Weitz Investment Management
Long Only- Manager
- Wallace Weitz
- Quarter
- Q2 2026
- Filed
- 2026-08-12
- 13F value
- $1.44B
- Positions
- 50
- CIK
- 0000883965
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway CL B ORDBRK-BHISTORY | 9.41% | (2.6%) | $135.9M | 271,600 | (7,250) | 28.85% | 13F |
| 2 | Alphabet CL C ORDGOOGHISTORY | 6.56% | (17.9%) | $94.7M | 268,100 | (58,650) | 0.00% | 13F |
| 3 | Danaher ORDDHRHISTORY | 6.46% | +2.5% | $93.2M | 489,500 | +11,750 | 0.07% | 13F |
| 4 | Visa CL A ORDVHISTORY | 6.30% | — | $91.0M | 265,330 | — | 0.06% | 13F |
| 5 | Mastercard CL A ORDMAHISTORY | 5.17% | (1.1%) | $74.7M | 145,350 | (1,650) | 0.12% | 13F |
| 6 | AON CL A ORDAONHISTORY | 4.91% | — | $70.9M | 213,860 | — | 0.10% | 13F |
| 7 | Vulcan Materials ORDVMCHISTORY | 4.16% | (4.9%) | $60.1M | 203,800 | (10,400) | — | 13F |
| 8 | Meta Platforms CL A ORDMETAHISTORY | 4.02% | (2.6%) | $58.0M | 102,960 | (2,750) | 0.00% | 13F |
| 9 | Thermo Fisher Scientific ORDTMOHISTORY | 4.00% | (4.8%) | $57.8M | 115,200 | (5,800) | 0.03% | 13F |
| 10 | Idex ORDIEXHISTORY | 3.97% | (4.5%) | $57.3M | 252,400 | (11,900) | 0.34% | 13F |
| 11 | Microsoft ORDMSFTHISTORY | 3.96% | (9.6%) | $57.1M | 153,200 | (16,250) | 0.00% | 13F |
| 12 | Heico CL A ORDHEI-AHISTORY | 3.65% | +8.2% | $52.7M | 204,479 | +15,500 | 0.76% | 13F |
| 13 | Amazon Com ORDAMZNHISTORY | 3.59% | (2.2%) | $51.8M | 217,500 | (5,000) | 0.00% | 13F |
| 14 | Bio Techne ORDTECHHISTORY | 2.66% | (16.8%) | $38.4M | 543,200 | (110,000) | 0.35% | 13F |
| 15 | Siriusxm Holdings ORDSIRIHISTORY | 2.43% | (8.1%) | $35.1M | 1,188,000 | (105,000) | 0.35% | 13F |
| 16 | Analog Devices ORDADIHISTORY | 2.34% | (19.9%) | $33.8M | 85,225 | (21,125) | 0.02% | 13F |
| 17 | Equifax ORDEFXHISTORY | 2.11% | +2.3% | $30.5M | 191,980 | +4,375 | 0.16% | 13F |
| 18 | Labcorp Holdings ORDLHHISTORY | 1.92% | — | $27.7M | 99,050 | — | 0.12% | 13F |
| 19 | Martin Marietta Materials ORDMLMHISTORY | 1.89% | +19.1% | $27.3M | 47,370 | +7,595 | 0.08% | 13F |
| 20 | Global Payments ORDGPNHISTORY | 1.76% | +4.5% | $25.4M | 350,000 | +15,000 | 0.13% | 13F |
| 21 | Texas Instruments ORDTXNHISTORY | 1.61% | (51.3%) | $23.2M | 77,900 | (82,200) | 0.01% | 13F |
| 22 | Liberty Broadband SRS C ORD530307305HISTORY | 1.33% | — | $19.2M | 576,000 | — | — | 13F |
| 23 | Idexx Laboratories ORDIDXXHISTORY | 1.29% | — | $18.6M | 35,300 | — | 0.04% | 13F |
