Weitz Investment Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Weitz Investment Management, Inc. reported 44 stock positions worth $1.7 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.5% of the portfolio, followed by Danaher (DHR, 7.0%) and Alphabet Class C (GOOG, 6.5%). Compared with Q3 2025, it opened 1 new position, sold out of 5, added to 12 and reduced 17. The biggest buy was a new position in Euronet Worldwide (EEFT) and the biggest sale an exit from Carmax (KMX).
- Most Recent 13F
- Q2 2026
- Location
- Omaha, NE
- CIK
- 0000883965
- Portfolio Value
- $1.7B (Q4 2025)
- SEC Filing
- 0001821268-26-000035 ↗ filed Feb 12, 2026
Holdings Value
Holdings 44 stocks · $1.7B
| BRK.B Berkshire Hathaway Inc. Class B | 8.55% | 286,850 | $144.2M | No change |
| DHR Danaher Corp. | 6.98% | 513,950 | $117.7M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 6.47% | 347,900 | $109.2M | Reduce -21.0% |
| V Visa Inc. Class A | 5.63% | 270,580 | $94.9M | No change |
| MA Mastercard Inc. Class A | 5.28% | 155,900 | $89.0M | No change |
| TMO Thermo Fisher Scientific Inc. | 4.64% | 134,950 | $78.2M | Reduce -10.3% |
| AON Aon PLC Class A | 4.58% | 218,735 | $77.2M | Add +2.5% |
| META Meta Platforms Inc. Class A | 4.25% | 108,710 | $71.8M | No change |
| MSFT Microsoft Corp. | 4.19% | 145,975 | $70.6M | Reduce -5.2% |
| IEX Idex Corp. | 4.13% | 391,475 | $69.7M | Reduce -3.7% |
| VMC Vulcan Materials Co. | 3.55% | 210,200 | $60.0M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 3.05% | 222,500 | $51.4M | No change |
| CSGP Costar Group Inc. | 2.87% | 719,850 | $48.4M | No change |
| TECH Bio-Techne Corp. | 2.80% | 802,950 | $47.2M | Add +0.1% |
| EFX Equifax Inc. | 2.76% | 214,880 | $46.6M | Add +0.1% |
| ACN Accenture PLC Class A | 2.56% | 160,900 | $43.2M | Add +0.2% |
| HEI.A Heico Corp. Class A | 2.44% | 162,779 | $41.1M | No change |
| GPN Global Payments Inc. | 2.32% | 505,000 | $39.1M | Reduce -8.2% |
| ADI Analog Devices Inc. | 2.14% | 132,800 | $36.0M | Reduce -4.7% |
| ODFL Old Dominion Freight Line | 1.94% | 208,800 | $32.7M | Add +0.1% |
| LBRDK Liberty Broadband-C | 1.88% | 651,000 | $31.6M | Add +30.1% |
| TXN Texas Instruments Inc. | 1.70% | 165,100 | $28.6M | Add +0.3% |
| SIRI Sirius XM Holdings Inc. | 1.64% | 1,384,000 | $27.7M | No change |
| MLM Martin Marietta Materials | 1.52% | 41,275 | $25.7M | No change |
| LH Labcorp Holdings Inc. | 1.48% | 99,750 | $25.0M | Reduce -28.6% |
| IDXX Idexx Laboratories Inc. | 1.42% | 35,300 | $23.9M | Reduce -37.9% |
| CRM Salesforce Inc. | 1.37% | 87,500 | $23.2M | No change |
| ACIW Aci Worldwide Inc. | 1.04% | 367,700 | $17.6M | Add +0.3% |
| ROP Roper Technologies Inc. | 0.96% | 36,550 | $16.3M | Add +16.3% |
| PRM Perimeter Solutions Inc. | 0.83% | 509,400 | $14.0M | Reduce -31.6% |
| ORCL Oracle Corp. | 0.81% | 70,000 | $13.6M | No change |
| LKQ LKQ Corp. | 0.79% | 441,000 | $13.3M | Reduce -17.4% |
