WEITZ INVESTMENT MANAGEMENT, INC.
Q2 2026 13F filing
Updated 29 days ago50 disclosed positions worth $1.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY CL B ORD | $135.9M | 271.6K | 9.41% | — |
| 2 | G GOOGN ALPHABET CL C ORD | $94.7M | 268.1K | 6.56% | — |
| 3 | D DHR DANAHER ORD | $93.2M | 489.5K | 6.46% | — |
| 4 | V V VISA CL A ORD | $91M | 265.3K | 6.30% | — |
| 5 | M MA MASTERCARD CL A ORD | $74.7M | 145.3K | 5.17% | — |
| 6 | A AON AON CL A ORD | $70.9M | 213.9K | 4.91% | — |
| 7 | V VMC VULCAN MATERIALS ORD | $60.1M | 203.8K | 4.16% | — |
| 8 | M META META PLATFORMS CL A ORD | $58M | 103.0K | 4.02% | — |
| 9 | T TMO THERMO FISHER SCIENTIFIC ORD | $57.8M | 115.2K | 4.00% | — |
| 10 | H HUM IDEX ORD | $57.3M | 252.4K | 3.97% | — |
| 11 | M MSFT MICROSOFT ORD | $57.1M | 153.2K | 3.96% | — |
| 12 | H HEI-A HEICO CL A ORD | $52.7M | 204.5K | 3.65% | — |
| 13 | A AMZN AMAZON COM ORD | $51.8M | 217.5K | 3.59% | — |
| 14 | T TECH BIO TECHNE ORD | $38.4M | 543.2K | 2.66% | — |
| 15 | S SIRI SIRIUSXM HOLDINGS ORD | $35.1M | 1.19M | 2.43% | — |
| 16 | A ADI ANALOG DEVICES ORD | $33.8M | 85.2K | 2.34% | — |
| 17 | E EFX EQUIFAX ORD | $30.5M | 192.0K | 2.11% | — |
| 18 | L LH LABCORP HOLDINGS ORD | $27.7M | 99.0K | 1.92% | — |
| 19 | M MLM MARTIN MARIETTA MATERIALS ORD | $27.3M | 47.4K | 1.89% | — |
| 20 | G GPN GLOBAL PAYMENTS ORD | $25.4M | 350.0K | 1.76% | — |
| 21 | T TXN TEXAS INSTRUMENTS ORD | $23.2M | 77.9K | 1.61% | — |
| 22 | L LBRDP LIBERTY BROADBAND SRS C ORD | $19.2M | 576.0K | 1.33% | — |
| 23 | I IDXX IDEXX LABORATORIES ORD | $18.6M | 35.3K | 1.29% | — |
| 24 | A ACIW ACI WORLDWIDE ORD | $18.5M | 367.7K | 1.28% | — |
| 25 | P PRM PERIMETER SOLUTIONS ORD | $16.1M | 450.8K | 1.11% | — |
| 26 | M MELI MERCADOLIBRE ORD | $15.6M | 9.2K | 1.08% | — |
| 27 | A ACN ACCENTURE CL A ORD | $14.9M | 119.7K | 1.03% | — |
| 28 | I IR INGERSOLL RAND ORD | $13.3M | 161.7K | 0.92% | — |
| 29 | C CSGP COSTAR GROUP ORD | $12M | 423.2K | 0.83% | — |
| 30 | E ETSY EURONET WORLDWIDE ORD | $11.7M | 160.0K | 0.81% | — |
| 31 | A ASMLF ASML HOLDING ADR REP ORD | $10.9M | 5.5K | 0.76% | — |
| 32 | L LKQ LKQ ORD | $10.7M | 408.0K | 0.74% | — |
| 33 | N NFLX NETFLIX ORD | $10.5M | 147.2K | 0.73% | — |
| 34 | T TSMWF TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | $9.6M | 20.0K | 0.66% | — |
| 35 | O ORCL-PD ORACLE ORD | $8.1M | 55.0K | 0.56% | — |
| 36 | C COF-PN CAPITAL ONE FINANCIAL ORD | $8M | 40.0K | 0.56% | — |
| 37 | C CRM SALESFORCE ORD | $7.7M | 49.3K | 0.53% | — |
| 38 | N NVDA NVIDIA ORD | $7M | 35.0K | 0.48% | — |
| 39 | V VLTO VERALTO ORD | $6.9M | 77.5K | 0.48% | — |
| 40 | R RGEN REPLIGEN ORD | $5.6M | 40.8K | 0.39% | — |
| 41 | L LBRDP LIBERTY BROADBAND SRS A ORD | $4.1M | 123.8K | 0.29% | — |
| 42 | L LIN LINDE ORD | $3.7M | 7.1K | 0.26% | — |
| 43 | M MTD METTLER TOLEDO ORD | $3.3M | 2.5K | 0.23% | — |
| 44 | P POOL POOL ORD | $3.2M | 15.0K | 0.22% | — |
| 45 | S SPGI S&P GLOBAL ORD | $2.9M | 7.2K | 0.20% | — |
| 46 | A APH AMPHENOL CL A ORD | $1.6M | 9.2K | 0.11% | — |
| 47 | F FTV FORTIVE ORD | $1.3M | 21.8K | 0.09% | — |
| 48 | F FERG FERGUSON ENTERPRISES ORD | $1.2M | 5.2K | 0.09% | — |
| 49 | C CCZ COMCAST CL A ORD | $1.2M | 47.0K | 0.08% | — |
| 50 | C CHTR CHARTER COMMUNICATIONS CL A ORD | $92K | 650 | 0.01% | — |