Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WEITZ INVESTMENT MANAGEMENT, INC. (CIK 883965) reported $1.43B across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($133.6M, 9.33%), GOOG ($93.7M, 6.54%), DHR ($90.6M, 6.32%), V ($80.2M, 5.60%), MA ($73.5M, 5.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $133.6M | 9.33% | 278,850 | Trimmed |
| 2 | GOOG | ALPHABET INC | $93.7M | 6.54% | 326,750 | Trimmed |
| 3 | DHR | DANAHER CORPORATION | $90.6M | 6.32% | 477,750 | Trimmed |
| 4 | V | VISA INC | $80.2M | 5.60% | 265,330 | Trimmed |
| 5 | MA | MASTERCARD INCORPORATED | $73.5M | 5.13% | 147,000 | Trimmed |
| 6 | AON | AON PLC | $69.0M | 4.82% | 213,860 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $62.7M | 4.38% | 169,450 | Added |
| 8 | META | META PLATFORMS INC | $60.5M | 4.22% | 105,710 | Trimmed |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | $59.5M | 4.15% | 121,000 | Trimmed |
| 10 | VMC | VULCAN MATLS CO | $58.3M | 4.07% | 214,200 | Added |
| 11 | IEX | IDEX CORP | $50.1M | 3.50% | 264,300 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $46.3M | 3.23% | 222,500 | Hold |
| 13 | HEI.A | HEICO CORP NEW | $39.9M | 2.78% | 188,979 | Added |
| 14 | TECH | BIO-TECHNE CORP | $34.1M | 2.38% | 653,200 | Trimmed |
| 15 | ACN | ACCENTURE PLC IRELAND | $33.8M | 2.36% | 170,700 | Added |
| 16 | ADI | ANALOG DEVICES INC | $33.8M | 2.36% | 106,350 | Trimmed |
| 17 | EFX | EQUIFAX INC | $33.8M | 2.36% | 187,605 | Trimmed |
| 18 | TXN | TEXAS INSTRS INC | $31.1M | 2.17% | 160,100 | Trimmed |
| 19 | SIRI | SIRIUSXM HOLDINGS INC | $29.8M | 2.08% | 1.3M | Trimmed |
| 20 | LBRDK | LIBERTY BROADBAND CORP | $29.0M | 2.02% | 576,000 | Trimmed |
| 21 | LH | LABCORP HOLDINGS INC | $26.4M | 1.84% | 99,050 | Trimmed |
| 22 | ODFL | OLD DOMINION FREIGHT LINE IN | $25.8M | 1.80% | 132,000 | Trimmed |
| 23 | MLM | MARTIN MARIETTA MATLS INC | $23.4M | 1.63% | 39,775 | Trimmed |
| 24 | GPN | GLOBAL PMTS INC | $22.5M | 1.57% | 335,000 | Trimmed |
| 25 | CSGP | COSTAR GROUP INC | $20.9M | 1.46% | 517,025 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31