Funds › Weitz Investment Management, Inc.
Weitz Investment Management, Inc.
13F for Q3 2026, filed Nov 12, 2026. 48 positions worth $1.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$1.5B
+$16.2M (1.1%) vs Q2 2026
Positions
48
50 in Q2 2026
Top 10 share
56.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc. Class B | 269,950 | $134.4M | 9.2% | -0.6% | 13F ↗ |
| 2 | DHR Danaher Corporation | 461,000 | $102.1M | 7.0% | -5.8% | 13F ↗ |
| 3 | V Visa Inc. | 262,905 | $94.5M | 6.5% | -0.9% | 13F ↗ |
| 4 | GOOG Alphabet Inc. Class C | 263,300 | $89.7M | 6.1% | -1.8% | 13F ↗ |
| 5 | MA Mastercard Incorporated | 144,075 | $79.5M | 5.4% | -0.9% | 13F ↗ |
| 6 | META Meta Platforms, Inc. | 98,220 | $71.2M | 4.9% | -4.6% | 13F ↗ |
| 7 | MSFT Microsoft Corporation | 138,800 | $71.2M | 4.9% | -9.4% | 13F ↗ |
| 8 | TMO Thermo Fisher Scientific Inc | 105,012 | $70.9M | 4.9% | -8.8% | 13F ↗ |
| 9 | AON Aon plc | 222,910 | $61.7M | 4.2% | +4.2% | 13F ↗ |
| 10 | IEX IDEX Corporation | 244,806 | $55.8M | 3.8% | -3.0% | 13F ↗ |
| 11 | AMZN Amazon.com, Inc. | 219,050 | $54.6M | 3.7% | +0.7% | 13F ↗ |
| 12 | VMC Vulcan Materials Company | 218,800 | $53.5M | 3.7% | +7.4% | 13F ↗ |
| 13 | HEI-A HEICO Corporation Class A | 206,979 | $47.3M | 3.2% | +1.2% | 13F ↗ |
| 14 | ADI Analog Devices, Inc. | 84,375 | $33.5M | 2.3% | -1.0% | 13F ↗ |
| 15 | SIRI SiriusXM Holdings Inc. | 1.19M | $30.7M | 2.1% | Unchanged | 13F ↗ |
| 16 | LH Labcorp Holdings Inc. | 95,875 | $29.5M | 2.0% | -3.2% | 13F ↗ |
| 17 | GPN Global Payments Inc. | 334,800 | $27.3M | 1.9% | -4.3% | 13F ↗ |
| 18 | MLM Martin Marietta Materials, Inc. | 55,370 | $26.6M | 1.8% | +16.9% | 13F ↗ |
| 19 | EFX Equifax, Inc. | 191,980 | $26.3M | 1.8% | Unchanged | 13F ↗ |
| 20 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 50,650 | $23.1M | 1.6% | +153% | 13F ↗ |
| 21 | TXN Texas Instruments Incorporated | 77,300 | $21.7M | 1.5% | -0.8% | 13F ↗ |
| 22 | MELI MercadoLibre, Inc. | 11,700 | $20.2M | 1.4% | +27.2% | 13F ↗ |
| 23 | IDXX IDEXX Laboratories, Inc. | 35,800 | $18.7M | 1.3% | +1.4% | 13F ↗ |
| 24 | TECH Bio-Techne Corp | 252,300 | $18.3M | 1.3% | -53.6% | 13F ↗ |
| 25 | ACIW ACI Worldwide, Inc. | 367,700 | $18.0M | 1.2% | Unchanged | 13F ↗ |
| 26 | ACN Accenture plc | 97,432 | $17.9M | 1.2% | -18.6% | 13F ↗ |
| 27 | CHTR Charter Communications, Inc. | 155,466 | $17.2M | 1.2% | +23818% | 13F ↗ |
| 28 | ASML ASML Holding N.V. · Equities | 6,750 | $12.2M | 0.8% | +22.7% | 13F ↗ |
| 29 | NFLX Netflix, Inc. | 172,200 | $12.0M | 0.8% | +17.0% | 13F ↗ |
| 30 | CRM Salesforce, Inc. | 49,300 | $11.3M | 0.8% | Unchanged | 13F ↗ |
| 31 | PRM Perimeter Group Inc. | 408,100 | $10.7M | 0.7% | -9.5% | 13F ↗ |
| 32 | FERG Ferguson Enterprises Inc. | 45,038 | $10.0M | 0.7% | +766% | 13F ↗ |
| 33 | EEFT Euronet Worldwide, Inc. | 154,900 | $9.7M | 0.7% | -3.2% | 13F ↗ |
| 34 | LKQ LKQ Corporation | 408,000 | $9.3M | 0.6% | Unchanged | 13F ↗ |
