WEITZ INVESTMENT MANAGEMENT, INC.
Q2 2026 13F filing
Updated 85 days ago50 disclosed positions worth $1.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BERKSHIRE HATHAWAY CL B ORD | $135.9M | 271.6K | 9.41% | Trimmed(-2.6%) |
| 2 | G ALPHABET CL C ORD | $94.7M | 268.1K | 6.56% | Trimmed(-17.9%) |
| 3 | D DANAHER ORD | $93.2M | 489.5K | 6.46% | Added(+2.5%) |
| 4 | V VISA CL A ORD | $91M | 265.3K | 6.30% | Unchanged |
| 5 | M MASTERCARD CL A ORD | $74.7M | 145.3K | 5.17% | Trimmed(-1.1%) |
| 6 | A AON CL A ORD | $70.9M | 213.9K | 4.91% | Unchanged |
| 7 | V VULCAN MATERIALS ORD | $60.1M | 203.8K | 4.16% | Trimmed(-4.9%) |
| 8 | M META PLATFORMS CL A ORD | $58M | 103.0K | 4.02% | Trimmed(-2.6%) |
| 9 | T THERMO FISHER SCIENTIFIC ORD | $57.8M | 115.2K | 4.00% | Trimmed(-4.8%) |
| 10 | H IDEX ORD | $57.3M | 252.4K | 3.97% | Trimmed(-4.5%) |
| 11 | M MICROSOFT ORD | $57.1M | 153.2K | 3.96% | Trimmed(-9.6%) |
| 12 | H HEICO CL A ORD | $52.7M | 204.5K | 3.65% | Added(+8.2%) |
| 13 | A AMAZON COM ORD | $51.8M | 217.5K | 3.59% | Trimmed(-2.3%) |
| 14 | T BIO TECHNE ORD | $38.4M | 543.2K | 2.66% | Trimmed(-16.8%) |
| 15 | S SIRIUSXM HOLDINGS ORD | $35.1M | 1.19M | 2.43% | Trimmed(-8.1%) |
| 16 | A ANALOG DEVICES ORD | $33.8M | 85.2K | 2.34% | Trimmed(-19.9%) |
| 17 | E EQUIFAX ORD | $30.5M | 192.0K | 2.11% | Added(+2.3%) |
| 18 | L LABCORP HOLDINGS ORD | $27.7M | 99.0K | 1.92% | Unchanged |
| 19 | M MARTIN MARIETTA MATERIALS ORD | $27.3M | 47.4K | 1.89% | Added(+19.1%) |
| 20 | G GLOBAL PAYMENTS ORD | $25.4M | 350.0K | 1.76% | Added(+4.5%) |
| 21 | T TEXAS INSTRUMENTS ORD | $23.2M | 77.9K | 1.61% | Trimmed(-51.3%) |
| 22 | L LIBERTY BROADBAND SRS C ORD | $19.2M | 576.0K | 1.33% | Unchanged |
| 23 | I IDEXX LABORATORIES ORD | $18.6M | 35.3K | 1.29% | Unchanged |
| 24 | A ACI WORLDWIDE ORD | $18.5M | 367.7K | 1.28% | Unchanged |
| 25 | P PERIMETER SOLUTIONS ORD | $16.1M | 450.8K | 1.11% | Trimmed(-11.5%) |
| 26 | M MERCADOLIBRE ORD | $15.6M | 9.2K | 1.08% | Added(+15.0%) |
| 27 | A ACCENTURE CL A ORD | $14.9M | 119.7K | 1.03% | Trimmed(-29.9%) |
| 28 | I INGERSOLL RAND ORD | $13.3M | 161.7K | 0.92% | Added(+21.4%) |
| 29 | C COSTAR GROUP ORD | $12M | 423.2K | 0.83% | Trimmed(-18.1%) |
| 30 | E EURONET WORLDWIDE ORD | $11.7M | 160.0K | 0.81% | Unchanged |
| 31 | A ASML HOLDING ADR REP ORD | $10.9M | 5.5K | 0.76% | Unchanged |
| 32 | L LKQ ORD | $10.7M | 408.0K | 0.74% | Unchanged |
| 33 | N NETFLIX ORD | $10.5M | 147.2K | 0.73% | — |
| 34 | T TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | $9.6M | 20.0K | 0.66% | Unchanged |
| 35 | O ORACLE ORD | $8.1M | 55.0K | 0.56% | Unchanged |
| 36 | C CAPITAL ONE FINANCIAL ORD | $8M | 40.0K | 0.56% | — |
| 37 | C SALESFORCE ORD | $7.7M | 49.3K | 0.53% | Trimmed(-39.5%) |
| 38 | N NVIDIA ORD | $7M | 35.0K | 0.48% | Unchanged |
| 39 | V VERALTO ORD | $6.9M | 77.5K | 0.48% | Added(+93.8%) |
| 40 | R REPLIGEN ORD | $5.6M | 40.8K | 0.39% | Added(+60.0%) |
| 41 | L LIBERTY BROADBAND SRS A ORD | $4.1M | 123.8K | 0.29% | Trimmed(-4.8%) |
| 42 | L LINDE ORD | $3.7M | 7.1K | 0.26% | Trimmed(-1.4%) |
| 43 | M METTLER TOLEDO ORD | $3.3M | 2.5K | 0.23% | — |
| 44 | P POOL ORD | $3.2M | 15.0K | 0.22% | Unchanged |
| 45 | S S&P GLOBAL ORD | $2.9M | 7.2K | 0.20% | Added(+1.4%) |
| 46 | A AMPHENOL CL A ORD | $1.6M | 9.2K | 0.11% | Unchanged |
| 47 | F FORTIVE ORD | $1.3M | 21.8K | 0.09% | Trimmed(-3.3%) |
| 48 | F FERGUSON ENTERPRISES ORD | $1.2M | 5.2K | 0.09% | Unchanged |
| 49 | C COMCAST CL A ORD | $1.2M | 47.0K | 0.08% | Unchanged |
| 50 | C CHARTER COMMUNICATIONS CL A ORD | $92K | 650 | 0.01% | Unchanged |