Weitz Investment Management, Inc.
50 holdingsFiling period: 2026-06-30Current AUM: $1.56Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway CL B Ord | 271.6K | $135.9M | $135.9M | 8.73% | -7,250 | 2026-06-30 |
| 2 | GOOG | Alphabet CL C Ord | 268.1K | $94.7M | $90.2M | 5.79% | -58,650 | 2026-06-30 |
| 3 | DHR | Danaher Ord | 489.5K | $93.2M | $109.8M | 7.05% | +11.8K | 2026-06-30 |
| 4 | V | Visa CL A Ord | 265.3K | $91.0M | $107.9M | 6.93% | -- | 2026-06-30 |
| 5 | MA | Mastercard CL A Ord | 145.3K | $74.7M | $90.2M | 5.79% | -1,650 | 2026-06-30 |
| 6 | — | Aon CL A Ord | 213.9K | $70.9M | $70.9M | 4.55% | -- | 2026-06-30 |
| 7 | VMC | Vulcan Materials Ord | 203.8K | $60.1M | $53.4M | 3.43% | -10,400 | 2026-06-30 |
| 8 | META | Meta Platforms CL A Ord | 103.0K | $58.0M | $71.5M | 4.59% | -2,750 | 2026-06-30 |
| 9 | TMO | Thermo Fisher Scientific Ord | 115.2K | $57.8M | $79.2M | 5.08% | -5,800 | 2026-06-30 |
| 10 | IEX | Idex Ord | 252.4K | $57.3M | $58.8M | 3.78% | -11,900 | 2026-06-30 |
| 11 | MSFT | Microsoft Ord | 153.2K | $57.1M | $81.5M | 5.23% | -16,250 | 2026-06-30 |
| 12 | HEI/A | Heico CL A Ord | 204.5K | $52.7M | $52.7M | 3.39% | +15.5K | 2026-06-30 |
| 13 | AMZN | Amazon.com Ord | 217.5K | $51.8M | $57.1M | 3.67% | -5,000 | 2026-06-30 |
| 14 | TECH | Bio Techne Ord | 543.2K | $38.4M | $39.4M | 2.53% | -110,000 | 2026-06-30 |
| 15 | SIRI | Siriusxm Holdings Ord | 1.19M | $35.1M | $32.3M | 2.07% | -105,000 | 2026-06-30 |
| 16 | ADI | Analog Devices Ord | 85.2K | $33.8M | $33.8M | 2.17% | -21,125 | 2026-06-30 |
| 17 | EFX | Equifax Ord | 192.0K | $30.5M | $33.9M | 2.18% | +4.4K | 2026-06-30 |
| 18 | LH | Labcorp Holdings Ord | 99.0K | $27.7M | $32.0M | 2.06% | -- | 2026-06-30 |
| 19 | MLM | Martin Marietta Materials Ord | 47.4K | $27.3M | $24.0M | 1.54% | +7.6K | 2026-06-30 |
| 20 | GPN | Global Payments Ord | 350.0K | $25.4M | $29.7M | 1.91% | +15.0K | 2026-06-30 |
| 21 | TXN | Texas Instruments Ord | 77.9K | $23.2M | $21.6M | 1.39% | -82,200 | 2026-06-30 |
| 22 | LBRDK | Liberty Broadband Srs C Ord | 576.0K | $19.2M | $19.2M | 1.23% | -- | 2026-06-30 |
| 23 | IDXX | Idexx Laboratories Ord | 35.3K | $18.6M | $19.7M | 1.26% | -- | 2026-06-30 |
| 24 | ACIW | Aci Worldwide Ord | 367.7K | $18.5M | $20.1M | 1.29% | -- | 2026-06-30 |
| 25 | PRM | Perimeter Solutions Ord | 450.8K | $16.1M | $12.2M | 0.78% | -58,583 | 2026-06-30 |
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