Weitz Investment Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Weitz Investment Management, Inc. reported 50 stock positions worth $1.4 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.4% of the portfolio, followed by Alphabet Class C (GOOG, 6.6%) and Danaher (DHR, 6.5%). Compared with Q1 2026, it opened 3 new positions, sold out of 2, added to 10 and reduced 20. The biggest buy was Heico Class A (HEI.A, shares +8%) and the biggest sale an exit from Old Dominion Freight Line (ODFL).
- Most Recent 13F
- Q2 2026
- Location
- Omaha, NE
- CIK
- 0000883965
- Portfolio Value
- $1.4B (Q2 2026)
- SEC Filing
- 0001821268-26-000133 ↗ filed Aug 12, 2026
Holdings Value
Holdings 50 stocks · $1.4B
| BRK.B Berkshire Hathaway Inc. Class B | 9.41% | 271,600 | $135.9M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 6.56% | 268,100 | $94.7M | Reduce -17.9% |
| DHR Danaher Corp. | 6.46% | 489,500 | $93.2M | Add +2.5% |
| V Visa Inc. Class A | 6.30% | 265,330 | $91.0M | No change |
| MA Mastercard Inc. Class A | 5.17% | 145,350 | $74.7M | Reduce -1.1% |
| AON Aon PLC Class A | 4.91% | 213,860 | $70.9M | No change |
| VMC Vulcan Materials Co. | 4.16% | 203,800 | $60.1M | Reduce -4.9% |
| META Meta Platforms Inc. Class A | 4.02% | 102,960 | $58.0M | Reduce -2.6% |
| TMO Thermo Fisher Scientific Inc. | 4.00% | 115,200 | $57.8M | Reduce -4.8% |
| IEX Idex Corp. | 3.97% | 252,400 | $57.3M | Reduce -4.5% |
| MSFT Microsoft Corp. | 3.96% | 153,200 | $57.1M | Reduce -9.6% |
| HEI.A Heico Corp. Class A | 3.65% | 204,479 | $52.7M | Add +8.2% |
| AMZN Amazon.com Inc. | 3.59% | 217,500 | $51.8M | Reduce -2.3% |
| TECH Bio-Techne Corp. | 2.66% | 543,200 | $38.4M | Reduce -16.8% |
| SIRI Sirius XM Holdings Inc. | 2.43% | 1,188,000 | $35.1M | Reduce -8.1% |
| ADI Analog Devices Inc. | 2.34% | 85,225 | $33.8M | Reduce -19.9% |
| EFX Equifax Inc. | 2.11% | 191,980 | $30.5M | Add +2.3% |
| LH Labcorp Holdings Inc. | 1.92% | 99,050 | $27.7M | No change |
| MLM Martin Marietta Materials | 1.89% | 47,370 | $27.3M | Add +19.1% |
| GPN Global Payments Inc. | 1.76% | 350,000 | $25.4M | Add +4.5% |
| TXN Texas Instruments Inc. | 1.61% | 77,900 | $23.2M | Reduce -51.3% |
| LBRDK Liberty Broadband-C | 1.33% | 576,000 | $19.2M | No change |
| IDXX Idexx Laboratories Inc. | 1.29% | 35,300 | $18.6M | No change |
| ACIW Aci Worldwide Inc. | 1.28% | 367,700 | $18.5M | No change |
| PRM Perimeter Solutions Inc. | 1.11% | 450,817 | $16.1M | Reduce -11.5% |
| MELI MercadoLibre Inc. | 1.08% | 9,200 | $15.6M | Add +15.0% |
| ACN Accenture PLC Class A | 1.03% | 119,700 | $14.9M | Reduce -29.9% |
| IR Ingersoll-Rand Inc. | 0.92% | 161,670 | $13.3M | Add +21.4% |
| CSGP Costar Group Inc. | 0.83% | 423,181 | $12.0M | Reduce -18.1% |
| EEFT Euronet Worldwide Inc. | 0.81% | 160,000 | $11.7M | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.76% | 5,500 | $10.9M | No change |
| LKQ LKQ Corp. | 0.74% | 408,000 | $10.7M | No change |
| NFLX Netflix Inc. | 0.73% | 147,200 | $10.5M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.66% | 20,000 | $9.6M | No change |
| ORCL Oracle Corp. | 0.56% | 55,000 | $8.1M | No change |
| COF Capital One Financial Corp. | 0.56% | 40,000 | $8.0M | New |
| CRM Salesforce Inc. | 0.53% | 49,300 | $7.7M | Reduce -39.5% |
| NVDA Nvidia Corp. | 0.48% | 35,000 | $7.0M | No change |
