Weitz Investment Management Wallace Weitz
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $1.9B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 139.3M 7.49% | 286.9K | = | |
|
V
|
Visa Inc - Class A | 105.8M 5.69% | 298.1K | -26.1K ↓8.06% | |
|
DHR
|
Danaher Corp. | 104.1M 5.59% | 527.0K | +30.3K ↑6.10% | |
|
MA
|
Mastercard Incorporated - Class A | 92.8M 4.98% | 165.1K | -14.0K ↓7.82% | |
|
FB
|
Meta Platforms Inc - Class A | 85.4M 4.59% | 115.7K | -5.0K ↓4.18% | |
|
GOOG
|
Alphabet Inc - Class C | 79.0M 4.25% | 445.6K | = | |
|
AON
|
Aon plc. - Class A | 76.2M 4.09% | 213.4K | = | |
|
IEX
|
Idex Corporation | 71.3M 3.83% | 406.2K | +5.0K ↑1.25% | |
|
MSFT
|
Microsoft Corporation | 64.4M 3.46% | 129.5K | -5.0K ↓3.72% | |
|
CSGP
|
Costar Group, Inc. | 61.6M 3.3% | 765.6K | -146.0K ↓16.02% | |
|
TMO
|
Thermo Fisher Scientific Inc. | 61.0M 3.28% | 150.4K | +24.3K ↑19.26% | |
|
VMC
|
Vulcan Materials Co | 55.3M 2.97% | 211.9K | = | |
|
EFX
|
Equifax, Inc. | 54.6M 2.93% | 210.3K | = | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 49.2M 2.64% | 500.5K | -30.0K ↓5.66% | |
|
AMZN
|
Amazon.com Inc. | 48.8M 2.62% | 222.5K | = | |
|
GPN
|
Global Payments, Inc. | 44.8M 2.41% | 560.0K | -20.0K ↓3.45% | |
|
KMX
|
Carmax Inc | 43.6M 2.34% | 649.4K | -155.8K ↓19.35% | |
|
HEI.A
|
Heico Corp. - Class A | 42.2M 2.26% | 162.9K | = | |
|
TECH
|
Bio-Techne Corp | 41.3M 2.21% | 802.1K | +10.5K ↑1.33% | |
|
CHTR
|
Charter Communications Inc. - Class A | 38.6M 2.07% | 94.5K | -21.0K ↓18.19% | |
|
ACN
|
Accenture plc - Class A | 37.3M 2% | 124.7K | -15.0K ↓10.74% | |
|
ORCL
|
Oracle Corp. | 37.2M 1.99% | 170.1K | = | |
|
LH
|
Laboratory Corp. Of America Holdings | 37.1M 1.99% | 141.2K | -10.0K ↓6.61% | |
|
IT
|
Gartner, Inc. | 35.5M 1.91% | 87.9K | = | |
|
TXN
|
Texas Instruments Inc. | 34.2M 1.83% | 164.6K | -5.0K ↓2.95% | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 33.8M 1.81% | 208.5K | = | |
|
ADI
|
Analog Devices Inc. | 33.6M 1.8% | 141.0K | = | |
|
IDXX
|
Idexx Laboratories, Inc. | 32.3M 1.73% | 60.3K | = | |
|
SIRI
|
Sirius XM Holdings Inc | 31.8M 1.7% | 1.4M | -81.5K ↓5.56% | |
|
PRM
|
Perimeter Solutions SA | 27.3M 1.46% | 2.0M | -96.4K ↓4.69% | |
|
CRM
|
Salesforce.Com Inc | 23.9M 1.28% | 87.5K | = | |
|
MLM
|
Martin Marietta Materials, Inc. | 22.7M 1.21% | 41.3K | = | |
|
ROP
|
Roper Technologies Inc | 17.8M 0.95% | 31.4K | = | |
|
LKQ
|
LKQ Corp | 17.0M 0.91% | 458.3K | = | |
|
CMCSA
|
Comcast Corp - Class A | 16.1M 0.86% | 451.5K | = | |
|
CCRD
|
CoreCard Corporation - Class A | 14.9M 0.8% | 515.0K | = | |
|
ACIW
|
ACI Worldwide Inc | 14.0M 0.75% | 306.0K | -50.6K ↓14.19% | |
|
LBRDA
|
Liberty Broadband Corp - Series A | 13.7M 0.73% | 140.0K | = |
Sold Out Positions
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