Weitz Investment Management as of March 31, 2025
Portfolio Holdings for Weitz Investment Management
Weitz Investment Management holds 45 positions in its portfolio as reported in the March 2025 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) | 8.1 | $153M | 287k | 532.58 | |
| Visa Com Cl A (V) | 6.0 | $114M | 324k | 350.46 | |
| Danaher Corporation (DHR) | 5.4 | $102M | 497k | 205.00 | |
| Mastercard Incorporated Cl A (MA) | 5.2 | $98M | 179k | 548.12 | |
| Aon Shs Cl A (AON) | 4.5 | $85M | 214k | 399.09 | |
| IDEX Corporation (IEX) | 3.9 | $73M | 401k | 180.97 | |
| CoStar (CSGP) | 3.8 | $72M | 912k | 79.23 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $70M | 446k | 156.23 | |
| Meta Platforms Cl A (META) | 3.7 | $70M | 121k | 576.36 | |
| Thermo Fisher Scientific (TMO) | 3.3 | $63M | 126k | 497.60 | |
| CarMax (KMX) | 3.3 | $63M | 805k | 77.92 | |
| Global Payments (GPN) | 3.0 | $57M | 580k | 97.92 | |
| Equifax (EFX) | 2.7 | $51M | 210k | 243.56 | |
| Microsoft Corporation (MSFT) | 2.7 | $51M | 135k | 375.39 | |
| Vulcan Materials Company (VMC) | 2.6 | $49M | 212k | 233.30 | |
| Bio-techne Corporation (TECH) | 2.5 | $46M | 792k | 58.63 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 2.4 | $45M | 531k | 85.05 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.3 | $44M | 140k | 312.04 | |
| Charter Communications Cl A (CHTR) | 2.3 | $43M | 116k | 368.53 | |
| Amazon (AMZN) | 2.2 | $42M | 223k | 190.26 | |
| Gartner (IT) | 2.0 | $37M | 88k | 419.74 | |
| Labcorp Holdings Com Shs (LH) | 1.9 | $35M | 151k | 232.74 | |
| Old Dominion Freight Line (ODFL) | 1.8 | $35M | 209k | 165.45 | |
| Heico Corp Cl A (HEI.A) | 1.8 | $34M | 163k | 210.97 | |
| Siriusxm Holdings Common Stock (SIRI) | 1.8 | $33M | 1.5M | 22.55 | |
| Adobe Systems Incorporated (ADBE) | 1.7 | $32M | 83k | 383.53 | |
| Texas Instruments Incorporated (TXN) | 1.6 | $31M | 170k | 179.70 | |
| Analog Devices (ADI) | 1.5 | $28M | 141k | 201.67 | |
| IDEXX Laboratories (IDXX) | 1.3 | $25M | 60k | 419.95 | |
| Oracle Corporation (ORCL) | 1.3 | $24M | 170k | 139.81 | |
| salesforce (CRM) | 1.2 | $24M | 88k | 268.36 | |
| Perimeter Solutions (PRM) | 1.1 | $21M | 2.1M | 10.07 | |
| Martin Marietta Materials (MLM) | 1.0 | $20M | 41k | 478.13 | |
| ACI Worldwide (ACIW) | 1.0 | $20M | 357k | 54.71 | |
| LKQ Corporation (LKQ) | 1.0 | $20M | 458k | 42.54 | |
| Roper Industries (ROP) | 1.0 | $19M | 31k | 589.58 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $17M | 452k | 36.90 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.6 | $12M | 140k | 85.00 | |
| Intelligent Sys Corp (CCRD) | 0.5 | $9.6M | 515k | 18.71 | |
| Veralto Corp Com Shs (VLTO) | 0.2 | $3.7M | 38k | 97.45 | |
| S&p Global (SPGI) | 0.2 | $3.6M | 7.1k | 508.10 | |
| RWT HLDGS Note 5.750%10/0 | 0.2 | $3.5M | 3.5M | 1.00 | |
| Linde SHS (LIN) | 0.2 | $3.2M | 6.9k | 465.64 | |
| Fortive (FTV) | 0.2 | $3.0M | 41k | 73.18 | |
| Diageo Spon Adr New (DEO) | 0.2 | $3.0M | 28k | 104.79 |
