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 | 7.55% | Hold | 323,200 | $453.28 | $147M | — | — |
| V - VISA · CL A | 5.65% | Reduce −3.5% | 346,700 | $316.04 | $110M | −12,500 | +$11M |
| GOOG - Alphabet · CL C | 5.09% | Reduce −8.5% | 518,700 | $190.44 | $99M | −48,275 | +$4M |
| MA - Mastercard · CL A | 5.08% | Reduce −8.0% | 187,070 | $526.57 | $99M | −16,280 | −$2M |
| AON - AON PLC · CL A | 4.83% | Hold | 260,950 | $359.16 | $94M | — | — |
| META - Meta Platforms · CL A | 4.79% | Reduce −5.1% | 158,600 | $585.51 | $93M | −8,600 | −$3M |
| DHR - Danaher | 4.77% | Add +14.9% | 403,210 | $229.55 | $93M | +52,300 | −$5M |
| IEX - IDEX | 3.57% | Add +16.9% | 330,500 | $209.29 | $69M | +47,850 | +$9M |
| KMX - Carmax | 3.48% | Reduce −2.4% | 825,200 | $81.76 | $67M | −20,000 | +$2M |
| GPN - Global Pmts | 3.41% | Reduce −3.3% | 589,600 | $112.06 | $66M | −20,400 | +$4M |
| CSGP - Costar Group | 3.29% | Add +0.4% | 889,875 | $71.59 | $64M | +3,375 | −$3M |
| TMO - Thermo Fisher Scientific | 3.22% | Hold | 120,200 | $520.23 | $63M | — | — |
| AMZN - Amazon | 2.80% | Reduce −2.0% | 247,500 | $219.39 | $54M | −5,000 | +$7M |
| LH - Labcorp | 2.79% | Reduce −0.1% | 236,175 | $229.32 | $54M | −175 | +$1M |
| VMC - Vulcan Matls | 2.54% | Reduce −0.1% | 191,400 | $257.23 | $49M | −150 | +$1M |
| EFX - Equifax | 2.48% | Add +7.1% | 188,500 | $254.85 | $48M | +12,500 | −$4M |
| CHTR - Charter Communications · CL A | 2.39% | Hold | 135,450 | $342.77 | $46M | — | — |
| LBRDA - Liberty Broadband | 2.05% | Hold | 530,500 | $74.76 | $40M | — | — |
| ACN - Accenture Ireland · CLASS A | 1.94% | Hold | 106,850 | $351.79 | $38M | — | — |
| ORCL - Oracle | 1.78% | Reduce −3.3% | 207,575 | $166.64 | $35M | −7,125 | −$2M |
| ODFL - Old Dominion Freight | 1.73% | Reduce −9.5% | 189,900 | $176.40 | $33M | −20,000 | −$8M |
| SIRI - Siriusxm | 1.72% | Add +16.1% | 1,465,500 | $22.80 | $33M | +203,501 | +$4M |
| TXN - Texas Instrs | 1.64% | Hold | 169,575 | $187.51 | $32M | — | — |
| CRM - Salesforce | 1.64% | Hold | 95,000 | $334.33 | $32M | — | — |
| IT - Gartner | 1.61% | Hold | 64,425 | $484.47 | $31M | — | — |
| VLTO - Veralto | 1.57% | Hold | 298,699 | $101.85 | $30M | — | — |
| HEI - Heico · CL A | 1.56% | Hold | 162,900 | $186.08 | $30M | — | — |
| ADI - Analog Devices | 1.54% | Hold | 141,000 | $212.46 | $30M | — | — |
| TECH - Bio-Techne | 1.42% | Add +707.7% | 381,250 | $72.03 | $27M | +334,050 | +$24M |
| PRM - Perimeter Solutions | 1.39% | New | 2,107,291 | $12.78 | $27M | +2,107,291 | +$27M |
| SPGI - S&P Global | 1.21% | Reduce −13.1% | 47,140 | $498.03 | $23M | −7,085 | −$5M |
| FIS - Fidelity Natl Info | 1.14% | Reduce −33.9% | 272,500 | $80.77 | $22M | −140,000 | −$13M |
| MLM - Martin Marietta Matls | 1.08% | Hold | 40,675 | $516.50 | $21M | — | — |
| MSFT - Microsoft | 1.00% | Add +12.0% | 45,850 | $421.50 | $19M | +4,900 | +$2M |
| ACIW - Aci Worldwide | 0.95% | Hold | 356,600 | $51.91 | $19M | — | — |
| ADBE - Adobe Systems | 0.92% | Hold | 40,000 | $444.68 | $18M | — | — |
| LKQ - LKQ Corp | 0.87% | Add 0.0% | 458,300 | $36.75 | $17M | +200 | −$1M |
| ROP - Roper Technologies | 0.84% | Reduce −52.7% | 31,425 | $519.85 | $16M | −35,075 | −$21M |
| Corecard | 0.60% | Hold | 515,000 | $22.70 | $12M | — | — |
| LBTYK — · CL C | 0.54% | Reduce −41.1% | 792,933 | $13.14 | $10M | −553,567 | −$19M |
| LBRDA - Liberty Broadband | 0.54% | Hold | 140,000 | $74.36 | $10M | — | — |
| DEO - Diageo | 0.19% | Hold | 28,300 | $127.13 | $4M | — | — |
| CMCSA - Comcast · CL A | 0.18% | Hold | 95,000 | $37.53 | $4M | — | — |
| FTV - Fortive | 0.16% | Hold | 40,800 | $75.00 | $3M | — | — |
| LIN - Linde | 0.15% | Hold | 6,900 | $418.67 | $3M | — | — |
| HON - Honeywell Intl | 0.13% | Hold | 11,300 | $225.89 | $3M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Perimeter Solutions SA | 1.54% | Exit | 0 | $13.45 | $31M | −2,324,500 | −$31M |
| MCHP - Microchip Technology | 1.03% | Exit | 0 | $80.29 | $21M | −259,600 | −$21M |
| GWRE - Guidewire Software | 0.87% | Exit | 0 | $182.94 | $18M | −96,700 | −$18M |
| VRSN - Verisign | 0.59% | Exit | 0 | $189.96 | $12M | −63,150 | −$12M |
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