| 24 | Aci Worldwide ORDACIWHISTORY | 1.28% | — | $18.5M | 367,700 | — | 0.36% | 13F |
| 25 | Perimeter Solutions ORDPRMHISTORY | 1.11% | (11.5%) | $16.1M | 450,817 | (58,583) | 0.28% | 13F |
| 26 | Mercadolibre ORDMELIHISTORY | 1.08% | +15.0% | $15.6M | 9,200 | +1,200 | 0.02% | 13F |
| 27 | Accenture CL A ORDACNHISTORY | 1.03% | (29.9%) | $14.9M | 119,700 | (51,000) | 0.02% | 13F |
| 28 | Ingersoll Rand ORDIRHISTORY | 0.92% | +21.4% | $13.3M | 161,670 | +28,470 | 0.04% | 13F |
| 29 | Costar Group ORDCSGPHISTORY | 0.83% | (18.2%) | $12.0M | 423,181 | (93,844) | 0.10% | 13F |
| 30 | Euronet Worldwide ORDEEFTHISTORY | 0.81% | — | $11.7M | 160,000 | — | 0.43% | 13F |
| 31 | ASML Holding ADR Rep ORDASMLHISTORY | 0.76% | — | $10.9M | 5,500 | — | 0.00% | 13F |
| 32 | LKQ ORDLKQHISTORY | 0.74% | — | $10.7M | 408,000 | — | 0.16% | 13F |
| 33 | Netflix ORDNFLXHISTORY | 0.73% | NEW | $10.5M | 147,200 | +147,200 | 0.00% | 13F |
| 34 | Taiwan Semiconductor Mnftg ADR 5 ORDTSMHISTORY | 0.66% | — | $9.6M | 20,000 | — | 0.00% | 13F |
| 35 | Oracle ORDORCLHISTORY | 0.56% | — | $8.1M | 55,000 | — | 0.00% | 13F |
| 36 | Capital One Financial ORDCOFHISTORY | 0.56% | NEW | $8.0M | 40,000 | +40,000 | 0.01% | 13F |
| 37 | Salesforce ORDCRMHISTORY | 0.53% | (39.5%) | $7.7M | 49,300 | (32,200) | 0.01% | 13F |
| 38 | Nvidia ORDNVDAHISTORY | 0.48% | — | $7.0M | 35,000 | — | 0.00% | 13F |
| 39 | Veralto ORDVLTOHISTORY | 0.48% | +93.8% | $6.9M | 77,500 | +37,500 | — | 13F |
| 40 | Repligen ORDRGENHISTORY | 0.39% | +60.0% | $5.6M | 40,800 | +15,300 | 0.07% | 13F |
| 41 | Liberty Broadband SRS A ORD530307107HISTORY | 0.29% | (4.8%) | $4.1M | 123,750 | (6,250) | — | 13F |
| 42 | Linde ORDLINHISTORY | 0.26% | (1.4%) | $3.7M | 7,100 | (100) | 0.00% | 13F |
| 43 | Mettler Toledo ORDMTDHISTORY | 0.23% | NEW | $3.3M | 2,550 | +2,550 | 0.01% | 13F |
| 44 | Pool ORDPOOLHISTORY | 0.22% | — | $3.2M | 15,000 | — | — | 13F |
| 45 | S&P Global ORDSPGIHISTORY | 0.20% | +1.4% | $2.9M | 7,150 | +100 | — | 13F |
| 46 | Amphenol CL A ORDAPHHISTORY | 0.11% | — | $1.6M | 9,200 | — | 0.00% | 13F |
| 47 | Fortive ORDFTVHISTORY | 0.09% | (3.3%) | $1.3M | 21,750 | (750) | — | 13F |
| 48 | Ferguson Enterprises ORDFERGHISTORY | 0.09% | — | $1.2M | 5,200 | — | 0.00% | 13F |
| 49 | Comcast CL A ORDCMCSAHISTORY | 0.08% | — | $1.2M | 47,000 | — | 0.00% | 13F |
| 50 | Charter Communications CL A ORDCHTRHISTORY | 0.01% | — | $0.1M | 650 | — | 0.00% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology