Weitz Investment Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Weitz Investment Management, Inc. reported 49 stock positions worth $1.4 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.3% of the portfolio, followed by Alphabet Class C (GOOG, 6.5%) and Danaher (DHR, 6.3%). Compared with Q4 2025, it opened 8 new positions, sold out of 3, added to 6 and reduced 28. The biggest buy was a new position in Ingersoll-Rand (IR) and the biggest sale Costar (CSGP, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- Omaha, NE
- CIK
- 0000883965
- Portfolio Value
- $1.4B (Q1 2026)
- SEC Filing
- 0001821268-26-000087 ↗ filed May 14, 2026
Holdings Value
Holdings 49 stocks · $1.4B
| BRK.B Berkshire Hathaway Inc. Class B | 9.33% | 278,850 | $133.6M | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 6.54% | 326,750 | $93.7M | Reduce -6.1% |
| DHR Danaher Corp. | 6.32% | 477,750 | $90.6M | Reduce -7.0% |
| V Visa Inc. Class A | 5.60% | 265,330 | $80.2M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 5.13% | 147,000 | $73.5M | Reduce -5.7% |
| AON Aon PLC Class A | 4.82% | 213,860 | $69.0M | Reduce -2.2% |
| MSFT Microsoft Corp. | 4.38% | 169,450 | $62.7M | Add +16.1% |
| META Meta Platforms Inc. Class A | 4.22% | 105,710 | $60.5M | Reduce -2.8% |
| TMO Thermo Fisher Scientific Inc. | 4.15% | 121,000 | $59.5M | Reduce -10.3% |
| VMC Vulcan Materials Co. | 4.07% | 214,200 | $58.3M | Add +1.9% |
| IEX Idex Corp. | 3.50% | 264,300 | $50.1M | Reduce -32.5% |
| AMZN Amazon.com Inc. | 3.23% | 222,500 | $46.3M | No change |
| HEI.A Heico Corp. Class A | 2.78% | 188,979 | $39.9M | Add +16.1% |
| TECH Bio-Techne Corp. | 2.38% | 653,200 | $34.1M | Reduce -18.6% |
| ACN Accenture PLC Class A | 2.36% | 170,700 | $33.8M | Add +6.1% |
| ADI Analog Devices Inc. | 2.36% | 106,350 | $33.8M | Reduce -19.9% |
| EFX Equifax Inc. | 2.36% | 187,605 | $33.8M | Reduce -12.7% |
| TXN Texas Instruments Inc. | 2.17% | 160,100 | $31.1M | Reduce -3.0% |
| SIRI Sirius XM Holdings Inc. | 2.08% | 1,293,000 | $29.8M | Reduce -6.6% |
| LBRDK Liberty Broadband-C | 2.02% | 576,000 | $29.0M | Reduce -11.5% |
| LH Labcorp Holdings Inc. | 1.84% | 99,050 | $26.4M | Reduce -0.7% |
| ODFL Old Dominion Freight Line | 1.80% | 132,000 | $25.8M | Reduce -36.8% |
| MLM Martin Marietta Materials | 1.63% | 39,775 | $23.4M | Reduce -3.6% |
| GPN Global Payments Inc. | 1.57% | 335,000 | $22.5M | Reduce -33.7% |
| CSGP Costar Group Inc. | 1.46% | 517,025 | $20.9M | Reduce -28.2% |
| IDXX Idexx Laboratories Inc. | 1.38% | 35,300 | $19.8M | No change |
| CRM Salesforce Inc. | 1.06% | 81,500 | $15.2M | Reduce -6.9% |
| ACIW Aci Worldwide Inc. | 1.05% | 367,700 | $15.1M | No change |
| MELI MercadoLibre Inc. | 0.97% | 8,000 | $13.8M | Add +116.2% |
| PRM Perimeter Solutions Inc. | 0.87% | 509,400 | $12.4M | No change |
| LKQ LKQ Corp. | 0.84% | 408,000 | $12.0M | Reduce -7.5% |
| IR Ingersoll-Rand Inc. | 0.74% | 133,200 | $10.7M | New |
| EEFT Euronet Worldwide Inc. | 0.74% | 160,000 | $10.6M | No change |
| ORCL Oracle Corp. | 0.56% | 55,000 | $8.1M | Reduce -21.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.51% | 5,500 | $7.3M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.47% | 20,000 | $6.8M | New |
| LBRDA Liberty Broadband-A | 0.46% | 130,000 | $6.5M | Reduce -7.1% |
| NVDA Nvidia Corp. | 0.43% | 35,000 | $6.1M | New |
