Weitz Investment Management as of March 31, 2026
Portfolio Holdings for Weitz Investment Management
Weitz Investment Management holds 49 positions in its portfolio as reported in the March 2026 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) | 9.3 | $134M | 279k | 479.20 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.5 | $94M | 327k | 286.86 | |
| Danaher Corporation (DHR) | 6.3 | $91M | 478k | 189.60 | |
| Visa Com Cl A (V) | 5.6 | $80M | 265k | 302.24 | |
| Mastercard Incorporated Cl A (MA) | 5.1 | $74M | 147k | 499.66 | |
| Aon Shs Cl A (AON) | 4.8 | $69M | 214k | 322.78 | |
| Microsoft Corporation (MSFT) | 4.4 | $63M | 170k | 370.17 | |
| Meta Platforms Cl A (META) | 4.2 | $61M | 106k | 572.13 | |
| Thermo Fisher Scientific (TMO) | 4.2 | $60M | 121k | 491.53 | |
| Vulcan Materials Company (VMC) | 4.1 | $58M | 214k | 272.30 | |
| IDEX Corporation (IEX) | 3.5 | $50M | 264k | 189.55 | |
| Amazon (AMZN) | 3.2 | $46M | 223k | 208.27 | |
| Heico Corp Cl A (HEI.A) | 2.8 | $40M | 189k | 211.09 | |
| Bio-techne Corporation (TECH) | 2.4 | $34M | 653k | 52.26 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.4 | $34M | 171k | 198.29 | |
| Analog Devices (ADI) | 2.4 | $34M | 106k | 318.14 | |
| Equifax (EFX) | 2.4 | $34M | 188k | 180.07 | |
| Texas Instruments Incorporated (TXN) | 2.2 | $31M | 160k | 194.14 | |
| Siriusxm Holdings Common Stock (SIRI) | 2.1 | $30M | 1.3M | 23.08 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 2.0 | $29M | 576k | 50.30 | |
| Labcorp Holdings Com Shs (LH) | 1.8 | $26M | 99k | 266.81 | |
| Old Dominion Freight Line (ODFL) | 1.8 | $26M | 132k | 195.40 | |
| Martin Marietta Materials (MLM) | 1.6 | $23M | 40k | 588.68 | |
| Global Payments (GPN) | 1.6 | $23M | 335k | 67.30 | |
| CoStar (CSGP) | 1.5 | $21M | 517k | 40.34 | |
| IDEXX Laboratories (IDXX) | 1.4 | $20M | 35k | 561.89 | |
| salesforce (CRM) | 1.1 | $15M | 82k | 186.67 | |
| ACI Worldwide (ACIW) | 1.1 | $15M | 368k | 41.01 | |
| MercadoLibre (MELI) | 1.0 | $14M | 8.0k | 1729.02 | |
| Perimeter Solutions (PRM) | 0.9 | $12M | 509k | 24.42 | |
| LKQ Corporation (LKQ) | 0.8 | $12M | 408k | 29.37 | |
| Ingersoll Rand (IR) | 0.7 | $11M | 133k | 80.12 | |
| Euronet Worldwide (EEFT) | 0.7 | $11M | 160k | 66.37 | |
| Oracle Corporation (ORCL) | 0.6 | $8.1M | 55k | 147.11 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $7.3M | 5.5k | 1320.83 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $6.8M | 20k | 337.95 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.5 | $6.5M | 130k | 50.22 | |
| NVIDIA Corporation (NVDA) | 0.4 | $6.1M | 35k | 174.40 | |
| Cdw (CDW) | 0.3 | $4.4M | 36k | 121.02 | |
| Linde SHS (LIN) | 0.2 | $3.6M | 7.2k | 495.76 | |
| Veralto Corp Com Shs (VLTO) | 0.2 | $3.5M | 40k | 88.42 | |
| Pool Corporation (POOL) | 0.2 | $3.0M | 15k | 202.33 | |
| Repligen Corporation (RGEN) | 0.2 | $3.0M | 26k | 117.82 | |
| S&p Global (SPGI) | 0.2 | $3.0M | 7.1k | 425.34 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.3M | 47k | 28.71 | |
| Fortive (FTV) | 0.1 | $1.2M | 23k | 55.28 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $1.2M | 5.2k | 233.26 | |
| Amphenol Corp Cl A (APH) | 0.1 | $1.2M | 9.2k | 126.35 | |
| Charter Communications Cl A (CHTR) | 0.0 | $140k | 650.00 | 215.88 |
