Weitz Investment Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Weitz Investment Management, Inc. reported 45 stock positions worth $1.9 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.1% of the portfolio, followed by Visa Class A (V, 6.0%) and Danaher (DHR, 5.4%). Compared with Q4 2024, it opened 1 new position, sold out of 3, added to 14 and reduced 16. The biggest buy was Microsoft (MSFT, shares +193%) and the biggest sale Alphabet Class C (GOOG, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- Omaha, NE
- CIK
- 0000883965
- Portfolio Value
- $1.9B (Q1 2025)
- SEC Filing
- 0001821268-25-000102 ↗ filed May 9, 2025
Holdings Value
Holdings 45 stocks · $1.9B
| BRK.B Berkshire Hathaway Inc. Class B | 8.12% | 286,850 | $152.8M | Reduce -11.3% |
| V Visa Inc. Class A | 6.04% | 324,200 | $113.6M | Reduce -6.5% |
| DHR Danaher Corp. | 5.41% | 496,650 | $101.8M | Add +23.2% |
| MA Mastercard Inc. Class A | 5.21% | 179,070 | $98.2M | Reduce -4.3% |
| AON Aon PLC Class A | 4.53% | 213,450 | $85.2M | Reduce -18.2% |
| IEX Idex Corp. | 3.86% | 401,225 | $72.6M | Add +21.4% |
| CSGP Costar Group Inc. | 3.84% | 911,600 | $72.2M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 3.70% | 445,600 | $69.6M | Reduce -14.1% |
| META Meta Platforms Inc. Class A | 3.70% | 120,760 | $69.6M | Reduce -23.9% |
| TMO Thermo Fisher Scientific Inc. | 3.33% | 126,150 | $62.8M | Add +5.0% |
| KMX Carmax Inc. | 3.33% | 805,200 | $62.7M | Reduce -2.4% |
| GPN Global Payments Inc. | 3.02% | 580,000 | $56.8M | Reduce -1.6% |
| EFX Equifax Inc. | 2.72% | 210,350 | $51.2M | Add +11.6% |
| MSFT Microsoft Corp. | 2.68% | 134,475 | $50.5M | Add +193.3% |
| VMC Vulcan Materials Co. | 2.63% | 211,900 | $49.4M | Add +10.7% |
| TECH Bio-Techne Corp. | 2.47% | 791,650 | $46.4M | Add +107.7% |
| LBRDK Liberty Broadband-C | 2.40% | 530,500 | $45.1M | No change |
| ACN Accenture PLC Class A | 2.32% | 139,650 | $43.6M | Add +30.7% |
| CHTR Charter Communications Inc. Class A | 2.26% | 115,450 | $42.5M | Reduce -14.8% |
| AMZN Amazon.com Inc. | 2.25% | 222,500 | $42.3M | Reduce -10.1% |
| IT Gartner Inc. | 1.96% | 87,925 | $36.9M | Add +36.5% |
| LH Labcorp Holdings Inc. | 1.87% | 151,175 | $35.2M | Reduce -36.0% |
| ODFL Old Dominion Freight Line | 1.83% | 208,500 | $34.5M | Add +9.8% |
| HEI.A Heico Corp. Class A | 1.83% | 162,900 | $34.4M | No change |
| SIRI Sirius XM Holdings Inc. | 1.76% | 1,465,500 | $33.0M | No change |
| ADBE Adobe Inc. | 1.68% | 82,500 | $31.6M | Add +106.3% |
| TXN Texas Instruments Inc. | 1.62% | 169,575 | $30.5M | No change |
| ADI Analog Devices Inc. | 1.51% | 141,000 | $28.4M | No change |
| IDXX Idexx Laboratories Inc. | 1.35% | 60,300 | $25.3M | New |
| ORCL Oracle Corp. | 1.26% | 170,075 | $23.8M | Reduce -18.1% |
| CRM Salesforce Inc. | 1.25% | 87,500 | $23.5M | Reduce -7.9% |
| PRM Perimeter Solutions Inc. | 1.10% | 2,057,291 | $20.7M | Reduce -2.4% |
| MLM Martin Marietta Materials | 1.05% | 41,275 | $19.7M | Add +1.5% |