| CDW CDW Corp. | 0.31% | 36,250 | $4.4M | Reduce -35.6% |
| LIN Linde PLC | 0.25% | 7,200 | $3.6M | No change |
| VLTO Veralto Corp. | 0.25% | 40,000 | $3.5M | Add +5.3% |
| POOL Pool Corp. | 0.21% | 15,000 | $3.0M | New |
| RGEN Repligen Corp. | 0.21% | 25,500 | $3.0M | New |
| SPGI S&P Global Inc. | 0.21% | 7,050 | $3.0M | Reduce -1.3% |
| CMCSA Comcast Corp. Class A | 0.09% | 47,000 | $1.3M | Reduce -44.7% |
| FTV Fortive Corp. | 0.09% | 22,500 | $1.2M | Reduce -50.4% |
| FERG Ferguson Enterprises Inc. | 0.08% | 5,200 | $1.2M | New |
| APH Amphenol Corp. Class A | 0.08% | 9,200 | $1.2M | New |
| CHTR Charter Communications Inc. Class A | 0.01% | 650 | $140K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| CSGP Costar Group Inc. | Reduce -28.2% | 1.46% | −1.41 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.96 |
| GPN Global Payments Inc. | Reduce -33.7% | 1.57% | −0.74 |
| DHR Danaher Corp. | Reduce -7.0% | 6.32% | −0.65 |
| IEX Idex Corp. | Reduce -32.5% | 3.50% | −0.63 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.3% | 4.15% | −0.48 |
| TECH Bio-Techne Corp. | Reduce -18.6% | 2.38% | −0.42 |
| EFX Equifax Inc. | Reduce -12.7% | 2.36% | −0.41 |
| IT Gartner Inc. | Sold out | 0.00% | −0.37 |
| CRM Salesforce Inc. | Reduce -6.9% | 1.06% | −0.31 |
| ORCL Oracle Corp. | Reduce -21.4% | 0.56% | −0.24 |
| MA Mastercard Inc. Class A | Reduce -5.7% | 5.13% | −0.15 |
| CDW CDW Corp. | Reduce -35.6% | 0.31% | −0.15 |
| ODFL Old Dominion Freight Line | Reduce -36.8% | 1.80% | −0.14 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.12 |
| FTV Fortive Corp. | Reduce -50.4% | 0.09% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -44.7% | 0.09% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -2.8% | 4.22% | −0.03 |
| V Visa Inc. Class A | Reduce -1.9% | 5.60% | −0.03 |
| SPGI S&P Global Inc. | Reduce -1.3% | 0.21% | −0.01 |
| LKQ LKQ Corp. | Reduce -7.5% | 0.84% | +0.05 |
| LBRDA Liberty Broadband-A | Reduce -7.1% | 0.46% | +0.06 |
| GOOG Alphabet Inc. Class C | Reduce -6.1% | 6.54% | +0.07 |
| MLM Martin Marietta Materials | Reduce -3.6% | 1.63% | +0.11 |
| LBRDK Liberty Broadband-C | Reduce -11.5% | 2.02% | +0.15 |
| ADI Analog Devices Inc. | Reduce -19.9% | 2.36% | +0.23 |
| AON Aon PLC Class A | Reduce -2.2% | 4.82% | +0.24 |
| LH Labcorp Holdings Inc. | Reduce -0.7% | 1.84% | +0.36 |
| SIRI Sirius XM Holdings Inc. | Reduce -6.6% | 2.08% | +0.44 |
| TXN Texas Instruments Inc. | Reduce -3.0% | 2.17% | +0.47 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 9.33% | +0.78 |
Portfolio Buys Q4 2025 → Q1 2026
| IR Ingersoll-Rand Inc. | New | 0.74% | +0.74 |
| MELI MercadoLibre Inc. | Add +116.2% | 0.97% | +0.52 |
| VMC Vulcan Materials Co. | Add +1.9% | 4.07% | +0.52 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.51% | +0.51 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.47% | +0.47 |
| NVDA Nvidia Corp. | New | 0.43% | +0.43 |
| HEI.A Heico Corp. Class A | Add +16.1% | 2.78% | +0.35 |
| POOL Pool Corp. | New | 0.21% | +0.21 |
| RGEN Repligen Corp. | New | 0.21% | +0.21 |
| MSFT Microsoft Corp. | Add +16.1% | 4.38% | +0.19 |
| FERG Ferguson Enterprises Inc. | New | 0.08% | +0.08 |
| APH Amphenol Corp. Class A | New | 0.08% | +0.08 |
| VLTO Veralto Corp. | Add +5.3% | 0.25% | +0.02 |
| ACN Accenture PLC Class A | Add +6.1% | 2.36% | −0.20 |
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 |