| EEFT Euronet Worldwide Inc. | 0.72% | 160,000 | $12.2M | New |
| CDW CDW Corp. | 0.45% | 56,250 | $7.7M | Add +57.8% |
| MELI MercadoLibre Inc. | 0.44% | 3,700 | $7.5M | No change |
| LBRDA Liberty Broadband-A | 0.40% | 140,000 | $6.8M | No change |
| IT Gartner Inc. | 0.37% | 24,425 | $6.2M | Reduce -77.3% |
| VLTO Veralto Corp. | 0.22% | 38,000 | $3.8M | Add +1.3% |
| SPGI S&P Global Inc. | 0.22% | 7,140 | $3.7M | No change |
| LIN Linde PLC | 0.18% | 7,200 | $3.1M | Add +4.3% |
| CMCSA Comcast Corp. Class A | 0.15% | 85,000 | $2.5M | Reduce -81.2% |
| FTV Fortive Corp. | 0.15% | 45,400 | $2.5M | Reduce -2.2% |
| DEO Diageo PLC-Sponsored ADR | 0.12% | 23,800 | $2.1M | Reduce -15.9% |
| CHTR Charter Communications Inc. Class A | 0.01% | 650 | $136K | Reduce -99.4% |
Portfolio Sells Q3 2025 → Q4 2025
| KMX Carmax Inc. | Sold out | 0.00% | −1.58 |
| CHTR Charter Communications Inc. Class A | Reduce -99.4% | 0.01% | −1.52 |
| IT Gartner Inc. | Reduce -77.3% | 0.37% | −1.17 |
| CCRD Corecard Corp. | Sold out | 0.00% | −0.75 |
| LH Labcorp Holdings Inc. | Reduce -28.6% | 1.48% | −0.69 |
| CMCSA Comcast Corp. Class A | Reduce -81.2% | 0.15% | −0.62 |
| IDXX Idexx Laboratories Inc. | Reduce -37.9% | 1.42% | −0.55 |
| GLIBK Liberty Capital Corp. Class C | Sold out | 0.00% | −0.20 |
| RWT HOLDINGS INC (RWT 5.75 10/01/25) | Sold out | 0.00% | −0.19 |
| GPN Global Payments Inc. | Reduce -8.2% | 2.32% | −0.16 |
| MSFT Microsoft Corp. | Reduce -5.2% | 4.19% | −0.14 |
| LKQ LKQ Corp. | Reduce -17.4% | 0.79% | −0.10 |
| PRM Perimeter Solutions Inc. | Reduce -31.6% | 0.83% | −0.07 |
| GLIBA Liberty Capital Corp. | Sold out | 0.00% | −0.06 |
| DEO Diageo PLC-Sponsored ADR | Reduce -15.9% | 0.12% | −0.02 |
| VMC Vulcan Materials Co. | Reduce -1.2% | 3.55% | +0.00 |
| FTV Fortive Corp. | Reduce -2.2% | 0.15% | +0.03 |
| ADI Analog Devices Inc. | Reduce -4.7% | 2.14% | +0.28 |
| IEX Idex Corp. | Reduce -3.7% | 4.13% | +0.54 |
| GOOG Alphabet Inc. Class C | Reduce -21.0% | 6.47% | +0.65 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.3% | 4.64% | +0.68 |
| DHR Danaher Corp. | Reduce -2.5% | 6.98% | +1.31 |
Portfolio Buys Q3 2025 → Q4 2025
| EEFT Euronet Worldwide Inc. | New | 0.72% | +0.72 |
| AON Aon PLC Class A | Add +2.5% | 4.58% | +0.45 |
| ACN Accenture PLC Class A | Add +0.2% | 2.56% | +0.41 |
| TECH Bio-Techne Corp. | Add +0.1% | 2.80% | +0.38 |
| ODFL Old Dominion Freight Line | Add +0.1% | 1.94% | +0.35 |
| LBRDK Liberty Broadband-C | Add +30.1% | 1.88% | +0.15 |
| CDW CDW Corp. | Add +57.8% | 0.45% | +0.15 |
| ROP Roper Technologies Inc. | Add +16.3% | 0.96% | +0.11 |
| TXN Texas Instruments Inc. | Add +0.3% | 1.70% | +0.06 |
| VLTO Veralto Corp. | Add +1.3% | 0.22% | +0.01 |
| LIN Linde PLC | Add +4.3% | 0.18% | +0.00 |
| ACIW Aci Worldwide Inc. | Add +0.3% | 1.04% | −0.01 |
| EFX Equifax Inc. | Add +0.1% | 2.76% | −0.22 |
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 |