Follow-The-Filings

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

2026 Q2 · filed 8/12/2026 · 50 long · top 12 shown

top 5 33.9% · top 10 55.0%

AUM over time

2026 Q2 $1.4B +0.8% QoQ
2021 Q3 · $2.4B 2021 Q3 · $2.4B
Q3 2021
2021 Q4 · $2.5B · +4.4% QoQ 2021 Q4 · $2.5B · +4.4% QoQ
Q4
2022 Q1 · $2.3B · −9.5% QoQ 2022 Q1 · $2.3B · −9.5% QoQ
Q1 2022
2022 Q2 · $1.9B · −15.2% QoQ 2022 Q2 · $1.9B · −15.2% QoQ
Q2
2022 Q3 · $1.7B · −11.1% QoQ 2022 Q3 · $1.7B · −11.1% QoQ
Q3
2022 Q4 · $1.8B · +3.8% QoQ 2022 Q4 · $1.8B · +3.8% QoQ
Q4
2023 Q1 · $1.7B · −1.6% QoQ 2023 Q1 · $1.7B · −1.6% QoQ
Q1 2023
2023 Q2 · $1.9B · +8.1% QoQ 2023 Q2 · $1.9B · +8.1% QoQ
Q2
2023 Q3 · $1.8B · −3.1% QoQ 2023 Q3 · $1.8B · −3.1% QoQ
Q3
2023 Q4 · $1.9B · +4.4% QoQ 2023 Q4 · $1.9B · +4.4% QoQ
Q4
2024 Q1 · $2B · +4.4% QoQ 2024 Q1 · $2B · +4.4% QoQ
Q1 2024
2024 Q2 · $1.9B · −3.8% QoQ 2024 Q2 · $1.9B · −3.8% QoQ
Q2
2024 Q3 · $2B · +6.4% QoQ 2024 Q3 · $2B · +6.4% QoQ
Q3
2024 Q4 · $1.9B · −4.4% QoQ 2024 Q4 · $1.9B · −4.4% QoQ
Q4
2025 Q1 · $1.9B · −2.9% QoQ 2025 Q1 · $1.9B · −2.9% QoQ
Q1 2025
2025 Q2 · $1.9B · −1.2% QoQ 2025 Q2 · $1.9B · −1.2% QoQ
Q2
2025 Q3 · $1.8B · −0.9% QoQ 2025 Q3 · $1.8B · −0.9% QoQ
Q3
2025 Q4 · $1.7B · −8.5% QoQ 2025 Q4 · $1.7B · −8.5% QoQ
Q4
2026 Q1 · $1.4B · −15.1% QoQ 2026 Q1 · $1.4B · −15.1% QoQ
Q1 2026
2026 Q2 · $1.4B · +0.8% QoQ 2026 Q2 · $1.4B · +0.8% QoQ
Q2

