Weitz Investment Management as of Dec. 31, 2025
Portfolio Holdings for Weitz Investment Management
Weitz Investment Management holds 44 positions in its portfolio as reported in the December 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) | 8.5 | $144M | 287k | 502.65 | |
| Danaher Corporation (DHR) | 7.0 | $118M | 514k | 228.92 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.5 | $109M | 348k | 313.80 | |
| Visa Com Cl A (V) | 5.6 | $95M | 271k | 350.71 | |
| Mastercard Incorporated Cl A (MA) | 5.3 | $89M | 156k | 570.88 | |
| Thermo Fisher Scientific (TMO) | 4.6 | $78M | 135k | 579.45 | |
| Aon Shs Cl A (AON) | 4.6 | $77M | 219k | 352.88 | |
| Meta Platforms Cl A (META) | 4.3 | $72M | 109k | 660.09 | |
| Microsoft Corporation (MSFT) | 4.2 | $71M | 146k | 483.62 | |
| IDEX Corporation (IEX) | 4.1 | $70M | 392k | 177.94 | |
| Vulcan Materials Company (VMC) | 3.6 | $60M | 210k | 285.22 | |
| Amazon (AMZN) | 3.0 | $51M | 223k | 230.82 | |
| CoStar (CSGP) | 2.9 | $48M | 720k | 67.24 | |
| Bio-techne Corporation (TECH) | 2.8 | $47M | 803k | 58.81 | |
| Equifax (EFX) | 2.8 | $47M | 215k | 216.98 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.6 | $43M | 161k | 268.30 | |
| Heico Corp Cl A (HEI.A) | 2.4 | $41M | 163k | 252.43 | |
| Global Payments (GPN) | 2.3 | $39M | 505k | 77.40 | |
| Analog Devices (ADI) | 2.1 | $36M | 133k | 271.20 | |
| Old Dominion Freight Line (ODFL) | 1.9 | $33M | 209k | 156.80 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.9 | $32M | 651k | 48.60 | |
| Texas Instruments Incorporated (TXN) | 1.7 | $29M | 165k | 173.49 | |
| Siriusxm Holdings Common Stock (SIRI) | 1.6 | $28M | 1.4M | 20.00 | |
| Martin Marietta Materials (MLM) | 1.5 | $26M | 41k | 622.66 | |
| Labcorp Holdings Com Shs (LH) | 1.5 | $25M | 100k | 250.88 | |
| IDEXX Laboratories (IDXX) | 1.4 | $24M | 35k | 676.53 | |
| salesforce (CRM) | 1.4 | $23M | 88k | 264.91 | |
| ACI Worldwide (ACIW) | 1.0 | $18M | 368k | 47.81 | |
| Roper Industries (ROP) | 1.0 | $16M | 37k | 445.13 | |
| Perimeter Solutions (PRM) | 0.8 | $14M | 509k | 27.53 | |
| Oracle Corporation (ORCL) | 0.8 | $14M | 70k | 194.91 | |
| LKQ Corporation (LKQ) | 0.8 | $13M | 441k | 30.20 | |
| Euronet Worldwide (EEFT) | 0.7 | $12M | 160k | 76.11 | |
| Cdw (CDW) | 0.5 | $7.7M | 56k | 136.20 | |
| MercadoLibre (MELI) | 0.4 | $7.5M | 3.7k | 2014.26 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.4 | $6.8M | 140k | 48.28 | |
| Gartner (IT) | 0.4 | $6.2M | 24k | 252.28 | |
| Veralto Corp Com Shs (VLTO) | 0.2 | $3.8M | 38k | 99.78 | |
| S&p Global (SPGI) | 0.2 | $3.7M | 7.1k | 522.59 | |
| Linde SHS (LIN) | 0.2 | $3.1M | 7.2k | 426.39 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $2.5M | 85k | 29.89 | |
| Fortive (FTV) | 0.1 | $2.5M | 45k | 55.21 | |
| Diageo Spon Adr New (DEO) | 0.1 | $2.1M | 24k | 86.27 | |
| Charter Communications Cl A (CHTR) | 0.0 | $136k | 650.00 | 208.75 |
