Weitz Investment Management Wallace Weitz
Top positions activity
Value History
Quarterly report: Q4 2024
Total portfolio value: $1.9B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 146.5M 7.55% | 323.2K | = | |
|
V
|
Visa Inc - Class A | 109.6M 5.65% | 346.7K | -12.5K ↓3.48% | |
|
GOOG
|
Alphabet Inc - Class C | 98.8M 5.09% | 518.7K | -48.3K ↓8.51% | |
|
MA
|
Mastercard Incorporated - Class A | 98.5M 5.07% | 187.1K | -16.3K ↓8.01% | |
|
AON
|
Aon plc. - Class A | 93.7M 4.83% | 260.9K | = | |
|
FB
|
Meta Platforms Inc - Class A | 92.9M 4.78% | 158.6K | -8.6K ↓5.14% | |
|
DHR
|
Danaher Corp. | 92.6M 4.77% | 403.2K | +52.3K ↑14.90% | |
|
IEX
|
Idex Corporation | 69.2M 3.56% | 330.5K | +47.9K ↑16.93% | |
|
KMX
|
Carmax Inc | 67.5M 3.47% | 825.2K | -20.0K ↓2.37% | |
|
GPN
|
Global Payments, Inc. | 66.1M 3.4% | 589.6K | -20.4K ↓3.34% | |
|
CSGP
|
Costar Group, Inc. | 63.7M 3.28% | 889.9K | +3.4K ↑0.38% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 62.5M 3.22% | 120.2K | = | |
|
AMZN
|
Amazon.com Inc. | 54.3M 2.8% | 247.5K | -5.0K ↓1.98% | |
|
LH
|
Laboratory Corp. Of America Holdings | 54.2M 2.79% | 236.2K | -175 ↓0.07% | |
|
VMC
|
Vulcan Materials Co | 49.2M 2.53% | 191.4K | -150 ↓0.08% | |
|
EFX
|
Equifax, Inc. | 48.0M 2.47% | 188.5K | +12.5K ↑7.10% | |
|
CHTR
|
Charter Communications Inc. - Class A | 46.4M 2.39% | 135.4K | = | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 39.7M 2.04% | 530.5K | = | |
|
ACN
|
Accenture plc - Class A | 37.6M 1.93% | 106.8K | = | |
|
ORCL
|
Oracle Corp. | 34.6M 1.78% | 207.6K | -7.1K ↓3.32% | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 33.5M 1.72% | 189.9K | -20.0K ↓9.53% | |
|
SIRI
|
Sirius XM Holdings Inc | 33.4M 1.72% | 1.5M | +203.5K ↑16.13% | |
|
TXN
|
Texas Instruments Inc. | 31.8M 1.63% | 169.6K | = | |
|
CRM
|
Salesforce.Com Inc | 31.8M 1.63% | 95.0K | = | |
|
IT
|
Gartner, Inc. | 31.2M 1.6% | 64.4K | = | |
|
HEI.A
|
Heico Corp. - Class A | 30.3M 1.56% | 162.9K | = | |
|
ADI
|
Analog Devices Inc. | 30.0M 1.54% | 141.0K | = | |
|
TECH
|
Bio-Techne Corp | 27.5M 1.41% | 381.2K | +334.1K ↑707.73% | |
|
PRM
|
Perimeter Solutions SA | 26.9M 1.38% | 2.1M | +2.1M Newly Added | |
|
SPGI
|
S&P Global Inc | 23.5M 1.21% | 47.1K | -7.1K ↓13.07% | |
|
FIS
|
Fidelity National Information Services, Inc. | 22.0M 1.13% | 272.5K | -140.0K ↓33.94% | |
|
MLM
|
Martin Marietta Materials, Inc. | 21.0M 1.08% | 40.7K | = | |
|
MSFT
|
Microsoft Corporation | 19.3M 0.99% | 45.9K | +4.9K ↑11.97% | |
|
ACIW
|
ACI Worldwide Inc | 18.5M 0.95% | 356.6K | = | |
|
ADBE
|
Adobe Inc | 17.8M 0.91% | 40.0K | = | |
|
LKQ
|
LKQ Corp | 16.8M 0.86% | 458.3K | +200 ↑0.04% | |
|
ROP
|
Roper Technologies Inc | 16.3M 0.84% | 31.4K | -35.1K ↓52.74% | |
|
CCRD
|
CoreCard Corporation - Class A | 11.7M 0.6% | 515.0K | = | |
|
LBRDA
|
Liberty Broadband Corp - Series A | 10.4M 0.53% | 140.0K | = |
Sold Out Positions
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