Weitz Investment Management, Inc.

13F filer · CIK 0000883965

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$1.44BU.S. long equity reported on 13F

Positions503 new · 2 closed

Net flow last quarter-$92.6MBuys minus sells

Top 10 positions weight55.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202650 positions
BRK.BBerkshire Hathaway Inc	$136M	9.41%	Not reported	-2.6%	Q2 2013
GOOGAlphabet Inc.	$94.7M	6.56%	Not reported	-18.0%	Q4 2015
DHRDanaher Corp	$93.2M	6.46%	0.07%	+2.5%	Q3 2017
VVisa Inc.	$91M	6.30%	0.01%	Not reported	Q3 2016
MAMastercard Inc	$74.7M	5.17%	0.01%	-1.1%	Q4 2014
AONAon plc	$70.9M	4.91%	0.10%	Not reported	Q2 2013
VMCVulcan Materials CO	$60.1M	4.16%	0.16%	-4.9%	Q4 2017
METAMeta Platforms, Inc.	$58M	4.02%	Not reported	-2.6%	Q1 2018
TMOThermo Fisher Scientific Inc.	$57.8M	4.00%	0.03%	-4.8%	Q4 2016
IEXIdex Corp	$57.3M	3.97%	0.34%	-4.5%	Q1 2020
MSFTMicrosoft Corp	$57.1M	3.96%	0.00%	-9.6%	Q2 2013
HEI.AHeico Corp	$52.7M	3.65%	Not reported	+8.2%	Q1 2020
AMZNAmazon Com Inc	$51.8M	3.59%	0.00%	-2.3%	Q4 2015
TECHBIO-TECHNE Corp	$38.4M	2.66%	0.35%	-16.8%	Q2 2024
SIRISirius XM Holdings Inc.	$35.1M	2.43%	0.35%	-8.1%	Q3 2024
ADIAnalog Devices Inc	$33.8M	2.34%	0.02%	-19.9%	Q4 2018
EFXEquifax Inc	$30.5M	2.11%	0.16%	+2.3%	Q3 2023
LHLabcorp Holdings Inc.	$27.7M	1.92%	0.12%	Not reported	Q2 2024
MLMMartin Marietta Materials Inc	$27.3M	1.89%	0.08%	+19.1%	Q2 2013
GPNGlobal Payments Inc	$25.4M	1.76%	0.13%	+4.5%	Q4 2023
TXNTexas Instruments Inc	$23.2M	1.61%	0.01%	-51.3%	Q2 2013
LBRDKLiberty Broadband Corp	$19.2M	1.33%	Not reported	Not reported	Q4 2014
IDXXIdexx Laboratories Inc	$18.6M	1.29%	0.04%	Not reported	Q1 2025
ACIWAci Worldwide, Inc.	$18.5M	1.28%	0.36%	Not reported	Q2 2013
PRMPerimeter Solutions, Inc.	$16.1M	1.11%	0.28%	-11.5%	Q4 2021
MELIMercadolibre Inc	$15.6M	1.08%	0.02%	+15.0%	Q3 2025
ACNAccenture plc	$14.9M	1.03%	0.02%	-29.9%	Q2 2013
IRIngersoll Rand Inc.	$13.3M	0.92%	0.04%	+21.4%	Q1 2020
CSGPCostar Group, Inc.	$12M	0.83%	0.10%	-18.2%	Q1 2020
EEFTEuronet Worldwide, Inc.	$11.7M	0.81%	0.42%	Not reported	Q4 2025
ASMLAsml Holding NV	$10.9M	0.76%	0.00%	Not reported	Q1 2026
LKQLKQ Corp	$10.7M	0.74%	0.16%	Not reported	Q3 2019
NFLXNetflix Inc	$10.5M	0.73%	0.00%	New	Q2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.55M	0.66%	0.00%	Not reported	Q1 2026
ORCLOracle Corp	$8.06M	0.56%	0.00%	Not reported	Q2 2013
COFCapital One Financial Corp	$8.02M	0.56%	0.01%	New	Q2 2026
CRMSalesforce, Inc.	$7.72M	0.53%	0.01%	-39.5%	Q4 2016
NVDANvidia Corp	$7M	0.48%	0.00%	Not reported	Q1 2026
VLTOVeralto Corp	$6.87M	0.48%	0.03%	+93.8%	Q4 2023
RGENRepligen Corp	$5.57M	0.39%	0.07%	+60.0%	Q1 2026
LBRDALiberty Broadband Corp	$4.12M	0.29%	Not reported	-4.8%	Q4 2014
LINLinde PLC	$3.68M	0.26%	0.00%	-1.4%	Q4 2018
MTDMettler Toledo International Inc/	$3.26M	0.23%	0.01%	New	Q2 2026
POOLPool Corp	$3.22M	0.22%	0.04%	Not reported	Q1 2026
SPGIS&P Global Inc.	$2.91M	0.20%	0.00%	+1.4%	Q1 2020
APHAmphenol Corp	$1.62M	0.11%	0.00%	Not reported	Q1 2026
FTVFortive Corp	$1.33M	0.09%	0.01%	-3.3%	Q1 2020
FERGFerguson Enterprises Inc.	$1.23M	0.09%	0.00%	Not reported	Q1 2026
CMCSAComcast Corp	$1.15M	0.08%	0.00%	Not reported	Q4 2015
CHTRCharter Communications, Inc.	$92.4K	0.01%	0.00%	Not reported	Q2 2018
Q1 2026Reported May 14, 202649 positions
BRK.BBerkshire Hathaway Inc	$134M	9.33%	Not reported	-2.8%	Q2 2013
GOOGAlphabet Inc.	$93.7M	6.54%	Not reported	-6.1%	Q4 2015
DHRDanaher Corp	$90.6M	6.32%	0.07%	-7.0%	Q3 2017
VVisa Inc.	$80.2M	5.60%	0.01%	-1.9%	Q3 2016
MAMastercard Inc	$73.5M	5.13%	0.01%	-5.7%	Q4 2014
AONAon plc	$69M	4.82%	0.10%	-2.2%	Q2 2013
MSFTMicrosoft Corp	$62.7M	4.38%	0.00%	+16.1%	Q2 2013
METAMeta Platforms, Inc.	$60.5M	4.22%	Not reported	-2.8%	Q1 2018
TMOThermo Fisher Scientific Inc.	$59.5M	4.15%	0.03%	-10.3%	Q4 2016
VMCVulcan Materials CO	$58.3M	4.07%	0.16%	+1.9%	Q4 2017
IEXIdex Corp	$50.1M	3.50%	0.36%	-32.5%	Q1 2020
AMZNAmazon Com Inc	$46.3M	3.23%	0.00%	Not reported	Q4 2015
HEI.AHeico Corp	$39.9M	2.78%	Not reported	+16.1%	Q1 2020
TECHBIO-TECHNE Corp	$34.1M	2.38%	0.42%	-18.7%	Q2 2024
ACNAccenture plc	$33.8M	2.36%	0.03%	+6.1%	Q2 2013
ADIAnalog Devices Inc	$33.8M	2.36%	0.02%	-19.9%	Q4 2018
EFXEquifax Inc	$33.8M	2.36%	0.16%	-12.7%	Q3 2023
TXNTexas Instruments Inc	$31.1M	2.17%	0.02%	-3.0%	Q2 2013
SIRISirius XM Holdings Inc.	$29.8M	2.08%	0.38%	-6.6%	Q3 2024
LBRDKLiberty Broadband Corp	$29M	2.02%	Not reported	-11.5%	Q4 2014
LHLabcorp Holdings Inc.	$26.4M	1.84%	0.12%	-0.7%	Q2 2024
ODFLOld Dominion Freight Line, Inc.	$25.8M	1.80%	0.06%	-36.8%	Q2 2016
MLMMartin Marietta Materials Inc	$23.4M	1.63%	0.07%	-3.6%	Q2 2013
