Weitz Investment Management 13F, Q3 2025
Wallace Weitz · quarter ending 30 September 2025 · filed 10 November 2025 · SEC CIK 883965
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2025
The 25 largest of 48 positions. Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $144.21M | 7.8% | unchanged |
| ALPHABET INC | GOOG | $107.31M | 5.8% | unchanged |
| DANAHER CORPORATION | DHR | $104.47M | 5.7% | unchanged |
| VISA INC | V | $92.37M | 5.0% | -9% shares |
| MASTERCARD INCORPORATED | MA | $88.68M | 4.8% | -6% shares |
| META PLATFORMS INC | META | $79.83M | 4.3% | -6% shares |
| MICROSOFT CORP | MSFT | $79.75M | 4.3% | +19% shares |
| AON PLC | $76.11M | 4.1% | unchanged | |
| THERMO FISHER SCIENTIFIC INC | TMO | $72.97M | 4.0% | unchanged |
| IDEX CORP | IEX | $66.16M | 3.6% | unchanged |
| VULCAN MATLS CO | VMC | $65.43M | 3.5% | unchanged |
| COSTAR GROUP INC | CSGP | $60.73M | 3.3% | -6% shares |
| EQUIFAX INC | EFX | $55.05M | 3.0% | +2% shares |
| AMAZON COM INC | AMZN | $48.85M | 2.6% | unchanged |
| GLOBAL PMTS INC | GPN | $45.69M | 2.5% | unchanged |
| BIO-TECHNE CORP | TECH | $44.62M | 2.4% | unchanged |
| HEICO CORP NEW | HEI/A | $41.36M | 2.2% | unchanged |
| LABCORP HOLDINGS INC | LH | $40.12M | 2.2% | unchanged |
| ACCENTURE PLC IRELAND | $39.59M | 2.1% | +29% shares | |
| IDEXX LABS INC | IDXX | $36.29M | 2.0% | -6% shares |
| ANALOG DEVICES INC | ADI | $34.23M | 1.9% | unchanged |
| SIRIUSXM HOLDINGS INC | SIRI | $32.21M | 1.8% | unchanged |
| LIBERTY BROADBAND CORP | LBRDK | $31.80M | 1.7% | unchanged |
| TEXAS INSTRS INC | TXN | $30.24M | 1.6% | unchanged |
| OLD DOMINION FREIGHT LINE IN | ODFL | $29.35M | 1.6% | unchanged |
What changed since Q2 2025
Against the Q2 2025 filing, Weitz Investment Management opened 4 new positions, added to 8, trimmed 7, left 29 unchanged and exited 1. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Exited
- RALwas $734.6K
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001821268-25-000230, 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.