Weitz Investment Management, Inc. 13F Holdings · Q2 2026
Weitz Investment Management, Inc. reported 50 securities worth $1.44B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRKB (9.41%), GOOG (6.56%), DHR (6.46%). Among its top 25 positions this quarter: 5 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY CL B ORD | $135.9M | 9.41% | 271,600 | Trimmed |
| 2 | GOOG | ALPHABET CL C ORD | $94.7M | 6.56% | 268,100 | Trimmed |
| 3 | DHR | DANAHER ORD | $93.2M | 6.46% | 489,500 | Added |
| 4 | V | VISA CL A ORD | $91.0M | 6.30% | 265,330 | Hold |
| 5 | MA | MASTERCARD CL A ORD | $74.7M | 5.17% | 145,350 | Trimmed |
| 6 | AON | AON CL A ORD | $70.9M | 4.91% | 213,860 | Hold |
| 7 | VMC | VULCAN MATERIALS ORD | $60.1M | 4.16% | 203,800 | Trimmed |
| 8 | META | META PLATFORMS CL A ORD | $58.0M | 4.02% | 102,960 | Trimmed |
| 9 | TMO | THERMO FISHER SCIENTIFIC ORD | $57.8M | 4.00% | 115,200 | Trimmed |
| 10 | IEX | IDEX ORD | $57.3M | 3.97% | 252,400 | Trimmed |
| 11 | MSFT | MICROSOFT ORD | $57.1M | 3.96% | 153,200 | Trimmed |
| 12 | HEIA | HEICO CL A ORD | $52.7M | 3.65% | 204,479 | Added |
| 13 | AMZN | AMAZON COM ORD | $51.8M | 3.59% | 217,500 | Trimmed |
| 14 | TECH | BIO TECHNE ORD | $38.4M | 2.66% | 543,200 | Trimmed |
| 15 | SIRI | SIRIUSXM HOLDINGS ORD | $35.1M | 2.43% | 1.2M | Trimmed |
| 16 | ADI | ANALOG DEVICES ORD | $33.8M | 2.34% | 85,225 | Trimmed |
| 17 | EFX | EQUIFAX ORD | $30.5M | 2.11% | 191,980 | Added |
| 18 | LH | LABCORP HOLDINGS ORD | $27.7M | 1.92% | 99,050 | Hold |
| 19 | MLM | MARTIN MARIETTA MATERIALS ORD | $27.3M | 1.89% | 47,370 | Added |
| 20 | GPN | GLOBAL PAYMENTS ORD | $25.4M | 1.76% | 350,000 | Added |
| 21 | TXN | TEXAS INSTRUMENTS ORD | $23.2M | 1.61% | 77,900 | Trimmed |
| 22 | LBRDK | LIBERTY BROADBAND SRS C ORD | $19.2M | 1.33% | 576,000 | Hold |
| 23 | IDXX | IDEXX LABORATORIES ORD | $18.6M | 1.29% | 35,300 | Hold |
| 24 | ACIW | ACI WORLDWIDE ORD | $18.5M | 1.28% | 367,700 | Hold |
| 25 | PRM | PERIMETER SOLUTIONS ORD | $16.1M | 1.11% | 450,817 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR