13F HOLDINGS REPORT
WEITZ INVESTMENT MANAGEMENT, INC.
Quarter ended Q1 2025 · Filed May 9, 2025 · Accession 0001821268-25-000102
Total Value
$1.88B
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 286,850 | $152.8M | 8.12% |
| 2 | VISA INC | V | 324,200 | $113.6M | 6.04% |
| 3 | DANAHER CORPORATION | 235851102 | 496,650 | $101.8M | 5.41% |
| 4 | MASTERCARD INCORPORATED | MA | 179,070 | $98.2M | 5.21% |
| 5 | AON PLC | AON | 213,450 | $85.2M | 4.53% |
| 6 | IDEX CORP | 45167R104 | 401,225 | $72.6M | 3.86% |
| 7 | COSTAR GROUP INC | CSGP | 911,600 | $72.2M | 3.84% |
| 8 | ALPHABET INC | GOOG | 445,600 | $69.6M | 3.70% |
| 9 | META PLATFORMS INC | META | 120,760 | $69.6M | 3.70% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 126,150 | $62.8M | 3.33% |
| 11 | CARMAX INC | KMX | 805,200 | $62.7M | 3.33% |
| 12 | GLOBAL PMTS INC | 37940X102 | 580,000 | $56.8M | 3.02% |
| 13 | EQUIFAX INC | EFX | 210,350 | $51.2M | 2.72% |
| 14 | MICROSOFT CORP | MSFT | 134,475 | $50.5M | 2.68% |
| 15 | VULCAN MATLS CO | 929160109 | 211,900 | $49.4M | 2.63% |
| 16 | BIO-TECHNE CORP | TECH | 791,650 | $46.4M | 2.47% |
| 17 | LIBERTY BROADBAND CORP | LBRDP | 530,500 | $45.1M | 2.40% |
| 18 | ACCENTURE PLC IRELAND | ACN | 139,650 | $43.6M | 2.32% |
| 19 | CHARTER COMMUNICATIONS INC | 16119P108 | 115,450 | $42.5M | 2.26% |
| 20 | AMAZON COM INC | AMZN | 222,500 | $42.3M | 2.25% |
| 21 | GARTNER INC | IT | 87,925 | $36.9M | 1.96% |
| 22 | LABCORP HOLDINGS INC | LH | 151,175 | $35.2M | 1.87% |
| 23 | OLD DOMINION FREIGHT LINE IN | ODFL | 208,500 | $34.5M | 1.83% |
| 24 | HEICO CORP NEW | HEI-A | 162,900 | $34.4M | 1.83% |
| 25 | SIRIUSXM HOLDINGS INC | 829933100 | 1,465,500 | $33.0M | 1.76% |
| 26 | ADOBE SYSTEMS INC | ADBE | 82,500 | $31.6M | 1.68% |
| 27 | TEXAS INSTRS INC | 882508104 | 169,575 | $30.5M | 1.62% |
| 28 | ANALOG DEVICES INC | ADI | 141,000 | $28.4M | 1.51% |
| 29 | IDEXX LABS INC | 45168D104 | 60,300 | $25.3M | 1.35% |
| 30 | ORACLE CORP | ORCL-PD | 170,075 | $23.8M | 1.26% |
| 31 | SALESFORCE COM INC | CRM | 87,500 | $23.5M | 1.25% |
| 32 | PERIMETER SOLUTIONS INC | PRM | 2,057,291 | $20.7M | 1.10% |
| 33 | MARTIN MARIETTA MATLS INC | 573284106 | 41,275 | $19.7M | 1.05% |
| 34 | ACI WORLDWIDE INC | ACIW | 356,600 | $19.5M | 1.04% |
| 35 | LKQ CORP | LKQ | 458,300 | $19.5M | 1.04% |
| 36 | ROPER TECHNOLOGIES INC | ROP | 31,425 | $18.5M | 0.98% |
| 37 | COMCAST CORP NEW | CCZ | 451,500 | $16.7M | 0.89% |
| 38 | LIBERTY BROADBAND CORP | LBRDP | 140,000 | $11.9M | 0.63% |
| 39 | CORECARD CORPORATION | 45816D100 | 515,000 | $9.6M | 0.51% |
| 40 | VERALTO CORP | VLTO | 37,500 | $3.7M | 0.19% |
| 41 | S&P GLOBAL INC | SPGI | 7,140 | $3.6M | 0.19% |
| 42 | RWT HLDGS INC | 749772AD1 | 3,500,000 | $3.5M | 0.19% |
| 43 | LINDE PLC | LIN | 6,900 | $3.2M | 0.17% |
| 44 | FORTIVE CORP | FTV | 40,800 | $3.0M | 0.16% |
| 45 | DIAGEO PLC | DGEAF | 28,300 | $3.0M | 0.16% |