Weitz Investment Management 13F, Q4 2025
Wallace Weitz · quarter ending 31 December 2025 · filed 12 February 2026 · SEC CIK 883965
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2025
The 25 largest of 44 positions. Weights are against the whole filed book. Changes are in shares held, against the Q3 2025 filing.
| Company | Ticker | Value | % of book | vs Q3 2025 |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $144.19M | 8.6% | unchanged |
| DANAHER CORPORATION | DHR | $117.65M | 7.0% | -3% shares |
| ALPHABET INC | GOOG | $109.17M | 6.5% | -21% shares |
| VISA INC | V | $94.90M | 5.6% | unchanged |
| MASTERCARD INCORPORATED | MA | $89.00M | 5.3% | unchanged |
| THERMO FISHER SCIENTIFIC INC | TMO | $78.20M | 4.6% | -10% shares |
| AON PLC | $77.19M | 4.6% | +3% shares | |
| META PLATFORMS INC | META | $71.76M | 4.3% | unchanged |
| MICROSOFT CORP | MSFT | $70.60M | 4.2% | -5% shares |
| IDEX CORP | IEX | $69.66M | 4.1% | -4% shares |
| VULCAN MATLS CO | VMC | $59.95M | 3.5% | unchanged |
| AMAZON COM INC | AMZN | $51.36M | 3.0% | unchanged |
| COSTAR GROUP INC | CSGP | $48.40M | 2.9% | unchanged |
| BIO-TECHNE CORP | TECH | $47.22M | 2.8% | unchanged |
| EQUIFAX INC | EFX | $46.62M | 2.8% | unchanged |
| ACCENTURE PLC IRELAND | $43.17M | 2.6% | unchanged | |
| HEICO CORP NEW | HEI/A | $41.09M | 2.4% | unchanged |
| GLOBAL PMTS INC | GPN | $39.09M | 2.3% | -8% shares |
| ANALOG DEVICES INC | ADI | $36.02M | 2.1% | -5% shares |
| OLD DOMINION FREIGHT LINE IN | ODFL | $32.74M | 1.9% | unchanged |
| LIBERTY BROADBAND CORP | LBRDK | $31.64M | 1.9% | +30% shares |
| TEXAS INSTRS INC | TXN | $28.64M | 1.7% | unchanged |
| SIRIUSXM HOLDINGS INC | SIRI | $27.67M | 1.6% | unchanged |
| MARTIN MARIETTA MATLS INC | MLM | $25.70M | 1.5% | unchanged |
| LABCORP HOLDINGS INC | LH | $25.03M | 1.5% | -29% shares |
What changed since Q3 2025
Against the Q3 2025 filing, Weitz Investment Management opened 1 new position, added to 5, trimmed 16, left 22 unchanged and exited 5. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
- EEFT$12.18M
Exited
Other quarters
Source: SEC Form 13F-HR, accession 0001821268-26-000035, 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.