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 LH
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,427,530 | 99,050 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $25,025,280 | 99,750 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $40,116,635 | 139,750 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $37,059,849 | 141,175 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $35,184,469 | 151,175 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $54,159,651 | 236,175 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $52,819,498 | 236,350 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $49,117,138 | 241,350 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||