WEITZ INVESTMENT MANAGEMENT, INC.

CIK

883965

City

Omaha

State / Country

Stock

VMC — Vulcan Materials CO

Top Portfolio Positions

46 positions · $1,269,947,566 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$58,326,660	214,200	+1.9%	Shares	Sole	2026-05-14
2025-12-31	$59,953,244	210,200	-1.2%	Shares	Sole	2026-02-12
2025-09-30	$65,430,774	212,700	+0.4%	Shares	Sole	2025-11-10
2025-06-30	$55,267,758	211,900	0.0%	Shares	Sole	2025-08-12
2025-03-31	$49,436,270	211,900	+10.7%	Shares	Sole	2025-05-09
2024-12-31	$49,233,822	191,400	-0.1%	Shares	Sole	2025-02-12
2024-09-30	$47,969,866	191,550	0.0%	Shares	Sole	2024-11-12
2024-06-30	$47,634,654	191,550	-20.7%	Shares	Sole	2024-08-14
2024-03-31	$65,923,826	241,550	-12.9%	Shares	Sole	2024-05-13
2023-12-31	$62,949,873	277,300	-8.4%	Shares	Sole	2024-02-12
2023-09-30	$61,171,656	302,800	-0.9%	Shares	Sole	2023-11-13
2023-06-30	$68,871,920	305,500	-8.7%	Shares	Sole	2023-08-10
2023-03-31	$57,403,976	334,600	+0.3%	Shares	Sole	2023-05-12
2022-12-31	$58,416,696	333,600	-2.8%	Shares	Sole	2023-02-09
2022-09-30	$54,110,301	343,100	0.0%	Shares	Sole	2022-11-09
2022-06-30	$48,754,510	343,100	+0.4%	Shares	Sole	2022-08-12
2022-03-31	$62,788,660	341,800	+1.1%	Shares	Sole	2022-05-13
2021-12-31	$70,200,442	338,185	-19.3%	Shares	Sole	2022-02-11
2021-09-30	$70,911,872	419,200	0.0%	Shares	Sole	2021-11-15
2021-06-30	$72,970,144	419,200	-3.5%	Shares	Sole	2021-08-10
2021-03-31	$73,271,250	434,200	-5.3%	Shares	Sole	2021-05-13
2020-12-31	$68,029,797	458,700	-2.7%	Shares	Sole	2021-02-10
2020-09-30	$63,866,448	471,200	0.0%	Shares	Sole	2020-11-12
2020-06-30	$54,588,520	471,200	+6.0%	Shares	Sole	2020-08-12
2020-03-31	$48,026,308	444,400	—	Shares	Sole	2020-05-11
No 13F history on record for this holder in this stock.