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WEITZ INVESTMENT MANAGEMENT, INC.
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,460,458,640
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY CL B ORD · CL B NEW · 084670702 · shares: $134,421,603
- DANAHER ORD · COM · 235851102 · shares: $102,134,550
- VISA CL A ORD · COM CL A · 92826C839 · shares: $94,469,654
- ALPHABET CL C ORD · CAP STK CL C · 02079K107 · shares: $89,716,842
- MASTERCARD CL A ORD · CL A · 57636Q104 · shares: $79,453,040
- META PLATFORMS CL A ORD · CL A · 30303M102 · shares: $71,227,180
- MICROSOFT ORD · COM · 594918104 · shares: $71,190,520
- THERMO FISHER SCIENTIFIC ORD · COM · 883556102 · shares: $70,888,351
- AON CL A ORD · SHS CL A · G0403H108 · shares: $61,694,801
- IDEX ORD · COM · 45167R104 · shares: $55,810,872
Reported holdings
48 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY CL B ORD | CL B NEW | 084670702 | — | 269,950 shares | $134,421,603 |
| DANAHER ORD | COM | 235851102 | — | 461,000 shares | $102,134,550 |
| VISA CL A ORD | COM CL A | 92826C839 | — | 262,905 shares | $94,469,654 |
| ALPHABET CL C ORD | CAP STK CL C | 02079K107 | — | 263,300 shares | $89,716,842 |
| MASTERCARD CL A ORD | CL A | 57636Q104 | — | 144,075 shares | $79,453,040 |
| META PLATFORMS CL A ORD | CL A | 30303M102 | — | 98,220 shares | $71,227,180 |
| MICROSOFT ORD | COM | 594918104 | — | 138,800 shares | $71,190,520 |
| THERMO FISHER SCIENTIFIC ORD | COM | 883556102 | — | 105,012 shares | $70,888,351 |
| AON CL A ORD | SHS CL A | G0403H108 | — | 222,910 shares | $61,694,801 |
| IDEX ORD | COM | 45167R104 | — | 244,806 shares | $55,810,872 |
| AMAZON COM ORD | COM | 023135106 | — | 219,050 shares | $54,576,308 |
| VULCAN MATERIALS ORD | COM | 929160109 | — | 218,800 shares | $53,525,044 |
| HEICO CL A ORD | CL A | 422806208 | — | 206,979 shares | $47,259,515 |
| ANALOG DEVICES ORD | COM | 032654105 | — | 84,375 shares | $33,472,406 |
| SIRIUSXM HOLDINGS ORD | COMMON STOCK | 829933100 | — | 1,188,000 shares | $30,745,440 |
| LABCORP HOLDINGS ORD | COM SHS | 504922105 | — | 95,875 shares | $29,540,046 |
| GLOBAL PAYMENTS ORD | COM | 37940X102 | — | 334,800 shares | $27,343,116 |
| MARTIN MARIETTA MATERIALS ORD | COM | 573284106 | — | 55,370 shares | $26,567,080 |
| EQUIFAX ORD | COM | 294429105 | — | 191,980 shares | $26,347,335 |
| TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | SPONSORED ADS | 874039100 | — | 50,650 shares | $23,106,024 |
| TEXAS INSTRUMENTS ORD | COM | 882508104 | — | 77,300 shares | $21,650,957 |
| MERCADOLIBRE ORD | COM | 58733R102 | — | 11,700 shares | $20,223,801 |
| IDEXX LABORATORIES ORD | COM | 45168D104 | — | 35,800 shares | $18,694,402 |
| BIO TECHNE ORD | COM | 09073M104 | — | 252,300 shares | $18,284,181 |
| ACI WORLDWIDE ORD | COM | 004498101 | — | 367,700 shares | $17,973,176 |
| ACCENTURE CL A ORD | SHS CLASS A | G1151C101 | — | 97,432 shares | $17,866,106 |
| CHARTER COMMUNICATIONS CL A ORD | CL A | 16119P108 | — | 155,466 shares | $17,241,179 |
| ASML HOLDING ADR REP ORD | N Y REGISTRY SHS | N07059210 | — | 6,750 shares | $12,228,773 |
| NETFLIX ORD | COM | 64110L106 | — | 172,200 shares | $11,981,676 |
| SALESFORCE ORD | COM | 79466L302 | — | 49,300 shares | $11,317,801 |
| PERIMETER SOLUTIONS ORD | COMMON STOCK | 71385M107 | — | 408,100 shares | $10,741,192 |
| FERGUSON ENTERPRISES ORD | COMMON STOCK NEW | 31488V107 | — | 45,038 shares | $10,026,360 |
| EURONET WORLDWIDE ORD | COM | 298736109 | — | 154,900 shares | $9,738,563 |
| LKQ ORD | COM | 501889208 | — | 408,000 shares | $9,314,640 |
| Honeywell Aerospace Inc. | COM | 43849R105 | — | 54,300 shares | $8,414,871 |
| REPLIGEN ORD | COM | 759916109 | — | 40,800 shares | $7,842,984 |
| CAPITAL ONE FINANCIAL ORD | COM | 14040H105 | — | 40,000 shares | $7,722,800 |
| ORACLE ORD | COM | 68389X105 | — | 55,000 shares | $7,551,500 |
| VERALTO ORD | COM SHS | 92338C103 | — | 77,500 shares | $7,309,800 |
| TransDigm Group Inc. | COM | 893641100 | — | 6,230 shares | $6,744,598 |
| INGERSOLL RAND ORD | COM | 45687V106 | — | 81,600 shares | $6,128,976 |
| COSTAR GROUP ORD | COM | 22160N109 | — | 154,850 shares | $4,242,890 |
| METTLER TOLEDO ORD | COM | 592688105 | — | 2,550 shares | $3,852,923 |
| LINDE ORD | SHS | G54950103 | — | 7,400 shares | $3,512,410 |
| S&P GLOBAL ORD | COM | 78409V104 | — | 7,150 shares | $2,820,461 |
| AMPHENOL CL A ORD | CL A | 032095101 | — | 18,400 shares | $1,551,120 |
| FORTIVE ORD | COM | 34959J108 | — | 19,250 shares | $1,055,093 |
| COMCAST CL A ORD | CL A | 20030N101 | — | 43,000 shares | $935,680 |