Weitz Investment Management 13F, Q1 2026
Wallace Weitz · quarter ending 31 March 2026 · filed 14 May 2026 · SEC CIK 883965
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
The 25 largest of 49 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $133.62M | 9.3% | -3% shares |
| ALPHABET INC | GOOG | $93.73M | 6.5% | -6% shares |
| DANAHER CORPORATION | DHR | $90.58M | 6.3% | -7% shares |
| VISA INC | V | $80.19M | 5.6% | unchanged |
| MASTERCARD INCORPORATED | MA | $73.45M | 5.1% | -6% shares |
| AON PLC | $69.03M | 4.8% | -2% shares | |
| MICROSOFT CORP | MSFT | $62.73M | 4.4% | +16% shares |
| META PLATFORMS INC | META | $60.48M | 4.2% | -3% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $59.48M | 4.2% | -10% shares |
| VULCAN MATLS CO | VMC | $58.33M | 4.1% | unchanged |
| IDEX CORP | IEX | $50.10M | 3.5% | -33% shares |
| AMAZON COM INC | AMZN | $46.34M | 3.2% | unchanged |
| HEICO CORP NEW | HEI/A | $39.89M | 2.8% | +16% shares |
| BIO-TECHNE CORP | TECH | $34.14M | 2.4% | -19% shares |
| ACCENTURE PLC IRELAND | $33.85M | 2.4% | +6% shares | |
| ANALOG DEVICES INC | ADI | $33.83M | 2.4% | -20% shares |
| EQUIFAX INC | EFX | $33.78M | 2.4% | -13% shares |
| TEXAS INSTRS INC | TXN | $31.08M | 2.2% | -3% shares |
| SIRIUSXM HOLDINGS INC | SIRI | $29.84M | 2.1% | -7% shares |
| LIBERTY BROADBAND CORP | LBRDK | $28.97M | 2.0% | -12% shares |
| LABCORP HOLDINGS INC | LH | $26.43M | 1.8% | unchanged |
| OLD DOMINION FREIGHT LINE IN | ODFL | $25.79M | 1.8% | -37% shares |
| MARTIN MARIETTA MATLS INC | MLM | $23.41M | 1.6% | -4% shares |
| GLOBAL PMTS INC | GPN | $22.55M | 1.6% | -34% shares |
| COSTAR GROUP INC | CSGP | $20.86M | 1.5% | -28% shares |
What changed since Q4 2025
Against the Q4 2025 filing, Weitz Investment Management opened 8 new positions, added to 5, trimmed 25, left 11 unchanged and exited 3. 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 0001821268-26-000087, 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.