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 LKQ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,982,960 | 408,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,318,200 | 441,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,308,360 | 534,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,961,683 | 458,300 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,496,082 | 458,300 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $16,842,525 | 458,300 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,287,352 | 458,100 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,052,379 | 458,100 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,018,272 | 412,250 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $19,701,427 | 412,250 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $20,410,497 | 412,250 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,001,413 | 411,900 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $23,481,612 | 413,700 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $22,095,717 | 413,700 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $20,448,955 | 433,700 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $21,290,333 | 433,700 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,694,317 | 433,700 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $33,736,860 | 562,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $33,311,840 | 662,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $32,583,640 | 662,000 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $28,022,460 | 662,000 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $22,447,880 | 637,000 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $16,970,760 | 612,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,034,400 | 612,000 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $14,139,594 | 689,400 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||