Book

2025 Q1 2024 Q4 · filed 9 May · long equity

BRK.B - Berkshire Hathaway · CL B 8.12% Reduce −11.2% 286,850 $532.58 $153M −36,350 +$6M
V - VISA · CL A 6.04% Reduce −6.5% 324,200 $350.46 $114M −22,500 +$4M
DHR - Danaher 5.41% Add +23.2% 496,650 $205.00 $102M +93,440 +$9M
MA - Mastercard · CL A 5.21% Reduce −4.3% 179,070 $548.12 $98M −8,000 −$354K
AON - AON PLC · CL A 4.53% Reduce −18.2% 213,450 $399.09 $85M −47,500 −$9M
IEX - IDEX 3.86% Add +21.4% 401,225 $180.97 $73M +70,725 +$3M
CSGP - Costar Group 3.84% Add +2.4% 911,600 $79.23 $72M +21,725 +$9M
GOOG - Alphabet · CL C 3.70% Reduce −14.1% 445,600 $156.23 $70M −73,100 −$29M
META - Meta Platforms · CL A 3.70% Reduce −23.9% 120,760 $576.36 $70M −37,840 −$23M
TMO - Thermo Fisher Scientific 3.33% Add +5.0% 126,150 $497.60 $63M +5,950 +$241K
KMX - Carmax 3.33% Reduce −2.4% 805,200 $77.92 $63M −20,000 −$5M
GPN - Global Pmts 3.02% Reduce −1.6% 580,000 $97.92 $57M −9,600 −$9M
EFX - Equifax 2.72% Add +11.6% 210,350 $243.56 $51M +21,850 +$3M
MSFT - Microsoft 2.68% Add +193.3% 134,475 $375.39 $50M +88,625 +$31M
VMC - Vulcan Matls 2.63% Add +10.7% 211,900 $233.30 $49M +20,500 +$202K
TECH - Bio-Techne 2.47% Add +107.6% 791,650 $58.63 $46M +410,400 +$19M
LBRDA - Liberty Broadband 2.40% Hold 530,500 $85.05 $45M
ACN - Accenture Ireland · CLASS A 2.32% Add +30.7% 139,650 $312.04 $44M +32,800 +$6M
CHTR - Charter Communications · CL A 2.26% Reduce −14.8% 115,450 $368.53 $43M −20,000 −$4M
AMZN - Amazon 2.25% Reduce −10.1% 222,500 $190.26 $42M −25,000 −$12M
IT - Gartner 1.96% Add +36.5% 87,925 $419.74 $37M +23,500 +$6M
LH - Labcorp 1.87% Reduce −36.0% 151,175 $232.74 $35M −85,000 −$19M
ODFL - Old Dominion Freight 1.83% Add +9.8% 208,500 $165.45 $34M +18,600 +$998K
HEI - Heico · CL A 1.83% Hold 162,900 $210.97 $34M
SIRI - Siriusxm 1.76% Hold 1,465,500 $22.55 $33M
ADBE - Adobe Systems 1.68% Add +106.3% 82,500 $383.53 $32M +42,500 +$14M
TXN - Texas Instrs 1.62% Hold 169,575 $179.70 $30M
ADI - Analog Devices 1.51% Hold 141,000 $201.67 $28M
IDXX - Idexx Labs 1.35% New 60,300 $419.95 $25M +60,300 +$25M
ORCL - Oracle 1.26% Reduce −18.1% 170,075 $139.81 $24M −37,500 −$11M
CRM - Salesforce 1.25% Reduce −7.9% 87,500 $268.36 $23M −7,500 −$8M
PRM - Perimeter Solutions 1.10% Reduce −2.4% 2,057,291 $10.07 $21M −50,000 −$6M
MLM - Martin Marietta Matls 1.05% Add +1.5% 41,275 $478.13 $20M +600 −$1M
ACIW - Aci Worldwide 1.04% Hold 356,600 $54.71 $20M
LKQ - LKQ Corp 1.04% Hold 458,300 $42.54 $19M
ROP - Roper Technologies 0.98% Hold 31,425 $589.58 $19M
CMCSA - Comcast · CL A 0.89% Add +375.3% 451,500 $36.90 $17M +356,500 +$13M
LBRDA - Liberty Broadband 0.63% Hold 140,000 $85.00 $12M
Corecard 0.51% Hold 515,000 $18.71 $10M
VLTO - Veralto 0.19% Reduce −87.4% 37,500 $97.45 $4M −261,199 −$27M
SPGI - S&P Global 0.19% Reduce −84.9% 7,140 $508.10 $4M −40,000 −$20M
LIN - Linde 0.17% Hold 6,900 $465.64 $3M
FTV - Fortive 0.16% Hold 40,800 $73.18 $3M
DEO - Diageo 0.16% Hold 28,300 $104.79 $3M

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
FIS - Fidelity Natl Info 1.14% Exit 0 $80.77 $22M −272,500 −$22M
LBTYK — · CL C 0.54% Exit 0 $13.14 $10M −792,933 −$10M
HON - Honeywell Intl 0.13% Exit 0 $225.93 $3M −11,300 −$3M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2024 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

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

Notable person
Wallace Weitz
SEC filing name
WEITZ INVESTMENT MANAGEMENT, INC.
Location
Omaha, NE
All SEC filings
View on sec.gov