WEITZ INVESTMENT MANAGEMENT, INC.

Est. AUM

$1.43B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$133.6M	278850	9.33%	SOLE
2	ALPHABET INC	CAP STK CL C	$93.7M	326750	6.54%	SOLE
3	DANAHER CORPORATION	COM	$90.6M	477750	6.32%	SOLE
4	VISA INC	COM CL A	$80.2M	265330	5.60%	SOLE
5	MASTERCARD INCORPORATED	CL A	$73.5M	147000	5.13%	SOLE
6	AON PLC	SHS CL A	$69.0M	213860	4.82%	SOLE
7	MICROSOFT CORP	COM	$62.7M	169450	4.38%	SOLE
8	META PLATFORMS INC	CL A	$60.5M	105710	4.22%	SOLE
9	THERMO FISHER SCIENTIFIC INC	COM	$59.5M	121000	4.15%	SOLE
10	VULCAN MATLS CO	COM	$58.3M	214200	4.07%	SOLE
11	IDEX CORP	COM	$50.1M	264300	3.50%	SOLE
12	AMAZON COM INC	COM	$46.3M	222500	3.23%	SOLE
13	HEICO CORP NEW	CL A	$39.9M	188979	2.78%	SOLE
14	BIO-TECHNE CORP	COM	$34.1M	653200	2.38%	SOLE
15	ACCENTURE PLC IRELAND	SHS CLASS A	$33.8M	170700	2.36%	SOLE
16	ANALOG DEVICES INC	COM	$33.8M	106350	2.36%	SOLE
17	EQUIFAX INC	COM	$33.8M	187605	2.36%	SOLE
18	TEXAS INSTRS INC	COM	$31.1M	160100	2.17%	SOLE
19	SIRIUSXM HOLDINGS INC	COMMON STOCK	$29.8M	1293000	2.08%	SOLE
20	LIBERTY BROADBAND CORP	COM SER C	$29.0M	576000	2.02%	SOLE
21	LABCORP HOLDINGS INC	COM SHS	$26.4M	99050	1.84%	SOLE
22	OLD DOMINION FREIGHT LINE IN	COM	$25.8M	132000	1.80%	SOLE
23	MARTIN MARIETTA MATLS INC	COM	$23.4M	39775	1.63%	SOLE
24	GLOBAL PMTS INC	COM	$22.5M	335000	1.57%	SOLE
25	COSTAR GROUP INC	COM	$20.9M	517025	1.46%	SOLE
26	IDEXX LABS INC	COM	$19.8M	35300	1.38%	SOLE
27	SALESFORCE COM INC	COM	$15.2M	81500	1.06%	SOLE
28	ACI WORLDWIDE INC	COM	$15.1M	367700	1.05%	SOLE
29	MERCADOLIBRE INC	COM	$13.8M	8000	0.97%	SOLE
30	PERIMETER SOLUTIONS INC	COM	$12.4M	509400	0.87%	SOLE
31	LKQ CORP	COM	$12.0M	408000	0.84%	SOLE
32	INGERSOLL RAND INC	COM	$10.7M	133200	0.74%	SOLE
33	EURONET WORLDWIDE INC	COM	$10.6M	160000	0.74%	SOLE
34	ORACLE CORP	COM	$8.1M	55000	0.56%	SOLE
35	ASML HLDG NV	N Y REGISTRY SHS	$7.3M	5500	0.51%	SOLE
36	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$6.8M	20000	0.47%	SOLE
37	LIBERTY BROADBAND CORP	COM SER A	$6.5M	130000	0.46%	SOLE
38	NVIDIA CORPORATION	COM	$6.1M	35000	0.43%	SOLE
39	CDW CORP	COM	$4.4M	36250	0.31%	SOLE
40	LINDE PLC	SHS	$3.6M	7200	0.25%	SOLE
41	VERALTO CORP	COM SHS	$3.5M	40000	0.25%	SOLE
42	POOL CORP	COM	$3.0M	15000	0.21%	SOLE
43	REPLIGEN CORP	COM	$3.0M	25500	0.21%	SOLE
44	S&P GLOBAL INC	COM	$3.0M	7050	0.21%	SOLE
45	COMCAST CORP NEW	CL A	$1.3M	47000	0.09%	SOLE
46	FORTIVE CORP	COM	$1.2M	22500	0.09%	SOLE
47	FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$1.2M	5200	0.08%	SOLE
48	AMPHENOL CORP	CL A	$1.2M	9200	0.08%	SOLE
49	CHARTER COMMUNICATIONS INC	CL A	$140K	650	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.