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 49 of 52 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.33% | Reduce -2.8% | 278,850 | $133.62M | $479.20 | |
| 2 | GOOG | ALPHABET INC | 6.54% | Reduce -6.1% | 326,750 | $93.73M | $286.86 | |
| 3 | DHR | DANAHER CORPORATION | 6.32% | Reduce -7.0% | 477,750 | $90.58M | $189.60 | |
| 4 | V | VISA INC | 5.60% | Reduce -1.9% | 265,330 | $80.19M | $302.24 | |
| 5 | MA | MASTERCARD INCORPORATED | 5.13% | Reduce -5.7% | 147,000 | $73.45M | $499.66 | |
| 6 | AON | AON PLC | 4.82% | Reduce -2.2% | 213,860 | $69.03M | $322.78 | |
| 7 | MSFT | MICROSOFT CORP | 4.38% | Add +16.1% | 169,450 | $62.73M | $370.17 | |
| 8 | META | META PLATFORMS INC | 4.22% | Reduce -2.8% | 105,710 | $60.48M | $572.13 | |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 4.15% | Reduce -10.3% | 121,000 | $59.48M | $491.53 | |
| 10 | VMC | VULCAN MATLS CO | 4.07% | Add +1.9% | 214,200 | $58.33M | $272.30 | |
| 11 | IEX | IDEX CORP | 3.50% | Reduce -32.5% | 264,300 | $50.1M | $189.55 | |
| 12 | AMZN | AMAZON COM INC | 3.23% | - | 222,500 | $46.34M | $208.27 | |
| 13 | HEI-A | HEICO CORP NEW | 2.78% | Add +16.1% | 188,979 | $39.89M | $211.09 | |
| 14 | TECH | BIO-TECHNE CORP | 2.38% | Reduce -18.6% | 653,200 | $34.14M | $52.26 | |
| 15 | ACN | ACCENTURE PLC IRELAND | 2.36% | Add +6.1% | 170,700 | $33.85M | $198.29 | |
| 16 | ADI | ANALOG DEVICES INC | 2.36% | Reduce -19.9% | 106,350 | $33.83M | $318.14 | |
| 17 | EFX | EQUIFAX INC | 2.36% | Reduce -12.7% | 187,605 | $33.78M | $180.07 | |
| 18 | TXN | TEXAS INSTRS INC | 2.17% | Reduce -3.0% | 160,100 | $31.08M | $194.14 | |
| 19 | SIRI | SIRIUSXM HOLDINGS INC | 2.08% | Reduce -6.6% | 1,293,000 | $29.84M | $23.08 | |
| 20 | LBRDK | LIBERTY BROADBAND CORP | 2.02% | Reduce -11.5% | 576,000 | $28.97M | $50.30 | |
| 21 | LH | LABCORP HOLDINGS INC | 1.84% | Reduce -0.7% | 99,050 | $26.43M | $266.81 | |
| 22 | ODFL | OLD DOMINION FREIGHT LINE IN | 1.80% | Reduce -36.8% | 132,000 | $25.79M | $195.40 | |
| 23 | MLM | MARTIN MARIETTA MATLS INC | 1.63% | Reduce -3.6% | 39,775 | $23.41M | $588.68 | |
| 24 | GPN | GLOBAL PMTS INC | 1.57% | Reduce -33.7% | 335,000 | $22.55M | $67.30 | |
| 25 | CSGP | COSTAR GROUP INC | 1.46% | Reduce -28.2% | 517,025 | $20.86M | $40.34 | |
| 26 | IDXX | IDEXX LABS INC | 1.38% | - | 35,300 | $19.83M | $561.89 | |
| 27 | CRM | SALESFORCE COM INC | 1.06% | Reduce -6.9% | 81,500 | $15.21M | $186.67 | |
| 28 | ACIW | ACI WORLDWIDE INC | 1.05% | - | 367,700 | $15.08M | $41.01 | |
| 29 | MELI | MERCADOLIBRE INC | 0.97% | Add +116.2% | 8,000 | $13.83M | $1729.02 | |
| 30 | PRM | PERIMETER SOLUTIONS INC | 0.87% | - | 509,400 | $12.44M | $24.42 | |
| 31 | LKQ | LKQ CORP | 0.84% | Reduce -7.5% | 408,000 | $11.98M | $29.37 | |
| 32 | IR | INGERSOLL RAND INC | 0.74% | New | 133,200 | $10.67M | $80.12 | |
| 33 | EEFT | EURONET WORLDWIDE INC | 0.74% | - | 160,000 | $10.62M | $66.37 | |
| 34 | ORCL | ORACLE CORP | 0.56% | Reduce -21.4% | 55,000 | $8.09M | $147.11 | |
| 35 | ASML | ASML HLDG NV | 0.51% | New | 5,500 | $7.26M | $1320.83 | |
| 36 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.47% | New | 20,000 | $6.76M | $337.95 | |
| 37 | LBRDA | LIBERTY BROADBAND CORP | 0.46% | Reduce -7.1% | 130,000 | $6.53M | $50.22 | |
| 38 | NVDA | NVIDIA CORPORATION | 0.43% | New | 35,000 | $6.1M | $174.40 | |
| 39 | CDW | CDW CORP | 0.31% | Reduce -35.6% | 36,250 | $4.39M | $121.02 | |
| 40 | LIN | LINDE PLC | 0.25% | - | 7,200 | $3.57M | $495.76 | |
| 41 | VLTO | VERALTO CORP | 0.25% | Add +5.3% | 40,000 | $3.54M | $88.42 | |
| 42 | POOL | POOL CORP | 0.21% | New | 15,000 | $3.03M | $202.33 | |
| 43 | RGEN | REPLIGEN CORP | 0.21% | New | 25,500 | $3M | $117.82 | |
| 44 | SPGI | S&P GLOBAL INC | 0.21% | Reduce -1.3% | 7,050 | $3M | $425.34 | |
| 45 | CMCSA | COMCAST CORP NEW | 0.09% | Reduce -48.2%1.067:1 split | 47,000 | $1.35M | $28.71 | |
| 46 | FTV | FORTIVE CORP | 0.09% | Reduce -50.4% | 22,500 | $1.24M | $55.28 | |
| 47 | FERG | FERGUSON ENTERPRISES INC | 0.08% | New | 5,200 | $1.21M | $233.26 | |
| 48 | APH | AMPHENOL CORP | 0.08% | New | 9,200 | $1.16M | $126.35 | |
| 49 | CHTR | CHARTER COMMUNICATIONS INC | 0.01% | - | 650 | $140.32K | $215.88 | |
| 52 | ROP | ROPER TECHNOLOGIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 51 | IT | GARTNER INC | - | Sold | 0 | $0 | No quote | No quote |
| 50 | DEO | DIAGEO PLC | - | Sold | 0 | $0 | No quote | No quote |