WEITZ INVESTMENT MANAGEMENT, INC.
49 holdingsFiling period: 2026-03-31Current AUM: $1.58Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 278.9K | $133.6M | $133.6M | 8.48% | -8,000 | 2026-03-31 |
| 2 | GOOG | ALPHABET INC | 326.8K | $93.7M | $116.5M | 7.40% | -21,150 | 2026-03-31 |
| 3 | DHR | DANAHER CORPORATION | 477.8K | $90.6M | $93.2M | 5.91% | -36,200 | 2026-03-31 |
| 4 | V | VISA INC | 265.3K | $80.2M | $97.1M | 6.16% | -5,250 | 2026-03-31 |
| 5 | MA | MASTERCARD INCORPORATED | 147.0K | $73.5M | $84.2M | 5.35% | -8,900 | 2026-03-31 |
| 6 | — | AON PLC | 213.9K | $69.0M | $69.0M | 4.38% | -4,875 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 169.4K | $62.7M | $78.7M | 5.00% | +23.5K | 2026-03-31 |
| 8 | META | META PLATFORMS INC | 105.7K | $60.5M | $58.8M | 3.73% | -3,000 | 2026-03-31 |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 121.0K | $59.5M | $69.5M | 4.41% | -13,950 | 2026-03-31 |
| 10 | VMC | VULCAN MATLS CO | 214.2K | $58.3M | $57.5M | 3.65% | +4.0K | 2026-03-31 |
| 11 | IEX | IDEX CORP | 264.3K | $50.1M | $60.9M | 3.87% | -127,175 | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 222.5K | $46.3M | $60.4M | 3.83% | -- | 2026-03-31 |
| 13 | HEI/A | HEICO CORP NEW | 189.0K | $39.9M | $39.9M | 2.53% | +26.2K | 2026-03-31 |
| 14 | TECH | BIO-TECHNE CORP | 653.2K | $34.1M | $47.1M | 2.99% | -149,750 | 2026-03-31 |
| 15 | — | ACCENTURE PLC IRELAND | 170.7K | $33.8M | $33.8M | 2.15% | +9.8K | 2026-03-31 |
| 16 | ADI | ANALOG DEVICES INC | 106.3K | $33.8M | $39.1M | 2.48% | -26,450 | 2026-03-31 |
| 17 | EFX | EQUIFAX INC | 187.6K | $33.8M | $32.4M | 2.06% | -27,275 | 2026-03-31 |
| 18 | TXN | TEXAS INSTRS INC | 160.1K | $31.1M | $44.1M | 2.80% | -5,000 | 2026-03-31 |
| 19 | SIRI | SIRIUSXM HOLDINGS INC | 1.29M | $29.8M | $38.3M | 2.43% | -91,000 | 2026-03-31 |
| 20 | LBRDK | LIBERTY BROADBAND CORP | 576.0K | $29.0M | $19.6M | 1.24% | -75,000 | 2026-03-31 |
| 21 | LH | LABCORP HOLDINGS INC | 99.0K | $26.4M | $30.6M | 1.94% | -700 | 2026-03-31 |
| 22 | ODFL | OLD DOMINION FREIGHT LINE IN | 132.0K | $25.8M | $28.0M | 1.78% | -76,800 | 2026-03-31 |
| 23 | MLM | MARTIN MARIETTA MATLS INC | 39.8K | $23.4M | $20.9M | 1.33% | -1,500 | 2026-03-31 |
| 24 | GPN | GLOBAL PMTS INC | 335.0K | $22.5M | $28.2M | 1.79% | -170,000 | 2026-03-31 |
| 25 | CSGP | COSTAR GROUP INC | 517.0K | $20.9M | $14.9M | 0.94% | -202,825 | 2026-03-31 |
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