Filed: 8/12/2025ACC: 0001821268-25-000188
📋 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 $1.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$1.86B
Total AUM (reported)
17.03M
Total Shares
Allocation by class
COM$1.00B53.9%
CL A$275.04M14.8%
CL B NEW$139.34M7.5%
COM CL A$105.83M5.7%
CAP STK CL C$79.04M4.3%
SHS CL A$76.15M4.1%
COM SER C$49.24M2.6%
Portfolio Concentration
Top 3$349.27M18.8%
4–10$530.64M28.5%
11–25$660.59M35.5%
Rest$319.15M17.2%
Top 3 weight
18.8%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 17.03M
Sole
Full voting authority
17.03M
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$139.34M
7.49%
Sole
286.85K
Shared
0.00
None
0.00
VISA INC
SOLEShares298.07K
TypeSH
Market value$105.83M
5.69%
Sole
298.07K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares526.95K
TypeSH
Market value$104.09M
5.60%
Sole
526.95K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares165.07K
TypeSH
Market value$92.76M
4.99%
Sole
165.07K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares115.71K
TypeSH
Market value$85.40M
4.59%
Sole
115.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares445.60K
TypeSH
Market value$79.04M
4.25%
Sole
445.60K
Shared
0.00
None
0.00
AON PLC
SOLEShares213.45K
TypeSH
Market value$76.15M
4.09%
Sole
213.45K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares406.23K
TypeSH
Market value$71.32M
3.84%
Sole
406.23K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares129.47K
TypeSH
Market value$64.40M
3.46%
Sole
129.47K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares765.60K
TypeSH
Market value$61.55M
3.31%
Sole
765.60K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares150.45K
TypeSH
Market value$61.00M
3.28%
Sole
150.45K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares211.90K
TypeSH
Market value$55.27M
2.97%
Sole
211.90K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares210.35K
TypeSH
Market value$54.56M
2.93%
Sole
210.35K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares500.50K
TypeSH
Market value$49.24M
2.65%
Sole
500.50K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares222.50K
TypeSH
Market value$48.81M
2.62%
Sole
222.50K
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares560K
TypeSH
Market value$44.82M
2.41%
Sole
560K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares649.40K
TypeSH
Market value$43.65M
2.35%
Sole
649.40K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares162.90K
TypeSH
Market value$42.15M
2.27%
Sole
162.90K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares802.15K
TypeSH
Market value$41.27M
2.22%
Sole
802.15K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC
SOLEShares94.45K
TypeSH
Market value$38.61M
2.08%
Sole
94.45K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares124.65K
TypeSH
Market value$37.26M
2.00%
Sole
124.65K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares170.07K
TypeSH
Market value$37.18M
2.00%
Sole
170.07K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares141.18K
TypeSH
Market value$37.06M
1.99%
Sole
141.18K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares87.92K
TypeSH
Market value$35.54M
1.91%
Sole
87.92K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares164.57K
TypeSH
Market value$34.17M
1.84%
Sole
164.57K
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 | $139.34M 7.49% | 286.85K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 298.07K | SH | $105.83M 5.69% | 298.07K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 526.95K | SH | $104.09M 5.60% | 526.95K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 165.07K | SH | $92.76M 4.99% | 165.07K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 115.71K | SH | $85.40M 4.59% | 115.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 445.60K | SH | $79.04M 4.25% | 445.60K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 213.45K | SH | $76.15M 4.09% | 213.45K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 406.23K | SH | $71.32M 3.84% | 406.23K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 129.47K | SH | $64.40M 3.46% | 129.47K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 765.60K | SH | $61.55M 3.31% | 765.60K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 150.45K | SH | $61.00M 3.28% | 150.45K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 211.90K | SH | $55.27M 2.97% | 211.90K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 210.35K | SH | $54.56M 2.93% | 210.35K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 500.50K | SH | $49.24M 2.65% | 500.50K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 222.50K | SH | $48.81M 2.62% | 222.50K | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 560K | SH | $44.82M 2.41% | 560K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 649.40K | SH | $43.65M 2.35% | 649.40K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 162.90K | SH | $42.15M 2.27% | 162.90K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 802.15K | SH | $41.27M 2.22% | 802.15K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INCSOLE | CL A | 94.45K | SH | $38.61M 2.08% | 94.45K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 124.65K | SH | $37.26M 2.00% | 124.65K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 170.07K | SH | $37.18M 2.00% | 170.07K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 141.18K | SH | $37.06M 1.99% | 141.18K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 87.92K | SH | $35.54M 1.91% | 87.92K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 164.57K | SH | $34.17M 1.84% | 164.57K | 0.00 | 0.00 |
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