Weitz Investment Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Weitz Investment Management, Inc. disclosed 50 stock positions valued at approximately $1.44B as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY CL B ORD, ALPHABET CL C ORD, and DANAHER ORD.
- Report Period
- June 30, 2026
- No. of Stocks
- 50
- Portfolio Value
- $1.44B
Holdings by Sector
Weitz Investment Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY CL B ORD | BRK-B | Financial Services | 9.41% | 271,600 | -7,250 | -2.60% | $135,905,924 |
| ALPHABET CL C ORD | GOOG | Communication Services | 6.56% | 268,100 | -58,650 | -17.95% | $94,727,773 |
| DANAHER ORD | DHR | Healthcare | 6.46% | 489,500 | +11,750 | +2.46% | $93,239,960 |
| VISA CL A ORD | V | Financial Services | 6.30% | 265,330 | - | - | $91,032,070 |
| MASTERCARD CL A ORD | MA | Financial Services | 5.17% | 145,350 | -1,650 | -1.12% | $74,651,760 |
| AON CL A ORD | AON | Financial Services | 4.91% | 213,860 | - | - | $70,935,223 |
| VULCAN MATERIALS ORD | VMC | Basic Materials | 4.16% | 203,800 | -10,400 | -4.86% | $60,123,038 |
| META PLATFORMS CL A ORD | META | Communication Services | 4.02% | 102,960 | -2,750 | -2.60% | $57,996,338 |
| THERMO FISHER SCIENTIFIC ORD | TMO | Healthcare | 4.00% | 115,200 | -5,800 | -4.79% | $57,756,672 |
| IDEX ORD | IEX | Industrials | 3.97% | 252,400 | -11,900 | -4.50% | $57,282,180 |
| MICROSOFT ORD | MSFT | Technology | 3.96% | 153,200 | -16,250 | -9.59% | $57,146,664 |
| HEICO CL A ORD | HEI-A | Industrials | 3.65% | 204,479 | +15,500 | +8.20% | $52,737,179 |
| AMAZON COM ORD | AMZN | Consumer Cyclical | 3.59% | 217,500 | -5,000 | -2.25% | $51,838,950 |
| BIO TECHNE ORD | TECH | Healthcare | 2.66% | 543,200 | -110,000 | -16.84% | $38,377,080 |
| SIRIUSXM HOLDINGS ORD | SIRI | Consumer Discretionary | 2.43% | 1,188,000 | -105,000 | -8.12% | $35,093,520 |
| ANALOG DEVICES ORD | ADI | Technology | 2.34% | 85,225 | -21,125 | -19.86% | $33,848,813 |
| EQUIFAX ORD | EFX | Industrials | 2.11% | 191,980 | +4,375 | +2.33% | $30,471,066 |
| LABCORP HOLDINGS ORD | LH | Healthcare | 1.92% | 99,050 | - | - | $27,734,000 |
| MARTIN MARIETTA MATERIALS ORD | MLM | Basic Materials | 1.89% | 47,370 | +7,595 | +19.09% | $27,318,279 |
| GLOBAL PAYMENTS ORD | GPN | Industrials | 1.76% | 350,000 | +15,000 | +4.48% | $25,396,000 |
| TEXAS INSTRUMENTS ORD | TXN | Technology | 1.61% | 77,900 | -82,200 | -51.34% | $23,219,653 |
| LIBERTY BROADBAND SRS C ORD | LBRDK | Communication Services | 1.33% | 576,000 | - | - | $19,157,760 |
| IDEXX LABORATORIES ORD | IDXX | Healthcare | 1.29% | 35,300 | - | - | $18,583,332 |
| ACI WORLDWIDE ORD | ACIW | Technology | 1.28% | 367,700 | - | - | $18,491,633 |
| PERIMETER SOLUTIONS ORD | PRM | Basic Materials | 1.11% | 450,817 | -58,583 | -11.50% | $16,071,626 |
| MERCADOLIBRE ORD | MELI | Consumer Cyclical | 1.08% | 9,200 | +1,200 | +15.00% | $15,615,988 |
| ACCENTURE CL A ORD | ACN | Technology | 1.03% | 119,700 | -51,000 | -29.88% | $14,895,468 |
| INGERSOLL RAND ORD | IR | Industrials | 0.92% | 161,670 | +28,470 | +21.37% | $13,255,323 |
| COSTAR GROUP ORD | CSGP | Real Estate | 0.83% | 423,181 | -93,844 | -18.15% | $11,984,486 |
| EURONET WORLDWIDE ORD | EEFT | Technology | 0.81% | 160,000 | - | - | $11,710,400 |
Showing 30 of 50 holdings in the latest reporting period.