13F HOLDINGS REPORT
WEITZ INVESTMENT MANAGEMENT, INC.
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001821268-26-000035
Total Value
$1.69B
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 286,850 | $144.2M | 8.55% |
| 2 | DANAHER CORPORATION | 235851102 | 513,950 | $117.7M | 6.98% |
| 3 | ALPHABET INC | GOOG | 347,900 | $109.2M | 6.47% |
| 4 | VISA INC | V | 270,580 | $94.9M | 5.63% |
| 5 | MASTERCARD INCORPORATED | MA | 155,900 | $89.0M | 5.28% |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 134,950 | $78.2M | 4.64% |
| 7 | AON PLC | AON | 218,735 | $77.2M | 4.58% |
| 8 | META PLATFORMS INC | META | 108,710 | $71.8M | 4.25% |
| 9 | MICROSOFT CORP | MSFT | 145,975 | $70.6M | 4.19% |
| 10 | IDEX CORP | 45167R104 | 391,475 | $69.7M | 4.13% |
| 11 | VULCAN MATLS CO | 929160109 | 210,200 | $60.0M | 3.55% |
| 12 | AMAZON COM INC | AMZN | 222,500 | $51.4M | 3.05% |
| 13 | COSTAR GROUP INC | CSGP | 719,850 | $48.4M | 2.87% |
| 14 | BIO-TECHNE CORP | TECH | 802,950 | $47.2M | 2.80% |
| 15 | EQUIFAX INC | EFX | 214,880 | $46.6M | 2.76% |
| 16 | ACCENTURE PLC IRELAND | ACN | 160,900 | $43.2M | 2.56% |
| 17 | HEICO CORP NEW | HEI-A | 162,779 | $41.1M | 2.44% |
| 18 | GLOBAL PMTS INC | 37940X102 | 505,000 | $39.1M | 2.32% |
| 19 | ANALOG DEVICES INC | ADI | 132,800 | $36.0M | 2.14% |
| 20 | OLD DOMINION FREIGHT LINE IN | ODFL | 208,800 | $32.7M | 1.94% |
| 21 | LIBERTY BROADBAND CORP | LBRDP | 651,000 | $31.6M | 1.88% |
| 22 | TEXAS INSTRS INC | 882508104 | 165,100 | $28.6M | 1.70% |
| 23 | SIRIUSXM HOLDINGS INC | 829933100 | 1,384,000 | $27.7M | 1.64% |
| 24 | MARTIN MARIETTA MATLS INC | 573284106 | 41,275 | $25.7M | 1.52% |
| 25 | LABCORP HOLDINGS INC | LH | 99,750 | $25.0M | 1.48% |
| 26 | IDEXX LABS INC | 45168D104 | 35,300 | $23.9M | 1.42% |
| 27 | SALESFORCE COM INC | CRM | 87,500 | $23.2M | 1.37% |
| 28 | ACI WORLDWIDE INC | ACIW | 367,700 | $17.6M | 1.04% |
| 29 | ROPER TECHNOLOGIES INC | ROP | 36,550 | $16.3M | 0.96% |
| 30 | PERIMETER SOLUTIONS INC | PRM | 509,400 | $14.0M | 0.83% |
| 31 | ORACLE CORP | ORCL-PD | 70,000 | $13.6M | 0.81% |
| 32 | LKQ CORP | LKQ | 441,000 | $13.3M | 0.79% |
| 33 | EURONET WORLDWIDE INC | EEFT | 160,000 | $12.2M | 0.72% |
| 34 | CDW CORP | CDW | 56,250 | $7.7M | 0.45% |
| 35 | MERCADOLIBRE INC | MELI | 3,700 | $7.5M | 0.44% |
| 36 | LIBERTY BROADBAND CORP | LBRDP | 140,000 | $6.8M | 0.40% |
| 37 | GARTNER INC | IT | 24,425 | $6.2M | 0.37% |
| 38 | VERALTO CORP | VLTO | 38,000 | $3.8M | 0.22% |
| 39 | S&P GLOBAL INC | SPGI | 7,140 | $3.7M | 0.22% |
| 40 | LINDE PLC | LIN | 7,200 | $3.1M | 0.18% |
| 41 | COMCAST CORP NEW | CCZ | 85,000 | $2.5M | 0.15% |
| 42 | FORTIVE CORP | FTV | 45,400 | $2.5M | 0.15% |
| 43 | DIAGEO PLC | DGEAF | 23,800 | $2.1M | 0.12% |
| 44 | CHARTER COMMUNICATIONS INC | 16119P108 | 650 | $135,688 | 0.01% |