Weitz Investment Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 45Value: $1.9BLatest: 2025Q1

WEITZ INVESTMENT MANAGEMENT, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 45 holdings worth $1.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ADBE",
  "KMX",
  "PRM",
  "HEI-A",
  "META",
  "LIN",
  "MA",
  null,
  "MSFT",
  "FTV",
  "ODFL",
  "ORCL",
  "SPGI",
  "ROP",
  "TXN",
  "TMO",
  "LKQ",
  "LBRDA",
  "IT",
  "GPN",
  "AON",
  "DEO",
  "EFX",
  "IDXX",
  "IEX",
  "AMZN",
  "SIRI",
  "ACIW",
  "VLTO",
  "V",
  "LBRDK",
  "LH",
  "CRM",
  "BRK-B",
  "TECH",
  "CHTR",
  "CMCSA",
  "CSGP",
  "CCRD",
  "DHR",
  "ADI",
  "VMC",
  "GOOG",
  "MLM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 45
Total Value: 1882292364
Accession Number: 0001821268-25-000102
Form Type: 13F-HR
CIK: weitz-investment-management
Manager Name: Weitz-Investment-Management

Data Enrichment

98% identified

44 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

45 positions • $1.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:286.9K

Value:$152.8M

% of Portfolio:8.1% ($152.8M/$1.9B)

VISA INC.

V|92826C839

Shares:324.2K

Value:$113.6M

% of Portfolio:6.0% ($113.6M/$1.9B)

DANAHER CORP /DE/

DHR|235851102

Shares:496.6K

Value:$101.8M

% of Portfolio:5.4% ($101.8M/$1.9B)

Mastercard Inc

MA|57636Q104

Shares:179.1K

Value:$98.2M

% of Portfolio:5.2% ($98.2M/$1.9B)

Aon plc

AON|G0403H108

Shares:213.4K

Value:$85.2M

% of Portfolio:4.5% ($85.2M/$1.9B)

IDEX CORP /DE/

IEX|45167R104

Shares:401.2K

Value:$72.6M

% of Portfolio:3.9% ($72.6M/$1.9B)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:911.6K

Value:$72.2M

% of Portfolio:3.8% ($72.2M/$1.9B)

Alphabet Inc.

GOOG|02079K107

Shares:445.6K

Value:$69.6M

% of Portfolio:3.7% ($69.6M/$1.9B)

Meta Platforms, Inc.

META|30303M102

Shares:120.8K

Value:$69.6M

% of Portfolio:3.7% ($69.6M/$1.9B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:126.2K

Value:$62.8M

% of Portfolio:3.3% ($62.8M/$1.9B)

CARMAX INC

KMX|143130102

Shares:805.2K

Value:$62.7M

% of Portfolio:3.3% ($62.7M/$1.9B)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:580.0K

Value:$56.8M

% of Portfolio:3.0% ($56.8M/$1.9B)

EQUIFAX INC

EFX|294429105

Shares:210.3K

Value:$51.2M

% of Portfolio:2.7% ($51.2M/$1.9B)

MICROSOFT CORP

MSFT|594918104

Shares:134.5K

Value:$50.5M

% of Portfolio:2.7% ($50.5M/$1.9B)

Vulcan Materials CO

VMC|929160109

Shares:211.9K

Value:$49.4M

% of Portfolio:2.6% ($49.4M/$1.9B)

BIO-TECHNE Corp

TECH|09073M104

Shares:791.6K

Value:$46.4M

% of Portfolio:2.5% ($46.4M/$1.9B)

Liberty Broadband Corp

LBRDK|530307305

Shares:530.5K

Value:$45.1M

% of Portfolio:2.4% ($45.1M/$1.9B)

Accenture plc

ACN|G1151C101

Shares:139.7K

Value:$43.6M

% of Portfolio:2.3% ($43.6M/$1.9B)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:115.5K

Value:$42.5M

% of Portfolio:2.3% ($42.5M/$1.9B)

