sec filings
Weitz Investment Management
Wally Weitz · period Tue 30 Jun 2026 · filed Wed 12 Aug 2026 · $1.44B
| Stock | Change | Value | Shares | |
|---|---|---|---|---|
| BRK.B BERKSHIRE HATHAWAY CL B ORD | 9.4% | Trimmed -3% | $135.91M | 271,600 |
| GOOG ALPHABET CL C ORD | 6.6% | Trimmed -18% | $94.73M | 268,100 |
| DHR DANAHER ORD | 6.5% | Added +2% | $93.24M | 489,500 |
| V VISA CL A ORD | 6.3% | Same | $91.03M | 265,330 |
| MA MASTERCARD CL A ORD | 5.2% | Trimmed -1% | $74.65M | 145,350 |
| AON AON CL A ORD | 4.9% | Same | $70.94M | 213,860 |
| VMC VULCAN MATERIALS ORD | 4.2% | Trimmed -5% | $60.12M | 203,800 |
| META META PLATFORMS CL A ORD | 4.0% | Trimmed -3% | $58.00M | 102,960 |
| TMO THERMO FISHER SCIENTIFIC ORD | 4.0% | Trimmed -5% | $57.76M | 115,200 |
| IEX IDEX ORD | 4.0% | Trimmed -5% | $57.28M | 252,400 |
| MSFT MICROSOFT ORD | 4.0% | Trimmed -10% | $57.15M | 153,200 |
| HEI.A HEICO CL A ORD | 3.7% | Added +8% | $52.74M | 204,479 |
| AMZN AMAZON COM ORD | 3.6% | Trimmed -2% | $51.84M | 217,500 |
| TECH BIO TECHNE ORD | 2.7% | Trimmed -17% | $38.38M | 543,200 |
| SIRI SIRIUSXM HOLDINGS ORD | 2.4% | Trimmed -8% | $35.09M | 1,188,000 |
| ADI ANALOG DEVICES ORD | 2.3% | Trimmed -20% | $33.85M | 85,225 |
| EFX EQUIFAX ORD | 2.1% | Added +2% | $30.47M | 191,980 |
| LH LABCORP HOLDINGS ORD | 1.9% | Same | $27.73M | 99,050 |
| MLM MARTIN MARIETTA MATERIALS ORD | 1.9% | Added +19% | $27.32M | 47,370 |
| GPN GLOBAL PAYMENTS ORD | 1.8% | Added +4% | $25.40M | 350,000 |
| TXN TEXAS INSTRUMENTS ORD | 1.6% | Trimmed -51% | $23.22M | 77,900 |
| LIBERTY BROADBAND SRS C ORD | 1.3% | Same | $19.16M | 576,000 |
| IDXX IDEXX LABORATORIES ORD | 1.3% | Same | $18.58M | 35,300 |
| ACIW ACI WORLDWIDE ORD | 1.3% | Same | $18.49M | 367,700 |
| PRM PERIMETER SOLUTIONS ORD | 1.1% | Trimmed -12% | $16.07M | 450,817 |
| MELI MERCADOLIBRE ORD | 1.1% | Added +15% | $15.62M | 9,200 |
| ACN ACCENTURE CL A ORD | 1.0% | Trimmed -30% | $14.90M | 119,700 |
| IR INGERSOLL RAND ORD | 0.9% | Added +21% | $13.26M | 161,670 |
| CSGP COSTAR GROUP ORD | 0.8% | Trimmed -18% | $11.98M | 423,181 |
| EEFT EURONET WORLDWIDE ORD | 0.8% | Same | $11.71M | 160,000 |
| ASML ASML HOLDING ADR REP ORD | 0.8% | Same | $10.94M | 5,500 |
| LKQ LKQ ORD | 0.7% | Same | $10.74M | 408,000 |
| NFLX NETFLIX ORD | 0.7% | New | $10.51M | 147,200 |
| TSM TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 0.7% | Same | $9.55M | 20,000 |
| ORCL ORACLE ORD | 0.6% | Same | $8.06M | 55,000 |
| COF CAPITAL ONE FINANCIAL ORD | 0.6% | New | $8.02M | 40,000 |
| CRM SALESFORCE ORD | 0.5% | Trimmed -40% | $7.72M | 49,300 |
| NVDA NVIDIA ORD | 0.5% | Same | $7.00M | 35,000 |
| VLTO VERALTO ORD | 0.5% | Added +94% | $6.87M | 77,500 |
| RGEN REPLIGEN ORD | 0.4% | Added +60% | $5.57M | 40,800 |
| LIBERTY BROADBAND SRS A ORD | 0.3% | Trimmed -5% | $4.12M | 123,750 |
| LIN LINDE ORD | 0.3% | Trimmed -1% | $3.68M | 7,100 |
| MTD METTLER TOLEDO ORD | 0.2% | New | $3.26M | 2,550 |
| POOL POOL ORD | 0.2% | Same | $3.22M | 15,000 |
| SPGI S&P GLOBAL ORD | 0.2% | Added +1% | $2.91M | 7,150 |
| APH AMPHENOL CL A ORD | 0.1% | Same | $1.62M | 9,200 |
| FTV FORTIVE ORD | 0.1% | Trimmed -3% | $1.33M | 21,750 |
| FERG FERGUSON ENTERPRISES ORD | 0.1% | Same | $1.23M | 5,200 |
| CMCSA COMCAST CL A ORD | 0.1% | Same | $1.15M | 47,000 |
| CHTR CHARTER COMMUNICATIONS CL A ORD | 0.0% | Same | $92,437 | 650 |