WEITZ INVESTMENT MANAGEMENT, INC.
Top Portfolio Positions
46 positions ·
$1,269,947,566 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
278,850 | $133,624,920 | 10.52% | |
| DHR |
Danaher Corp /De/
Healthcare
|
477,750 | $90,581,400 | 7.13% | |
| V |
Visa Inc.
Financial Services
|
265,330 | $80,193,339 | 6.31% | |
| MA |
Mastercard Inc
Financial Services
|
147,000 | $73,450,020 | 5.78% | |
| AON |
Aon plc
Financial Services
|
213,860 | $69,029,730 | 5.44% | |
| MSFT |
Microsoft Corp
Technology
|
169,450 | $62,725,306 | 4.94% | |
| META |
Meta Platforms, Inc.
Communication Services
|
105,710 | $60,479,862 | 4.76% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
121,000 | $59,475,130 | 4.68% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
214,200 | $58,326,660 | 4.59% | |
| IEX |
Idex Corp /De/
Industrials
|
264,300 | $50,098,065 | 3.94% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ACIW
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,079,377 | 367,700 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,579,737 | 367,700 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,356,036 | 366,800 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,048,460 | 306,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,509,586 | 356,600 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $18,511,106 | 356,600 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,150,940 | 356,600 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,727,480 | 372,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,354,120 | 372,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,383,200 | 372,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,429,600 | 285,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,394,995 | 232,844 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,891,635 | 181,306 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,055,705 | 176,335 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,016,130 | 335,700 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,691,273 | 335,700 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,571,193 | 335,700 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $11,648,790 | 335,700 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,086,861 | 295,700 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,982,298 | 295,700 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $19,835,465 | 521,300 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $27,731,088 | 721,600 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $21,781,576 | 833,585 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,498,459 | 833,585 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $20,277,547 | 839,650 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||