Weitz Investment Management Wallace Weitz
Top positions activity
Value History
Quarterly report: Q2 2026
Total portfolio value: $1.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 135.9M 9.41% | 271.6K | -7.2K ↓2.60% | |
|
GOOG
|
Alphabet Inc - Class C | 94.7M 6.55% | 268.1K | -58.6K ↓17.95% | |
|
DHR
|
Danaher Corp. | 93.2M 6.45% | 489.5K | +11.8K ↑2.46% | |
|
V
|
Visa Inc - Class A | 91.0M 6.3% | 265.3K | = | |
|
MA
|
Mastercard Incorporated - Class A | 74.7M 5.16% | 145.3K | -1.6K ↓1.12% | |
|
AON
|
Aon plc. - Class A | 70.9M 4.91% | 213.9K | = | |
|
VMC
|
Vulcan Materials Co | 60.1M 4.16% | 203.8K | -10.4K ↓4.86% | |
|
FB
|
Meta Platforms Inc - Class A | 58.0M 4.01% | 103.0K | -2.8K ↓2.60% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 57.8M 3.99% | 115.2K | -5.8K ↓4.79% | |
|
IEX
|
Idex Corporation | 57.3M 3.96% | 252.4K | -11.9K ↓4.50% | |
|
MSFT
|
Microsoft Corporation | 57.1M 3.95% | 153.2K | -16.2K ↓9.59% | |
|
HEI.A
|
Heico Corp. - Class A | 52.7M 3.65% | 204.5K | +15.5K ↑8.20% | |
|
AMZN
|
Amazon.com Inc. | 51.8M 3.58% | 217.5K | -5.0K ↓2.25% | |
|
TECH
|
Bio-Techne Corp | 38.4M 2.65% | 543.2K | -110.0K ↓16.84% | |
|
SIRI
|
Sirius XM Holdings Inc | 35.1M 2.42% | 1.2M | -105.0K ↓8.12% | |
|
ADI
|
Analog Devices Inc. | 33.8M 2.34% | 85.2K | -21.1K ↓19.86% | |
|
EFX
|
Equifax, Inc. | 30.5M 2.1% | 192.0K | +4.4K ↑2.33% | |
|
LH
|
Laboratory Corp. Of America Holdings | 27.7M 1.92% | 99.0K | = | |
|
MLM
|
Martin Marietta Materials, Inc. | 27.3M 1.89% | 47.4K | +7.6K ↑19.09% | |
|
GPN
|
Global Payments, Inc. | 25.4M 1.75% | 350.0K | +15.0K ↑4.48% | |
|
TXN
|
Texas Instruments Inc. | 23.2M 1.6% | 77.9K | -82.2K ↓51.34% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 19.2M 1.32% | 576.0K | = | |
|
IDXX
|
Idexx Laboratories, Inc. | 18.6M 1.28% | 35.3K | = | |
|
ACIW
|
ACI Worldwide Inc | 18.5M 1.28% | 367.7K | = | |
|
PRM
|
Perimeter Solutions SA | 16.1M 1.11% | 450.8K | -58.6K ↓11.50% | |
|
MELI
|
MercadoLibre Inc | 15.6M 1.08% | 9.2K | +1.2K ↑15.00% | |
|
ACN
|
Accenture plc - Class A | 14.9M 1.03% | 119.7K | -51.0K ↓29.88% | |
|
IR
|
Ingersoll-Rand Inc | 13.3M 0.91% | 161.7K | +28.5K ↑21.37% | |
|
CSGP
|
Costar Group, Inc. | 12.0M 0.82% | 423.2K | -93.8K ↓18.15% | |
|
EEFT
|
Euronet Worldwide Inc | 11.7M 0.81% | 160.0K | = | |
|
ASML
|
ASML Holding NV - New York Shares | 10.9M 0.75% | 5.5K | = | |
|
LKQ
|
LKQ Corp | 10.7M 0.74% | 408.0K | = | |
|
NFLX
|
NetFlix Inc | 10.5M 0.72% | 147.2K | +147.2K Newly Added | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 9.6M 0.66% | 20.0K | = | |
|
ORCL
|
Oracle Corp. | 8.1M 0.55% | 55.0K | = | |
|
COF
|
Capital One Financial Corp. | 8.0M 0.55% | 40.0K | +40.0K Newly Added | |
|
CRM
|
Salesforce.Com Inc | 7.7M 0.53% | 49.3K | -32.2K ↓39.51% |
Sold Out Positions
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