Weitz Investment Management, Inc. Top Holdings and 13F Report (2026) About Weitz Investment Management, Inc.Investment ActivityWeitz Investment Management, Inc. has $1.43 billion in total holdings as of March 31, 2026.Weitz Investment Management, Inc. owns shares of 49 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.47% of the portfolio was purchased this quarter.About 10.81% of the portfolio was sold this quarter.This quarter, Weitz Investment Management, Inc. has purchased 44 new stocks and bought additional shares in 6 stocks.Weitz Investment Management, Inc. sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $133,624,920Alphabet $93,731,505Danaher $90,581,400Visa $80,193,339Mastercard $73,450,020 Largest New Holdings this Quarter 45687V106 - Ingersoll Rand $10,671,984 HoldingN07059210 - ASML $7,264,565 Holding874039100 - Taiwan Semiconductor Manufacturing $6,759,000 Holding67066G104 - NVIDIA $6,104,000 Holding73278L105 - Pool $3,034,950 Holding Largest Purchases this Quarter Ingersoll Rand 133,200 shares (about $10.67M)Microsoft 23,475 shares (about $8.69M)MercadoLibre 4,300 shares (about $7.43M)ASML 5,500 shares (about $7.26M)Taiwan Semiconductor Manufacturing 20,000 shares (about $6.76M) Largest Sales this Quarter IDEX 127,175 shares (about $24.11M)Old Dominion Freight Line 76,800 shares (about $15.01M)Global Payments 170,000 shares (about $11.44M)Analog Devices 26,450 shares (about $8.41M)CoStar Group 202,825 shares (about $8.18M) 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$133,624,920$3,833,600 â–¼-2.8%278,8509.3%FinanceGOOGAlphabet$93,731,505$6,067,089 â–¼-6.1%326,7506.5%Computer and TechnologyDHRDanaher$90,581,400$6,863,520 â–¼-7.0%477,7506.3%MedicalVVisa$80,193,339$1,586,760 â–¼-1.9%265,3305.6%Business ServicesMAMastercard$73,450,020$4,446,974 â–¼-5.7%147,0005.1%Business ServicesAONAON$69,029,731$1,573,553 â–¼-2.2%213,8604.8%FinanceMSFTMicrosoft$62,725,307$8,689,741 â–²16.1%169,4504.4%Computer and TechnologyMETAMeta Platforms$60,479,862$1,716,390 â–¼-2.8%105,7104.2%Computer and TechnologyTMOThermo Fisher Scientific$59,475,130$6,856,844 â–¼-10.3%121,0004.2%MedicalVMCVulcan Materials$58,326,660$1,089,200 â–²1.9%214,2004.1%ConstructionIEXIDEX$50,098,065$24,106,021 â–¼-32.5%264,3003.5%IndustrialsAMZNAmazon.com$46,340,0750.0%222,5003.2%Retail/WholesaleHEI.AHeico$39,891,577$5,530,558 â–²16.1%188,9792.8%AerospaceTECHBio-Techne$34,136,232$7,825,935 â–¼-18.6%653,2002.4%MedicalACNAccenture$33,848,103$1,943,242 â–²6.1%170,7002.4%Computer and TechnologyADIAnalog Devices$33,834,189$8,414,803 â–¼-19.9%106,3502.4%Computer and TechnologyEFXEquifax$33,782,032$4,911,409 â–¼-12.7%187,6052.4%Business ServicesTXNTexas Instruments$31,081,814$970,700 â–¼-3.0%160,1002.2%Computer and TechnologySIRIUSXM HOLDINGS INC$29,842,440$2,100,280 â–¼-6.6%1,293,0002.1%COMMON STOCKLBRDKLiberty Broadband$28,972,800$3,772,500 â–¼-11.5%576,0002.0%Consumer DiscretionaryLABCORP HOLDINGS INC$26,427,531$186,767 â–¼-0.7%99,0501.8%COM SHSODFLOld Dominion Freight Line$25,792,800$15,006,720 â–¼-36.8%132,0001.8%TransportationMLMMartin Marietta Materials$23,414,747$883,020 â–¼-3.6%39,7751.6%ConstructionGPNGlobal Payments$22,545,500$11,441,000 â–¼-33.7%335,0001.6%Business ServicesCSGPCoStar Group$20,856,789$8,181,961 â–¼-28.2%517,0251.5%Computer and TechnologyIDXXIDEXX Laboratories$19,834,7170.0%35,3001.4%MedicalCRMSalesforce$15,213,605$1,120,020 â–¼-6.9%81,5001.1%Computer and TechnologyACIWACI Worldwide$15,079,3770.0%367,7001.1%Computer and TechnologyMELIMercadoLibre$13,832,160$7,434,786 â–²116.2%8,0001.0%Retail/WholesalePERIMETER SOLUTIONS INC$12,439,5480.0%509,4000.9%COMLKQLKQ$11,982,960$969,210 â–¼-7.5%408,0000.8%Auto/Tires/TrucksIRIngersoll Rand$10,671,984$10,671,984 â–²New Holding133,2000.7%IndustrialsEEFTEuronet Worldwide$10,619,2000.0%160,0000.7%FinanceORCLOracle$8,091,050$2,206,650 â–¼-21.4%55,0000.6%Computer and TechnologyASMLASML$7,264,565$7,264,565 â–²New Holding5,5000.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$6,759,000$6,759,000 â–²New Holding20,0000.5%Computer and TechnologyLBRDALiberty Broadband$6,528,600$502,200 â–¼-7.1%130,0000.5%Consumer DiscretionaryNVDANVIDIA$6,104,000$6,104,000 â–²New Holding35,0000.4%Computer and TechnologyCDWCDW$4,386,975$2,420,400 â–¼-35.6%36,2500.3%Computer and TechnologyLINDE PLC$3,569,4720.0%7,2000.2%SHSVERALTO CORP$3,536,800$176,840 â–²5.3%40,0000.2%COM SHSPOOLPool$3,034,950$3,034,950 â–²New Holding15,0000.2%Consumer DiscretionaryRGENRepligen$3,004,410$3,004,410 â–²New Holding25,5000.2%MedicalSPGIS&P Global$2,998,647$38,281 â–¼-1.3%7,0500.2%FinanceCMCSAComcast$1,349,370$1,090,980 â–¼-44.7%47,0000.1%Consumer DiscretionaryFTVFortive$1,243,800$1,265,912 â–¼-50.4%22,5000.1%Computer and TechnologyFERGUSON ENTERPRISES INC$1,212,952$1,212,952 â–²New Holding5,2000.1%COMMON STOCK NEWAPHAmphenol$1,162,420$1,162,420 â–²New Holding9,2000.1%Computer and TechnologyCHTRCharter Communications$140,3220.0%6500.0%Consumer DiscretionaryROPER TECHNOLOGIES INC$0$16,269,502 â–¼-100.0%00.0%COMITGartner$0$6,161,939 â–¼-100.0%00.0%Business ServicesDEODiageo$0$2,053,226 â–¼-100.0%00.0%Consumer StaplesShowing 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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