Weitz Investment Management, INC.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.4B

Reporting period: 2026-03-31 · Number of holdings: 49

WEITZ INVESTMENT MANAGEMENT, INC. disclosed 49 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.4B and a quarterly turnover rate of 23.0%.

Personality snowflake

Concentration: 16.42
Portfolio Stability: 22.97
Momentum/Contrarian: 100
Sector conviction: 51.13
Diversification: 98
Sizing Uniformity: 89.84

Recent moves

Trim CSGP
-28.2%　-$27.5M
Add BRK-B
-2.8%　-$10.6M
Trim GPN
-33.7%　-$16.5M
Trim DHR
-7.0%　-$27.1M
Trim IEX
-32.5%　-$19.6M
Add MELI
+116.2%　$6.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	9.33%	+0.78%	-2.79%
2	GOOG	Alphabet Inc-cl C	Stock-Comm Services	6.54%	+0.07%	-6.08%
3	DHR	Danaher CORP	Stock-Healthcare	6.32%	-0.66%	-7.04%
4	V	Visa Inc-class A Shares	Stock-Financials	5.60%	-0.03%	-1.94%
5	MA	Mastercard INC - A	Stock-Financials	5.13%	-0.15%	-5.71%
6	AON	Aon plc	Stock-Financials	4.82%	+0.24%	-2.23%
7	MSFT	Microsoft CORP	Stock-Tech	4.38%	+0.19%	+16.08%
8	META	Meta Platforms Inc-class A	Stock-Comm Services	4.22%	-0.03%	-2.76%
9	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	4.15%	-0.49%	-10.34%
10	VMC	Vulcan Materials Co	Stock-Materials	4.07%	+0.52%	+1.90%
11	IEX	Idex CORP	Stock-Industrials	3.50%	-0.63%	-32.49%
12	AMZN	Amazon.com INC	Stock-Consumer Disc	3.23%	+0.18%	—
13	HEI-A	Heico Corp-class A	Stock-Other	2.78%	+0.34%	+16.10%
14	TECH	Bio-techne CORP	Stock-Healthcare	2.38%	-0.42%	-18.65%
15	ACN	Accenture plc	Stock-Tech	2.36%	-0.20%	+6.09%
16	ADI	Analog Devices INC	Stock-Tech	2.36%	+0.22%	-19.92%
17	EFX	Equifax INC	Stock-Industrials	2.36%	-0.40%	-12.69%
18	TXN	Texas Instruments INC	Stock-Tech	2.17%	+0.47%	-3.03%
19	SIRI	Sirius Xm Holdings INC	Stock-Comm Services	2.08%	+0.44%	-6.58%
20	LBRDK	Liberty Broadband-c	Stock-Comm Services	2.02%	+0.14%	-11.52%
21	LH	Labcorp Holdings INC	Stock-Healthcare	1.84%	+0.36%	-0.70%
22	ODFL	Old Dominion Freight Line	Stock-Industrials	1.80%	-0.14%	-36.78%
23	MLM	Martin Marietta Materials	Stock-Materials	1.63%	+0.11%	-3.63%
24	GPN	Global Payments INC	Stock-Industrials	1.57%	-0.75%	-33.66%
25	CSGP	Costar Group INC	Stock-Real Estate	1.46%	-1.41%	-28.18%
26	IDXX	Idexx Laboratories INC	Stock-Healthcare	1.38%	-0.04%	—
27	CRM	Salesforce INC	Stock-Tech	1.06%	-0.31%	-6.86%
28	ACIW	Aci Worldwide INC	Stock-Tech	1.05%	+0.01%	—
29	MELI	Mercadolibre INC	Stock-Consumer Disc	0.97%	+0.53%	+116.22%
30	PRM	Perimeter Solutions INC	Stock-Other	0.87%	+0.04%	—
31	LKQ	Lkq CORP	Stock-Consumer Disc	0.84%	+0.05%	-7.48%
32	IR	Ingersoll-rand INC	Stock-Industrials	0.74%	+0.74%	NEW
33	EEFT	Euronet Worldwide INC	Stock-Tech	0.74%	+0.02%	—
34	ORCL	Oracle CORP	Stock-Tech	0.56%	-0.25%	-21.43%
35	ASML	ASML Holding N.V.	Stock-Tech	0.51%	+0.51%	NEW
36	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.47%	+0.47%	NEW
37	LBRDA	Liberty Broadband-a	Stock-Other	0.46%	—	-7.14%
38	NVDA	Nvidia CORP	Stock-Tech	0.43%	+0.43%	NEW
39	CDW	Cdw Corp/de	Stock-Tech	0.31%	-0.14%	-35.56%
40	LIN	Linde plc	Stock-Materials	0.25%	+0.07%	—
41	VLTO	Veralto CORP	Stock-Industrials	0.25%	+0.03%	+5.26%
42	POOL	Pool CORP	Stock-Industrials	0.21%	+0.21%	NEW
43	RGEN	Repligen CORP	Stock-Healthcare	0.21%	+0.21%	NEW
44	SPGI	S&p Global INC	Stock-Financials	0.21%	-0.01%	-1.26%
45	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.09%	-0.06%	-44.71%
46	FTV	Fortive CORP	Stock-Tech	0.09%	-0.06%	-50.44%
47	FERG	Ferguson Enterprises INC	Stock-Industrials	0.08%	+0.08%	NEW
48	APH	Amphenol Corp-cl A	Stock-Tech	0.08%	+0.08%	NEW
49	CHTR	Charter Communications Inc-a	Stock-Comm Services	0.01%	—	—

