Filed: 5/14/2026ACC: 0001821268-26-000087
📋 What this filing means
WEITZ INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $1.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$1.43B
Total AUM (reported)
9.43M
Total Shares
Allocation by class
COM$731.53M51.1%
CL A$176.47M12.3%
CL B NEW$133.62M9.3%
CAP STK CL C$93.73M6.5%
COM CL A$80.19M5.6%
SHS CL A$69.03M4.8%
SHS CLASS A$33.85M2.4%
Portfolio Concentration
Top 3$317.94M22.2%
4–10$463.68M32.4%
11–25$480.86M33.6%
Rest$170.06M11.9%
Top 3 weight
22.2%
Top 10 weight
54.6%
Voting Authority Distribution
Total shares with voting rights: 9.43M
Sole
Full voting authority
9.43M
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)
Sole49
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares278.85K
TypeSH
Market value$133.62M
9.33%
Sole
278.85K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares326.75K
TypeSH
Market value$93.73M
6.54%
Sole
326.75K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares477.75K
TypeSH
Market value$90.58M
6.32%
Sole
477.75K
Shared
0.00
None
0.00
VISA INC
SOLEShares265.33K
TypeSH
Market value$80.19M
5.60%
Sole
265.33K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares147K
TypeSH
Market value$73.45M
5.13%
Sole
147K
Shared
0.00
None
0.00
AON PLC
SOLEShares213.86K
TypeSH
Market value$69.03M
4.82%
Sole
213.86K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares169.45K
TypeSH
Market value$62.73M
4.38%
Sole
169.45K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares105.71K
TypeSH
Market value$60.48M
4.22%
Sole
105.71K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares121K
TypeSH
Market value$59.48M
4.15%
Sole
121K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares214.20K
TypeSH
Market value$58.33M
4.07%
Sole
214.20K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares264.30K
TypeSH
Market value$50.10M
3.50%
Sole
264.30K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares222.50K
TypeSH
Market value$46.34M
3.23%
Sole
222.50K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares188.98K
TypeSH
Market value$39.89M
2.78%
Sole
188.98K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares653.20K
TypeSH
Market value$34.14M
2.38%
Sole
653.20K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares170.70K
TypeSH
Market value$33.85M
2.36%
Sole
170.70K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares106.35K
TypeSH
Market value$33.83M
2.36%
Sole
106.35K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares187.60K
TypeSH
Market value$33.78M
2.36%
Sole
187.60K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares160.10K
TypeSH
Market value$31.08M
2.17%
Sole
160.10K
Shared
0.00
None
0.00
SIRIUSXM HOLDINGS INC
SOLEShares1.29M
TypeSH
Market value$29.84M
2.08%
Sole
1.29M
Shared
0.00
None
0.00
LIBERTY BROADBAND CORP
SOLEShares576K
TypeSH
Market value$28.97M
2.02%
Sole
576K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares99.05K
TypeSH
Market value$26.43M
1.84%
Sole
99.05K
Shared
0.00
None
0.00
OLD DOMINION FREIGHT LINE IN
SOLEShares132K
TypeSH
Market value$25.79M
1.80%
Sole
132K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares39.77K
TypeSH
Market value$23.41M
1.63%
Sole
39.77K
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares335K
TypeSH
Market value$22.55M
1.57%
Sole
335K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares517.02K
TypeSH
Market value$20.86M
1.46%
Sole
517.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 278.85K | SH | $133.62M 9.33% | 278.85K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 326.75K | SH | $93.73M 6.54% | 326.75K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 477.75K | SH | $90.58M 6.32% | 477.75K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 265.33K | SH | $80.19M 5.60% | 265.33K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 147K | SH | $73.45M 5.13% | 147K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 213.86K | SH | $69.03M 4.82% | 213.86K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 169.45K | SH | $62.73M 4.38% | 169.45K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 105.71K | SH | $60.48M 4.22% | 105.71K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 121K | SH | $59.48M 4.15% | 121K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 214.20K | SH | $58.33M 4.07% | 214.20K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 264.30K | SH | $50.10M 3.50% | 264.30K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 222.50K | SH | $46.34M 3.23% | 222.50K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 188.98K | SH | $39.89M 2.78% | 188.98K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 653.20K | SH | $34.14M 2.38% | 653.20K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 170.70K | SH | $33.85M 2.36% | 170.70K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 106.35K | SH | $33.83M 2.36% | 106.35K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 187.60K | SH | $33.78M 2.36% | 187.60K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 160.10K | SH | $31.08M 2.17% | 160.10K | 0.00 | 0.00 |
SIRIUSXM HOLDINGS INCSOLE | COMMON STOCK | 1.29M | SH | $29.84M 2.08% | 1.29M | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 576K | SH | $28.97M 2.02% | 576K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 99.05K | SH | $26.43M 1.84% | 99.05K | 0.00 | 0.00 |
OLD DOMINION FREIGHT LINE INSOLE | COM | 132K | SH | $25.79M 1.80% | 132K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 39.77K | SH | $23.41M 1.63% | 39.77K | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 335K | SH | $22.55M 1.57% | 335K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 517.02K | SH | $20.86M 1.46% | 517.02K | 0.00 | 0.00 |
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