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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0000883965

WEITZ INVESTMENT MANAGEMENT, INC.

Omaha, NE · File #028-03062

Latest AUM
$1.69B
Positions
44
Top-10 Concentration
54.7%
Filings
12

Sector Allocation

Financials
15.7%$264.8M
Technology
13.9%$235.3M
Healthcare
8.9%$150.4M
Industrials
4.9%$83.2M
Real Estate
2.9%$48.4M
Materials
1.0%$17.1M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BERKSHIRE HATHAWAY INC DELBRK-A286,850$144.2M8.55%
2DANAHER CORPORATION235851102513,950$117.7M6.98%
3ALPHABET INCGOOG347,900$109.2M6.47%
4VISA INCV270,580$94.9M5.63%
5MASTERCARD INCORPORATEDMA155,900$89.0M5.28%
6THERMO FISHER SCIENTIFIC INCTMO134,950$78.2M4.64%
7AON PLCAON218,735$77.2M4.58%
8META PLATFORMS INCMETA108,710$71.8M4.25%
9MICROSOFT CORPMSFT145,975$70.6M4.19%
10IDEX CORP45167R104391,475$69.7M4.13%
11VULCAN MATLS CO929160109210,200$60.0M3.55%
12AMAZON COM INCAMZN222,500$51.4M3.05%
13COSTAR GROUP INCCSGP719,850$48.4M2.87%
14BIO-TECHNE CORPTECH802,950$47.2M2.80%
15EQUIFAX INCEFX214,880$46.6M2.76%
16ACCENTURE PLC IRELANDACN160,900$43.2M2.56%
17HEICO CORP NEWHEI-A162,779$41.1M2.44%
18GLOBAL PMTS INC37940X102505,000$39.1M2.32%
19ANALOG DEVICES INCADI132,800$36.0M2.14%
20OLD DOMINION FREIGHT LINE INODFL208,800$32.7M1.94%