Weitz Investment Management as of Sept. 30, 2025
Portfolio Holdings for Weitz Investment Management
Weitz Investment Management holds 48 positions in its portfolio as reported in the September 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) | 7.8 | $144M | 287k | 502.74 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.8 | $107M | 441k | 243.55 | |
| Danaher Corporation (DHR) | 5.7 | $105M | 527k | 198.26 | |
| Visa Com Cl A (V) | 5.0 | $92M | 271k | 341.38 | |
| Mastercard Incorporated Cl A (MA) | 4.8 | $89M | 156k | 568.81 | |
| Meta Platforms Cl A (META) | 4.3 | $80M | 109k | 734.38 | |
| Microsoft Corporation (MSFT) | 4.3 | $80M | 154k | 517.95 | |
| Aon Shs Cl A (AON) | 4.1 | $76M | 214k | 356.58 | |
| Thermo Fisher Scientific (TMO) | 4.0 | $73M | 151k | 485.02 | |
| IDEX Corporation (IEX) | 3.6 | $66M | 407k | 162.76 | |
| Vulcan Materials Company (VMC) | 3.6 | $65M | 213k | 307.62 | |
| CoStar (CSGP) | 3.3 | $61M | 720k | 84.37 | |
| Equifax (EFX) | 3.0 | $55M | 215k | 256.53 | |
| Amazon (AMZN) | 2.7 | $49M | 223k | 219.57 | |
| Global Payments (GPN) | 2.5 | $46M | 550k | 83.08 | |
| Bio-techne Corporation (TECH) | 2.4 | $45M | 802k | 55.63 | |
| Heico Corp Cl A (HEI.A) | 2.2 | $41M | 163k | 254.09 | |
| Labcorp Holdings Com Shs (LH) | 2.2 | $40M | 140k | 287.06 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.1 | $40M | 161k | 246.60 | |
| IDEXX Laboratories (IDXX) | 2.0 | $36M | 57k | 638.89 | |
| Analog Devices (ADI) | 1.9 | $34M | 139k | 245.70 | |
| Siriusxm Holdings Common Stock (SIRI) | 1.7 | $32M | 1.4M | 23.27 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.7 | $32M | 501k | 63.54 | |
| Texas Instruments Incorporated (TXN) | 1.6 | $30M | 165k | 183.73 | |
| Old Dominion Freight Line (ODFL) | 1.6 | $29M | 209k | 140.78 | |
| CarMax (KMX) | 1.6 | $29M | 649k | 44.87 | |
| Charter Communications Cl A (CHTR) | 1.5 | $28M | 103k | 275.11 | |
| Gartner (IT) | 1.5 | $28M | 107k | 262.87 | |
| Martin Marietta Materials (MLM) | 1.4 | $26M | 41k | 630.28 | |
| salesforce (CRM) | 1.1 | $21M | 88k | 237.00 | |
| Oracle Corporation (ORCL) | 1.1 | $20M | 70k | 281.24 | |
| ACI Worldwide (ACIW) | 1.1 | $19M | 367k | 52.77 | |
| Perimeter Solutions (PRM) | 0.9 | $17M | 745k | 22.39 | |
| LKQ Corporation (LKQ) | 0.9 | $16M | 534k | 30.54 | |
| Roper Industries (ROP) | 0.9 | $16M | 31k | 498.69 | |
| Comcast Corp Cl A (CMCSA) | 0.8 | $14M | 452k | 31.42 | |
| Intelligent Sys Corp (CCRD) | 0.8 | $14M | 515k | 26.92 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.5 | $8.9M | 140k | 63.33 | |
| MercadoLibre (MELI) | 0.5 | $8.6M | 3.7k | 2336.94 | |
| Cdw (CDW) | 0.3 | $5.7M | 36k | 159.28 | |
| Veralto Corp Com Shs (VLTO) | 0.2 | $4.0M | 38k | 106.61 | |
| Gci Liberty Com Ser C (GLIBK) | 0.2 | $3.7M | 100k | 37.27 | |
| RWT HLDGS Note 5.750%10/0 | 0.2 | $3.5M | 3.5M | 1.00 | |
| S&p Global (SPGI) | 0.2 | $3.5M | 7.1k | 486.71 | |
| Linde SHS (LIN) | 0.2 | $3.3M | 6.9k | 475.00 | |
| Diageo Spon Adr New (DEO) | 0.1 | $2.7M | 28k | 95.43 | |
| Fortive (FTV) | 0.1 | $2.3M | 46k | 48.99 | |
| Gci Liberty Com Ser A (GLIBA) | 0.1 | $1.1M | 28k | 37.55 |
