Filed: 5/9/2025ACC: 0001821268-25-000102
📋 What this filing means
WEITZ INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $1.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$1.88B
Total AUM (reported)
17.71M
Total Shares
Allocation by class
COM$1.02B54.1%
CL A$261.33M13.9%
CL B NEW$152.77M8.1%
COM CL A$113.62M6.0%
SHS CL A$85.19M4.5%
CAP STK CL C$69.62M3.7%
COM SER C$45.12M2.4%
Portfolio Concentration
Top 3$368.20M19.6%
4–10$530.16M28.2%
11–25$664.67M35.3%
Rest$319.26M17.0%
Top 3 weight
19.6%
Top 10 weight
47.7%
Voting Authority Distribution
Total shares with voting rights: 17.71M
Sole
Full voting authority
17.71M
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)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares286.85K
TypeSH
Market value$152.77M
8.12%
Sole
286.85K
Shared
0.00
None
0.00
VISA INC
SOLEShares324.20K
TypeSH
Market value$113.62M
6.04%
Sole
324.20K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares496.65K
TypeSH
Market value$101.81M
5.41%
Sole
496.65K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares179.07K
TypeSH
Market value$98.15M
5.21%
Sole
179.07K
Shared
0.00
None
0.00
AON PLC
SOLEShares213.45K
TypeSH
Market value$85.19M
4.53%
Sole
213.45K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares401.23K
TypeSH
Market value$72.61M
3.86%
Sole
401.23K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares911.60K
TypeSH
Market value$72.23M
3.84%
Sole
911.60K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares445.60K
TypeSH
Market value$69.62M
3.70%
Sole
445.60K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares120.76K
TypeSH
Market value$69.60M
3.70%
Sole
120.76K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares126.15K
TypeSH
Market value$62.77M
3.33%
Sole
126.15K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares805.20K
TypeSH
Market value$62.74M
3.33%
Sole
805.20K
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares580K
TypeSH
Market value$56.79M
3.02%
Sole
580K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares210.35K
TypeSH
Market value$51.23M
2.72%
Sole
210.35K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares134.47K
TypeSH
Market value$50.48M
2.68%
Sole
134.47K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares211.90K
TypeSH
Market value$49.44M
2.63%
Sole
211.90K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares791.65K
TypeSH
Market value$46.41M
2.47%
Sole
791.65K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares530.50K
TypeSH
Market value$45.12M
2.40%
Sole
530.50K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares139.65K
TypeSH
Market value$43.58M
2.32%
Sole
139.65K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC
SOLEShares115.45K
TypeSH
Market value$42.55M
2.26%
Sole
115.45K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares222.50K
TypeSH
Market value$42.33M
2.25%
Sole
222.50K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares87.92K
TypeSH
Market value$36.91M
1.96%
Sole
87.92K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares151.18K
TypeSH
Market value$35.18M
1.87%
Sole
151.18K
Shared
0.00
None
0.00
OLD DOMINION FREIGHT LINE IN
SOLEShares208.50K
TypeSH
Market value$34.50M
1.83%
Sole
208.50K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares162.90K
TypeSH
Market value$34.37M
1.83%
Sole
162.90K
Shared
0.00
None
0.00
SIRIUSXM HOLDINGS INC
SOLEShares1.47M
TypeSH
Market value$33.04M
1.76%
Sole
1.47M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 286.85K | SH | $152.77M 8.12% | 286.85K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 324.20K | SH | $113.62M 6.04% | 324.20K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 496.65K | SH | $101.81M 5.41% | 496.65K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 179.07K | SH | $98.15M 5.21% | 179.07K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 213.45K | SH | $85.19M 4.53% | 213.45K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 401.23K | SH | $72.61M 3.86% | 401.23K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 911.60K | SH | $72.23M 3.84% | 911.60K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 445.60K | SH | $69.62M 3.70% | 445.60K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 120.76K | SH | $69.60M 3.70% | 120.76K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 126.15K | SH | $62.77M 3.33% | 126.15K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 805.20K | SH | $62.74M 3.33% | 805.20K | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 580K | SH | $56.79M 3.02% | 580K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 210.35K | SH | $51.23M 2.72% | 210.35K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 134.47K | SH | $50.48M 2.68% | 134.47K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 211.90K | SH | $49.44M 2.63% | 211.90K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 791.65K | SH | $46.41M 2.47% | 791.65K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 530.50K | SH | $45.12M 2.40% | 530.50K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 139.65K | SH | $43.58M 2.32% | 139.65K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INCSOLE | CL A | 115.45K | SH | $42.55M 2.26% | 115.45K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 222.50K | SH | $42.33M 2.25% | 222.50K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 87.92K | SH | $36.91M 1.96% | 87.92K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 151.18K | SH | $35.18M 1.87% | 151.18K | 0.00 | 0.00 |
OLD DOMINION FREIGHT LINE INSOLE | COM | 208.50K | SH | $34.50M 1.83% | 208.50K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 162.90K | SH | $34.37M 1.83% | 162.90K | 0.00 | 0.00 |
SIRIUSXM HOLDINGS INCSOLE | COMMON STOCK | 1.47M | SH | $33.04M 1.76% | 1.47M | 0.00 | 0.00 |
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