Weitz Investment Management as of June 30, 2025
Portfolio Holdings for Weitz Investment Management
Weitz Investment Management holds 45 positions in its portfolio as reported in the June 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) | 7.5 | $139M | 287k | 485.77 | |
| Visa Com Cl A (V) | 5.7 | $106M | 298k | 355.05 | |
| Danaher Corporation (DHR) | 5.6 | $104M | 527k | 197.54 | |
| Mastercard Incorporated Cl A (MA) | 5.0 | $93M | 165k | 561.94 | |
| Meta Platforms Cl A (META) | 4.6 | $85M | 116k | 738.09 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $79M | 446k | 177.39 | |
| Aon Shs Cl A (AON) | 4.1 | $76M | 214k | 356.76 | |
| IDEX Corporation (IEX) | 3.8 | $71M | 406k | 175.57 | |
| Microsoft Corporation (MSFT) | 3.5 | $64M | 130k | 497.41 | |
| CoStar (CSGP) | 3.3 | $62M | 766k | 80.40 | |
| Thermo Fisher Scientific (TMO) | 3.3 | $61M | 151k | 405.46 | |
| Vulcan Materials Company (VMC) | 3.0 | $55M | 212k | 260.82 | |
| Equifax (EFX) | 2.9 | $55M | 210k | 259.37 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 2.6 | $49M | 501k | 98.38 | |
| Amazon (AMZN) | 2.6 | $49M | 223k | 219.39 | |
| Global Payments (GPN) | 2.4 | $45M | 560k | 80.04 | |
| CarMax (KMX) | 2.3 | $44M | 649k | 67.21 | |
| Heico Corp Cl A (HEI.A) | 2.3 | $42M | 163k | 258.75 | |
| Bio-techne Corporation (TECH) | 2.2 | $41M | 802k | 51.45 | |
| Charter Communications Cl A (CHTR) | 2.1 | $39M | 95k | 408.81 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.0 | $37M | 125k | 298.89 | |
| Oracle Corporation (ORCL) | 2.0 | $37M | 170k | 218.63 | |
| Labcorp Holdings Com Shs (LH) | 2.0 | $37M | 141k | 262.51 | |
| Gartner (IT) | 1.9 | $36M | 88k | 404.22 | |
| Texas Instruments Incorporated (TXN) | 1.8 | $34M | 165k | 207.62 | |
| Old Dominion Freight Line (ODFL) | 1.8 | $34M | 209k | 162.30 | |
| Analog Devices (ADI) | 1.8 | $34M | 141k | 238.02 | |
| IDEXX Laboratories (IDXX) | 1.7 | $32M | 60k | 536.34 | |
| Siriusxm Holdings Common Stock (SIRI) | 1.7 | $32M | 1.4M | 22.97 | |
| Perimeter Solutions (PRM) | 1.5 | $27M | 2.0M | 13.92 | |
| salesforce (CRM) | 1.3 | $24M | 88k | 272.69 | |
| Martin Marietta Materials (MLM) | 1.2 | $23M | 41k | 548.96 | |
| Roper Industries (ROP) | 1.0 | $18M | 31k | 566.84 | |
| LKQ Corporation (LKQ) | 0.9 | $17M | 458k | 37.01 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $16M | 452k | 35.69 | |
| Intelligent Sys Corp (CCRD) | 0.8 | $15M | 515k | 28.97 | |
| ACI Worldwide (ACIW) | 0.8 | $14M | 306k | 45.91 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.7 | $14M | 140k | 97.82 | |
| Veralto Corp Com Shs (VLTO) | 0.2 | $3.8M | 38k | 100.95 | |
| S&p Global (SPGI) | 0.2 | $3.8M | 7.1k | 527.29 | |
| RWT HLDGS Note 5.750%10/0 | 0.2 | $3.5M | 3.5M | 1.00 | |
| Linde SHS (LIN) | 0.2 | $3.2M | 6.9k | 469.18 | |
| Diageo Spon Adr New (DEO) | 0.2 | $2.9M | 28k | 100.84 | |
| Fortive (FTV) | 0.1 | $2.4M | 46k | 52.13 | |
| Ralliant Corp (RAL) | 0.0 | $735k | 15k | 48.49 |
