Canonical: https://ownershiptrace.com/13f/investors/83

# 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](https://ownershiptrace.com/13f/companies/152) | 2026-06-30 | 135905924.00 USD | 9.41% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [Alphabet Inc.](https://ownershiptrace.com/13f/companies/37) | 2026-06-30 | 94727773.00 USD | 6.56% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [DANAHER CORP /DE/](https://ownershiptrace.com/13f/companies/161) | 2026-06-30 | 93239960.00 USD | 6.46% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [VISA INC.](https://ownershiptrace.com/13f/companies/104) | 2026-06-30 | 91032070.00 USD | 6.30% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [Mastercard Inc](https://ownershiptrace.com/13f/companies/98) | 2026-06-30 | 74651760.00 USD | 5.17% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [Aon plc](https://ownershiptrace.com/13f/companies/36) | 2026-06-30 | 70935223.00 USD | 4.91% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [Vulcan Materials CO](https://ownershiptrace.com/13f/companies/1617) | 2026-06-30 | 60123038.00 USD | 4.16% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [Meta Platforms, Inc.](https://ownershiptrace.com/13f/companies/42) | 2026-06-30 | 57996338.00 USD | 4.02% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [THERMO FISHER SCIENTIFIC INC.](https://ownershiptrace.com/13f/companies/112) | 2026-06-30 | 57756672.00 USD | 4.00% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [IDEX CORP /DE/](https://ownershiptrace.com/13f/companies/1671) | 2026-06-30 | 57282180.00 USD | 3.97% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [MICROSOFT CORP](https://ownershiptrace.com/13f/companies/77) | 2026-06-30 | 57146664.00 USD | 3.96% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [HEICO CORP](https://ownershiptrace.com/13f/companies/732) | 2026-06-30 | 52737179.00 USD | 3.65% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [AMAZON COM INC](https://ownershiptrace.com/13f/companies/83) | 2026-06-30 | 51838950.00 USD | 3.59% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [BIO-TECHNE Corp](https://ownershiptrace.com/13f/companies/911) | 2026-06-30 | 38377080.00 USD | 2.66% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [SIRIUS XM HOLDINGS INC.](https://ownershiptrace.com/13f/companies/728) | 2026-06-30 | 35093520.00 USD | 2.43% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [ANALOG DEVICES INC](https://ownershiptrace.com/13f/companies/84) | 2026-06-30 | 33848813.00 USD | 2.34% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [EQUIFAX INC](https://ownershiptrace.com/13f/companies/90) | 2026-06-30 | 30471066.00 USD | 2.11% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [LABCORP HOLDINGS INC.](https://ownershiptrace.com/13f/companies/1169) | 2026-06-30 | 27734000.00 USD | 1.92% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [MARTIN MARIETTA MATERIALS INC](https://ownershiptrace.com/13f/companies/1682) | 2026-06-30 | 27318279.00 USD | 1.89% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| [GLOBAL PAYMENTS INC](https://ownershiptrace.com/13f/companies/1522) | 2026-06-30 | 25396000.00 USD | 1.76% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000133-index.html) |
| 2026-03-31 | 2026-05-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000087-index.html) |
| 2025-12-31 | 2026-02-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-26-000035-index.html) |
| 2025-09-30 | 2025-11-10 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-25-000230-index.html) |
| 2025-06-30 | 2025-08-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-25-000188-index.html) |
| 2025-03-31 | 2025-05-09 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-25-000102-index.html) |
| 2024-12-31 | 2025-02-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-25-000065-index.html) |
| 2024-09-30 | 2024-11-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-24-000289-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-24-000202-index.html) |
| 2024-03-31 | 2024-05-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-24-000091-index.html) |
| 2023-12-31 | 2024-02-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-24-000028-index.html) |
| 2023-09-30 | 2023-11-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-23-000212-index.html) |
| 2023-06-30 | 2023-08-10 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-23-000158-index.html) |
| 2023-03-31 | 2023-05-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-23-000090-index.html) |
| 2022-12-31 | 2023-02-09 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-23-000059-index.html) |
| 2022-09-30 | 2022-11-09 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-22-000321-index.html) |
| 2022-06-30 | 2022-08-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-22-000206-index.html) |
| 2022-03-31 | 2022-05-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-22-000119-index.html) |
| 2021-12-31 | 2022-02-11 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-22-000060-index.html) |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/883965/0001821268-21-000472-index.html) |

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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