Weitz Investment Management, Inc. Top Holdings and 13F Report (2025) About Weitz Investment Management, Inc.Investment ActivityWeitz Investment Management, Inc. has $1.94 billion in total holdings as of December 31, 2024.Weitz Investment Management, Inc. owns shares of 47 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 4.29% of the portfolio was purchased this quarter.About 8.18% of the portfolio was sold this quarter.This quarter, Weitz Investment Management, Inc. has purchased 50 new stocks and bought additional shares in 8 stocks.Weitz Investment Management, Inc. sold shares of 15 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $146,500,096Visa $109,571,068Alphabet $98,781,228Mastercard $98,505,450AON $93,722,802 Largest New Holdings this Quarter PERIMETER SOLUTIONS INC $26,931,179 Holding Largest Purchases this Quarter PERIMETER SOLUTIONS INC 2,107,291 shares (about $26.93M)Bio-Techne 334,050 shares (about $24.06M)Danaher 52,300 shares (about $12.01M)IDEX 47,850 shares (about $10.01M)SIRIUSXM HOLDINGS INC 203,501 shares (about $4.64M) Largest Sales this Quarter Roper Technologies 35,075 shares (about $18.23M)Fidelity National Information Services 140,000 shares (about $11.31M)Alphabet 48,275 shares (about $9.19M)Mastercard 16,280 shares (about $8.57M)LIBERTY GLOBAL LTD 553,567 shares (about $7.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWeitz Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$146,500,0960.0%323,2007.6%FinanceVVisa$109,571,068$3,950,500 ▼-3.5%346,7005.7%Business ServicesGOOGAlphabet$98,781,228$9,193,491 ▼-8.5%518,7005.1%Computer and TechnologyMAMastercard$98,505,450$8,572,560 ▼-8.0%187,0705.1%Business ServicesAONAON$93,722,8020.0%260,9504.8%FinanceMETAMeta Platforms$92,861,886$5,035,386 ▼-5.1%158,6004.8%Computer and TechnologyDHRDanaher$92,556,856$12,005,465 ▲14.9%403,2104.8%MedicalIEXIDEX$69,170,345$10,014,527 ▲16.9%330,5003.6%Industrial ProductsKMXCarMax$67,468,352$1,635,200 ▼-2.4%825,2003.5%Retail/WholesaleGPNGlobal Payments$66,070,576$2,286,024 ▼-3.3%589,6003.4%Business ServicesCSGPCoStar Group$63,706,151$241,616 ▲0.4%889,8753.3%Computer and TechnologyTMOThermo Fisher Scientific$62,531,6460.0%120,2003.2%MedicalAMZNAmazon.com$54,299,025$1,096,950 ▼-2.0%247,5002.8%Retail/WholesaleLABCORP HOLDINGS INC$54,159,651$40,131 ▼-0.1%236,1752.8%COM SHSVMCVulcan Materials$49,233,822$38,585 ▼-0.1%191,4002.5%ConstructionEFXEquifax$48,039,225$3,185,625 ▲7.1%188,5002.5%Business ServicesCHTRCharter Communications$46,428,1970.0%135,4502.4%Consumer DiscretionaryLBRDKLiberty Broadband$39,660,1800.0%530,5002.0%Consumer DiscretionaryACNAccenture$37,588,7620.0%106,8501.9%Computer and TechnologyORCLOracle$34,590,298$1,187,310 ▼-3.3%207,5751.8%Computer and TechnologyODFLOld Dominion Freight Line$33,498,360$3,528,000 ▼-9.5%189,9001.7%TransportationSIRIUSXM HOLDINGS INC$33,413,400$4,639,823 ▲16.1%1,465,5001.7%COMMON STOCKTXNTexas Instruments$31,797,0080.0%169,5751.6%Computer and TechnologyCRMSalesforce$31,761,3500.0%95,0001.6%Computer and TechnologyITGartner$31,211,9800.0%64,4251.6%Business ServicesVERALTO CORP$30,422,4930.0%298,6991.6%COM SHSHEI.AHEICO$30,312,4320.0%162,9001.6%AerospaceADIAnalog Devices$29,956,8600.0%141,0001.5%Computer and TechnologyTECHBio-Techne$27,461,438$24,061,622 ▲707.7%381,2501.4%MedicalPERIMETER SOLUTIONS INC$26,931,179$26,931,179 ▲New Holding2,107,2911.4%COMSPGIS&P Global$23,477,134$3,528,543 ▼-13.1%47,1401.2%Business ServicesFISFidelity National Information Services$22,009,825$11,307,800 ▼-33.9%272,5001.1%Business ServicesMLMMartin Marietta Materials$21,008,6380.0%40,6751.1%ConstructionMSFTMicrosoft$19,325,775$2,065,350 ▲12.0%45,8501.0%Computer and TechnologyACIWACI Worldwide$18,511,1060.0%356,6001.0%Computer and TechnologyADBEAdobe$17,787,2000.0%40,0000.9%Computer and TechnologyLKQLKQ$16,842,525$7,350 ▲0.0%458,3000.9%Auto/Tires/TrucksROPRoper Technologies$16,336,286$18,233,738 ▼-52.7%31,4250.8%Computer and TechnologyCCRDCoreCard$11,690,5000.0%515,0000.6%Business ServicesLIBERTY GLOBAL LTD$10,419,140$7,273,871 ▼-41.1%792,9330.5%COM CL CLBRDALiberty Broadband$10,410,4000.0%140,0000.5%Consumer DiscretionaryDEODiageo$3,597,7790.0%28,3000.2%Consumer StaplesCMCSAComcast$3,565,3500.0%95,0000.2%Consumer DiscretionaryRWT HLDGS INC$3,482,5000.0%3,500,0000.2%NOTE 5.750%10/0FTVFortive$3,060,0000.0%40,8000.2%Computer and TechnologyLINDE PLC$2,888,8230.0%6,9000.1%SHSHONHoneywell International$2,552,5570.0%11,3000.1%Multi-Sector ConglomeratesPRMPerimeter Solutions$0$31,264,525 ▼-100.0%00.0%Basic MaterialsMCHPMicrochip Technology$0$20,843,284 ▼-100.0%00.0%Computer and TechnologyGWREGuidewire Software$0$17,690,298 ▼-100.0%00.0%Computer and TechnologyVRSNVeriSign$0$11,995,974 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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