EdgeMarket › What Weitz Investment Management, Inc. reported owning
What Weitz Investment Management, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
49Quarter
2026-03-31Shown below
49largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 084670702 | 133.6M | 9.3% | 278.9K | — | — |
| GOOG Alphabet Inc. | 93.7M | 6.5% | 326.8K | 341.75 | +70.7% |
| DHR DANAHER CORP /DE/ | 90.6M | 6.3% | 477.8K | 218.85 | +3.5% |
| V VISA INC. | 80.2M | 5.6% | 265.3K | 371.04 | +7.9% |
| MA Mastercard Inc | 73.5M | 5.1% | 147.0K | 580.63 | -2.0% |
| AON Aon plc | 69.0M | 4.8% | 213.9K | 355.11 | -5.1% |
| MSFT MICROSOFT CORP | 62.7M | 4.4% | 169.4K | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 60.5M | 4.2% | 105.7K | 549.90 | -26.5% |
| TMO THERMO FISHER SCIENTIFIC INC. | 59.5M | 4.2% | 121.0K | 629.27 | +27.2% |
| VMC Vulcan Materials CO | 58.3M | 4.1% | 214.2K | 276.04 | -3.6% |
| IEX IDEX CORP /DE/ | 50.1M | 3.5% | 264.3K | 234.39 | +42.5% |
| AMZN AMAZON COM INC | 46.3M | 3.2% | 222.5K | 258.63 | +15.6% |
| unmapped CUSIP 422806208 | 39.9M | 2.8% | 189.0K | — | — |
| TECH BIO-TECHNE Corp | 34.1M | 2.4% | 653.2K | 72.32 | +33.1% |
| ACN Accenture plc | 33.8M | 2.4% | 170.7K | 185.28 | -27.4% |
| ADI ANALOG DEVICES INC | 33.8M | 2.4% | 106.3K | 373.09 | +52.4% |
| EFX EQUIFAX INC | 33.8M | 2.4% | 187.6K | 192.62 | -22.4% |
| TXN TEXAS INSTRUMENTS INC | 31.1M | 2.2% | 160.1K | 264.36 | +31.7% |
| SIRI SIRIUS XM HOLDINGS INC. | 29.8M | 2.1% | 1.3M | 28.69 | +29.5% |
| LBRDK Liberty Broadband Corp | 29.0M | 2.0% | 576.0K | 36.02 | -41.3% |
| LH LABCORP HOLDINGS INC. | 26.4M | 1.8% | 99.0K | 336.34 | +20.9% |
| ODFL OLD DOMINION FREIGHT LINE, INC. | 25.8M | 1.8% | 132.0K | 206.47 | +37.4% |
| MLM MARTIN MARIETTA MATERIALS INC | 23.4M | 1.6% | 39.8K | 534.92 | -10.9% |
| GPN GLOBAL PAYMENTS INC | 22.5M | 1.6% | 335.0K | 93.49 | +9.0% |
| CSGP COSTAR GROUP, INC. | 20.9M | 1.5% | 517.0K | 32.26 | -63.4% |
| IDXX IDEXX LABORATORIES INC /DE | 19.8M | 1.4% | 35.3K | 556.93 | -13.0% |
| CRM Salesforce, Inc. | 15.2M | 1.1% | 81.5K | 209.17 | -15.1% |
| ACIW ACI WORLDWIDE, INC. | 15.1M | 1.1% | 367.7K | 51.86 | +10.1% |
| MELI MERCADOLIBRE INC | 13.8M | 1.0% | 8.0K | 1,922.73 | -17.7% |
| PRM Perimeter Solutions, Inc. | 12.4M | 0.9% | 509.4K | 31.44 | +70.7% |
| LKQ LKQ CORP | 12.0M | 0.8% | 408.0K | 25.77 | -15.8% |
| IR Ingersoll Rand Inc. | 10.7M | 0.7% | 133.2K | 80.51 | +1.9% |
| EEFT EURONET WORLDWIDE, INC. | 10.6M | 0.7% | 160.0K | 70.07 | -26.3% |
| ORCL ORACLE CORP | 8.1M | 0.6% | 55.0K | 146.47 | -37.7% |
| ASML ASML HOLDING NV | 7.3M | 0.5% | 5.5K | 1,763.76 | +135.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 6.8M | 0.5% | 20.0K | 418.95 | +83.3% |
| LBRDA Liberty Broadband Corp | 6.5M | 0.5% | 130.0K | 35.99 | -41.0% |
| NVDA NVIDIA CORP | 6.1M | 0.4% | 35.0K | 214.72 | +22.4% |
| CDW CDW Corp | 4.4M | 0.3% | 36.2K | 137.25 | -17.8% |
| LIN LINDE PLC | 3.6M | 0.2% | 7.2K | 487.57 | +1.1% |
| VLTO Veralto Corp | 3.5M | 0.2% | 40.0K | 98.77 | -9.3% |
| POOL POOL CORP | 3.0M | 0.2% | 15.0K | 187.98 | -40.3% |
| RGEN REPLIGEN CORP | 3.0M | 0.2% | 25.5K | 181.13 | +49.0% |
| SPGI S&P Global Inc. | 3.0M | 0.2% | 7.0K | 431.29 | -22.6% |
| CMCSA COMCAST CORP | 1.3M | 0.1% | 47.0K | 26.85 | -19.3% |
| FTV Fortive Corp | 1.2M | 0.1% | 22.5K | 60.08 | +25.1% |
| FERG Ferguson Enterprises Inc. /DE/ | 1.2M | 0.1% | 5.2K | 242.24 | +5.1% |
| APH AMPHENOL CORP /DE/ | 1.2M | 0.1% | 9.2K | 157.01 | +44.5% |
| CHTR CHARTER COMMUNICATIONS, INC. /MO/ | 140.3K | 0.0% | 650 | 150.17 | -43.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →