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CIK: 0000883965
Total reported value
$1.4B
$1.4B
47 檔
37.9%
The Q4 2024 SEC filing reveals that Weitz Investment Management, Inc. held a total portfolio value of $1.4B, covering 47 public equity positions.
During Q4 2024, Weitz Investment Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.55% | +0.08% | — | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 5.65% | +0.70% | -3.48% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.09% | +0.02% | -8.51% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 5.08% | +0.04% | -8.01% | |
| 5 | AON | Aon plc | Stock-Financials | 4.83% | +0.09% | — | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.79% | -0.20% | -5.14% | |
| 7 | DHR | Danaher CORP | Stock-Healthcare | 4.77% | +0.14% | +14.90% | |
| 8 | IEX | Idex CORP | Stock-Industrials | 3.57% | +0.47% | +16.93% | |
| 9 | KMX | Carmax Inc | Stock-Consumer Disc | 3.48% | — | -2.37% | |
| 10 | GPN | Global Payments Inc | Stock-Industrials | 3.41% | +0.19% | -3.34% | |
| 11 | CSGP | Costar Group Inc | Stock-Real Estate | 3.29% | -0.63% | +0.38% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.22% | -0.15% | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.80% | +0.36% | -1.98% | |
| 14 | LH | Labcorp Holdings Inc | Stock-Healthcare | 2.79% | +0.08% | -0.07% | |
| 15 | VMC | Vulcan Materials Co | Stock-Materials | 2.54% | +0.09% | -0.08% | |
| 16 | EFX | Equifax Inc | Stock-Industrials | 2.48% | -0.25% | +7.10% | |
| 17 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 2.39% | — | — | |
| 18 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 2.05% | -0.69% | — | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.94% | -1.33% | — | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.78% | — | -3.32% | |
| 21 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.73% | -1.80% | EXIT | |
| 22 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 1.72% | +0.35% | +16.13% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 1.64% | -0.56% | — | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.64% | -0.53% | — | |
| 25 | IT | Gartner Inc | Stock-Tech | 1.61% | — | — | |
| 26 | VLTO | Veralto CORP | Stock-Industrials | 1.57% | +0.23% | — | |
| 27 | HEI-A | Heico Corp-class A | Stock-Other | 1.56% | +0.87% | — | |
| 28 | ADI | Analog Devices Inc | Stock-Tech | 1.54% | -0.02% | — | |
| 29 | TECH | Bio-techne CORP | Stock-Healthcare | 1.42% | +0.28% | +707.73% | |
| 30 | PRM | Perimeter Solutions Inc | Stock-Other | 1.39% | +0.24% | — | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 1.21% | -0.01% | -13.07% | |
| 32 | FIS | Fidelity National Info Serv | Stock-Tech | 1.14% | — | -33.94% | |
| 33 | MLM | Martin Marietta Materials | Stock-Materials | 1.08% | +0.26% | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.42% | +11.97% | |
| 35 | ACIW | Aci Worldwide Inc | Stock-Tech | 0.95% | +0.23% | — | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.92% | — | — | |
| 37 | LKQ | Lkq CORP | Stock-Consumer Disc | 0.87% | -0.10% | +0.04% | |
| 38 | ROP | Roper Technologies Inc | Stock-Tech | 0.84% | — | -52.74% | |
| 39 | 35Y | Corecard CORP | Stock-Other | 0.60% | — | — | |
| 40 | LBTYA | Liberty Global Ltd. | Stock-Other | 0.54% | — | -41.11% | |
| 41 | LBRDA | Liberty Broadband-a | Stock-Other | 0.54% | -0.17% | — | |
| 42 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.19% | — | — | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.18% | -0.01% | — | |
| 44 | RWT 5.75 10-01-25Bond | Rwt Holdings Inc | Bond | 0.18% | — | — | |
| 45 | FTV | Fortive CORP | Stock-Tech | 0.16% | — | — | |
| 46 | LIN | Linde plc | Stock-Materials | 0.15% | +0.01% | — | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.13% | — | — |
According to official SEC Form 13F filings, Weitz Investment Management, Inc. reported a total U.S. public equity portfolio value of $1.4B across 47 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, V, GOOG) accounted for 37.9% of total reported equity market value during Q4 2024.
During Q4 2024, Weitz Investment Management, Inc.'s top holdings by market value included BRK-B (7.5%)、V (5.7%)、GOOG (5.1%). The largest single position, BRK-B, represented 7.5% of total portfolio value.
In Q4 2024, Weitz Investment Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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