WEITZ INVESTMENT MANAGEMENT, INC.
Top Portfolio Positions
45 positions ·
$1,136,322,646 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| DHR |
Danaher Corp /De/
Healthcare
|
477,750 | $90,581,400 | 7.97% |
| V |
Visa Inc.
Financial Services
|
265,330 | $80,193,339 | 7.06% |
| MA |
Mastercard Inc
Financial Services
|
147,000 | $73,450,020 | 6.46% |
| AON |
Aon plc
Financial Services
|
213,860 | $69,029,730 | 6.07% |
| MSFT |
Microsoft Corp
Technology
|
169,450 | $62,725,306 | 5.52% |
| META |
Meta Platforms, Inc.
Communication Services
|
105,710 | $60,479,862 | 5.32% |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
121,000 | $59,475,130 | 5.23% |
| VMC |
Vulcan Materials CO
Basic Materials
|
214,200 | $58,326,660 | 5.13% |
| IEX |
Idex Corp /De/
Industrials
|
264,300 | $50,098,065 | 4.41% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
222,500 | $46,340,075 | 4.08% |
Portfolio Trend
Holdings in IR
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,671,984 | 133,200 | Shares | Sole | 2026-05-14 | |
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