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 | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in TECH
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,136,232 | 653,200 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $47,221,489 | 802,950 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $44,623,604 | 802,150 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $41,270,617 | 802,150 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $46,414,439 | 791,650 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $27,461,437 | 381,250 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,772,696 | 47,200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,159,765 | 44,100 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||