Weitz Investment Management, Inc.
Weitz Investment Management, Inc. reported 50 holdings worth US$1.44B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Weitz Investment Management, Inc. reported 50 holdings worth US$1.44B as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Danaher Corporation. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$1.44B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 272K | US$136M | 9.4% |
| Alphabet Inc (google) Class C | 265K | US$94.7M | 6.6% |
| Danaher Corporation | 490K | US$93.2M | 6.5% |
| Visa Inc. | 265K | US$91M | 6.3% |
| Mastercard Incorporated | 145K | US$74.7M | 5.2% |
| Vulcan Materials Company (holding Company) | 204K | US$60.1M | 4.2% |
| Meta Platforms, Inc. | 103K | US$58M | 4.0% |
| Thermo Fisher Scientific Inc | 115K | US$57.8M | 4.0% |
| Idex Corporation | 252K | US$57.3M | 4.0% |
| Microsoft Corp. | 153K | US$57.1M | 4.0% |
| Heico Corporation | 204K | US$52.7M | 3.7% |
| Amazon.com, Inc. | 218K | US$51.8M | 3.6% |
| Bio-techne Corp | 543K | US$38.4M | 2.7% |
| Siriusxm Holdings Inc. | 1.19M | US$35.1M | 2.4% |
| Analog Devices, Inc. | 85,225 | US$33.8M | 2.3% |
| Equifax, Inc. | 192K | US$30.5M | 2.1% |
| Labcorp Holdings Inc. | 99,050 | US$27.7M | 1.9% |
| Martin Marietta Materials, Inc. | 47,370 | US$27.3M | 1.9% |
| Global Payments Inc. | 350K | US$25.4M | 1.8% |
| Liberty Broadband Corporation | 700K | US$23.3M | 1.6% |
| Texas Instruments Incorporated | 77,900 | US$23.2M | 1.6% |
| Idexx Laboratories, Inc. | 35,300 | US$18.6M | 1.3% |
| Aci Worldwide, Inc. | 368K | US$18.5M | 1.3% |
| Perimeter Solutions, Sa | 451K | US$16.1M | 1.1% |
| Mercadolibre, Inc. | 9,200 | US$15.6M | 1.1% |
| Ingersoll Rand Inc. | 162K | US$13.3M | 0.92% |
| Costar Group, Inc. | 423K | US$12M | 0.83% |
| Euronet Worldwide, Inc. | 160K | US$11.7M | 0.81% |
| Asml Holding Nv | 5,500 | US$10.9M | 0.76% |
| Lkq Corporation | 408K | US$10.7M | 0.74% |
| Netflix, Inc. | 147K | US$10.5M | 0.73% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 20,000 | US$9.55M | 0.66% |
| Oracle Corporation | 55,000 | US$8.06M | 0.56% |
| Capital One Financial Corporation | 40,000 | US$8.02M | 0.56% |
| Salesforce, Inc. | 49,300 | US$7.72M | 0.53% |
| Nvidia Corporation | 35,000 | US$7M | 0.48% |
| Veralto Corp | 77,500 | US$6.87M | 0.48% |
| Repligen Corporation | 40,800 | US$5.57M | 0.39% |
| Mettler-toledo International, Inc. | 2,550 | US$3.26M | 0.23% |
| Pool Corporation | 15,000 | US$3.22M | 0.22% |
| S&p Global Inc. | 7,150 | US$2.91M | 0.20% |
| Amphenol Corporation | 9,200 | US$1.62M | 0.11% |
| Fortive Corporation | 21,750 | US$1.33M | 0.09% |
| Ferguson Enterprises Inc. | 5,200 | US$1.23M | 0.09% |
| Comcast Corporation | 47,000 | US$1.15M | 0.08% |
| Charter Communications, Inc. | 650 | US$92,437 | <0.01% |
| Cdw Corporation | 0 | US$0 | 0.00% |
| Old Dominion Freight Line, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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