GPNGlobal Payments Inc	$22.5M	1.57%	0.12%	-33.7%	Q4 2023
CSGPCostar Group, Inc.	$20.9M	1.46%	0.12%	-28.2%	Q1 2020
IDXXIdexx Laboratories Inc	$19.8M	1.38%	0.04%	Not reported	Q1 2025
CRMSalesforce, Inc.	$15.2M	1.06%	0.01%	-6.9%	Q4 2016
ACIWAci Worldwide, Inc.	$15.1M	1.05%	0.36%	Not reported	Q2 2013
MELIMercadolibre Inc	$13.8M	0.97%	0.02%	+116.2%	Q3 2025
PRMPerimeter Solutions, Inc.	$12.4M	0.87%	0.31%	Not reported	Q4 2021
LKQLKQ Corp	$12M	0.84%	0.16%	-7.5%	Q3 2019
IRIngersoll Rand Inc.	$10.7M	0.74%	0.03%	Not reported	Q1 2020
EEFTEuronet Worldwide, Inc.	$10.6M	0.74%	0.41%	Not reported	Q4 2025
ORCLOracle Corp	$8.09M	0.56%	0.00%	-21.4%	Q2 2013
ASMLAsml Holding NV	$7.26M	0.51%	0.00%	New	Q1 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.76M	0.47%	0.00%	New	Q1 2026
LBRDALiberty Broadband Corp	$6.53M	0.46%	Not reported	-7.1%	Q4 2014
NVDANvidia Corp	$6.1M	0.43%	0.00%	New	Q1 2026
CDWCDW Corp	$4.39M	0.31%	0.03%	-35.6%	Q3 2025
LINLinde PLC	$3.57M	0.25%	0.00%	Not reported	Q4 2018
VLTOVeralto Corp	$3.54M	0.25%	0.02%	+5.3%	Q4 2023
POOLPool Corp	$3.03M	0.21%	0.04%	New	Q1 2026
RGENRepligen Corp	$3M	0.21%	0.05%	New	Q1 2026
SPGIS&P Global Inc.	$3M	0.21%	0.00%	-1.3%	Q1 2020
CMCSAComcast Corp	$1.35M	0.09%	0.00%	-44.7%	Q4 2015
FTVFortive Corp	$1.24M	0.09%	0.01%	-50.4%	Q1 2020
FERGFerguson Enterprises Inc.	$1.21M	0.08%	0.00%	New	Q1 2026
APHAmphenol Corp	$1.16M	0.08%	0.00%	New	Q1 2026
CHTRCharter Communications, Inc.	$140K	0.01%	0.00%	Not reported	Q2 2018
Q4 2025Reported Feb 12, 202644 positions
BRK.BBerkshire Hathaway Inc	$144M	8.55%	Not reported	Not reported	Q2 2013
DHRDanaher Corp	$118M	6.98%	0.07%	-2.5%	Q3 2017
GOOGAlphabet Inc.	$109M	6.47%	Not reported	-21.0%	Q4 2015
VVisa Inc.	$94.9M	5.63%	0.01%	Not reported	Q3 2016
MAMastercard Inc	$89M	5.28%	0.01%	Not reported	Q4 2014
TMOThermo Fisher Scientific Inc.	$78.2M	4.64%	0.04%	-10.3%	Q4 2016
AONAon plc	$77.2M	4.58%	0.10%	+2.5%	Q2 2013
METAMeta Platforms, Inc.	$71.8M	4.25%	Not reported	Not reported	Q1 2018
MSFTMicrosoft Corp	$70.6M	4.19%	0.00%	-5.2%	Q2 2013
IEXIdex Corp	$69.7M	4.13%	0.52%	-3.7%	Q1 2020
VMCVulcan Materials CO	$60M	3.55%	0.16%	-1.2%	Q4 2017
AMZNAmazon Com Inc	$51.4M	3.05%	0.00%	Not reported	Q4 2015
CSGPCostar Group, Inc.	$48.4M	2.87%	0.17%	Not reported	Q1 2020
TECHBIO-TECHNE Corp	$47.2M	2.80%	0.52%	+0.1%	Q2 2024
EFXEquifax Inc	$46.6M	2.76%	0.18%	+0.1%	Q3 2023
ACNAccenture plc	$43.2M	2.56%	0.03%	+0.2%	Q2 2013
HEI.AHeico Corp	$41.1M	2.44%	Not reported	Not reported	Q1 2020
GPNGlobal Payments Inc	$39.1M	2.32%	0.21%	-8.2%	Q4 2023
ADIAnalog Devices Inc	$36M	2.14%	0.03%	-4.7%	Q4 2018
ODFLOld Dominion Freight Line, Inc.	$32.7M	1.94%	0.10%	+0.1%	Q2 2016
LBRDKLiberty Broadband Corp	$31.6M	1.88%	Not reported	+30.1%	Q4 2014
TXNTexas Instruments Inc	$28.6M	1.70%	0.02%	+0.3%	Q2 2013
SIRISirius XM Holdings Inc.	$27.7M	1.64%	0.41%	Not reported	Q3 2024
MLMMartin Marietta Materials Inc	$25.7M	1.52%	0.07%	Not reported	Q2 2013
LHLabcorp Holdings Inc.	$25M	1.48%	0.12%	-28.6%	Q2 2024
IDXXIdexx Laboratories Inc	$23.9M	1.42%	0.04%	-37.9%	Q1 2025
CRMSalesforce, Inc.	$23.2M	1.37%	0.01%	Not reported	Q4 2016
ACIWAci Worldwide, Inc.	$17.6M	1.04%	0.36%	+0.3%	Q2 2013
ROPRoper Technologies Inc	$16.3M	0.96%	0.03%	+16.3%	Q2 2021
PRMPerimeter Solutions, Inc.	$14M	0.83%	0.34%	-31.6%	Q4 2021
ORCLOracle Corp	$13.6M	0.81%	0.00%	Not reported	Q2 2013
LKQLKQ Corp	$13.3M	0.79%	0.17%	-17.4%	Q3 2019
EEFTEuronet Worldwide, Inc.	$12.2M	0.72%	0.38%	New	Q4 2025
CDWCDW Corp	$7.66M	0.45%	0.04%	+57.8%	Q3 2025
MELIMercadolibre Inc	$7.45M	0.44%	0.01%	Not reported	Q3 2025
LBRDALiberty Broadband Corp	$6.76M	0.40%	Not reported	Not reported	Q4 2014
ITGartner Inc	$6.16M	0.37%	0.03%	-77.3%	Q1 2022
VLTOVeralto Corp	$3.79M	0.22%	0.02%	+1.3%	Q4 2023
SPGIS&P Global Inc.	$3.73M	0.22%	0.00%	Not reported	Q1 2020
LINLinde PLC	$3.07M	0.18%	0.00%	+4.4%	Q4 2018
CMCSAComcast Corp	$2.54M	0.15%	0.00%	-81.2%	Q4 2015
FTVFortive Corp	$2.51M	0.15%	0.01%	-2.2%	Q1 2020
DEODiageo PLC	$2.05M	0.12%	0.00%	-15.9%	Q2 2013
CHTRCharter Communications, Inc.	$136K	0.01%	0.00%	-99.4%	Q2 2018
Q3 2025Reported Nov 10, 202547 positions
BRK.BBerkshire Hathaway Inc	$144M	7.83%	Not reported	Not reported	Q2 2013
GOOGAlphabet Inc.	$107M	5.82%	Not reported	-1.1%	Q4 2015
DHRDanaher Corp	$104M	5.67%	0.07%	Not reported	Q3 2017
VVisa Inc.	$92.4M	5.01%	0.01%	-9.2%	Q3 2016
MAMastercard Inc	$88.7M	4.81%	0.01%	-5.6%	Q4 2014
METAMeta Platforms, Inc.	$79.8M	4.33%	Not reported	-6.1%	Q1 2018
MSFTMicrosoft Corp	$79.8M	4.33%	0.00%	+18.9%	Q2 2013
AONAon plc	$76.1M	4.13%	0.10%	Not reported	Q2 2013
TMOThermo Fisher Scientific Inc.	$73M	3.96%	0.04%	Not reported	Q4 2016
IEXIdex Corp	$66.2M	3.59%	0.54%	+0.1%	Q1 2020
VMCVulcan Materials CO	$65.4M	3.55%	0.16%	+0.4%	Q4 2017
CSGPCostar Group, Inc.	$60.7M	3.30%	0.17%	-6.0%	Q1 2020
EFXEquifax Inc	$55.1M	2.99%	0.18%	+2.0%	Q3 2023
AMZNAmazon Com Inc	$48.9M	2.65%	0.00%	Not reported	Q4 2015
GPNGlobal Payments Inc	$45.7M	2.48%	0.23%	-1.8%	Q4 2023
TECHBIO-TECHNE Corp	$44.6M	2.42%	0.52%	Not reported	Q2 2024
HEI.AHeico Corp	$41.4M	2.24%	Not reported	-0.1%	Q1 2020
LHLabcorp Holdings Inc.	$40.1M	2.18%	0.17%	-1.0%	Q2 2024
ACNAccenture plc	$39.6M	2.15%	0.03%	+28.8%	Q2 2013
IDXXIdexx Laboratories Inc	$36.3M	1.97%	0.07%	-5.8%	Q1 2025
ADIAnalog Devices Inc	$34.2M	1.86%	0.03%	-1.2%	Q4 2018
SIRISirius XM Holdings Inc.	$32.2M	1.75%	0.41%	Not reported	Q3 2024
LBRDKLiberty Broadband Corp	$31.8M	1.73%	Not reported	Not reported	Q4 2014
TXNTexas Instruments Inc	$30.2M	1.64%	0.02%	Not reported	Q2 2013
ODFLOld Dominion Freight Line, Inc.	$29.4M	1.59%	0.10%	Not reported	Q2 2016
KMXCarmax Inc	$29.1M	1.58%	0.44%	Not reported	Q1 2018
CHTRCharter Communications, Inc.	$28.2M	1.53%	0.04%	+8.6%	Q2 2018
ITGartner Inc	$28.2M	1.53%	0.14%	+22.1%	Q1 2022
MLMMartin Marietta Materials Inc	$26M	1.41%	0.07%	Not reported	Q2 2013
CRMSalesforce, Inc.	$20.7M	1.13%	0.01%	Not reported	Q4 2016
ORCLOracle Corp	$19.7M	1.07%	0.00%	-58.8%	Q2 2013
ACIWAci Worldwide, Inc.	$19.4M	1.05%	0.36%	+19.9%	Q2 2013
PRMPerimeter Solutions, Inc.	$16.7M	0.91%	0.50%	-62.0%	Q4 2021
LKQLKQ Corp	$16.3M	0.89%	0.21%	+16.5%	Q3 2019
ROPRoper Technologies Inc	$15.7M	0.85%	0.03%	Not reported	Q2 2021
CMCSAComcast Corp	$14.2M	0.77%	0.01%	Not reported	Q4 2015
CCRDCoreCard Corp	$13.9M	0.75%	Not reported	Not reported	Q2 2013
LBRDALiberty Broadband Corp	$8.87M	0.48%	Not reported	Not reported	Q4 2014
MELIMercadolibre Inc	$8.65M	0.47%	0.01%	New	Q3 2025
CDWCDW Corp	$5.68M	0.31%	0.03%	New	Q3 2025
VLTOVeralto Corp	$4M	0.22%	0.02%	Not reported	Q4 2023
GLIBKLiberty Capital Corp	$3.73M	0.20%	Not reported	New	Q3 2025
SPGIS&P Global Inc.	$3.48M	0.19%	0.00%	Not reported	Q1 2020
LINLinde PLC	$3.28M	0.18%	0.00%	Not reported	Q4 2018
DEODiageo PLC	$2.7M	0.15%	0.00%	Not reported	Q2 2013
FTVFortive Corp	$2.27M	0.12%	0.01%	+2.1%	Q1 2020
GLIBALiberty Capital Corp	$1.05M	0.06%	Not reported	New	Q3 2025

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