Weitz Investment Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.43B
Q ending 2026-03-31
Prior quarter
$1.69B
Q ending 2025-12-31
Change
-15.1% QoQ · -23.9% YoY
Positions
49
reported holdings
Largest positions
All 49 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del | BRK/B | Shares | $133.6M | 279K |
| Alphabet Inc | GOOG | Shares | $93.7M | 327K |
| Danaher Corporation | DHR | Shares | $90.6M | 478K |
| Visa Inc | V | Shares | $80.2M | 265K |
| Mastercard Incorporated | MA | Shares | $73.5M | 147K |
| Aon Plc | Shares | $69.0M | 214K | |
| Microsoft Corp | MSFT | Shares | $62.7M | 169K |
| Meta Platforms Inc | META | Shares | $60.5M | 106K |
| Thermo Fisher Scientific Inc | TMO | Shares | $59.5M | 121K |
| Vulcan Matls Co | VMC | Shares | $58.3M | 214K |
| Idex Corp | IEX | Shares | $50.1M | 264K |
| Amazon Com Inc | AMZN | Shares | $46.3M | 223K |
| Heico Corp New | HEI/A | Shares | $39.9M | 189K |
| Bio-Techne Corp | TECH | Shares | $34.1M | 653K |
| Accenture Plc Ireland | Shares | $33.8M | 171K | |
| Analog Devices Inc | ADI | Shares | $33.8M | 106K |
| Equifax Inc | EFX | Shares | $33.8M | 188K |
| Texas Instrs Inc | TXN | Shares | $31.1M | 160K |
| Siriusxm Holdings Inc | SIRI | Shares | $29.8M | 1.3M |
| Liberty Broadband Corp | LBRDK | Shares | $29.0M | 576K |
| Labcorp Holdings Inc | LH | Shares | $26.4M | 99K |
| Old Dominion Freight Line In | ODFL | Shares | $25.8M | 132K |
| Martin Marietta Matls Inc | MLM | Shares | $23.4M | 40K |
| Global Pmts Inc | GPN | Shares | $22.5M | 335K |
| Costar Group Inc | CSGP | Shares | $20.9M | 517K |
| Idexx Labs Inc | IDXX | Shares | $19.8M | 35K |
| Salesforce Com Inc | CRM | Shares | $15.2M | 82K |
| Aci Worldwide Inc | ACIW | Shares | $15.1M | 368K |
| Mercadolibre Inc | MELI | Shares | $13.8M | 8K |
| Perimeter Solutions Inc | PRM | Shares | $12.4M | 509K |
| Lkq Corp | LKQ | Shares | $12.0M | 408K |
| Ingersoll Rand Inc | IR | Shares | $10.7M | 133K |
| Euronet Worldwide Inc | EEFT | Shares | $10.6M | 160K |
| Oracle Corp | ORCL | Shares | $8.1M | 55K |
| Asml Hldg Nv | Shares | $7.3M | 6K | |
| Taiwan Semiconductor Manufac | TSM | Shares | $6.8M | 20K |
| Liberty Broadband Corp | LBRDA | Shares | $6.5M | 130K |
| Nvidia Corporation | NVDA | Shares | $6.1M | 35K |
| Cdw Corp | CDW | Shares | $4.4M | 36K |
| Linde Plc | Shares | $3.6M | 7K | |
| Veralto Corp | VLTO | Shares | $3.5M | 40K |
| Pool Corp | POOL | Shares | $3.0M | 15K |
| Repligen Corp | RGEN | Shares | $3.0M | 26K |
| S&P Global Inc | SPGI | Shares | $3.0M | 7K |
| Comcast Corp New | CMCSA | Shares | $1.3M | 47K |
| Fortive Corp | FTV | Shares | $1.2M | 23K |
| Ferguson Enterprises Inc | FERG | Shares | $1.2M | 5K |
| Amphenol Corp | APH | Shares | $1.2M | 9K |
| Charter Communications Inc | CHTR | Shares | $140K | 650 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.