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 CSGP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,856,788 | 517,025 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $48,402,714 | 719,850 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $60,733,744 | 719,850 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $61,554,240 | 765,600 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $72,226,068 | 911,600 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $63,706,151 | 889,875 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $66,877,560 | 886,500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $65,725,110 | 886,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $84,669,900 | 876,500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $76,597,335 | 876,500 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $72,814,830 | 947,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $95,052,000 | 1,068,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $75,790,080 | 1,100,800 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $85,456,224 | 1,105,800 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $86,902,305 | 1,247,700 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $88,416,076 | 1,463,600 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $96,124,891 | 1,443,100 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $89,256,482 | 1,129,400 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $80,853,370 | 939,500 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $74,496,590 | 899,500 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,858,672 | 83,450 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,389,618 | 79,950 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,779,594 | 79,900 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,678,253 | 79,900 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,810,992 | 64,900 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||