Weitz Investment Management 13F, Q2 2025
Wallace Weitz · quarter ending 30 June 2025 · filed 12 August 2025 · SEC CIK 883965
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2025
The 25 largest of 45 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2025 filing.
| Company | Ticker | Value | % of book | vs Q1 2025 |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $139.34M | 7.5% | unchanged |
| VISA INC | V | $105.83M | 5.7% | -8% shares |
| DANAHER CORPORATION | DHR | $104.09M | 5.6% | +6% shares |
| MASTERCARD INCORPORATED | MA | $92.76M | 5.0% | -8% shares |
| META PLATFORMS INC | META | $85.40M | 4.6% | -4% shares |
| ALPHABET INC | GOOG | $79.04M | 4.3% | unchanged |
| AON PLC | $76.15M | 4.1% | unchanged | |
| IDEX CORP | IEX | $71.32M | 3.8% | unchanged |
| MICROSOFT CORP | MSFT | $64.40M | 3.5% | -4% shares |
| COSTAR GROUP INC | CSGP | $61.55M | 3.3% | -16% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $61.00M | 3.3% | +19% shares |
| VULCAN MATLS CO | VMC | $55.27M | 3.0% | unchanged |
| EQUIFAX INC | EFX | $54.56M | 2.9% | unchanged |
| LIBERTY BROADBAND CORP | LBRDK | $49.24M | 2.6% | -6% shares |
| AMAZON COM INC | AMZN | $48.81M | 2.6% | unchanged |
| GLOBAL PMTS INC | GPN | $44.82M | 2.4% | -3% shares |
| CARMAX INC | KMX | $43.65M | 2.4% | -19% shares |
| HEICO CORP NEW | HEI/A | $42.15M | 2.3% | unchanged |
| BIO-TECHNE CORP | TECH | $41.27M | 2.2% | unchanged |
| CHARTER COMMUNICATIONS INC | CHTR | $38.61M | 2.1% | -18% shares |
| ACCENTURE PLC IRELAND | $37.26M | 2.0% | -11% shares | |
| ORACLE CORP | ORCL | $37.18M | 2.0% | unchanged |
| LABCORP HOLDINGS INC | LH | $37.06M | 2.0% | -7% shares |
| GARTNER INC | IT | $35.54M | 1.9% | unchanged |
| TEXAS INSTRS INC | TXN | $34.17M | 1.8% | -3% shares |
What changed since Q1 2025
Against the Q1 2025 filing, Weitz Investment Management opened 1 new position, added to 3, trimmed 15, left 26 unchanged and exited 1. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001821268-25-000188, filed by WEITZ INVESTMENT MANAGEMENT, INC.. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.