Weitz Investment Management as of Dec. 31, 2024
Portfolio Holdings for Weitz Investment Management
Weitz Investment Management holds 47 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.6 | $147M | 323k | 453.28 | |
| Visa Com Cl A (V) | 5.7 | $110M | 347k | 316.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.1 | $99M | 519k | 190.44 | |
| Mastercard Incorporated Cl A (MA) | 5.1 | $99M | 187k | 526.57 | |
| Aon Shs Cl A (AON) | 4.8 | $94M | 261k | 359.16 | |
| Meta Platforms Cl A (META) | 4.8 | $93M | 159k | 585.51 | |
| Danaher Corporation (DHR) | 4.8 | $93M | 403k | 229.55 | |
| IDEX Corporation (IEX) | 3.6 | $69M | 331k | 209.29 | |
| CarMax (KMX) | 3.5 | $68M | 825k | 81.76 | |
| Global Payments (GPN) | 3.4 | $66M | 590k | 112.06 | |
| CoStar (CSGP) | 3.3 | $64M | 890k | 71.59 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $63M | 120k | 520.23 | |
| Amazon (AMZN) | 2.8 | $54M | 248k | 219.39 | |
| Labcorp Holdings Com Shs (LH) | 2.8 | $54M | 236k | 229.32 | |
| Vulcan Materials Company (VMC) | 2.5 | $49M | 191k | 257.23 | |
| Equifax (EFX) | 2.5 | $48M | 189k | 254.85 | |
| Charter Communications Cl A (CHTR) | 2.4 | $46M | 136k | 342.77 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 2.0 | $40M | 531k | 74.76 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.9 | $38M | 107k | 351.79 | |
| Oracle Corporation (ORCL) | 1.8 | $35M | 208k | 166.64 | |
| Old Dominion Freight Line (ODFL) | 1.7 | $34M | 190k | 176.40 | |
| Siriusxm Holdings Common Stock (SIRI) | 1.7 | $33M | 1.5M | 22.80 | |
| Texas Instruments Incorporated (TXN) | 1.6 | $32M | 170k | 187.51 | |
| salesforce (CRM) | 1.6 | $32M | 95k | 334.33 | |
| Gartner (IT) | 1.6 | $31M | 64k | 484.47 | |
| Veralto Corp Com Shs (VLTO) | 1.6 | $30M | 299k | 101.85 | |
| Heico Corp Cl A (HEI.A) | 1.6 | $30M | 163k | 186.08 | |
| Analog Devices (ADI) | 1.5 | $30M | 141k | 212.46 | |
| Bio-techne Corporation (TECH) | 1.4 | $28M | 381k | 72.03 | |
| Perimeter Solutions (PRM) | 1.4 | $27M | 2.1M | 12.78 | |
| S&p Global (SPGI) | 1.2 | $24M | 47k | 498.03 | |
| Fidelity National Information Services (FIS) | 1.1 | $22M | 273k | 80.77 | |
| Martin Marietta Materials (MLM) | 1.1 | $21M | 41k | 516.50 | |
| Microsoft Corporation (MSFT) | 1.0 | $19M | 46k | 421.50 | |
| ACI Worldwide (ACIW) | 1.0 | $19M | 357k | 51.91 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $18M | 40k | 444.68 | |
| LKQ Corporation (LKQ) | 0.9 | $17M | 458k | 36.75 | |
| Roper Industries (ROP) | 0.8 | $16M | 31k | 519.85 | |
| Intelligent Sys Corp (CCRD) | 0.6 | $12M | 515k | 22.70 | |
| Liberty Global Com Cl C (LBTYK) | 0.5 | $10M | 793k | 13.14 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.5 | $10M | 140k | 74.36 | |
| Diageo Spon Adr New (DEO) | 0.2 | $3.6M | 28k | 127.13 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $3.6M | 95k | 37.53 | |
| RWT HLDGS Note 5.750%10/0 | 0.2 | $3.5M | 3.5M | 0.99 | |
| Fortive (FTV) | 0.2 | $3.1M | 41k | 75.00 | |
| Linde SHS (LIN) | 0.1 | $2.9M | 6.9k | 418.67 | |
| Honeywell International (HON) | 0.1 | $2.6M | 11k | 225.89 |
