Filed: 2/12/2025ACC: 0001821268-25-000065
📋 What this filing means
WEITZ INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $1.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$1.94B
Total AUM (reported)
18.30M
Total Shares
Allocation by class
COM$992.89M51.2%
CL A$271.67M14.0%
CL B NEW$146.50M7.6%
COM CL A$109.57M5.7%
CAP STK CL C$98.78M5.1%
SHS CL A$93.72M4.8%
COM SHS$84.58M4.4%
Portfolio Concentration
Top 3$354.85M18.3%
4–10$580.36M29.9%
11–25$651.92M33.6%
Rest$352.05M18.2%
Top 3 weight
18.3%
Top 10 weight
48.2%
Voting Authority Distribution
Total shares with voting rights: 18.30M
Sole
Full voting authority
18.30M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings47
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares323.20K
TypeSH
Market value$146.50M
7.55%
Sole
323.20K
Shared
0.00
None
0.00
VISA INC
SOLEShares346.70K
TypeSH
Market value$109.57M
5.65%
Sole
346.70K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares518.70K
TypeSH
Market value$98.78M
5.09%
Sole
518.70K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares187.07K
TypeSH
Market value$98.51M
5.08%
Sole
187.07K
Shared
0.00
None
0.00
AON PLC
SOLEShares260.95K
TypeSH
Market value$93.72M
4.83%
Sole
260.95K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares158.60K
TypeSH
Market value$92.86M
4.79%
Sole
158.60K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares403.21K
TypeSH
Market value$92.56M
4.77%
Sole
403.21K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares330.50K
TypeSH
Market value$69.17M
3.57%
Sole
330.50K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares825.20K
TypeSH
Market value$67.47M
3.48%
Sole
825.20K
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares589.60K
TypeSH
Market value$66.07M
3.41%
Sole
589.60K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares889.88K
TypeSH
Market value$63.71M
3.29%
Sole
889.88K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares120.20K
TypeSH
Market value$62.53M
3.22%
Sole
120.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares247.50K
TypeSH
Market value$54.30M
2.80%
Sole
247.50K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares236.18K
TypeSH
Market value$54.16M
2.79%
Sole
236.18K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares191.40K
TypeSH
Market value$49.23M
2.54%
Sole
191.40K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares188.50K
TypeSH
Market value$48.04M
2.48%
Sole
188.50K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC
SOLEShares135.45K
TypeSH
Market value$46.43M
2.39%
Sole
135.45K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares530.50K
TypeSH
Market value$39.66M
2.05%
Sole
530.50K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares106.85K
TypeSH
Market value$37.59M
1.94%
Sole
106.85K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares207.57K
TypeSH
Market value$34.59M
1.78%
Sole
207.57K
Shared
0.00
None
0.00
OLD DOMINION FREIGHT LINE IN
SOLEShares189.90K
TypeSH
Market value$33.50M
1.73%
Sole
189.90K
Shared
0.00
None
0.00
SIRIUSXM HOLDINGS INC
SOLEShares1.47M
TypeSH
Market value$33.41M
1.72%
Sole
1.47M
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares169.57K
TypeSH
Market value$31.80M
1.64%
Sole
169.57K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares95K
TypeSH
Market value$31.76M
1.64%
Sole
95K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares64.42K
TypeSH
Market value$31.21M
1.61%
Sole
64.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 323.20K | SH | $146.50M 7.55% | 323.20K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 346.70K | SH | $109.57M 5.65% | 346.70K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 518.70K | SH | $98.78M 5.09% | 518.70K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 187.07K | SH | $98.51M 5.08% | 187.07K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 260.95K | SH | $93.72M 4.83% | 260.95K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 158.60K | SH | $92.86M 4.79% | 158.60K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 403.21K | SH | $92.56M 4.77% | 403.21K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 330.50K | SH | $69.17M 3.57% | 330.50K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 825.20K | SH | $67.47M 3.48% | 825.20K | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 589.60K | SH | $66.07M 3.41% | 589.60K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 889.88K | SH | $63.71M 3.29% | 889.88K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 120.20K | SH | $62.53M 3.22% | 120.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 247.50K | SH | $54.30M 2.80% | 247.50K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 236.18K | SH | $54.16M 2.79% | 236.18K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 191.40K | SH | $49.23M 2.54% | 191.40K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 188.50K | SH | $48.04M 2.48% | 188.50K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INCSOLE | CL A | 135.45K | SH | $46.43M 2.39% | 135.45K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 530.50K | SH | $39.66M 2.05% | 530.50K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 106.85K | SH | $37.59M 1.94% | 106.85K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 207.57K | SH | $34.59M 1.78% | 207.57K | 0.00 | 0.00 |
OLD DOMINION FREIGHT LINE INSOLE | COM | 189.90K | SH | $33.50M 1.73% | 189.90K | 0.00 | 0.00 |
SIRIUSXM HOLDINGS INCSOLE | COMMON STOCK | 1.47M | SH | $33.41M 1.72% | 1.47M | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 169.57K | SH | $31.80M 1.64% | 169.57K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | COM | 95K | SH | $31.76M 1.64% | 95K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 64.42K | SH | $31.21M 1.61% | 64.42K | 0.00 | 0.00 |
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