Weitz Investment Management Wallace Weitz
Top positions activity
Value History
Quarterly report: Q4 2025
Total portfolio value: $1.7B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 144.2M 8.54% | 286.9K | = | |
|
DHR
|
Danaher Corp. | 117.7M 6.97% | 514.0K | -13.0K ↓2.47% | |
|
GOOG
|
Alphabet Inc - Class C | 109.2M 6.47% | 347.9K | -92.7K ↓21.04% | |
|
V
|
Visa Inc - Class A | 94.9M 5.62% | 270.6K | = | |
|
MA
|
Mastercard Incorporated - Class A | 89.0M 5.27% | 155.9K | = | |
|
TMO
|
Thermo Fisher Scientific Inc. | 78.2M 4.63% | 134.9K | -15.5K ↓10.30% | |
|
AON
|
Aon plc. - Class A | 77.2M 4.57% | 218.7K | +5.3K ↑2.48% | |
|
FB
|
Meta Platforms Inc - Class A | 71.8M 4.25% | 108.7K | = | |
|
MSFT
|
Microsoft Corporation | 70.6M 4.18% | 146.0K | -8.0K ↓5.20% | |
|
IEX
|
Idex Corporation | 69.7M 4.13% | 391.5K | -15.0K ↓3.69% | |
|
VMC
|
Vulcan Materials Co | 60.0M 3.55% | 210.2K | -2.5K ↓1.18% | |
|
AMZN
|
Amazon.com Inc. | 51.4M 3.04% | 222.5K | = | |
|
CSGP
|
Costar Group, Inc. | 48.4M 2.86% | 719.9K | = | |
|
TECH
|
Bio-Techne Corp | 47.2M 2.79% | 803.0K | +800 ↑0.10% | |
|
EFX
|
Equifax, Inc. | 46.6M 2.76% | 214.9K | +280 ↑0.13% | |
|
ACN
|
Accenture plc - Class A | 43.2M 2.55% | 160.9K | +350 ↑0.22% | |
|
HEI.A
|
Heico Corp. - Class A | 41.1M 2.43% | 162.8K | = | |
|
GPN
|
Global Payments, Inc. | 39.1M 2.31% | 505.0K | -45.0K ↓8.18% | |
|
ADI
|
Analog Devices Inc. | 36.0M 2.13% | 132.8K | -6.5K ↓4.67% | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 32.7M 1.94% | 208.8K | +300 ↑0.14% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 31.6M 1.87% | 651.0K | +150.5K ↑30.07% | |
|
TXN
|
Texas Instruments Inc. | 28.6M 1.69% | 165.1K | +525 ↑0.32% | |
|
SIRI
|
Sirius XM Holdings Inc | 27.7M 1.64% | 1.4M | = | |
|
MLM
|
Martin Marietta Materials, Inc. | 25.7M 1.52% | 41.3K | = | |
|
LH
|
Laboratory Corp. Of America Holdings | 25.0M 1.48% | 99.8K | -40.0K ↓28.62% | |
|
IDXX
|
Idexx Laboratories, Inc. | 23.9M 1.41% | 35.3K | -21.5K ↓37.85% | |
|
CRM
|
Salesforce.Com Inc | 23.2M 1.37% | 87.5K | = | |
|
ACIW
|
ACI Worldwide Inc | 17.6M 1.04% | 367.7K | +900 ↑0.25% | |
|
ROP
|
Roper Technologies Inc | 16.3M 0.96% | 36.5K | +5.1K ↑16.31% | |
|
PRM
|
Perimeter Solutions SA | 14.0M 0.83% | 509.4K | -235.6K ↓31.62% | |
|
ORCL
|
Oracle Corp. | 13.6M 0.8% | 70.0K | = | |
|
LKQ
|
LKQ Corp | 13.3M 0.78% | 441.0K | -93.0K ↓17.42% | |
|
EEFT
|
Euronet Worldwide Inc | 12.2M 0.72% | 160.0K | +160.0K Newly Added |
Sold Out Positions
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