Weitz Investment Management, Inc. Top Holdings and 13F Report (2025) About Weitz Investment Management, Inc.Investment ActivityWeitz Investment Management, Inc. has $1.86 billion in total holdings as of June 30, 2025.Weitz Investment Management, Inc. owns shares of 45 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 0.98% of the portfolio was purchased this quarter.About 5.59% of the portfolio was sold this quarter.This quarter, Weitz Investment Management, Inc. has purchased 45 new stocks and bought additional shares in 5 stocks.Weitz Investment Management, Inc. sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $139,343,125Visa $105,831,529Danaher $104,093,703Mastercard $92,759,436Meta Platforms $85,404,394 Largest New Holdings this Quarter 750940108 - RALLIANT CORP $734,624 Holding Largest Purchases this Quarter Thermo Fisher Scientific 24,300 shares (about $9.85M)Danaher 30,300 shares (about $5.99M)IDEX 5,000 shares (about $877.85K)RALLIANT CORP 15,150 shares (about $734.62K)Bio-Techne 10,500 shares (about $540.23K) Largest Sales this Quarter CoStar Group 146,000 shares (about $11.74M)CarMax 155,800 shares (about $10.47M)Visa 26,125 shares (about $9.28M)Charter Communications 21,000 shares (about $8.59M)Mastercard 14,000 shares (about $7.87M) 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$139,343,1250.0%286,8507.5%FinanceVVisa$105,831,529$9,275,681 ▼-8.1%298,0755.7%Business ServicesDHRDanaher$104,093,703$5,985,462 ▲6.1%526,9505.6%MedicalMAMastercard$92,759,436$7,867,160 ▼-7.8%165,0705.0%Business ServicesMETAMeta Platforms$85,404,394$3,727,355 ▼-4.2%115,7104.6%Computer and TechnologyGOOGAlphabet$79,044,9840.0%445,6004.3%Computer and TechnologyAONAON$76,150,4220.0%213,4504.1%FinanceIEXIDEX$71,320,923$877,850 ▲1.2%406,2253.8%IndustrialsMSFTMicrosoft$64,402,160$2,487,050 ▼-3.7%129,4753.5%Computer and TechnologyCSGPCoStar Group$61,554,240$11,738,400 ▼-16.0%765,6003.3%Computer and TechnologyTMOThermo Fisher Scientific$61,001,457$9,852,678 ▲19.3%150,4503.3%MedicalVMCVulcan Materials$55,267,7580.0%211,9003.0%ConstructionEFXEquifax$54,558,4800.0%210,3502.9%Business ServicesLBRDKLiberty Broadband$49,239,190$2,951,400 ▼-5.7%500,5002.6%Consumer DiscretionaryAMZNAmazon.com$48,814,2750.0%222,5002.6%Retail/WholesaleGPNGlobal Payments$44,822,400$1,600,800 ▼-3.4%560,0002.4%Business ServicesKMXCarMax$43,646,174$10,471,318 ▼-19.3%649,4002.3%Retail/WholesaleHEI.AHeico$42,150,3750.0%162,9002.3%AerospaceTECHBio-Techne$41,270,618$540,225 ▲1.3%802,1502.2%MedicalCHTRCharter Communications$38,612,105$8,585,010 ▼-18.2%94,4502.1%Consumer DiscretionaryACNAccenture$37,256,639$4,483,350 ▼-10.7%124,6502.0%Computer and TechnologyORCLOracle$37,183,4970.0%170,0752.0%Computer and TechnologyLABCORP HOLDINGS INC$37,059,849$2,625,100 ▼-6.6%141,1752.0%COM SHSITGartner$35,541,0440.0%87,9251.9%Business ServicesTXNTexas Instruments$34,169,062$1,038,100 ▼-2.9%164,5751.8%Computer and TechnologyODFLOld Dominion Freight Line$33,839,5500.0%208,5001.8%TransportationADIAnalog Devices$33,560,8200.0%141,0001.8%Computer and TechnologyIDXXIDEXX Laboratories$32,341,3020.0%60,3001.7%MedicalSIRIUSXM HOLDINGS INC$31,790,480$1,872,055 ▼-5.6%1,384,0001.7%COMMON STOCKPERIMETER SOLUTIONS INC$27,295,728$1,341,763 ▼-4.7%1,960,9001.5%COMCRMSalesforce$23,860,3750.0%87,5001.3%Computer and TechnologyMLMMartin Marietta Materials$22,658,3240.0%41,2751.2%ConstructionROPRoper Technologies$17,812,9470.0%31,4251.0%Computer and TechnologyLKQLKQ$16,961,6830.0%458,3000.9%Auto/Tires/TrucksCMCSAComcast$16,114,0350.0%451,5000.9%Consumer DiscretionaryCCRDCoreCard$14,919,5500.0%515,0000.8%Business ServicesACIWACI Worldwide$14,048,460$2,323,046 ▼-14.2%306,0000.8%Computer and TechnologyLBRDALiberty Broadband$13,694,8000.0%140,0000.7%Consumer DiscretionaryVERALTO CORP$3,785,6250.0%37,5000.2%COM SHSSPGIS&P Global$3,764,8510.0%7,1400.2%FinanceRWT HLDGS INC$3,507,0000.0%3,500,0000.2%NOTE 5.750%10/0LINDE PLC$3,237,3420.0%6,9000.2%SHSDEODiageo$2,853,7720.0%28,3000.2%Consumer StaplesFTVFortive$2,369,309$242,405 ▲11.4%45,4500.1%Computer and TechnologyRALLIANT CORP$734,624$734,624 ▲New Holding15,1500.0%COMADBEAdobe$0$31,641,225 ▼-100.0%00.0%Computer and TechnologyShowing 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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