Filed: 11/10/2025ACC: 0001821268-25-000230
📋 What this filing means
WEITZ INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $1.84B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$1.84B
Total AUM (reported)
15.99M
Total Shares
Allocation by class
COM$999.60M54.2%
CL A$252.29M13.7%
CL B NEW$144.21M7.8%
CAP STK CL C$107.31M5.8%
COM CL A$92.37M5.0%
SHS CL A$76.11M4.1%
COM SHS$44.11M2.4%
Portfolio Concentration
Top 3$355.99M19.3%
4–10$555.88M30.2%
11–25$635.58M34.5%
Rest$295.30M16.0%
Top 3 weight
19.3%
Top 10 weight
49.5%
Voting Authority Distribution
Total shares with voting rights: 15.99M
Sole
Full voting authority
15.99M
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)
Sole48
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings48
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares286.85K
TypeSH
Market value$144.21M
7.83%
Sole
286.85K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares440.60K
TypeSH
Market value$107.31M
5.82%
Sole
440.60K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares526.95K
TypeSH
Market value$104.47M
5.67%
Sole
526.95K
Shared
0.00
None
0.00
VISA INC
SOLEShares270.58K
TypeSH
Market value$92.37M
5.01%
Sole
270.58K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares155.90K
TypeSH
Market value$88.68M
4.81%
Sole
155.90K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares108.71K
TypeSH
Market value$79.83M
4.33%
Sole
108.71K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares153.97K
TypeSH
Market value$79.75M
4.33%
Sole
153.97K
Shared
0.00
None
0.00
AON PLC
SOLEShares213.45K
TypeSH
Market value$76.11M
4.13%
Sole
213.45K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares150.45K
TypeSH
Market value$72.97M
3.96%
Sole
150.45K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares406.48K
TypeSH
Market value$66.16M
3.59%
Sole
406.48K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares212.70K
TypeSH
Market value$65.43M
3.55%
Sole
212.70K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares719.85K
TypeSH
Market value$60.73M
3.30%
Sole
719.85K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares214.60K
TypeSH
Market value$55.05M
2.99%
Sole
214.60K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares222.50K
TypeSH
Market value$48.85M
2.65%
Sole
222.50K
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares550K
TypeSH
Market value$45.69M
2.48%
Sole
550K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares802.15K
TypeSH
Market value$44.62M
2.42%
Sole
802.15K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares162.78K
TypeSH
Market value$41.36M
2.24%
Sole
162.78K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares139.75K
TypeSH
Market value$40.12M
2.18%
Sole
139.75K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares160.55K
TypeSH
Market value$39.59M
2.15%
Sole
160.55K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares56.80K
TypeSH
Market value$36.29M
1.97%
Sole
56.80K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares139.30K
TypeSH
Market value$34.23M
1.86%
Sole
139.30K
Shared
0.00
None
0.00
SIRIUSXM HOLDINGS INC
SOLEShares1.38M
TypeSH
Market value$32.21M
1.75%
Sole
1.38M
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares500.50K
TypeSH
Market value$31.80M
1.73%
Sole
500.50K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares164.57K
TypeSH
Market value$30.24M
1.64%
Sole
164.57K
Shared
0.00
None
0.00
OLD DOMINION FREIGHT LINE IN
SOLEShares208.50K
TypeSH
Market value$29.35M
1.59%
Sole
208.50K
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 | $144.21M 7.83% | 286.85K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 440.60K | SH | $107.31M 5.82% | 440.60K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 526.95K | SH | $104.47M 5.67% | 526.95K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 270.58K | SH | $92.37M 5.01% | 270.58K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 155.90K | SH | $88.68M 4.81% | 155.90K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 108.71K | SH | $79.83M 4.33% | 108.71K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 153.97K | SH | $79.75M 4.33% | 153.97K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 213.45K | SH | $76.11M 4.13% | 213.45K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 150.45K | SH | $72.97M 3.96% | 150.45K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 406.48K | SH | $66.16M 3.59% | 406.48K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 212.70K | SH | $65.43M 3.55% | 212.70K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 719.85K | SH | $60.73M 3.30% | 719.85K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 214.60K | SH | $55.05M 2.99% | 214.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 222.50K | SH | $48.85M 2.65% | 222.50K | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 550K | SH | $45.69M 2.48% | 550K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 802.15K | SH | $44.62M 2.42% | 802.15K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 162.78K | SH | $41.36M 2.24% | 162.78K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 139.75K | SH | $40.12M 2.18% | 139.75K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 160.55K | SH | $39.59M 2.15% | 160.55K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 56.80K | SH | $36.29M 1.97% | 56.80K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 139.30K | SH | $34.23M 1.86% | 139.30K | 0.00 | 0.00 |
SIRIUSXM HOLDINGS INCSOLE | COMMON STOCK | 1.38M | SH | $32.21M 1.75% | 1.38M | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 500.50K | SH | $31.80M 1.73% | 500.50K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 164.57K | SH | $30.24M 1.64% | 164.57K | 0.00 | 0.00 |
OLD DOMINION FREIGHT LINE INSOLE | COM | 208.50K | SH | $29.35M 1.59% | 208.50K | 0.00 | 0.00 |
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