Weitz Investment Management, Inc. Top Holdings and 13F Report (2026) About Weitz Investment Management, Inc.Investment ActivityWeitz Investment Management, Inc. has $1.44 billion in total holdings as of June 30, 2026.Weitz Investment Management, Inc. owns shares of 50 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.05% of the portfolio was purchased this quarter.About 9.21% of the portfolio was sold this quarter.This quarter, Weitz Investment Management, Inc. has purchased 49 new stocks and bought additional shares in 10 stocks.Weitz Investment Management, Inc. sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $135,905,924Alphabet $94,727,773Danaher $93,239,960Visa $91,032,070Mastercard $74,651,760 Largest New Holdings this Quarter 64110L106 - Netflix $10,510,080 Holding14040H105 - Capital One Financial $8,024,800 Holding592688105 - Mettler-Toledo International $3,257,651 Holding Largest Purchases this Quarter Netflix 147,200 shares (about $10.51M)Capital One Financial 40,000 shares (about $8.02M)Martin Marietta Materials 7,595 shares (about $4.38M)Heico 15,500 shares (about $4.00M)VERALTO ORD 37,500 shares (about $3.33M) Largest Sales this Quarter Texas Instruments 82,200 shares (about $24.50M)Alphabet 58,650 shares (about $20.72M)Analog Devices 21,125 shares (about $8.39M)Bio-Techne 110,000 shares (about $7.77M)Accenture 51,000 shares (about $6.35M) 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$135,905,924$3,627,828 â–¼-2.6%271,6009.4%FinanceGOOGAlphabet$94,727,773$20,722,805 â–¼-17.9%268,1006.6%Communication ServicesDHRDanaher$93,239,960$2,238,140 â–²2.5%489,5006.5%HealthcareVVisa$91,032,0700.0%265,3306.3%FinanceMAMastercard$74,651,760$847,440 â–¼-1.1%145,3505.2%FinanceAONAON$70,935,2230.0%213,8604.9%FinanceVMCVulcan Materials$60,123,038$3,068,104 â–¼-4.9%203,8004.2%MaterialsMETAMeta Platforms$57,996,338$1,549,047 â–¼-2.6%102,9604.0%Communication ServicesTMOThermo Fisher Scientific$57,756,672$2,907,888 â–¼-4.8%115,2004.0%HealthcareIEXIDEX$57,282,180$2,700,705 â–¼-4.5%252,4004.0%IndustrialsMSFTMicrosoft$57,146,664$6,061,575 â–¼-9.6%153,2004.0%TechnologyHEI.AHeico$52,737,179$3,997,605 â–²8.2%204,4793.7%IndustrialsAMZNAmazon.com$51,838,950$1,191,700 â–¼-2.2%217,5003.6%Consumer DiscretionaryTECHBio-Techne$38,377,080$7,771,500 â–¼-16.8%543,2002.7%HealthcareSIRIUSXM HOLDINGS ORD$35,093,520$3,101,700 â–¼-8.1%1,188,0002.4%COMADIAnalog Devices$33,848,813$8,390,216 â–¼-19.9%85,2252.3%TechnologyEFXEquifax$30,471,066$694,400 â–²2.3%191,9802.1%IndustrialsLABCORP HOLDINGS ORD$27,734,0000.0%99,0501.9%COMMLMMartin Marietta Materials$27,318,279$4,380,037 â–²19.1%47,3701.9%MaterialsGPNGlobal Payments$25,396,000$1,088,400 â–²4.5%350,0001.8%FinanceTXNTexas Instruments$23,219,653$24,501,354 â–¼-51.3%77,9001.6%TechnologyLBRDKLiberty Broadband$19,157,7600.0%576,0001.3%Communication ServicesIDXXIDEXX Laboratories$18,583,3320.0%35,3001.3%HealthcareACIWACI Worldwide$18,491,6330.0%367,7001.3%TechnologyPERIMETER SOLUTIONS ORD$16,071,626$2,088,484 â–¼-11.5%450,8171.1%COMMELIMercadoLibre$15,615,988$2,036,868 â–²15.0%9,2001.1%Consumer DiscretionaryACNAccenture$14,895,468$6,346,440 â–¼-29.9%119,7001.0%TechnologyIRIngersoll Rand$13,255,323$2,334,255 â–²21.4%161,6700.9%IndustrialsCSGPCoStar Group$11,984,486$2,657,662 â–¼-18.2%423,1810.8%Real EstateEEFTEuronet Worldwide$11,710,4000.0%160,0000.8%FinanceASMLASML$10,941,9200.0%5,5000.8%TechnologyLKQLKQ$10,742,6400.0%408,0000.7%Consumer DiscretionaryNFLXNetflix$10,510,080$10,510,080 â–²New Holding147,2000.7%Communication ServicesTSMTaiwan Semiconductor Manufacturing$9,551,4000.0%20,0000.7%TechnologyORCLOracle$8,060,2500.0%55,0000.6%TechnologyCOFCapital One Financial$8,024,800$8,024,800 â–²New Holding40,0000.6%FinanceCRMSalesforce$7,723,338$5,044,452 â–¼-39.5%49,3000.5%TechnologyNVDANVIDIA$7,003,1500.0%35,0000.5%TechnologyVERALTO ORD$6,872,700$3,325,500 â–²93.8%77,5000.5%COM CL ARGENRepligen$5,566,752$2,087,532 â–²60.0%40,8000.4%HealthcareLBRDALiberty Broadband$4,118,400$208,000 â–¼-4.8%123,7500.3%Communication ServicesLINDE ORD$3,684,474$51,894 â–¼-1.4%7,1000.3%COM SER AMTDMettler-Toledo International$3,257,651$3,257,651 â–²New Holding2,5500.2%HealthcarePOOLPool$3,223,5000.0%15,0000.2%Consumer DiscretionarySPGIS&P Global$2,911,909$40,726 â–²1.4%7,1500.2%FinanceAPHAmphenol$1,622,1440.0%9,2000.1%TechnologyFTVFortive$1,328,708$45,818 â–¼-3.3%21,7500.1%IndustrialsFERGUSON ENTERPRISES ORD$1,234,1160.0%5,2000.1%COMCMCSAComcast$1,153,8500.0%47,0000.1%Communication ServicesCHTRCharter Communications$92,4370.0%6500.0%Communication ServicesODFLOld Dominion Freight Line$0$25,792,800 â–¼-100.0%00.0%IndustrialsCDWCDW$0$4,386,975 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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