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 | 6.95% | Reduce −7.7% | 327,200 | $420.52 | $138M | −27,250 | +$11M |
| GOOG - Alphabet · CL C | 5.83% | Reduce −11.9% | 758,100 | $152.26 | $115M | −102,850 | −$6M |
| V - VISA · CL A | 5.13% | Hold | 364,200 | $279.08 | $102M | — | — |
| MA - Mastercard · CL A | 4.94% | Hold | 203,350 | $481.57 | $98M | — | — |
| META - Meta Platforms · CL A | 4.93% | Reduce −11.0% | 201,275 | $485.58 | $98M | −25,000 | +$18M |
| DHR - Danaher | 4.42% | Add +0.8% | 350,910 | $249.72 | $88M | +2,900 | +$7M |
| CSGP - Costar Group | 4.27% | Hold | 876,500 | $96.60 | $85M | — | — |
| TMO - Thermo Fisher Scientific | 3.67% | Add +0.1% | 125,200 | $581.21 | $73M | +120 | +$6M |
| VMC - Vulcan Matls | 3.33% | Reduce −12.9% | 241,550 | $272.92 | $66M | −35,750 | +$3M |
| KMX - Carmax | 3.30% | Hold | 749,500 | $87.11 | $65M | — | — |
| AMZN - Amazon | 3.10% | Reduce −4.2% | 340,000 | $180.38 | $61M | −15,000 | +$7M |
| Laboratory Amer | 2.83% | Reduce −1.9% | 256,350 | $218.46 | $56M | −5,000 | −$3M |
| AON - AON PLC · CL A | 2.67% | Add +9.4% | 158,300 | $333.72 | $53M | +13,650 | +$11M |
| Liberty Media Del | 2.62% | Reduce −1.3% | 1,748,000 | $29.71 | $52M | −23,813 | +$940K |
| CHTR - Charter Communications · CL A | 2.39% | Add +167.1% | 163,200 | $290.63 | $47M | +102,100 | +$24M |
| ADI - Analog Devices | 2.29% | Hold | 229,200 | $197.79 | $45M | — | — |
| GPN - Global Pmts | 2.16% | Add +39.1% | 320,000 | $133.66 | $43M | +90,000 | +$14M |
| EFX - Equifax | 2.07% | Hold | 153,500 | $267.52 | $41M | — | — |
| ROP - Roper Technologies | 2.04% | Hold | 72,100 | $560.84 | $40M | — | — |
| FIS - Fidelity Natl Info | 1.90% | Add +13.4% | 506,500 | $74.18 | $38M | +60,000 | +$11M |
| ORCL - Oracle | 1.81% | Hold | 285,500 | $125.61 | $36M | — | — |
| LBRDA - Liberty Broadband | 1.76% | Reduce −10.9% | 610,500 | $57.23 | $35M | −75,000 | −$20M |
| CRM - Salesforce | 1.67% | Reduce −12.0% | 110,000 | $301.18 | $33M | −15,000 | +$237K |
| ACN - Accenture Ireland · CLASS A | 1.64% | Reduce −3.1% | 94,000 | $346.61 | $33M | −3,000 | −$1M |
| VLTO - Veralto | 1.61% | Hold | 358,699 | $88.66 | $32M | — | — |
| IT - Gartner | 1.55% | Reduce −22.8% | 64,425 | $476.67 | $31M | −19,075 | −$7M |
| TXN - Texas Instrs | 1.50% | Hold | 170,101 | $174.21 | $30M | — | — |
| SPGI - S&P Global | 1.48% | Reduce −3.5% | 68,875 | $425.45 | $29M | −2,500 | −$2M |
| HEI - Heico · CL A | 1.42% | Hold | 183,300 | $153.94 | $28M | — | — |
| Perimeter Solutions SA | 1.36% | Hold | 3,635,000 | $7.42 | $27M | — | — |
| MLM - Martin Marietta Matls | 1.26% | Reduce −17.5% | 40,675 | $613.94 | $25M | −8,625 | +$376K |
| LBTYK — · CL C | 1.25% | Hold | 1,406,500 | $17.64 | $25M | — | — |
| MCHP - Microchip Technology | 1.18% | Hold | 259,600 | $89.71 | $23M | — | — |
| LKQ - LKQ Corp | 1.11% | Hold | 412,250 | $53.41 | $22M | — | — |
| MSFT - Microsoft | 0.93% | Reduce −23.8% | 43,800 | $420.72 | $18M | −13,700 | −$3M |
| IEX - IDEX | 0.82% | Hold | 66,900 | $244.02 | $16M | — | — |
| ADBE - Adobe Systems | 0.76% | Hold | 30,000 | $504.60 | $15M | — | — |
| GWRE - Guidewire Software | 0.72% | Hold | 122,100 | $116.71 | $14M | — | — |
| VRSN - Verisign | 0.70% | New | 73,300 | $189.51 | $14M | +73,300 | +$14M |
| Liberty Media Del | 0.70% | Hold | 315,000 | $43.82 | $14M | — | — |
| ACIW - Aci Worldwide | 0.62% | Hold | 372,000 | $33.21 | $12M | — | — |
| Liberty Media Del | 0.46% | Hold | 310,000 | $29.70 | $9M | — | — |
| LBRDA - Liberty Broadband | 0.40% | Hold | 140,000 | $57.12 | $8M | — | — |
| LYV - Live Nation Entertainment | 0.33% | Hold | 61,000 | $105.77 | $6M | — | — |
| Corecard | 0.29% | Add +1.0% | 515,000 | $11.05 | $6M | +5,000 | −$1M |
| DEO - Diageo | 0.21% | Add +38.0% | 28,300 | $148.74 | $4M | +7,800 | +$1M |
| JPM - Jpmorgan Chase & | 0.21% | Reduce −12.8% | 20,500 | $200.30 | $4M | −3,000 | +$109K |
| FTV - Fortive | 0.18% | Hold | 40,800 | $86.02 | $4M | — | — |
| Liberty Media Del | 0.17% | Hold | 77,500 | $42.35 | $3M | — | — |
| LIN - Linde | 0.16% | Reduce −85.9% | 6,900 | $464.32 | $3M | −42,000 | −$17M |
| CMCSA - Comcast · CL A | 0.15% | Add +2.9% | 66,500 | $43.35 | $3M | +1,900 | +$50K |
| HON - Honeywell Intl | 0.12% | Hold | 11,300 | $205.25 | $2M | — | — |
Showing top 50 of 52 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MKL - Markel | 1.88% | Exit | 0 | $1,420 | $36M | −25,190 | −$36M |
| LILA - Liberty Latin America · CL C | 0.47% | Exit | 0 | $7.34 | $9M | −1,221,500 | −$9M |
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