Weitz Investment Management, Inc. Top Holdings and 13F Report (2025) About Weitz Investment Management, Inc.Investment ActivityWeitz Investment Management, Inc. has $1.88 billion in total holdings as of March 31, 2025.Weitz Investment Management, Inc. owns shares of 45 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 9.69% of the portfolio was purchased this quarter.About 10.98% of the portfolio was sold this quarter.This quarter, Weitz Investment Management, Inc. has purchased 47 new stocks and bought additional shares in 14 stocks.Weitz Investment Management, Inc. sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $152,770,573Visa $113,619,132Danaher $101,813,250Mastercard $98,151,848AON $85,185,761 Largest New Holdings this Quarter 45168D104 - IDEXX Laboratories $25,322,985 Holding Largest Purchases this Quarter Microsoft 88,625 shares (about $33.27M)IDEXX Laboratories 60,300 shares (about $25.32M)Bio-Techne 410,400 shares (about $24.06M)Danaher 93,440 shares (about $19.16M)Adobe 42,500 shares (about $16.30M) Largest Sales this Quarter VERALTO CORP 261,199 shares (about $25.45M)Meta Platforms 37,840 shares (about $21.81M)S&P Global 40,000 shares (about $20.32M)LABCORP HOLDINGS INC 85,000 shares (about $19.78M)Berkshire Hathaway 36,350 shares (about $19.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWeitz Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$152,770,573$19,359,283 ▼-11.2%286,8508.1%FinanceVVisa$113,619,132$7,885,350 ▼-6.5%324,2006.0%Business ServicesDHRDanaher$101,813,250$19,155,200 ▲23.2%496,6505.4%MedicalMAMastercard$98,151,848$4,384,960 ▼-4.3%179,0705.2%Business ServicesAONAON$85,185,761$18,956,775 ▼-18.2%213,4504.5%FinanceIEXIDEX$72,609,688$12,799,103 ▲21.4%401,2253.9%IndustrialsCSGPCoStar Group$72,226,068$1,721,272 ▲2.4%911,6003.8%Computer and TechnologyGOOGAlphabet$69,616,088$11,420,413 ▼-14.1%445,6003.7%Computer and TechnologyMETAMeta Platforms$69,601,234$21,809,463 ▼-23.9%120,7603.7%Computer and TechnologyTMOThermo Fisher Scientific$62,772,240$2,960,720 ▲5.0%126,1503.3%MedicalKMXCarMax$62,741,184$1,558,400 ▼-2.4%805,2003.3%Retail/WholesaleGPNGlobal Payments$56,793,600$940,032 ▼-1.6%580,0003.0%Business ServicesEFXEquifax$51,232,846$5,321,786 ▲11.6%210,3502.7%Business ServicesMSFTMicrosoft$50,480,570$33,268,939 ▲193.3%134,4752.7%Computer and TechnologyVMCVulcan Materials$49,436,270$4,782,650 ▲10.7%211,9002.6%ConstructionTECHBio-Techne$46,414,440$24,061,752 ▲107.6%791,6502.5%MedicalLBRDKLiberty Broadband$45,119,0250.0%530,5002.4%Consumer DiscretionaryACNAccenture$43,576,386$10,234,912 ▲30.7%139,6502.3%Computer and TechnologyCHTRCharter Communications$42,546,789$7,370,600 ▼-14.8%115,4502.3%Consumer DiscretionaryAMZNAmazon.com$42,332,850$4,756,500 ▼-10.1%222,5002.2%Retail/WholesaleITGartner$36,905,640$9,863,890 ▲36.5%87,9252.0%Business ServicesLABCORP HOLDINGS INC$35,184,470$19,782,900 ▼-36.0%151,1751.9%COM SHSODFLOld Dominion Freight Line$34,496,325$3,077,370 ▲9.8%208,5001.8%TransportationHEI.AHEICO$34,367,0130.0%162,9001.8%AerospaceSIRIUSXM HOLDINGS INC$33,039,6980.0%1,465,5001.8%COMMON STOCKADBEAdobe$31,641,225$16,300,025 ▲106.3%82,5001.7%Computer and TechnologyTXNTexas Instruments$30,472,6280.0%169,5751.6%Computer and TechnologyADIAnalog Devices$28,435,4700.0%141,0001.5%Computer and TechnologyIDXXIDEXX Laboratories$25,322,985$25,322,985 ▲New Holding60,3001.3%MedicalORCLOracle$23,778,186$5,242,875 ▼-18.1%170,0751.3%Computer and TechnologyCRMSalesforce$23,481,500$2,012,700 ▼-7.9%87,5001.2%Computer and TechnologyPERIMETER SOLUTIONS INC$20,716,920$503,500 ▼-2.4%2,057,2911.1%COMMLMMartin Marietta Materials$19,734,816$286,878 ▲1.5%41,2751.0%ConstructionACIWACI Worldwide$19,509,5860.0%356,6001.0%Computer and TechnologyLKQLKQ$19,496,0820.0%458,3001.0%Auto/Tires/TrucksROPRoper Technologies$18,527,5520.0%31,4251.0%Computer and TechnologyCMCSAComcast$16,660,350$13,154,850 ▲375.3%451,5000.9%Consumer DiscretionaryLBRDALiberty Broadband$11,900,0000.0%140,0000.6%Consumer DiscretionaryCCRDCoreCard$9,635,6500.0%515,0000.5%Business ServicesVERALTO CORP$3,654,375$25,453,843 ▼-87.4%37,5000.2%COM SHSSPGIS&P Global$3,627,834$20,324,000 ▼-84.9%7,1400.2%Business ServicesRWT HLDGS INC$3,500,0000.0%3,500,0000.2%NOTE 5.750%10/0LINDE PLC$3,212,9160.0%6,9000.2%SHSFTVFortive$2,985,7440.0%40,8000.2%Computer and TechnologyDEODiageo$2,965,5570.0%28,3000.2%Consumer StaplesFISFidelity National Information Services$0$22,009,825 ▼-100.0%00.0%Business ServicesLIBERTY GLOBAL LTD$0$10,419,140 ▼-100.0%00.0%COM CL CHONHoneywell International$0$2,552,557 ▼-100.0%00.0%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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