Weitz Investment Management portfolio — 13F holdings Q2 2026
Weitz Investment Management (Wallace Weitz) reported 49 long positions worth $1.4 billion as of 2026-06-30. Top holdings: BERKSHIRE HATHAWAY INC, Alphabet Inc., DANAHER CORP /DE/, VISA INC., Mastercard Inc. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 2026-06-30 | 135905924.00 USD | 9.41% | reduce | Original filing |
| Alphabet Inc. | 2026-06-30 | 94727773.00 USD | 6.56% | reduce | Original filing |
| DANAHER CORP /DE/ | 2026-06-30 | 93239960.00 USD | 6.46% | add | Original filing |
| VISA INC. | 2026-06-30 | 91032070.00 USD | 6.30% | hold | Original filing |
| Mastercard Inc | 2026-06-30 | 74651760.00 USD | 5.17% | reduce | Original filing |
| Aon plc | 2026-06-30 | 70935223.00 USD | 4.91% | hold | Original filing |
| Vulcan Materials CO | 2026-06-30 | 60123038.00 USD | 4.16% | reduce | Original filing |
| Meta Platforms, Inc. | 2026-06-30 | 57996338.00 USD | 4.02% | reduce | Original filing |
| THERMO FISHER SCIENTIFIC INC. | 2026-06-30 | 57756672.00 USD | 4.00% | reduce | Original filing |
| IDEX CORP /DE/ | 2026-06-30 | 57282180.00 USD | 3.97% | reduce | Original filing |
| MICROSOFT CORP | 2026-06-30 | 57146664.00 USD | 3.96% | reduce | Original filing |
| HEICO CORP | 2026-06-30 | 52737179.00 USD | 3.65% | add | Original filing |
| AMAZON COM INC | 2026-06-30 | 51838950.00 USD | 3.59% | reduce | Original filing |
| BIO-TECHNE Corp | 2026-06-30 | 38377080.00 USD | 2.66% | reduce | Original filing |
| SIRIUS XM HOLDINGS INC. | 2026-06-30 | 35093520.00 USD | 2.43% | reduce | Original filing |
| ANALOG DEVICES INC | 2026-06-30 | 33848813.00 USD | 2.34% | reduce | Original filing |
| EQUIFAX INC | 2026-06-30 | 30471066.00 USD | 2.11% | add | Original filing |
| LABCORP HOLDINGS INC. | 2026-06-30 | 27734000.00 USD | 1.92% | hold | Original filing |
| MARTIN MARIETTA MATERIALS INC | 2026-06-30 | 27318279.00 USD | 1.89% | add | Original filing |
| GLOBAL PAYMENTS INC | 2026-06-30 | 25396000.00 USD | 1.76% | add | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-12 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-14 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-12 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-10 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-12 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-09 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-12 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-12 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-13 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-12 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-13 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-10 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-12 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-09 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-09 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-12 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-13 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-11 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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