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Weitz Investment Management, Inc. Top Holdings and 13F Report (2025)

About Weitz Investment Management, Inc.

Investment Activity

  • Weitz 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
$139,343,125
Visa
$105,831,529
Danaher
$104,093,703
Mastercard
$92,759,436
Meta 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 Time

Map of 500 Largest Holdings ofWeitz Investment Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$139,343,1250.0%286,8507.5%Finance
Visa Inc. stock logo
V
Visa
$105,831,529$9,275,681 -8.1%298,0755.7%Business Services
Danaher Corporation stock logo
DHR
Danaher
$104,093,703$5,985,462 6.1%526,9505.6%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$92,759,436$7,867,160 -7.8%165,0705.0%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$85,404,394$3,727,355 -4.2%115,7104.6%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$79,044,9840.0%445,6004.3%Computer and Technology
Aon plc stock logo
AON
AON
$76,150,4220.0%213,4504.1%Finance
IDEX Corporation stock logo
IEX
IDEX
$71,320,923$877,850 1.2%406,2253.8%Industrials
Microsoft Corporation stock logo
MSFT
Microsoft
$64,402,160$2,487,050 -3.7%129,4753.5%Computer and Technology
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$61,554,240$11,738,400 -16.0%765,6003.3%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$61,001,457$9,852,678 19.3%150,4503.3%Medical
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$55,267,7580.0%211,9003.0%Construction
Equifax, Inc. stock logo
EFX
Equifax
$54,558,4800.0%210,3502.9%Business Services
Liberty Broadband Corporation stock logo
LBRDK
Liberty Broadband
$49,239,190$2,951,400 -5.7%500,5002.6%Consumer Discretionary
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$48,814,2750.0%222,5002.6%Retail/Wholesale
Global Payments Inc. stock logo
GPN
Global Payments
$44,822,400$1,600,800 -3.4%560,0002.4%Business Services
CarMax, Inc. stock logo
KMX
CarMax
$43,646,174$10,471,318 -19.3%649,4002.3%Retail/Wholesale
Heico Corporation stock logo
HEI.A
Heico
$42,150,3750.0%162,9002.3%Aerospace
Bio-Techne Corp stock logo
TECH
Bio-Techne
$41,270,618$540,225 1.3%802,1502.2%Medical
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$38,612,105$8,585,010 -18.2%94,4502.1%Consumer Discretionary
Accenture PLC stock logo
ACN
Accenture
$37,256,639$4,483,350 -10.7%124,6502.0%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$37,183,4970.0%170,0752.0%Computer and Technology
LABCORP HOLDINGS INC
$37,059,849$2,625,100 -6.6%141,1752.0%COM SHS
Gartner, Inc. stock logo
IT
Gartner
$35,541,0440.0%87,9251.9%Business Services
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$34,169,062$1,038,100 -2.9%164,5751.8%Computer and Technology
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$33,839,5500.0%208,5001.8%Transportation
Analog Devices, Inc. stock logo
ADI
Analog Devices
$33,560,8200.0%141,0001.8%Computer and Technology
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$32,341,3020.0%60,3001.7%Medical
SIRIUSXM HOLDINGS INC
$31,790,480$1,872,055 -5.6%1,384,0001.7%COMMON STOCK
PERIMETER SOLUTIONS INC
$27,295,728$1,341,763 -4.7%1,960,9001.5%COM
Salesforce Inc. stock logo
CRM
Salesforce
$23,860,3750.0%87,5001.3%Computer and Technology
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$22,658,3240.0%41,2751.2%Construction
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$17,812,9470.0%31,4251.0%Computer and Technology
LKQ Corporation stock logo
LKQ
LKQ
$16,961,6830.0%458,3000.9%Auto/Tires/Trucks
Comcast Corporation stock logo
CMCSA
Comcast
$16,114,0350.0%451,5000.9%Consumer Discretionary
CoreCard Corporation stock logo
CCRD
CoreCard
$14,919,5500.0%515,0000.8%Business Services
ACI Worldwide, Inc. stock logo
ACIW
ACI Worldwide
$14,048,460$2,323,046 -14.2%306,0000.8%Computer and Technology
Liberty Broadband Corporation stock logo
LBRDA
Liberty Broadband
$13,694,8000.0%140,0000.7%Consumer Discretionary
VERALTO CORP
$3,785,6250.0%37,5000.2%COM SHS
S&P Global Inc. stock logo
SPGI
S&P Global
$3,764,8510.0%7,1400.2%Finance
RWT HLDGS INC
$3,507,0000.0%3,500,0000.2%NOTE 5.750%10/0
LINDE PLC
$3,237,3420.0%6,9000.2%SHS
Diageo plc stock logo
DEO
Diageo
$2,853,7720.0%28,3000.2%Consumer Staples
Fortive Corporation stock logo
FTV
Fortive
$2,369,309$242,405 11.4%45,4500.1%Computer and Technology
RALLIANT CORP
$734,624$734,624 New Holding15,1500.0%COM
Adobe Inc. stock logo
ADBE
Adobe
$0$31,641,225 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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