Weitz Investment Management, Inc. Portfolio Stock Holdings
Weitz Investment Management, Inc. disclosed 49 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, ALPHABET INC, and DANAHER CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 49
- Portfolio Value
- $1.4B
Holdings by Sector
Weitz Investment Management, Inc. Portfolio Holdings in Q1 2026
48 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 9.33% | 278,850 | -8,000 | -2.79% | $133,624,920 |
| ALPHABET INC | GOOG | Communication Services | 6.54% | 326,750 | -21,150 | -6.08% | $93,731,505 |
| DANAHER CORPORATION | DHR | Healthcare | 6.32% | 477,750 | -36,200 | -7.04% | $90,581,400 |
| VISA INC | V | Financial Services | 5.60% | 265,330 | -5,250 | -1.94% | $80,193,339 |
| MASTERCARD INCORPORATED | MA | Financial Services | 5.13% | 147,000 | -8,900 | -5.71% | $73,450,020 |
| AON PLC | AON | Financial Services | 4.82% | 213,860 | -4,875 | -2.23% | $69,029,731 |
| MICROSOFT CORP | MSFT | Technology | 4.38% | 169,450 | +23,475 | +16.08% | $62,725,307 |
| META PLATFORMS INC | META | Communication Services | 4.22% | 105,710 | -3,000 | -2.76% | $60,479,862 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 4.15% | 121,000 | -13,950 | -10.34% | $59,475,130 |
| VULCAN MATLS CO | VMC | Basic Materials | 4.07% | 214,200 | +4,000 | +1.90% | $58,326,660 |
| IDEX CORP | IEX | Industrials | 3.50% | 264,300 | -127,175 | -32.49% | $50,098,065 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.23% | 222,500 | - | - | $46,340,075 |
| HEICO CORP NEW | HEI-A | Industrials | 2.78% | 188,979 | +26,200 | +16.10% | $39,891,577 |
| BIO-TECHNE CORP | TECH | Healthcare | 2.38% | 653,200 | -149,750 | -18.65% | $34,136,232 |
| ACCENTURE PLC IRELAND | ACN | Technology | 2.36% | 170,700 | +9,800 | +6.09% | $33,848,103 |
| ANALOG DEVICES INC | ADI | Technology | 2.36% | 106,350 | -26,450 | -19.92% | $33,834,189 |
| EQUIFAX INC | EFX | Industrials | 2.36% | 187,605 | -27,275 | -12.69% | $33,782,032 |
| TEXAS INSTRS INC | TXN | Technology | 2.17% | 160,100 | -5,000 | -3.03% | $31,081,814 |
| SIRIUSXM HOLDINGS INC | SIRI | Consumer Discretionary | 2.08% | 1,293,000 | -91,000 | -6.58% | $29,842,440 |
| LIBERTY BROADBAND CORP | LBRDK | Communication Services | 2.02% | 576,000 | -75,000 | -11.52% | $28,972,800 |
| LABCORP HOLDINGS INC | LH | Healthcare | 1.84% | 99,050 | -700 | -0.70% | $26,427,531 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 1.80% | 132,000 | -76,800 | -36.78% | $25,792,800 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 1.63% | 39,775 | -1,500 | -3.63% | $23,414,747 |
| GLOBAL PMTS INC | GPN | Industrials | 1.57% | 335,000 | -170,000 | -33.66% | $22,545,500 |
| COSTAR GROUP INC | CSGP | Real Estate | 1.46% | 517,025 | -202,825 | -28.18% | $20,856,789 |
| IDEXX LABS INC | IDXX | Healthcare | 1.38% | 35,300 | - | - | $19,834,717 |
| SALESFORCE COM INC | CRM | Technology | 1.06% | 81,500 | -6,000 | -6.86% | $15,213,605 |
| ACI WORLDWIDE INC | ACIW | Technology | 1.05% | 367,700 | - | - | $15,079,377 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.97% | 8,000 | +4,300 | +116.22% | $13,832,160 |
| LKQ CORP | LKQ | Consumer Cyclical | 0.84% | 408,000 | -33,000 | -7.48% | $11,982,960 |
| INGERSOLL RAND INC | IR | Industrials | 0.74% | 133,200 | +133,200 | +100.00% | $10,671,984 |
| EURONET WORLDWIDE INC | EEFT | Technology | 0.74% | 160,000 | - | - | $10,619,200 |
| ORACLE CORP | ORCL | Technology | 0.56% | 55,000 | -15,000 | -21.43% | $8,091,050 |
| ASML HLDG NV | ASML | Other | 0.51% | 5,500 | +5,500 | +100.00% | $7,264,565 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.47% | 20,000 | +20,000 | +100.00% | $6,759,000 |
| LIBERTY BROADBAND CORP | LBRDA | Communication Services | 0.46% | 130,000 | -10,000 | -7.14% | $6,528,600 |
| NVIDIA CORPORATION | NVDA | Technology | 0.43% | 35,000 | +35,000 | +100.00% | $6,104,000 |
| CDW CORP | CDW | Technology | 0.31% | 36,250 | -20,000 | -35.56% | $4,386,975 |
| LINDE PLC | LIN | Other | 0.25% | 7,200 | - | - | $3,569,472 |
| VERALTO CORP | VLTO | Industrials | 0.25% | 40,000 | +2,000 | +5.26% | $3,536,800 |
| POOL CORP | POOL | Industrials | 0.21% | 15,000 | +15,000 | +100.00% | $3,034,950 |
| REPLIGEN CORP | RGEN | Healthcare | 0.21% | 25,500 | +25,500 | +100.00% | $3,004,410 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.21% | 7,050 | -90 | -1.26% | $2,998,647 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.09% | 47,000 | -38,000 | -44.71% | $1,349,370 |
| FORTIVE CORP | FTV | Technology | 0.09% | 22,500 | -22,900 | -50.44% | $1,243,800 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 0.08% | 5,200 | +5,200 | +100.00% | $1,212,952 |
| AMPHENOL CORP | APH | Technology | 0.08% | 9,200 | +9,200 | +100.00% | $1,162,420 |
| CHARTER COMMUNICATIONS INC | CHTR | Communication Services | 0.01% | 650 | - | - | $140,322 |