Wallace Weitz
Weitz Investment Management · SEC CIK 883965
Value with a growth conscience.
Q1 2026
Latest 13F
$1.43B
Filed US book
49
Positions
Largest holdings, as filed
Top 15 of 49 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $133.62M | 9.3% |
| ALPHABET INC | GOOG | $93.73M | 6.5% |
| DANAHER CORPORATION | DHR | $90.58M | 6.3% |
| VISA INC | V | $80.19M | 5.6% |
| MASTERCARD INCORPORATED | MA | $73.45M | 5.1% |
| AON PLC | $69.03M | 4.8% | |
| MICROSOFT CORP | MSFT | $62.73M | 4.4% |
| META PLATFORMS INC | META | $60.48M | 4.2% |
| THERMO FISHER SCIENTIFIC INC | TMO | $59.48M | 4.2% |
| VULCAN MATLS CO | VMC | $58.33M | 4.1% |
| IDEX CORP | IEX | $50.10M | 3.5% |
| AMAZON COM INC | AMZN | $46.34M | 3.2% |
| HEICO CORP NEW | HEI/A | $39.89M | 2.8% |
| BIO-TECHNE CORP | TECH | $34.14M | 2.4% |
| ACCENTURE PLC IRELAND | $33.85M | 2.4% |
Inside the app: the full book for Weitz Investment Management, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.