| VLTO Veralto Corp. | 0.48% | 77,500 | $6.9M | Add +93.8% |
| RGEN Repligen Corp. | 0.39% | 40,800 | $5.6M | Add +60.0% |
| LBRDA Liberty Broadband-A | 0.29% | 123,750 | $4.1M | Reduce -4.8% |
| LIN Linde PLC | 0.26% | 7,100 | $3.7M | Reduce -1.4% |
| MTD Mettler-Toledo International | 0.23% | 2,550 | $3.3M | New |
| POOL Pool Corp. | 0.22% | 15,000 | $3.2M | No change |
| SPGI S&P Global Inc. | 0.20% | 7,150 | $2.9M | Add +1.4% |
| APH Amphenol Corp. Class A | 0.11% | 9,200 | $1.6M | No change |
| FTV Fortive Corp. | 0.09% | 21,750 | $1.3M | Reduce -3.3% |
| FERG Ferguson Enterprises Inc. | 0.09% | 5,200 | $1.2M | No change |
| CMCSA Comcast Corp. Class A | 0.08% | 47,000 | $1.2M | No change |
| CHTR Charter Communications Inc. Class A | 0.01% | 650 | $92K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −1.80 |
| ACN Accenture PLC Class A | Reduce -29.9% | 1.03% | −1.33 |
| CSGP Costar Group Inc. | Reduce -18.1% | 0.83% | −0.63 |
| TXN Texas Instruments Inc. | Reduce -51.3% | 1.61% | −0.56 |
| CRM Salesforce Inc. | Reduce -39.5% | 0.53% | −0.53 |
| MSFT Microsoft Corp. | Reduce -9.6% | 3.96% | −0.42 |
| CDW CDW Corp. | Sold out | 0.00% | −0.31 |
| META Meta Platforms Inc. Class A | Reduce -2.6% | 4.02% | −0.21 |
| LBRDA Liberty Broadband-A | Reduce -4.8% | 0.29% | −0.17 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.8% | 4.00% | −0.15 |
| ADI Analog Devices Inc. | Reduce -19.9% | 2.34% | −0.02 |
| FTV Fortive Corp. | Reduce -3.3% | 0.09% | +0.01 |
| LIN Linde PLC | Reduce -1.4% | 0.26% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -17.9% | 6.56% | +0.02 |
| MA Mastercard Inc. Class A | Reduce -1.1% | 5.17% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.6% | 9.41% | +0.08 |
| VMC Vulcan Materials Co. | Reduce -4.9% | 4.16% | +0.09 |
| PRM Perimeter Solutions Inc. | Reduce -11.5% | 1.11% | +0.24 |
| TECH Bio-Techne Corp. | Reduce -16.8% | 2.66% | +0.27 |
| SIRI Sirius XM Holdings Inc. | Reduce -8.1% | 2.43% | +0.35 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 3.59% | +0.35 |
| IEX Idex Corp. | Reduce -4.5% | 3.97% | +0.47 |
Portfolio Buys Q1 2026 → Q2 2026
| HEI.A Heico Corp. Class A | Add +8.2% | 3.65% | +0.87 |
| NFLX Netflix Inc. | New | 0.73% | +0.73 |
| COF Capital One Financial Corp. | New | 0.56% | +0.56 |
| MLM Martin Marietta Materials | Add +19.1% | 1.89% | +0.26 |
| VLTO Veralto Corp. | Add +93.8% | 0.48% | +0.23 |
| MTD Mettler-Toledo International | New | 0.23% | +0.23 |
| GPN Global Payments Inc. | Add +4.5% | 1.76% | +0.18 |
| RGEN Repligen Corp. | Add +60.0% | 0.39% | +0.18 |
| IR Ingersoll-Rand Inc. | Add +21.4% | 0.92% | +0.17 |
| DHR Danaher Corp. | Add +2.5% | 6.46% | +0.13 |
| MELI MercadoLibre Inc. | Add +15.0% | 1.08% | +0.12 |
| SPGI S&P Global Inc. | Add +1.4% | 0.20% | −0.01 |
| EFX Equifax Inc. | Add +2.3% | 2.11% | −0.25 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 50 | $1.4B | BRK.B, GOOG, DHR, V, MA |
| Q1 2026 | 49 | $1.4B | BRK.B, GOOG, DHR, V, MA |
| Q4 2025 | 44 | $1.7B | BRK.B, DHR, GOOG, V, MA |
| Q3 2025 | 48 | $1.8B | BRK.B, GOOG, DHR, V, MA |
| Q2 2025 | 45 | $1.9B | BRK.B, V, DHR, MA, META |
| Q1 2025 | 45 | $1.9B | BRK.B, V, DHR, MA, AON |
| Q4 2024 | 47 | $1.9B | BRK.B, V, GOOG, MA, AON |
| Q3 2024 | 50 | $2.0B | BRK.B, MA, V, DHR, META |
| Q2 2024 | 53 | $1.9B | BRK.B, GOOG, META, V, MA |
| Q1 2024 | 54 | $2.0B | BRK.B, GOOG, V, MA, META |