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 | 7.49% | Hold | 286,850 | $485.77 | $139M | — | — |
| V - VISA · CL A | 5.69% | Reduce −8.1% | 298,075 | $355.05 | $106M | −26,125 | −$8M |
| DHR - Danaher | 5.60% | Add +6.1% | 526,950 | $197.54 | $104M | +30,300 | +$2M |
| MA - Mastercard · CL A | 4.99% | Reduce −7.8% | 165,070 | $561.94 | $93M | −14,000 | −$5M |
| META - Meta Platforms · CL A | 4.59% | Reduce −4.2% | 115,710 | $738.09 | $85M | −5,050 | +$16M |
| GOOG - Alphabet · CL C | 4.25% | Hold | 445,600 | $177.39 | $79M | — | — |
| AON - AON PLC · CL A | 4.09% | Hold | 213,450 | $356.76 | $76M | — | — |
| IEX - IDEX | 3.84% | Add +1.2% | 406,225 | $175.57 | $71M | +5,000 | −$1M |
| MSFT - Microsoft | 3.46% | Reduce −3.7% | 129,475 | $497.41 | $64M | −5,000 | +$14M |
| CSGP - Costar Group | 3.31% | Reduce −16.0% | 765,600 | $80.40 | $62M | −146,000 | −$11M |
| TMO - Thermo Fisher Scientific | 3.28% | Add +19.3% | 150,450 | $405.46 | $61M | +24,300 | −$2M |
| VMC - Vulcan Matls | 2.97% | Hold | 211,900 | $260.82 | $55M | — | — |
| EFX - Equifax | 2.93% | Hold | 210,350 | $259.37 | $55M | — | — |
| LBRDA - Liberty Broadband | 2.65% | Reduce −5.7% | 500,500 | $98.38 | $49M | −30,000 | +$4M |
| AMZN - Amazon | 2.62% | Hold | 222,500 | $219.39 | $49M | — | — |
| GPN - Global Pmts | 2.41% | Reduce −3.4% | 560,000 | $80.04 | $45M | −20,000 | −$12M |
| KMX - Carmax | 2.35% | Reduce −19.3% | 649,400 | $67.21 | $44M | −155,800 | −$19M |
| HEI - Heico · CL A | 2.27% | Hold | 162,900 | $258.75 | $42M | — | — |
| TECH - Bio-Techne | 2.22% | Add +1.3% | 802,150 | $51.45 | $41M | +10,500 | −$5M |
| CHTR - Charter Communications · CL A | 2.08% | Reduce −18.2% | 94,450 | $408.81 | $39M | −21,000 | −$4M |
| ACN - Accenture Ireland · CLASS A | 2.00% | Reduce −10.7% | 124,650 | $298.89 | $37M | −15,000 | −$6M |
| ORCL - Oracle | 2.00% | Hold | 170,075 | $218.63 | $37M | — | — |
| LH - Labcorp | 1.99% | Reduce −6.6% | 141,175 | $262.51 | $37M | −10,000 | +$2M |
| IT - Gartner | 1.91% | Hold | 87,925 | $404.22 | $36M | — | — |
| TXN - Texas Instrs | 1.84% | Reduce −2.9% | 164,575 | $207.62 | $34M | −5,000 | +$4M |
| ODFL - Old Dominion Freight | 1.82% | Hold | 208,500 | $162.30 | $34M | — | — |
| ADI - Analog Devices | 1.80% | Hold | 141,000 | $238.02 | $34M | — | — |
| IDXX - Idexx Labs | 1.74% | Hold | 60,300 | $536.34 | $32M | — | — |
| SIRI - Siriusxm | 1.71% | Reduce −5.6% | 1,384,000 | $22.97 | $32M | −81,500 | −$1M |
| PRM - Perimeter Solutions | 1.47% | Reduce −4.7% | 1,960,900 | $13.92 | $27M | −96,391 | +$7M |
| CRM - Salesforce | 1.28% | Hold | 87,500 | $272.69 | $24M | — | — |
| MLM - Martin Marietta Matls | 1.22% | Hold | 41,275 | $548.96 | $23M | — | — |
| ROP - Roper Technologies | 0.96% | Hold | 31,425 | $566.84 | $18M | — | — |
| LKQ - LKQ Corp | 0.91% | Hold | 458,300 | $37.01 | $17M | — | — |
| CMCSA - Comcast · CL A | 0.87% | Hold | 451,500 | $35.69 | $16M | — | — |
| Corecard | 0.80% | Hold | 515,000 | $28.97 | $15M | — | — |
| ACIW - Aci Worldwide | 0.76% | Reduce −14.2% | 306,000 | $45.91 | $14M | −50,600 | −$5M |
| LBRDA - Liberty Broadband | 0.74% | Hold | 140,000 | $97.82 | $14M | — | — |
| VLTO - Veralto | 0.20% | Hold | 37,500 | $100.95 | $4M | — | — |
| SPGI - S&P Global | 0.20% | Hold | 7,140 | $527.29 | $4M | — | — |
| LIN - Linde | 0.17% | Hold | 6,900 | $469.18 | $3M | — | — |
| DEO - Diageo | 0.15% | Hold | 28,300 | $100.84 | $3M | — | — |
| FTV - Fortive | 0.13% | Add +11.4% | 45,450 | $52.13 | $2M | +4,650 | −$616K |
| RAL - Ralliant | 0.04% | New | 15,150 | $48.49 | $735K | +15,150 | +$735K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ADBE - Adobe Systems | 1.68% | Exit | 0 | $383.53 | $32M | −82,500 | −$32M |
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