Weitz Investment Management Wallace Weitz
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $1.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 133.6M 9.32% | 278.9K | -8.0K ↓2.79% | |
|
GOOG
|
Alphabet Inc - Class C | 93.7M 6.54% | 326.8K | -21.1K ↓6.08% | |
|
DHR
|
Danaher Corp. | 90.6M 6.32% | 477.8K | -36.2K ↓7.04% | |
|
V
|
Visa Inc - Class A | 80.2M 5.59% | 265.3K | -5.2K ↓1.94% | |
|
MA
|
Mastercard Incorporated - Class A | 73.5M 5.12% | 147.0K | -8.9K ↓5.71% | |
|
AON
|
Aon plc. - Class A | 69.0M 4.81% | 213.9K | -4.9K ↓2.23% | |
|
MSFT
|
Microsoft Corporation | 62.7M 4.37% | 169.4K | +23.5K ↑16.08% | |
|
FB
|
Meta Platforms Inc - Class A | 60.5M 4.22% | 105.7K | -3.0K ↓2.76% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 59.5M 4.15% | 121.0K | -13.9K ↓10.34% | |
|
VMC
|
Vulcan Materials Co | 58.3M 4.07% | 214.2K | +4.0K ↑1.90% | |
|
IEX
|
Idex Corporation | 50.1M 3.49% | 264.3K | -127.2K ↓32.49% | |
|
AMZN
|
Amazon.com Inc. | 46.3M 3.23% | 222.5K | = | |
|
HEI.A
|
Heico Corp. - Class A | 39.9M 2.78% | 189.0K | +26.2K ↑16.10% | |
|
TECH
|
Bio-Techne Corp | 34.1M 2.38% | 653.2K | -149.8K ↓18.65% | |
|
ACN
|
Accenture plc - Class A | 33.8M 2.36% | 170.7K | +9.8K ↑6.09% | |
|
ADI
|
Analog Devices Inc. | 33.8M 2.36% | 106.3K | -26.4K ↓19.92% | |
|
EFX
|
Equifax, Inc. | 33.8M 2.35% | 187.6K | -27.3K ↓12.69% | |
|
TXN
|
Texas Instruments Inc. | 31.1M 2.16% | 160.1K | -5.0K ↓3.03% | |
|
SIRI
|
Sirius XM Holdings Inc | 29.8M 2.08% | 1.3M | -91.0K ↓6.58% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 29.0M 2.02% | 576.0K | -75.0K ↓11.52% | |
|
LH
|
Laboratory Corp. Of America Holdings | 26.4M 1.84% | 99.0K | -700 ↓0.70% | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 25.8M 1.8% | 132.0K | -76.8K ↓36.78% | |
|
MLM
|
Martin Marietta Materials, Inc. | 23.4M 1.63% | 39.8K | -1.5K ↓3.63% | |
|
GPN
|
Global Payments, Inc. | 22.5M 1.57% | 335.0K | -170.0K ↓33.66% | |
|
CSGP
|
Costar Group, Inc. | 20.9M 1.45% | 517.0K | -202.8K ↓28.18% | |
|
IDXX
|
Idexx Laboratories, Inc. | 19.8M 1.38% | 35.3K | = | |
|
CRM
|
Salesforce.Com Inc | 15.2M 1.06% | 81.5K | -6.0K ↓6.86% | |
|
ACIW
|
ACI Worldwide Inc | 15.1M 1.05% | 367.7K | = | |
|
MELI
|
MercadoLibre Inc | 13.8M 0.96% | 8.0K | +4.3K ↑116.22% | |
|
PRM
|
Perimeter Solutions SA | 12.4M 0.86% | 509.4K | = | |
|
LKQ
|
LKQ Corp | 12.0M 0.83% | 408.0K | -33.0K ↓7.48% | |
|
IR
|
Ingersoll-Rand Inc | 10.7M 0.74% | 133.2K | +133.2K Newly Added | |
|
EEFT
|
Euronet Worldwide Inc | 10.6M 0.74% | 160.0K | = | |
|
ORCL
|
Oracle Corp. | 8.1M 0.56% | 55.0K | -15.0K ↓21.43% | |
|
ASML
|
ASML Holding NV - New York Shares | 7.3M 0.5% | 5.5K | +5.5K Newly Added |
Sold Out Positions
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