| 35 | HONA Honeywell Aerospace Inc. | 54,300 | $8.4M | 0.6% | New | 13F ↗ |
| 36 | RGEN Repligen Corporation | 40,800 | $7.8M | 0.5% | Unchanged | 13F ↗ |
| 37 | COF Capital One Financial Corporation | 40,000 | $7.7M | 0.5% | Unchanged | 13F ↗ |
| 38 | ORCL Oracle Corporation | 55,000 | $7.6M | 0.5% | Unchanged | 13F ↗ |
| 39 | VLTO Veralto Corp | 77,500 | $7.3M | 0.5% | Unchanged | 13F ↗ |
| 40 | TDG Transdigm Group Incorporated | 6,230 | $6.7M | 0.5% | New | 13F ↗ |
| 41 | IR Ingersoll Rand Inc. | 81,600 | $6.1M | 0.4% | -49.5% | 13F ↗ |
| 42 | CSGP CoStar Group, Inc. | 154,850 | $4.2M | 0.3% | -63.4% | 13F ↗ |
| 43 | MTD Mettler-Toledo International, Inc. | 2,550 | $3.9M | 0.3% | Unchanged | 13F ↗ |
| 44 | LIN Linde plc | 7,400 | $3.5M | 0.2% | +4.2% | 13F ↗ |
| 45 | SPGI S&P Global Inc. | 7,150 | $2.8M | 0.2% | Unchanged | 13F ↗ |
| 46 | APH Amphenol Corporation | 18,400 | $1.6M | 0.1% | Unchanged | 13F ↗ |
| 47 | FTV Fortive Corporation | 19,250 | $1.1M | 0.1% | -11.5% | 13F ↗ |
| 48 | CMCSA Comcast Corporation | 43,000 | $935.7K | 0.1% | -8.5% | 13F ↗ |
Changes since Q2 2026
2 new, 13 added to, 21 trimmed, 4 exited, 12 unchanged. By estimated dollars.
New positions (2)
Added to (13)
| CHTR Charter Communications, Inc. | 155,466 | +23818% | $17.2M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 50,650 | +153% | $14.0M |
| FERG Ferguson Enterprises Inc. | 45,038 | +766% | $8.9M |
| MELI MercadoLibre, Inc. | 11,700 | +27.2% | $4.3M |
| MLM Martin Marietta Materials, Inc. | 55,370 | +16.9% | $3.8M |
| VMC Vulcan Materials Company | 218,800 | +7.4% | $3.7M |
| AON Aon plc | 222,910 | +4.2% | $2.5M |
| ASML ASML Holding N.V. · Equities | 6,750 | +22.7% | $2.3M |
| NFLX Netflix, Inc. | 172,200 | +17.0% | $1.7M |
| HEI-A HEICO Corporation Class A | 206,979 | +1.2% | $570.8K |
Trimmed (21)
| TECH Bio-Techne Corp | 252,300 | -53.6% | -$21.1M |
| MSFT Microsoft Corporation | 138,800 | -9.4% | -$7.4M |
| CSGP CoStar Group, Inc. | 154,850 | -63.4% | -$7.4M |
| TMO Thermo Fisher Scientific Inc | 105,012 | -8.8% | -$6.9M |
| DHR Danaher Corporation | 461,000 | -5.8% | -$6.3M |
| IR Ingersoll Rand Inc. | 81,600 | -49.5% | -$6.0M |
| ACN Accenture plc | 97,432 | -18.6% | -$4.1M |
| META Meta Platforms, Inc. | 98,220 | -4.6% | -$3.4M |
| IEX IDEX Corporation | 244,806 | -3.0% | -$1.7M |
| GOOG Alphabet Inc. Class C | 263,300 | -1.8% | -$1.6M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 48 | $1.5B | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 50 | $1.4B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 49 | $1.4B | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 44 | $1.7B | Current | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 48 | $1.8B | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 45 | $1.9B | Current | SEC ↗ |
| Q1 2025 | May 9, 2025 | 13F-HR | 45 | $1.9B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer