13F HOLDINGS REPORT
WEITZ INVESTMENT MANAGEMENT, INC.
Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001821268-25-000230
Total Value
$1.84B
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 286,850 | $144.2M | 7.83% |
| 2 | ALPHABET INC | GOOG | 440,600 | $107.3M | 5.82% |
| 3 | DANAHER CORPORATION | 235851102 | 526,950 | $104.5M | 5.67% |
| 4 | VISA INC | V | 270,580 | $92.4M | 5.01% |
| 5 | MASTERCARD INCORPORATED | MA | 155,900 | $88.7M | 4.81% |
| 6 | META PLATFORMS INC | META | 108,710 | $79.8M | 4.33% |
| 7 | MICROSOFT CORP | MSFT | 153,975 | $79.8M | 4.33% |
| 8 | AON PLC | AON | 213,450 | $76.1M | 4.13% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 150,450 | $73.0M | 3.96% |
| 10 | IDEX CORP | 45167R104 | 406,475 | $66.2M | 3.59% |
| 11 | VULCAN MATLS CO | 929160109 | 212,700 | $65.4M | 3.55% |
| 12 | COSTAR GROUP INC | CSGP | 719,850 | $60.7M | 3.30% |
| 13 | EQUIFAX INC | EFX | 214,600 | $55.1M | 2.99% |
| 14 | AMAZON COM INC | AMZN | 222,500 | $48.9M | 2.65% |
| 15 | GLOBAL PMTS INC | 37940X102 | 550,000 | $45.7M | 2.48% |
| 16 | BIO-TECHNE CORP | TECH | 802,150 | $44.6M | 2.42% |
| 17 | HEICO CORP NEW | HEI-A | 162,779 | $41.4M | 2.24% |
| 18 | LABCORP HOLDINGS INC | LH | 139,750 | $40.1M | 2.18% |
| 19 | ACCENTURE PLC IRELAND | ACN | 160,550 | $39.6M | 2.15% |
| 20 | IDEXX LABS INC | 45168D104 | 56,800 | $36.3M | 1.97% |
| 21 | ANALOG DEVICES INC | ADI | 139,300 | $34.2M | 1.86% |
| 22 | SIRIUSXM HOLDINGS INC | 829933100 | 1,384,000 | $32.2M | 1.75% |
| 23 | LIBERTY BROADBAND CORP | LBRDP | 500,500 | $31.8M | 1.73% |
| 24 | TEXAS INSTRS INC | 882508104 | 164,575 | $30.2M | 1.64% |
| 25 | OLD DOMINION FREIGHT LINE IN | ODFL | 208,500 | $29.4M | 1.59% |
| 26 | CARMAX INC | KMX | 649,400 | $29.1M | 1.58% |
| 27 | CHARTER COMMUNICATIONS INC | 16119P108 | 102,605 | $28.2M | 1.53% |
| 28 | GARTNER INC | IT | 107,375 | $28.2M | 1.53% |
| 29 | MARTIN MARIETTA MATLS INC | 573284106 | 41,275 | $26.0M | 1.41% |
| 30 | SALESFORCE COM INC | CRM | 87,500 | $20.7M | 1.13% |
| 31 | ORACLE CORP | ORCL-PD | 70,000 | $19.7M | 1.07% |
| 32 | ACI WORLDWIDE INC | ACIW | 366,800 | $19.4M | 1.05% |
| 33 | PERIMETER SOLUTIONS INC | PRM | 744,972 | $16.7M | 0.91% |
| 34 | LKQ CORP | LKQ | 534,000 | $16.3M | 0.89% |
| 35 | ROPER TECHNOLOGIES INC | ROP | 31,425 | $15.7M | 0.85% |
| 36 | COMCAST CORP NEW | CCZ | 451,500 | $14.2M | 0.77% |
| 37 | CORECARD CORPORATION | 45816D100 | 515,000 | $13.9M | 0.75% |
| 38 | LIBERTY BROADBAND CORP | LBRDP | 140,000 | $8.9M | 0.48% |
| 39 | MERCADOLIBRE INC | MELI | 3,700 | $8.6M | 0.47% |
| 40 | CDW CORP | CDW | 35,650 | $5.7M | 0.31% |
| 41 | VERALTO CORP | VLTO | 37,500 | $4.0M | 0.22% |
| 42 | GCI LIBERTY INC | GLIBK | 100,100 | $3.7M | 0.20% |
| 43 | RWT HLDGS INC | 749772AD1 | 3,500,000 | $3.5M | 0.19% |
| 44 | S&P GLOBAL INC | SPGI | 7,140 | $3.5M | 0.19% |
| 45 | LINDE PLC | LIN | 6,900 | $3.3M | 0.18% |
| 46 | DIAGEO PLC | DGEAF | 28,300 | $2.7M | 0.15% |
| 47 | FORTIVE CORP | FTV | 46,400 | $2.3M | 0.12% |
| 48 | GCI LIBERTY INC | GLIBK | 28,000 | $1.1M | 0.06% |