Weitz Investment Management, Inc. Top Holdings and 13F Report (2024) About Weitz Investment Management, Inc.Investment ActivityWeitz Investment Management, Inc. has $2.03 billion in total holdings as of September 30, 2024.Weitz Investment Management, Inc. owns shares of 50 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 2.37% of the portfolio was purchased this quarter.About 5.22% of the portfolio was sold this quarter.This quarter, Weitz Investment Management, Inc. has purchased 53 new stocks and bought additional shares in 3 stocks.Weitz Investment Management, Inc. sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $148,756,032Mastercard $100,414,230Visa $98,762,040Danaher $97,559,998Meta Platforms $95,711,968 Largest New Holdings this Quarter SIRIUSXM HOLDINGS INC $29,846,276 Holding Largest Purchases this Quarter SIRIUSXM HOLDINGS INC 1,261,999 shares (about $29.85M)IDEX 45,250 shares (about $9.71M)Global Payments 80,400 shares (about $8.23M)Bio-Techne 3,100 shares (about $247.78K) Largest Sales this Quarter Perimeter Solutions 1,260,500 shares (about $16.95M)Meta Platforms 21,575 shares (about $12.35M)Alphabet 52,000 shares (about $8.69M)S&P Global 14,650 shares (about $7.57M)VeriSign 23,350 shares (about $4.44M) 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$148,756,0320.0%323,2007.3%FinanceMAMastercard$100,414,2300.0%203,3505.0%Business ServicesVVisa$98,762,0400.0%359,2004.9%Business ServicesDHRDanaher$97,559,9980.0%350,9104.8%Multi-Sector ConglomeratesMETAMeta Platforms$95,711,968$12,350,393 ▼-11.4%167,2004.7%Computer and TechnologyGOOGAlphabet$94,792,550$8,693,880 ▼-8.4%566,9754.7%Computer and TechnologyAONAON$90,286,0910.0%260,9504.5%FinanceTMOThermo Fisher Scientific$74,352,114$3,092,850 ▼-4.0%120,2003.7%MedicalCSGPCoStar Group$66,877,5600.0%886,5003.3%Computer and TechnologyKMXCarMax$65,401,576$1,547,600 ▼-2.3%845,2003.2%Retail/WholesaleGPNGlobal Payments$62,476,200$8,234,568 ▲15.2%610,0003.1%Business ServicesIEXIDEX$60,628,425$9,706,125 ▲19.1%282,6503.0%Industrial ProductsLABCORP HOLDINGS INC$52,819,498$1,117,400 ▼-2.1%236,3502.6%COM SHSEFXEquifax$51,719,3600.0%176,0002.5%Business ServicesVMCVulcan Materials$47,969,8670.0%191,5502.4%ConstructionAMZNAmazon.com$47,048,3250.0%252,5002.3%Retail/WholesaleCHTRCharter Communications$43,896,636$2,430,600 ▼-5.2%135,4502.2%Consumer DiscretionaryODFLOld Dominion Freight Line$41,694,5360.0%209,9002.1%TransportationLBRDKLiberty Broadband$41,002,3450.0%530,5002.0%Consumer DiscretionaryACNAccenture$37,769,3380.0%106,8501.9%Computer and TechnologyROPRoper Technologies$37,003,2600.0%66,5001.8%Computer and TechnologyORCLOracle$36,584,8800.0%214,7001.8%Computer and TechnologyTXNTexas Instruments$35,029,1080.0%169,5751.7%Computer and TechnologyFISFidelity National Information Services$34,546,875$2,219,375 ▼-6.0%412,5001.7%Business ServicesVERALTO CORP$33,412,4700.0%298,6991.6%COM SHSHEI.AHEICO$33,192,5040.0%162,9001.6%AerospaceITGartner$32,648,0130.0%64,4251.6%Business ServicesADIAnalog Devices$32,453,9700.0%141,0001.6%Computer and TechnologyPRMPerimeter Solutions$31,264,525$16,953,725 ▼-35.2%2,324,5001.5%Basic MaterialsSIRIUSXM HOLDINGS INC$29,846,276$29,846,276 ▲New Holding1,261,9991.5%COMMON STOCKLIBERTY GLOBAL LTD$29,097,865$864,400 ▼-2.9%1,346,5001.4%COM CL CSPGIS&P Global$28,013,720$7,568,483 ▼-21.3%54,2251.4%Business ServicesCRMSalesforce$26,002,4500.0%95,0001.3%Computer and TechnologyMLMMartin Marietta Materials$21,893,3190.0%40,6751.1%ConstructionMCHPMicrochip Technology$20,843,2840.0%259,6001.0%Computer and TechnologyADBEAdobe$20,711,2000.0%40,0001.0%Computer and TechnologyLKQLKQ$18,287,3520.0%458,1000.9%Auto/Tires/TrucksACIWACI Worldwide$18,150,940$783,860 ▼-4.1%356,6000.9%Computer and TechnologyGWREGuidewire Software$17,690,298$932,994 ▼-5.0%96,7000.9%Computer and TechnologyMSFTMicrosoft$17,620,7850.0%40,9500.9%Computer and TechnologyVRSNVeriSign$11,995,974$4,435,566 ▼-27.0%63,1500.6%Computer and TechnologyLBRDALiberty Broadband$10,754,8000.0%140,0000.5%Consumer DiscretionaryCCRDCoreCard$7,477,8000.0%515,0000.4%Business ServicesDEODiageo$3,971,6220.0%28,3000.2%Consumer StaplesCMCSAComcast$3,968,1500.0%95,0000.2%Consumer DiscretionaryTECHBio-Techne$3,772,696$247,783 ▲7.0%47,2000.2%MedicalRWT HLDGS INC$3,447,5000.0%3,500,0000.2%NOTE 5.750%10/0LINDE PLC$3,290,3340.0%6,9000.2%SHSFTVFortive$3,220,3440.0%40,8000.2%Computer and TechnologyHONHoneywell International$2,335,8230.0%11,3000.1%Multi-Sector ConglomeratesLSXMKThe Liberty SiriusXM Group$0$24,110,080 ▼-100.0%00.0%Consumer DiscretionaryREDWOOD TR INC$0$9,003,905 ▼-100.0%00.0%NOTE 5.625% 7/1LSXMAThe Liberty SiriusXM Group$0$6,866,500 ▼-100.0%00.0%Consumer DiscretionaryLIBERTY MEDIA CORP DEL$0$2,870,250 ▼-100.0%00.0%COM LBTY LIV S CShowing 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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