AMAZON COM INC

AMZN|023135106

Shares:222.5K

Value:$42.3M

% of Portfolio:2.2% ($42.3M/$1.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	286.9K	QoQ -11.24% (-36.4K) YoY -12.33% (-40.4K)	All Managers (Combined)	$152.8M	8.1% ($152.8M/$1.9B)	QoQ +4.28% (-$6.3M) YoY +11.02% (-$15.2M)
VISA INC.(Vcusip92826C839)	324.2K	QoQ -6.48% (-22.5K) YoY -10.98% (-40.0K)	All Managers (Combined)	$113.6M	6.0% ($113.6M/$1.9B)	QoQ +3.69% (-$4.0M) YoY +11.78% (-$12.0M)
DANAHER CORP /DE/(DHRcusip235851102)	496.6K	QoQ +23.17% (+93.4K) YoY +41.53% (+145.7K)	All Managers (Combined)	$101.8M	5.4% ($101.8M/$1.9B)	QoQ +10.00% (+$9.3M) YoY +16.18% (+$14.2M)
Mastercard Inc(MAcusip57636Q104)	179.1K	QoQ -4.27% (-8.0K) YoY -11.94% (-24.3K)	All Managers (Combined)	$98.2M	5.2% ($98.2M/$1.9B)	QoQ -0.35% (-$353.6K) YoY +0.22% (-$224.6K)
Aon plc(AONcusipG0403H108)	213.4K	QoQ -18.20% (-47.5K) YoY +34.83% (+55.1K)	All Managers (Combined)	$85.2M	4.5% ($85.2M/$1.9B)	QoQ -9.10% (-$8.5M) YoY +61.25% (+$32.4M)
IDEX CORP /DE/(IEXcusip45167R104)	401.2K	QoQ +21.39% (+70.7K) YoY +499.73% (+334.3K)	All Managers (Combined)	$72.6M	3.9% ($72.6M/$1.9B)	QoQ +4.97% (+$3.4M) YoY +344.77% (+$56.3M)
COSTAR GROUP, INC.(CSGPcusip22160N109)	911.6K	QoQ +2.44% (+21.7K) YoY +4.00% (-35.1K)	All Managers (Combined)	$72.2M	3.8% ($72.2M/$1.9B)	QoQ +13.37% (+$8.5M) YoY -14.69% (-$12.4M)
Alphabet Inc.(GOOGcusip02079K107)	445.6K	QoQ -14.09% (-73.1K) YoY -41.22% (-312.5K)	All Managers (Combined)	$69.6M	3.7% ($69.6M/$1.9B)	QoQ -29.52% (-$29.2M) YoY -39.68% (-$45.8M)
Meta Platforms, Inc.(METAcusip30303M102)	120.8K	QoQ -23.85% (-37.8K) YoY -40.00% (-80.5K)	All Managers (Combined)	$69.6M	3.7% ($69.6M/$1.9B)	QoQ -25.04% (-$23.3M) YoY -28.78% (-$28.1M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	126.2K	QoQ +4.95% (+6.0K) YoY +0.75% (-950)	All Managers (Combined)	$62.8M	3.3% ($62.8M/$1.9B)	QoQ +0.38% (+$240.6K) YoY -13.73% (-$10.0M)
CARMAX INC(KMXcusip143130102)	805.2K	QoQ -2.42% (-20.0K) YoY +7.43% (-55.7K)	All Managers (Combined)	$62.7M	3.3% ($62.7M/$1.9B)	QoQ -7.00% (-$4.7M) YoY -3.90% (-$2.5M)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	580.0K	QoQ -1.62% (-9.6K) YoY +81.25% (+260.0K)	All Managers (Combined)	$56.8M	3.0% ($56.8M/$1.9B)	QoQ -14.04% (-$9.3M) YoY +32.78% (+$14.0M)
EQUIFAX INC(EFXcusip294429105)	210.3K	QoQ +11.59% (+21.9K) YoY +37.03% (+56.9K)	All Managers (Combined)	$51.2M	2.7% ($51.2M/$1.9B)	QoQ +6.64% (+$3.2M) YoY +24.76% (+$10.2M)
MICROSOFT CORP(MSFTcusip594918104)	134.5K	QoQ +193.29% (+88.6K) YoY +207.02% (+90.7K)	All Managers (Combined)	$50.5M	2.7% ($50.5M/$1.9B)	QoQ +161.20% (+$31.2M) YoY +173.94% (+$32.1M)
Vulcan Materials CO(VMCcusip929160109)	211.9K	QoQ +10.71% (+20.5K) YoY -12.27% (-29.6K)	All Managers (Combined)	$49.4M	2.6% ($49.4M/$1.9B)	QoQ +0.41% (+$202.4K) YoY -25.01% (-$16.5M)
BIO-TECHNE Corp(TECHcusip09073M104)	791.6K	QoQ +107.64% (+410.4K) YoY NEW(+791.6K)	All Managers (Combined)	$46.4M	2.5% ($46.4M/$1.9B)	QoQ +69.01% (+$19.0M) YoY NEW(+$46.4M)
Liberty Broadband Corp(LBRDKcusip530307305)	530.5K	QoQ 0.00% (+0) YoY -13.10% (-80.0K)	All Managers (Combined)	$45.1M	2.4% ($45.1M/$1.9B)	QoQ +13.76% (+$5.5M) YoY +29.13% (-$10.2M)
Accenture plc(ACNcusipG1151C101)	139.7K	QoQ +30.69% (+32.8K) YoY +48.56% (+45.6K)	All Managers (Combined)	$43.6M	2.3% ($43.6M/$1.9B)	QoQ +15.92% (+$6.0M) YoY +33.74% (+$11.0M)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	115.5K	QoQ -14.76% (-20.0K) YoY -29.25% (-47.8K)	All Managers (Combined)	$42.5M	2.3% ($42.5M/$1.9B)	QoQ -8.36% (-$3.9M) YoY -10.29% (-$4.9M)
AMAZON COM INC(AMZNcusip023135106)	222.5K	QoQ -10.10% (-25.0K) YoY -34.55% (-117.5K)	All Managers (Combined)	$42.3M	2.2% ($42.3M/$1.9B)	QoQ -22.03% (-$12.0M) YoY -30.97% (-$19.0M)