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Weitz Investment Management (Wally Weitz) 13F holdings — 2026-06-30
Filed by WEITZ INVESTMENT MANAGEMENT, INC. on 2026-08-12 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.
50positions
$1.4Breported value
3new positions
2positions sold out
Holdings
| Issuer | Shares | Value | % of 13F | Change |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY CL B ORD | 271,600 | $135.9M | 9.41% | Reduced 3% |
| ALPHABET CL C ORD | 268,100 | $94.7M | 6.56% | Reduced 18% |
| DANAHER ORD | 489,500 | $93.2M | 6.46% | Added 2% |
| VISA CL A ORD | 265,330 | $91.0M | 6.3% | No change |
| MASTERCARD CL A ORD | 145,350 | $74.7M | 5.17% | Reduced 1% |
| AON CL A ORD | 213,860 | $70.9M | 4.91% | No change |
| VULCAN MATERIALS ORD | 203,800 | $60.1M | 4.16% | Reduced 5% |
| META PLATFORMS CL A ORD | 102,960 | $58.0M | 4.02% | Reduced 3% |
| THERMO FISHER SCIENTIFIC ORD | 115,200 | $57.8M | 4.0% | Reduced 5% |
| IDEX ORD | 252,400 | $57.3M | 3.97% | Reduced 5% |
| MICROSOFT ORD | 153,200 | $57.1M | 3.96% | Reduced 10% |
| HEICO CL A ORD | 204,479 | $52.7M | 3.65% | Added 8% |
| AMAZON COM ORD | 217,500 | $51.8M | 3.59% | Reduced 2% |
| BIO TECHNE ORD | 543,200 | $38.4M | 2.66% | Reduced 17% |
| SIRIUSXM HOLDINGS ORD | 1,188,000 | $35.1M | 2.43% | Reduced 8% |
| ANALOG DEVICES ORD | 85,225 | $33.8M | 2.34% | Reduced 20% |
| EQUIFAX ORD | 191,980 | $30.5M | 2.11% | Added 2% |
| LABCORP HOLDINGS ORD | 99,050 | $27.7M | 1.92% | No change |
| MARTIN MARIETTA MATERIALS ORD | 47,370 | $27.3M | 1.89% | Added 19% |
| GLOBAL PAYMENTS ORD | 350,000 | $25.4M | 1.76% | Added 4% |
| TEXAS INSTRUMENTS ORD | 77,900 | $23.2M | 1.61% | Reduced 51% |
| LIBERTY BROADBAND SRS C ORD | 576,000 | $19.2M | 1.33% | No change |
| IDEXX LABORATORIES ORD | 35,300 | $18.6M | 1.29% | No change |
| ACI WORLDWIDE ORD | 367,700 | $18.5M | 1.28% | No change |
| PERIMETER SOLUTIONS ORD | 450,817 | $16.1M | 1.11% | Reduced 12% |
| MERCADOLIBRE ORD | 9,200 | $15.6M | 1.08% | Added 15% |
| ACCENTURE CL A ORD | 119,700 | $14.9M | 1.03% | Reduced 30% |
| INGERSOLL RAND ORD | 161,670 | $13.3M | 0.92% | Added 21% |
| COSTAR GROUP ORD | 423,181 | $12.0M | 0.83% | Reduced 18% |
| EURONET WORLDWIDE ORD | 160,000 | $11.7M | 0.81% | No change |
| ASML HOLDING ADR REP ORD | 5,500 | $10.9M | 0.76% | No change |
| LKQ ORD | 408,000 | $10.7M | 0.74% | No change |
| NETFLIX ORD | 147,200 | $10.5M | 0.73% | New position |
| TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 20,000 | $9.6M | 0.66% | No change |
| ORACLE ORD | 55,000 | $8.1M | 0.56% | No change |
| CAPITAL ONE FINANCIAL ORD | 40,000 | $8.0M | 0.56% | New position |
| SALESFORCE ORD | 49,300 | $7.7M | 0.53% | Reduced 40% |
| NVIDIA ORD | 35,000 | $7.0M | 0.48% | No change |
| VERALTO ORD | 77,500 | $6.9M | 0.48% | Added 94% |
| REPLIGEN ORD | 40,800 | $5.6M | 0.39% | Added 60% |
| LIBERTY BROADBAND SRS A ORD | 123,750 | $4.1M | 0.29% | Reduced 5% |
| LINDE ORD | 7,100 | $3.7M | 0.26% | Reduced 1% |
| METTLER TOLEDO ORD | 2,550 | $3.3M | 0.23% | New position |
| POOL ORD | 15,000 | $3.2M | 0.22% | No change |
| S&P GLOBAL ORD | 7,150 | $2.9M | 0.2% | Added 1% |
| AMPHENOL CL A ORD | 9,200 | $1.6M | 0.11% | No change |
| FORTIVE ORD | 21,750 | $1.3M | 0.09% | Reduced 3% |
| FERGUSON ENTERPRISES ORD | 5,200 | $1.2M | 0.09% | No change |
| COMCAST CL A ORD | 47,000 | $1.2M | 0.08% | No change |
| CHARTER COMMUNICATIONS CL A ORD | 650 | $92.4K | 0.01% | No change |
Sold out since prior quarter
| Issuer | Shares in prior quarter | Prior value |
|---|---|---|
| CDW CORP | 36,250 | $4.4M |
| OLD DOMINION FREIGHT LINE IN | 132,000 | $25.8M |