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 | 6.90% | Reduce −1.2% | 323,200 | $406.80 | $131M | −4,000 | −$6M |
| GOOG - Alphabet · CL C | 5.96% | Reduce −18.4% | 618,975 | $183.42 | $114M | −139,125 | −$2M |
| META - Meta Platforms · CL A | 4.99% | Reduce −6.2% | 188,775 | $504.22 | $95M | −12,500 | −$3M |
| V - VISA · CL A | 4.95% | Reduce −1.4% | 359,200 | $262.47 | $94M | −5,000 | −$7M |
| MA - Mastercard · CL A | 4.71% | Hold | 203,350 | $441.16 | $90M | — | — |
| DHR - Danaher | 4.60% | Hold | 350,910 | $249.85 | $88M | — | — |
| AON - AON PLC · CL A | 4.02% | Add +64.8% | 260,950 | $293.58 | $77M | +102,650 | +$24M |
| TMO - Thermo Fisher Scientific | 3.63% | Hold | 125,200 | $553.00 | $69M | — | — |
| CSGP - Costar Group | 3.45% | Add +1.1% | 886,500 | $74.14 | $66M | +10,000 | −$19M |
| KMX - Carmax | 3.33% | Add +15.4% | 865,200 | $73.34 | $63M | +115,700 | −$2M |
| GPN - Global Pmts | 2.69% | Add +65.5% | 529,600 | $96.70 | $51M | +209,600 | +$8M |
| LH - Labcorp | 2.58% | New | 241,350 | $203.51 | $49M | +241,350 | +$49M |
| AMZN - Amazon | 2.56% | Reduce −25.7% | 252,500 | $193.25 | $49M | −87,500 | −$13M |
| IEX - IDEX | 2.51% | Add +254.9% | 237,400 | $201.20 | $48M | +170,500 | +$31M |
| VMC - Vulcan Matls | 2.50% | Reduce −20.7% | 191,550 | $248.68 | $48M | −50,000 | −$18M |
| CHTR - Charter Communications · CL A | 2.24% | Reduce −12.4% | 142,950 | $298.96 | $43M | −20,250 | −$5M |
| EFX - Equifax | 2.24% | Add +14.7% | 176,000 | $242.46 | $43M | +22,500 | +$2M |
| ROP - Roper Technologies | 1.97% | Reduce −7.8% | 66,500 | $563.66 | $37M | −5,600 | −$3M |
| ODFL - Old Dominion Freight | 1.95% | New | 209,900 | $176.60 | $37M | +209,900 | +$37M |
| FIS - Fidelity Natl Info | 1.74% | Reduce −13.3% | 439,000 | $75.36 | $33M | −67,500 | −$4M |
| TXN - Texas Instrs | 1.73% | Reduce −0.3% | 169,575 | $194.53 | $33M | −526 | +$3M |
| ACN - Accenture Ireland · CLASS A | 1.70% | Add +13.7% | 106,850 | $303.41 | $32M | +12,850 | −$162K |
| ADI - Analog Devices | 1.69% | Reduce −38.5% | 141,000 | $228.26 | $32M | −88,200 | −$13M |
| SPGI - S&P Global | 1.61% | Hold | 68,875 | $446.00 | $31M | — | — |
| ORCL - Oracle | 1.59% | Reduce −24.8% | 214,700 | $141.20 | $30M | −70,800 | −$6M |
| LBRDA - Liberty Broadband | 1.53% | Reduce −13.1% | 530,500 | $54.82 | $29M | −80,000 | −$6M |
| IT - Gartner | 1.52% | Hold | 64,425 | $449.06 | $29M | — | — |
| HEI - Heico · CL A | 1.52% | Reduce −11.1% | 162,900 | $177.52 | $29M | −20,400 | +$701K |
| VLTO - Veralto | 1.50% | Reduce −16.7% | 298,699 | $95.47 | $29M | −60,000 | −$3M |
| Perimeter Solutions SA | 1.47% | Reduce −1.4% | 3,585,000 | $7.83 | $28M | −50,000 | +$1M |
| LBTYK — · CL C | 1.30% | Reduce −1.4% | 1,386,500 | $17.85 | $25M | −20,000 | −$62K |
| CRM - Salesforce | 1.28% | Reduce −13.6% | 95,000 | $257.10 | $24M | −15,000 | −$9M |
| Liberty Media Del | 1.27% | Reduce −37.8% | 1,088,000 | $22.16 | $24M | −660,000 | −$28M |
| MCHP - Microchip Technology | 1.25% | Hold | 259,600 | $91.50 | $24M | — | — |
| ADBE - Adobe Systems | 1.17% | Add +33.3% | 40,000 | $555.54 | $22M | +10,000 | +$7M |
| MLM - Martin Marietta Matls | 1.16% | Hold | 40,675 | $541.80 | $22M | — | — |
| LKQ - LKQ Corp | 1.00% | Add +11.1% | 458,100 | $41.59 | $19M | +45,850 | −$3M |
| MSFT - Microsoft | 0.96% | Reduce −6.5% | 40,950 | $446.95 | $18M | −2,850 | −$125K |
| VRSN - Verisign | 0.81% | Add +18.0% | 86,500 | $177.80 | $15M | +13,200 | +$1M |
| ACIW - Aci Worldwide | 0.77% | Hold | 372,000 | $39.59 | $15M | — | — |
| GWRE - Guidewire Software | 0.74% | Reduce −16.6% | 101,800 | $137.89 | $14M | −20,300 | −$213K |
| LBRDA - Liberty Broadband | 0.40% | Hold | 140,000 | $54.60 | $8M | — | — |
| Corecard | 0.39% | Hold | 515,000 | $14.59 | $8M | — | — |
| Liberty Media Del | 0.36% | Hold | 310,000 | $22.15 | $7M | — | — |
| CMCSA - Comcast · CL A | 0.20% | Add +42.9% | 95,000 | $39.16 | $4M | +28,500 | +$837K |
| DEO - Diageo | 0.19% | Hold | 28,300 | $126.08 | $4M | — | — |
| TECH - Bio-Techne | 0.17% | New | 44,100 | $71.65 | $3M | +44,100 | +$3M |
| LIN - Linde | 0.16% | Hold | 6,900 | $438.81 | $3M | — | — |
| FTV - Fortive | 0.16% | Hold | 40,800 | $74.10 | $3M | — | — |
| Liberty Media Del | 0.15% | Reduce −76.2% | 75,000 | $38.27 | $3M | −240,000 | −$11M |
| HON - Honeywell Intl | 0.13% | Hold | 11,300 | $213.54 | $2M | — | — |
Showing top 50 of 51 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Laboratory Amer | 2.83% | Exit | 0 | $218.46 | $56M | −256,350 | −$56M |
| LYV - Live Nation Entertainment | 0.33% | Exit | 0 | $105.77 | $6M | −61,000 | −$6M |
| JPM - Jpmorgan Chase & | 0.21% | Exit | 0 | $200.29 | $4M | −20,500 | −$4M |
| Liberty Media Del | 0.17% | Exit | 0 | $42.35 | $3M | −77,500 | −$3M |
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