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Wally Weitz

Founder

Fund
WEITZ INVESTMENT MANAGEMENT, INC.
Weitz Investment Management, Inc.
AUM
$1.4B
Q2 2026
Filings
14
13F history
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AI-assisted summary

13F portfolio value

Disclosed portfolio value across 14 quarters of WEITZ INVESTMENT MANAGEMENT, INC. filings.

Show data table
PeriodPortfolio value
Q1 2023$1.7B
Q2 2023$1.9B
Q3 2023$1.8B
Q4 2023$1.9B
Q1 2024$2B
Q2 2024$1.9B
Q3 2024$2B
Q4 2024$1.9B
Q1 2025$1.9B
Q2 2025$1.9B
Q3 2025$1.8B
Q4 2025$1.7B
Q1 2026$1.4B
Q2 2026$1.4B

Current holdings

Top 15 positions as of Q2 2026, from WEITZ INVESTMENT MANAGEMENT, INC.'s latest 13F.

View all positions →
B

BERKSHIRE HATHAWAY CL B ORD

-2.6%
Value
$135.9M
Shares
271.6K
% Port
9.41%
G

ALPHABET CL C ORD

-17.9%
Value
$94.7M
Shares
268.1K
% Port
6.56%
D

DANAHER ORD

+2.5%
Value
$93.2M
Shares
489.5K
% Port
6.46%
V

VISA CL A ORD

Unchanged
Value
$91M
Shares
265.3K
% Port
6.30%
M

MASTERCARD CL A ORD

-1.1%
Value
$74.7M
Shares
145.3K
% Port
5.17%
A

AON CL A ORD

Unchanged
Value
$70.9M
Shares
213.9K
% Port
4.91%
V

VULCAN MATERIALS ORD

-4.9%
Value
$60.1M
Shares
203.8K
% Port
4.16%
M

META PLATFORMS CL A ORD

-2.6%
Value
$58M
Shares
103.0K
% Port
4.02%
T

THERMO FISHER SCIENTIFIC ORD

-4.8%
Value
$57.8M
Shares
115.2K
% Port
4.00%
H

IDEX ORD

-4.5%
Value
$57.3M
Shares
252.4K
% Port
3.97%
M

MICROSOFT ORD

-9.6%
Value
$57.1M
Shares
153.2K
% Port
3.96%
H

HEICO CL A ORD

+8.2%
Value
$52.7M
Shares
204.5K
% Port
3.65%
A

AMAZON COM ORD

-2.3%
Value
$51.8M
Shares
217.5K
% Port
3.59%
T

BIO TECHNE ORD

-16.8%
Value
$38.4M
Shares
543.2K
% Port
2.66%
S

SIRIUSXM HOLDINGS ORD

-8.1%
Value
$35.1M
Shares
1.19M
% Port
2.43%

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