| ACIW Aci Worldwide Inc. | 1.04% | 356,600 | $19.5M | No change |
| LKQ LKQ Corp. | 1.04% | 458,300 | $19.5M | No change |
| ROP Roper Technologies Inc. | 0.98% | 31,425 | $18.5M | No change |
| CMCSA Comcast Corp. Class A | 0.89% | 451,500 | $16.7M | Add +375.3% |
| LBRDA Liberty Broadband-A | 0.63% | 140,000 | $11.9M | No change |
| CCRD Corecard Corp. | 0.51% | 515,000 | $9.6M | No change |
| VLTO Veralto Corp. | 0.19% | 37,500 | $3.7M | Reduce -87.5% |
| SPGI S&P Global Inc. | 0.19% | 7,140 | $3.6M | Reduce -84.8% |
| RWT HOLDINGS INC (RWT 5.75 10/01/25) filed as RWT HLDGS INC | 0.19% | 3,500,000 | $3.5M | No change |
| LIN Linde PLC | 0.17% | 6,900 | $3.2M | No change |
| FTV Fortive Corp. | 0.16% | 40,800 | $3.0M | No change |
| DEO Diageo PLC-Sponsored ADR | 0.16% | 28,300 | $3.0M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| GOOG Alphabet Inc. Class C | Reduce -14.1% | 3.70% | −1.40 |
| VLTO Veralto Corp. | Reduce -87.5% | 0.19% | −1.37 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −1.14 |
| META Meta Platforms Inc. Class A | Reduce -23.9% | 3.70% | −1.09 |
| SPGI S&P Global Inc. | Reduce -84.8% | 0.19% | −1.02 |
| LH Labcorp Holdings Inc. | Reduce -36.0% | 1.87% | −0.92 |
| AMZN Amazon.com Inc. | Reduce -10.1% | 2.25% | −0.55 |
| LBTYK Liberty Global Ltd. Class C | Sold out | 0.00% | −0.54 |
| ORCL Oracle Corp. | Reduce -18.1% | 1.26% | −0.52 |
| CRM Salesforce Inc. | Reduce -7.9% | 1.25% | −0.39 |
| GPN Global Payments Inc. | Reduce -1.6% | 3.02% | −0.39 |
| AON Aon PLC Class A | Reduce -18.2% | 4.53% | −0.31 |
| PRM Perimeter Solutions Inc. | Reduce -2.4% | 1.10% | −0.29 |
| KMX Carmax Inc. | Reduce -2.4% | 3.33% | −0.15 |
| CHTR Charter Communications Inc. Class A | Reduce -14.8% | 2.26% | −0.13 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.13 |
| MA Mastercard Inc. Class A | Reduce -4.3% | 5.21% | +0.13 |
| V Visa Inc. Class A | Reduce -6.5% | 6.04% | +0.39 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.3% | 8.12% | +0.56 |
Portfolio Buys Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Add +193.3% | 2.68% | +1.69 |
| IDXX Idexx Laboratories Inc. | New | 1.35% | +1.35 |
| TECH Bio-Techne Corp. | Add +107.7% | 2.47% | +1.05 |
| ADBE Adobe Inc. | Add +106.3% | 1.68% | +0.76 |
| CMCSA Comcast Corp. Class A | Add +375.3% | 0.89% | +0.70 |
| DHR Danaher Corp. | Add +23.2% | 5.41% | +0.64 |
| CSGP Costar Group Inc. | Add +2.4% | 3.84% | +0.55 |
| ACN Accenture PLC Class A | Add +30.7% | 2.32% | +0.38 |
| IT Gartner Inc. | Add +36.5% | 1.96% | +0.35 |
| IEX Idex Corp. | Add +21.4% | 3.86% | +0.29 |
| EFX Equifax Inc. | Add +11.6% | 2.72% | +0.24 |
| TMO Thermo Fisher Scientific Inc. | Add +5.0% | 3.33% | +0.11 |
| ODFL Old Dominion Freight Line | Add +9.8% | 1.83% | +0.11 |
| VMC Vulcan Materials Co. | Add +10.7% | 2.63% | +0.09 |
| MLM Martin Marietta Materials | Add +1.5% | 1.05% | −0.03 |
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 |