - Salesforce | 1.73% | Hold | 125,000 | $263.14 | $33M | — | — |
| SPGI - S&P Global | 1.66% | Hold | 71,375 | $440.52 | $31M | — | — |
| ORCL - Oracle | 1.59% | Hold | 285,500 | $105.43 | $30M | — | — |
| VLTO - Veralto | 1.56% | New | 358,699 | $82.26 | $30M | +358,699 | +$30M |
| GPN - Global Pmts | 1.54% | New | 230,000 | $127.00 | $29M | +230,000 | +$29M |
| TXN - Texas Instrs | 1.53% | Hold | 170,101 | $170.46 | $29M | — | — |
| FIS - Fidelity Natl Info | 1.41% | Reduce −11.0% | 446,500 | $60.07 | $27M | −55,000 | −$897K |
| LBTYK — · CL C | 1.38% | New | 1,406,500 | $18.64 | $26M | +1,406,500 | +$26M |
| HEI - Heico · CL A | 1.38% | Hold | 183,300 | $142.44 | $26M | — | — |
| MLM - Martin Marietta Matls | 1.30% | Reduce −20.5% | 49,300 | $498.91 | $25M | −12,700 | −$853K |
| CHTR - Charter Communications · CL A | 1.25% | Add +19.6% | 61,100 | $388.68 | $24M | +10,000 | +$1M |
| MCHP - Microchip Technology | 1.23% | Hold | 259,600 | $90.18 | $23M | — | — |
| MSFT - Microsoft | 1.14% | Reduce −0.3% | 57,500 | $376.04 | $22M | −200 | +$3M |
| LIN - Linde | 1.06% | Reduce −16.8% | 48,900 | $410.71 | $20M | −9,850 | −$2M |
| LKQ - LKQ Corp | 1.04% | Hold | 412,250 | $47.79 | $20M | — | — |
| ADBE - Adobe Systems | 0.94% | Reduce −47.8% | 30,000 | $596.60 | $18M | −27,500 | −$11M |
| Perimeter Solutions SA | 0.88% | Hold | 3,635,000 | $4.60 | $17M | — | — |
| IEX - IDEX | 0.77% | Hold | 66,900 | $217.11 | $15M | — | — |
| GWRE - Guidewire Software | 0.70% | Reduce −43.4% | 122,100 | $109.04 | $13M | −93,500 | −$6M |
| Liberty Media Del | 0.62% | Reduce −35.7% | 315,000 | $37.39 | $12M | −175,000 | −$4M |
| ACIW - Aci Worldwide | 0.60% | Add +30.5% | 372,000 | $30.60 | $11M | +87,000 | +$5M |
| LBRDA - Liberty Broadband | 0.59% | Hold | 140,000 | $80.64 | $11M | — | — |
| LILA - Liberty Latin America · CL C | 0.47% | Hold | 1,221,500 | $7.34 | $9M | — | — |
| Liberty Media Del | 0.47% | Hold | 310,000 | $28.74 | $9M | — | — |
| Corecard | 0.37% | Hold | 510,000 | $13.83 | $7M | — | — |
| LYV - Live Nation Entertainment | 0.30% | Hold | 61,000 | $93.60 | $6M | — | — |
| JPM - Jpmorgan Chase & | 0.21% | Hold | 23,500 | $170.10 | $4M | — | — |
| FTV - Fortive | 0.16% | Hold | 40,800 | $73.63 | $3M | — | — |
| DEO - Diageo | 0.16% | Add +17.1% | 20,500 | $145.66 | $3M | +3,000 | +$375K |
| CMCSA - Comcast · CL A | 0.15% | Hold | 64,600 | $43.85 | $3M | — | — |
| Liberty Media Del | 0.15% | Hold | 77,500 | $36.55 | $3M | — | — |
| HON - Honeywell Intl | 0.12% | Hold | 11,300 | $209.71 | $2M | — | — |
Showing top 50 of 53 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LBTYA - Liberty Global · CL C | 1.47% | Exit | 0 | $18.56 | $27M | −1,436,500 | −$27M |
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