Filed: 2/12/2026ACC: 0001821268-26-000035
📋 What this filing means
WEITZ INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $1.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$1.69B
Total AUM (reported)
10.40M
Total Shares
Allocation by class
COM$913.44M54.2%
CL A$204.53M12.1%
CL B NEW$144.19M8.5%
CAP STK CL C$109.17M6.5%
COM CL A$94.90M5.6%
SHS CL A$77.19M4.6%
SHS CLASS A$43.17M2.6%
Portfolio Concentration
Top 3$371.01M22.0%
4–10$551.29M32.7%
11–25$584.34M34.6%
Rest$179.94M10.7%
Top 3 weight
22.0%
Top 10 weight
54.7%
Voting Authority Distribution
Total shares with voting rights: 10.40M
Sole
Full voting authority
10.40M
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)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares286.85K
TypeSH
Market value$144.19M
8.55%
Sole
286.85K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares513.95K
TypeSH
Market value$117.65M
6.98%
Sole
513.95K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares347.90K
TypeSH
Market value$109.17M
6.47%
Sole
347.90K
Shared
0.00
None
0.00
VISA INC
SOLEShares270.58K
TypeSH
Market value$94.90M
5.63%
Sole
270.58K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares155.90K
TypeSH
Market value$89.00M
5.28%
Sole
155.90K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares134.95K
TypeSH
Market value$78.20M
4.64%
Sole
134.95K
Shared
0.00
None
0.00
AON PLC
SOLEShares218.74K
TypeSH
Market value$77.19M
4.58%
Sole
218.74K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares108.71K
TypeSH
Market value$71.76M
4.25%
Sole
108.71K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares145.97K
TypeSH
Market value$70.60M
4.19%
Sole
145.97K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares391.48K
TypeSH
Market value$69.66M
4.13%
Sole
391.48K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares210.20K
TypeSH
Market value$59.95M
3.55%
Sole
210.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares222.50K
TypeSH
Market value$51.36M
3.05%
Sole
222.50K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares719.85K
TypeSH
Market value$48.40M
2.87%
Sole
719.85K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares802.95K
TypeSH
Market value$47.22M
2.80%
Sole
802.95K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares214.88K
TypeSH
Market value$46.62M
2.76%
Sole
214.88K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares160.90K
TypeSH
Market value$43.17M
2.56%
Sole
160.90K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares162.78K
TypeSH
Market value$41.09M
2.44%
Sole
162.78K
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares505K
TypeSH
Market value$39.09M
2.32%
Sole
505K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares132.80K
TypeSH
Market value$36.02M
2.14%
Sole
132.80K
Shared
0.00
None
0.00
OLD DOMINION FREIGHT LINE IN
SOLEShares208.80K
TypeSH
Market value$32.74M
1.94%
Sole
208.80K
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares651K
TypeSH
Market value$31.64M
1.88%
Sole
651K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares165.10K
TypeSH
Market value$28.64M
1.70%
Sole
165.10K
Shared
0.00
None
0.00
SIRIUSXM HOLDINGS INC
SOLEShares1.38M
TypeSH
Market value$27.67M
1.64%
Sole
1.38M
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares41.27K
TypeSH
Market value$25.70M
1.52%
Sole
41.27K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares99.75K
TypeSH
Market value$25.03M
1.48%
Sole
99.75K
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 | $144.19M 8.55% | 286.85K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 513.95K | SH | $117.65M 6.98% | 513.95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 347.90K | SH | $109.17M 6.47% | 347.90K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 270.58K | SH | $94.90M 5.63% | 270.58K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 155.90K | SH | $89.00M 5.28% | 155.90K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 134.95K | SH | $78.20M 4.64% | 134.95K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 218.74K | SH | $77.19M 4.58% | 218.74K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 108.71K | SH | $71.76M 4.25% | 108.71K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 145.97K | SH | $70.60M 4.19% | 145.97K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 391.48K | SH | $69.66M 4.13% | 391.48K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 210.20K | SH | $59.95M 3.55% | 210.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 222.50K | SH | $51.36M 3.05% | 222.50K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 719.85K | SH | $48.40M 2.87% | 719.85K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 802.95K | SH | $47.22M 2.80% | 802.95K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 214.88K | SH | $46.62M 2.76% | 214.88K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 160.90K | SH | $43.17M 2.56% | 160.90K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 162.78K | SH | $41.09M 2.44% | 162.78K | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 505K | SH | $39.09M 2.32% | 505K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 132.80K | SH | $36.02M 2.14% | 132.80K | 0.00 | 0.00 |
OLD DOMINION FREIGHT LINE INSOLE | COM | 208.80K | SH | $32.74M 1.94% | 208.80K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 651K | SH | $31.64M 1.88% | 651K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 165.10K | SH | $28.64M 1.70% | 165.10K | 0.00 | 0.00 |
SIRIUSXM HOLDINGS INCSOLE | COMMON STOCK | 1.38M | SH | $27.67M 1.64% | 1.38M | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 41.27K | SH | $25.70M 1.52% | 41.27K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 99.75K | SH | $25.03M 1.48% | 99.75K | 0.00 | 0.00 |
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