Weitz Investment Management, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Weitz Investment Management, Inc. reported 48 stock positions worth $1.8 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.8% of the portfolio, followed by Alphabet Class C (GOOG, 5.8%) and Danaher (DHR, 5.7%). Compared with Q2 2025, it opened 2 new positions, sold out of 1, added to 10 and reduced 12. The biggest buy was Microsoft (MSFT, shares +19%) and the biggest sale Oracle (ORCL, shares −59%).

Most Recent 13F
Q2 2026
Location
Omaha, NE
CIK
0000883965
Portfolio Value
$1.8B (Q3 2025)
SEC Filing
0001821268-25-000230 ↗ filed Nov 10, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $2.0B Q1 2024 Q2 2024: $1.9B Q2 2024 Q3 2024: $2.0B Q3 2024 Q4 2024: $1.9B Q4 2024 Q1 2025: $1.9B Q1 2025 Q2 2025: $1.9B Q2 2025 Q3 2025: $1.8B $1.8B Q3 2025 Q4 2025: $1.7B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 48 stocks · $1.8B
BRK.B Berkshire Hathaway Inc. Class B 7.83% 286,850 $144.2M No change
GOOG Alphabet Inc. Class C 5.82% 440,600 $107.3M Reduce -1.1%
DHR Danaher Corp. 5.67% 526,950 $104.5M No change
V Visa Inc. Class A 5.01% 270,580 $92.4M Reduce -9.2%
MA Mastercard Inc. Class A 4.81% 155,900 $88.7M Reduce -5.6%
META Meta Platforms Inc. Class A 4.33% 108,710 $79.8M Reduce -6.0%
MSFT Microsoft Corp. 4.33% 153,975 $79.8M Add +18.9%
AON Aon PLC Class A 4.13% 213,450 $76.1M No change
TMO Thermo Fisher Scientific Inc. 3.96% 150,450 $73.0M No change
IEX Idex Corp. 3.59% 406,475 $66.2M Add +0.1%
VMC Vulcan Materials Co. 3.55% 212,700 $65.4M Add +0.4%
CSGP Costar Group Inc. 3.30% 719,850 $60.7M Reduce -6.0%
EFX Equifax Inc. 2.99% 214,600 $55.1M Add +2.0%
AMZN Amazon.com Inc. 2.65% 222,500 $48.9M No change
GPN Global Payments Inc. 2.48% 550,000 $45.7M Reduce -1.8%
TECH Bio-Techne Corp. 2.42% 802,150 $44.6M No change
HEI.A Heico Corp. Class A 2.24% 162,779 $41.4M Reduce -0.1%
LH Labcorp Holdings Inc. 2.18% 139,750 $40.1M Reduce -1.0%
ACN Accenture PLC Class A 2.15% 160,550 $39.6M Add +28.8%
IDXX Idexx Laboratories Inc. 1.97% 56,800 $36.3M Reduce -5.8%
ADI Analog Devices Inc. 1.86% 139,300 $34.2M Reduce -1.2%
SIRI Sirius XM Holdings Inc. 1.75% 1,384,000 $32.2M No change
LBRDK Liberty Broadband-C 1.73% 500,500 $31.8M No change
TXN Texas Instruments Inc. 1.64% 164,575 $30.2M No change
ODFL Old Dominion Freight Line 1.59% 208,500 $29.4M No change
KMX Carmax Inc. 1.58% 649,400 $29.1M No change
CHTR Charter Communications Inc. Class A 1.53% 102,605 $28.2M Add +8.6%
IT Gartner Inc. 1.53% 107,375 $28.2M Add +22.1%
MLM Martin Marietta Materials 1.41% 41,275 $26.0M No change
CRM Salesforce Inc. 1.13% 87,500 $20.7M No change
ORCL Oracle Corp. 1.07% 70,000 $19.7M Reduce -58.8%
ACIW Aci Worldwide Inc. 1.05% 366,800 $19.4M Add +19.9%
PRM Perimeter Solutions Inc. 0.91% 744,972 $16.7M Reduce -62.0%
LKQ LKQ Corp. 0.89% 534,000 $16.3M Add +16.5%
ROP Roper Technologies Inc. 0.85% 31,425 $15.7M No change
CMCSA Comcast Corp. Class A 0.77% 451,500 $14.2M No change
CCRD Corecard Corp. 0.75% 515,000 $13.9M No change
LBRDA Liberty Broadband-A 0.48% 140,000 $8.9M No change
MELI MercadoLibre Inc. 0.47% 3,700 $8.6M New
CDW CDW Corp. 0.31% 35,650 $5.7M New
VLTO Veralto Corp. 0.22% 37,500 $4.0M No change
GLIBK Liberty Capital Corp. Class C filed as GCI LIBERTY INC 0.20% 100,100 $3.7M No change
RWT HOLDINGS INC (RWT 5.75 10/01/25) filed as RWT HLDGS INC 0.19% 3,500,000 $3.5M No change
SPGI S&P Global Inc. 0.19% 7,140 $3.5M No change
LIN Linde PLC 0.18% 6,900 $3.3M No change
DEO Diageo PLC-Sponsored ADR 0.15% 28,300 $2.7M No change
FTV Fortive Corp. 0.12% 46,400 $2.3M Add +2.1%
GLIBA Liberty Capital Corp. filed as GCI LIBERTY INC 0.06% 28,000 $1.1M No change

