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 | 7.33% | Hold | 323,200 | $460.26 | $149M | — | — |
| MA - Mastercard · CL A | 4.95% | Hold | 203,350 | $493.80 | $100M | — | — |
| V - VISA · CL A | 4.87% | Hold | 359,200 | $274.95 | $99M | — | — |
| DHR - Danaher | 4.81% | Hold | 350,910 | $278.02 | $98M | — | — |
| META - Meta Platforms · CL A | 4.72% | Reduce −11.4% | 167,200 | $572.44 | $96M | −21,575 | +$528K |
| GOOG - Alphabet · CL C | 4.67% | Reduce −8.4% | 566,975 | $167.19 | $95M | −52,000 | −$19M |
| AON - AON PLC · CL A | 4.45% | Hold | 260,950 | $345.99 | $90M | — | — |
| TMO - Thermo Fisher Scientific | 3.67% | Reduce −4.0% | 120,200 | $618.57 | $74M | −5,000 | +$5M |
| CSGP - Costar Group | 3.30% | Hold | 886,500 | $75.44 | $67M | — | — |
| KMX - Carmax | 3.22% | Reduce −2.3% | 845,200 | $77.38 | $65M | −20,000 | +$2M |
| GPN - Global Pmts | 3.08% | Add +15.2% | 610,000 | $102.42 | $62M | +80,400 | +$11M |
| IEX - IDEX | 2.99% | Add +19.1% | 282,650 | $214.50 | $61M | +45,250 | +$13M |
| LH - Labcorp | 2.60% | Reduce −2.1% | 236,350 | $223.48 | $53M | −5,000 | +$4M |
| EFX - Equifax | 2.55% | Hold | 176,000 | $293.86 | $52M | — | — |
| VMC - Vulcan Matls | 2.36% | Hold | 191,550 | $250.43 | $48M | — | — |
| AMZN - Amazon | 2.32% | Hold | 252,500 | $186.33 | $47M | — | — |
| CHTR - Charter Communications · CL A | 2.16% | Reduce −5.2% | 135,450 | $324.08 | $44M | −7,500 | +$1M |
| ODFL - Old Dominion Freight | 2.06% | Hold | 209,900 | $198.64 | $42M | — | — |
| LBRDA - Liberty Broadband | 2.02% | Hold | 530,500 | $77.29 | $41M | — | — |
| ACN - Accenture Ireland · CLASS A | 1.86% | Hold | 106,850 | $353.48 | $38M | — | — |
| ROP - Roper Technologies | 1.82% | Hold | 66,500 | $556.44 | $37M | — | — |
| ORCL - Oracle | 1.80% | Hold | 214,700 | $170.40 | $37M | — | — |
| TXN - Texas Instrs | 1.73% | Hold | 169,575 | $206.57 | $35M | — | — |
| FIS - Fidelity Natl Info | 1.70% | Reduce −6.0% | 412,500 | $83.75 | $35M | −26,500 | +$1M |
| VLTO - Veralto | 1.65% | Hold | 298,699 | $111.86 | $33M | — | — |
| HEI - Heico · CL A | 1.64% | Hold | 162,900 | $203.76 | $33M | — | — |
| IT - Gartner | 1.61% | Hold | 64,425 | $506.76 | $33M | — | — |
| ADI - Analog Devices | 1.60% | Hold | 141,000 | $230.17 | $32M | — | — |
| Perimeter Solutions SA | 1.54% | Reduce −35.2% | 2,324,500 | $13.45 | $31M | −1,260,500 | +$3M |
| SIRI - Siriusxm | 1.47% | New | 1,261,999 | $23.65 | $30M | +1,261,999 | +$30M |
| LBTYK — · CL C | 1.43% | Reduce −2.9% | 1,346,500 | $21.61 | $29M | −40,000 | +$4M |
| SPGI - S&P Global | 1.38% | Reduce −21.3% | 54,225 | $516.62 | $28M | −14,650 | −$3M |
| CRM - Salesforce | 1.28% | Hold | 95,000 | $273.71 | $26M | — | — |
| MLM - Martin Marietta Matls | 1.08% | Hold | 40,675 | $538.25 | $22M | — | — |
| MCHP - Microchip Technology | 1.03% | Hold | 259,600 | $80.29 | $21M | — | — |
| ADBE - Adobe Systems | 1.02% | Hold | 40,000 | $517.78 | $21M | — | — |
| LKQ - LKQ Corp | 0.90% | Hold | 458,100 | $39.92 | $18M | — | — |
| ACIW - Aci Worldwide | 0.89% | Reduce −4.1% | 356,600 | $50.90 | $18M | −15,400 | +$3M |
| GWRE - Guidewire Software | 0.87% | Reduce −5.0% | 96,700 | $182.94 | $18M | −5,100 | +$4M |
| MSFT - Microsoft | 0.87% | Hold | 40,950 | $430.30 | $18M | — | — |
| VRSN - Verisign | 0.59% | Reduce −27.0% | 63,150 | $189.96 | $12M | −23,350 | −$3M |
| LBRDA - Liberty Broadband | 0.53% | Hold | 140,000 | $76.82 | $11M | — | — |
| Corecard | 0.37% | Hold | 515,000 | $14.52 | $7M | — | — |
| DEO - Diageo | 0.20% | Hold | 28,300 | $140.34 | $4M | — | — |
| CMCSA - Comcast · CL A | 0.20% | Hold | 95,000 | $41.77 | $4M | — | — |
| TECH - Bio-Techne | 0.19% | Add +7.0% | 47,200 | $79.93 | $4M | +3,100 | +$613K |
| LIN - Linde | 0.16% | Hold | 6,900 | $476.86 | $3M | — | — |
| FTV - Fortive | 0.16% | Hold | 40,800 | $78.93 | $3M | — | — |
| HON - Honeywell Intl | 0.12% | Hold | 11,300 | $206.71 | $2M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Liberty Media Del | 1.27% | Exit | 0 | $22.16 | $24M | −1,088,000 | −$24M |
| Liberty Media Del | 0.36% | Exit | 0 | $22.15 | $7M | −310,000 | −$7M |
| Liberty Media Del | 0.15% | Exit | 0 | $38.27 | $3M | −75,000 | −$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