13F HOLDINGS REPORT
WEITZ INVESTMENT MANAGEMENT, INC.
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001821268-25-000188
Total Value
$1.86B
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 | $139.3M | 7.49% |
| 2 | VISA INC | V | 298,075 | $105.8M | 5.69% |
| 3 | DANAHER CORPORATION | 235851102 | 526,950 | $104.1M | 5.60% |
| 4 | MASTERCARD INCORPORATED | MA | 165,070 | $92.8M | 4.99% |
| 5 | META PLATFORMS INC | META | 115,710 | $85.4M | 4.59% |
| 6 | ALPHABET INC | GOOG | 445,600 | $79.0M | 4.25% |
| 7 | AON PLC | AON | 213,450 | $76.2M | 4.09% |
| 8 | IDEX CORP | 45167R104 | 406,225 | $71.3M | 3.84% |
| 9 | MICROSOFT CORP | MSFT | 129,475 | $64.4M | 3.46% |
| 10 | COSTAR GROUP INC | CSGP | 765,600 | $61.6M | 3.31% |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 150,450 | $61.0M | 3.28% |
| 12 | VULCAN MATLS CO | 929160109 | 211,900 | $55.3M | 2.97% |
| 13 | EQUIFAX INC | EFX | 210,350 | $54.6M | 2.93% |
| 14 | LIBERTY BROADBAND CORP | LBRDP | 500,500 | $49.2M | 2.65% |
| 15 | AMAZON COM INC | AMZN | 222,500 | $48.8M | 2.62% |
| 16 | GLOBAL PMTS INC | 37940X102 | 560,000 | $44.8M | 2.41% |
| 17 | CARMAX INC | KMX | 649,400 | $43.6M | 2.35% |
| 18 | HEICO CORP NEW | HEI-A | 162,900 | $42.2M | 2.27% |
| 19 | BIO-TECHNE CORP | TECH | 802,150 | $41.3M | 2.22% |
| 20 | CHARTER COMMUNICATIONS INC | 16119P108 | 94,450 | $38.6M | 2.08% |
| 21 | ACCENTURE PLC IRELAND | ACN | 124,650 | $37.3M | 2.00% |
| 22 | ORACLE CORP | ORCL-PD | 170,075 | $37.2M | 2.00% |
| 23 | LABCORP HOLDINGS INC | LH | 141,175 | $37.1M | 1.99% |
| 24 | GARTNER INC | IT | 87,925 | $35.5M | 1.91% |
| 25 | TEXAS INSTRS INC | 882508104 | 164,575 | $34.2M | 1.84% |
| 26 | OLD DOMINION FREIGHT LINE IN | ODFL | 208,500 | $33.8M | 1.82% |
| 27 | ANALOG DEVICES INC | ADI | 141,000 | $33.6M | 1.80% |
| 28 | IDEXX LABS INC | 45168D104 | 60,300 | $32.3M | 1.74% |
| 29 | SIRIUSXM HOLDINGS INC | 829933100 | 1,384,000 | $31.8M | 1.71% |
| 30 | PERIMETER SOLUTIONS INC | PRM | 1,960,900 | $27.3M | 1.47% |
| 31 | SALESFORCE COM INC | CRM | 87,500 | $23.9M | 1.28% |
| 32 | MARTIN MARIETTA MATLS INC | 573284106 | 41,275 | $22.7M | 1.22% |
| 33 | ROPER TECHNOLOGIES INC | ROP | 31,425 | $17.8M | 0.96% |
| 34 | LKQ CORP | LKQ | 458,300 | $17.0M | 0.91% |
| 35 | COMCAST CORP NEW | CCZ | 451,500 | $16.1M | 0.87% |
| 36 | CORECARD CORPORATION | 45816D100 | 515,000 | $14.9M | 0.80% |
| 37 | ACI WORLDWIDE INC | ACIW | 306,000 | $14.0M | 0.76% |
| 38 | LIBERTY BROADBAND CORP | LBRDP | 140,000 | $13.7M | 0.74% |
| 39 | VERALTO CORP | VLTO | 37,500 | $3.8M | 0.20% |
| 40 | S&P GLOBAL INC | SPGI | 7,140 | $3.8M | 0.20% |
| 41 | RWT HLDGS INC | 749772AD1 | 3,500,000 | $3.5M | 0.19% |
| 42 | LINDE PLC | LIN | 6,900 | $3.2M | 0.17% |
| 43 | DIAGEO PLC | DGEAF | 28,300 | $2.9M | 0.15% |
| 44 | FORTIVE CORP | FTV | 45,450 | $2.4M | 0.13% |
| 45 | RALLIANT CORP | RAL | 15,150 | $734,624 | 0.04% |