Portfolio Sells Q2 2025 → Q3 2025
ORCL Oracle Corp. Reduce -58.8% 1.07% −0.93
V Visa Inc. Class A Reduce -9.2% 5.01% −0.68
PRM Perimeter Solutions Inc. Reduce -62.0% 0.91% −0.56
META Meta Platforms Inc. Class A Reduce -6.0% 4.33% −0.26
MA Mastercard Inc. Class A Reduce -5.6% 4.81% −0.18
RAL Ralliant Corp. Sold out 0.00% −0.04
HEI.A Heico Corp. Class A Reduce -0.1% 2.24% −0.02
CSGP Costar Group Inc. Reduce -6.0% 3.30% −0.01
ADI Analog Devices Inc. Reduce -1.2% 1.86% +0.05
GPN Global Payments Inc. Reduce -1.8% 2.48% +0.07
LH Labcorp Holdings Inc. Reduce -1.0% 2.18% +0.18
IDXX Idexx Laboratories Inc. Reduce -5.8% 1.97% +0.23
GOOG Alphabet Inc. Class C Reduce -1.1% 5.82% +1.57

Portfolio Buys Q2 2025 → Q3 2025
MSFT Microsoft Corp. Add +18.9% 4.33% +0.86
VMC Vulcan Materials Co. Add +0.4% 3.55% +0.58
MELI MercadoLibre Inc. New 0.47% +0.47
CDW CDW Corp. New 0.31% +0.31
ACIW Aci Worldwide Inc. Add +19.9% 1.05% +0.29
ACN Accenture PLC Class A Add +28.8% 2.15% +0.15
EFX Equifax Inc. Add +2.0% 2.99% +0.05
FTV Fortive Corp. Add +2.1% 0.12% −0.00
LKQ LKQ Corp. Add +16.5% 0.89% −0.03
IEX Idex Corp. Add +0.1% 3.59% −0.24
IT Gartner Inc. Add +22.1% 1.53% −0.38
CHTR Charter Communications Inc. Class A Add +8.6% 1.53% −0.54

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 50$1.4BBRK.B, GOOG, DHR, V, MA
Q1 2026 49$1.4BBRK.B, GOOG, DHR, V, MA
Q4 2025 44$1.7BBRK.B, DHR, GOOG, V, MA
Q3 2025 48$1.8BBRK.B, GOOG, DHR, V, MA
Q2 2025 45$1.9BBRK.B, V, DHR, MA, META
Q1 2025 45$1.9BBRK.B, V, DHR, MA, AON
Q4 2024 47$1.9BBRK.B, V, GOOG, MA, AON
Q3 2024 50$2.0BBRK.B, MA, V, DHR, META
Q2 2024 53$1.9BBRK.B, GOOG, META, V, MA
Q1 2024 54$2.0BBRK.B, GOOG, V, MA, META