Weitz Investment Management Wallace Weitz
Top positions activity
Value History
Quarterly report: Q3 2025
Total portfolio value: $1.8B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 144.2M 7.82% | 286.9K | = | |
|
GOOG
|
Alphabet Inc - Class C | 107.3M 5.82% | 440.6K | -5.0K ↓1.12% | |
|
DHR
|
Danaher Corp. | 104.5M 5.66% | 527.0K | = | |
|
V
|
Visa Inc - Class A | 92.4M 5.01% | 270.6K | -27.5K ↓9.22% | |
|
MA
|
Mastercard Incorporated - Class A | 88.7M 4.81% | 155.9K | -9.2K ↓5.56% | |
|
FB
|
Meta Platforms Inc - Class A | 79.8M 4.33% | 108.7K | -7.0K ↓6.05% | |
|
MSFT
|
Microsoft Corporation | 79.8M 4.32% | 154.0K | +24.5K ↑18.92% | |
|
AON
|
Aon plc. - Class A | 76.1M 4.13% | 213.4K | = | |
|
TMO
|
Thermo Fisher Scientific Inc. | 73.0M 3.95% | 150.4K | = | |
|
IEX
|
Idex Corporation | 66.2M 3.59% | 406.5K | +250 ↑0.06% | |
|
VMC
|
Vulcan Materials Co | 65.4M 3.55% | 212.7K | +800 ↑0.38% | |
|
CSGP
|
Costar Group, Inc. | 60.7M 3.29% | 719.9K | -45.8K ↓5.98% | |
|
EFX
|
Equifax, Inc. | 55.1M 2.98% | 214.6K | +4.2K ↑2.02% | |
|
AMZN
|
Amazon.com Inc. | 48.9M 2.65% | 222.5K | = | |
|
GPN
|
Global Payments, Inc. | 45.7M 2.47% | 550.0K | -10.0K ↓1.79% | |
|
TECH
|
Bio-Techne Corp | 44.6M 2.42% | 802.1K | = | |
|
HEI.A
|
Heico Corp. - Class A | 41.4M 2.24% | 162.8K | -121 ↓0.07% | |
|
LH
|
Laboratory Corp. Of America Holdings | 40.1M 2.17% | 139.8K | -1.4K ↓1.01% | |
|
ACN
|
Accenture plc - Class A | 39.6M 2.14% | 160.6K | +35.9K ↑28.80% | |
|
IDXX
|
Idexx Laboratories, Inc. | 36.3M 1.96% | 56.8K | -3.5K ↓5.80% | |
|
ADI
|
Analog Devices Inc. | 34.2M 1.85% | 139.3K | -1.7K ↓1.21% | |
|
SIRI
|
Sirius XM Holdings Inc | 32.2M 1.74% | 1.4M | = | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 31.8M 1.72% | 500.5K | = | |
|
TXN
|
Texas Instruments Inc. | 30.2M 1.64% | 164.6K | = | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 29.4M 1.59% | 208.5K | = | |
|
KMX
|
Carmax Inc | 29.1M 1.58% | 649.4K | = | |
|
CHTR
|
Charter Communications Inc. - Class A | 28.2M 1.53% | 102.6K | +8.2K ↑8.63% | |
|
IT
|
Gartner, Inc. | 28.2M 1.53% | 107.4K | +19.4K ↑22.12% | |
|
MLM
|
Martin Marietta Materials, Inc. | 26.0M 1.41% | 41.3K | = | |
|
CRM
|
Salesforce.Com Inc | 20.7M 1.12% | 87.5K | = | |
|
ORCL
|
Oracle Corp. | 19.7M 1.06% | 70.0K | -100.1K ↓58.84% | |
|
ACIW
|
ACI Worldwide Inc | 19.4M 1.05% | 366.8K | +60.8K ↑19.87% | |
|
PRM
|
Perimeter Solutions SA | 16.7M 0.9% | 745.0K | -1.2M ↓62.01% | |
|
LKQ
|
LKQ Corp | 16.3M 0.88% | 534.0K | +75.7K ↑16.52% | |
|
ROP
|
Roper Technologies Inc | 15.7M 0.85% | 31.4K | = | |
|
CMCSA
|
Comcast Corp - Class A | 14.2M 0.76% | 451.5K | = | |
|
CCRD
|
CoreCard Corporation - Class A | 13.9M 0.75% | 515.0K | = |
Sold Out Positions
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