Wallace Weitz - Weitz Investment Management
As of Q1 2026, this manager reported 49 long-equity positions worth $1.43B in aggregate.
As of Q1 2026, Wallace Weitz's Weitz Investment Management held 49 long-equity positions with a reported value of $1.43B.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 44 of 49 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.55% | - | 286,850 | $144.19M | $502.65 | |
| 2 | DHR | DANAHER CORPORATION | 6.98% | Reduce -2.5% | 513,950 | $117.65M | $228.92 | |
| 3 | GOOG | ALPHABET INC | 6.47% | Reduce -21.0% | 347,900 | $109.17M | $313.80 | |
| 4 | V | VISA INC | 5.63% | - | 270,580 | $94.9M | $350.71 | |
| 5 | MA | MASTERCARD INCORPORATED | 5.28% | - | 155,900 | $89M | $570.88 | |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | 4.64% | Reduce -10.3% | 134,950 | $78.2M | $579.45 | |
| 7 | AON | AON PLC | 4.58% | Add +2.5% | 218,735 | $77.19M | $352.88 | |
| 8 | META | META PLATFORMS INC | 4.25% | - | 108,710 | $71.76M | $660.09 | |
| 9 | MSFT | MICROSOFT CORP | 4.19% | Reduce -5.2% | 145,975 | $70.6M | $483.62 | |
| 10 | IEX | IDEX CORP | 4.13% | Reduce -3.7% | 391,475 | $69.66M | $177.94 | |
| 11 | VMC | VULCAN MATLS CO | 3.55% | Reduce -1.2% | 210,200 | $59.95M | $285.22 | |
| 12 | AMZN | AMAZON COM INC | 3.05% | - | 222,500 | $51.36M | $230.82 | |
| 13 | CSGP | COSTAR GROUP INC | 2.87% | - | 719,850 | $48.4M | $67.24 | |
| 14 | TECH | BIO-TECHNE CORP | 2.80% | Add +0.1% | 802,950 | $47.22M | $58.81 | |
| 15 | EFX | EQUIFAX INC | 2.76% | Add +0.1% | 214,880 | $46.62M | $216.98 | |
| 16 | ACN | ACCENTURE PLC IRELAND | 2.56% | Add +0.2% | 160,900 | $43.17M | $268.30 | |
| 17 | HEI-A | HEICO CORP NEW | 2.44% | - | 162,779 | $41.09M | $252.43 | |
| 18 | GPN | GLOBAL PMTS INC | 2.32% | Reduce -8.2% | 505,000 | $39.09M | $77.40 | |
| 19 | ADI | ANALOG DEVICES INC | 2.14% | Reduce -4.7% | 132,800 | $36.02M | $271.20 | |
| 20 | ODFL | OLD DOMINION FREIGHT LINE IN | 1.94% | Add +0.1% | 208,800 | $32.74M | $156.80 | |
| 21 | LBRDK | LIBERTY BROADBAND CORP | 1.88% | Add +30.1% | 651,000 | $31.64M | $48.60 | |
| 22 | TXN | TEXAS INSTRS INC | 1.70% | Add +0.3% | 165,100 | $28.64M | $173.49 | |
| 23 | SIRI | SIRIUSXM HOLDINGS INC | 1.64% | - | 1,384,000 | $27.67M | $20.00 | |
| 24 | MLM | MARTIN MARIETTA MATLS INC | 1.52% | - | 41,275 | $25.7M | $622.66 | |
| 25 | LH | LABCORP HOLDINGS INC | 1.48% | Reduce -28.6% | 99,750 | $25.03M | $250.88 | |
| 26 | IDXX | IDEXX LABS INC | 1.42% | Reduce -37.9% | 35,300 | $23.88M | $676.53 | |
| 27 | CRM | SALESFORCE COM INC | 1.37% | - | 87,500 | $23.18M | $264.91 | |
| 28 | ACIW | ACI WORLDWIDE INC | 1.04% | Add +0.3% | 367,700 | $17.58M | $47.81 | |
| 29 | ROP | ROPER TECHNOLOGIES INC | 0.96% | Add +16.3% | 36,550 | $16.27M | $445.13 | |
| 30 | PRM | PERIMETER SOLUTIONS INC | 0.83% | Reduce -31.6% | 509,400 | $14.02M | $27.53 | |
| 31 | ORCL | ORACLE CORP | 0.81% | - | 70,000 | $13.64M | $194.91 | |
| 32 | LKQ | LKQ CORP | 0.79% | Reduce -17.4% | 441,000 | $13.32M | $30.20 | |
| 33 | EEFT | EURONET WORLDWIDE INC | 0.72% | New | 160,000 | $12.18M | $76.11 | |
| 34 | CDW | CDW CORP | 0.45% | Add +57.8% | 56,250 | $7.66M | $136.20 | |
| 35 | MELI | MERCADOLIBRE INC | 0.44% | - | 3,700 | $7.45M | $2014.26 | |
| 36 | LBRDA | LIBERTY BROADBAND CORP | 0.40% | - | 140,000 | $6.76M | $48.28 | |
| 37 | IT | GARTNER INC | 0.37% | Reduce -77.3% | 24,425 | $6.16M | $252.28 | |
| 38 | VLTO | VERALTO CORP | 0.22% | Add +1.3% | 38,000 | $3.79M | $99.78 | |
| 39 | SPGI | S&P GLOBAL INC | 0.22% | - | 7,140 | $3.73M | $522.59 | |
| 40 | LIN | LINDE PLC | 0.18% | Add +4.3% | 7,200 | $3.07M | $426.39 | |
| 41 | CMCSA | COMCAST CORP NEW | 0.15% | Reduce -81.2% | 85,000 | $2.54M | $29.89 | |
| 42 | FTV | FORTIVE CORP | 0.15% | Reduce -2.2% | 45,400 | $2.51M | $55.21 | |
| 43 | DEO | DIAGEO PLC | 0.12% | Reduce -15.9% | 23,800 | $2.05M | $86.27 | |
| 44 | CHTR | CHARTER COMMUNICATIONS INC | 0.01% | Reduce -99.4% | 650 | $135.69K | $208.75 | |
| 48 | GLIBK | GCI LIBERTY INC | - | Sold | 0 | $0 | No quote | No quote |
| 47 | GLIBA | GCI LIBERTY INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | CCRD | CORECARD CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 45 | KMX | CARMAX INC | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 0 | $0 |