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	49	$1.4B	23	1BRK-B 2GOOG 3DHR Top holdings2026-03-31 1.BRK-B 2.GOOG 3.DHR 4.V 5.MA 6.AON 7.MSFT 8.META 9.TMO 10.VMC
2025-12-31	44	$1.7B	16	1BRK-B 2DHR 3GOOG Top holdings2025-12-31 1.BRK-B 2.DHR 3.GOOG 4.V 5.MA 6.TMO 7.AON 8.META 9.MSFT 10.IEX
2025-09-30	48	$1.8B	21	1BRK-B 2GOOG 3DHR Top holdings2025-09-30 1.BRK-B 2.GOOG 3.DHR 4.V 5.MA 6.META 7.MSFT 8.AON 9.TMO 10.IEX
2025-06-30	45	$1.9B	0	1BRK-B 2V 3DHR Top holdings2025-06-30 1.BRK-B 2.V 3.DHR 4.MA 5.META 6.GOOG 7.AON 8.IEX 9.MSFT 10.CSGP
2025-03-31	45	$1.9B	100	1BRK-B 2V 3DHR Top holdings2025-03-31 1.BRK-B 2.V 3.DHR 4.MA 5.AON 6.IEX 7.CSGP 8.GOOG 9.META 10.TMO
2024-12-31	47	$1.9B	0	1BRK-B 2V 3GOOG Top holdings2024-12-31 1.BRK-B 2.V 3.GOOG 4.MA 5.AON 6.META 7.DHR 8.IEX 9.KMX 10.GPN
2024-09-30	50	$2.0B	0	1BRK-B 2MA 3V Top holdings2024-09-30 1.BRK-B 2.MA 3.V 4.DHR 5.META 6.GOOG 7.AON 8.TMO 9.CSGP 10.KMX
2024-06-30	53	$1.9B	0	1BRK-B 2GOOG 3META Top holdings2024-06-30 1.BRK-B 2.GOOG 3.META 4.V 5.MA 6.DHR 7.AON 8.TMO 9.CSGP 10.KMX
2024-03-31	54	$2.0B	0	1BRK-B 2GOOG 3V Top holdings2024-03-31 1.BRK-B 2.GOOG 3.V 4.MA 5.META 6.DHR 7.CSGP 8.TMO 9.VMC 10.KMX
2023-12-31	55	$1.9B	0	1BRK-B 2GOOG 3V Top holdings2023-12-31 1.BRK-B 2.GOOG 3.V 4.MA 5.DHR 6.META 7.CSGP 8.TMO 9.VMC 10.50540R
2023-09-30	53	$1.8B	0	1GOOG 2BRK-B 3V Top holdings2023-09-30 1.GOOG 2.BRK-B 3.V 4.MA 5.DHR 6.CSGP 7.META 8.TMO 9.VMC 10.LBRDK
2023-06-30	51	$1.9B	0	1BRK-B 2GOOG 3CSGP Top holdings2023-06-30 1.BRK-B 2.GOOG 3.CSGP 4.V 5.MA 6.DHR 7.META 8.VMC 9.50540R 10.LBRDK
2023-03-31	54	$1.7B	0	1GOOG 2BRK-B 3META Top holdings2023-03-31 1.GOOG 2.BRK-B 3.META 4.V 5.MA 6.CSGP 7.DHR 8.50540R 9.LBRDK 10.VMC
2022-12-31	58	$1.8B	0	1BRK-B 2GOOG 3CSGP Top holdings2022-12-31 1.BRK-B 2.GOOG 3.CSGP 4.V 5.MA 6.DHR 7.LSXMKUSD 8.50540R 9.SCHW 10.META
2022-09-30	58	$1.7B	0	1GOOG 2BRK-B 3CSGP Top holdings2022-09-30 1.GOOG 2.BRK-B 3.CSGP 4.V 5.MA 6.DHR 7.LSXMKUSD 8.META 9.LBRDK 10.SCHW
2022-06-30	58	$1.9B	0	1GOOG 2BRK-B 3CSGP Top holdings2022-06-30 1.GOOG 2.BRK-B 3.CSGP 4.V 5.LBRDK 6.MA 7.KMX 8.META 9.50540R 10.DHR
2022-03-31	60	$2.3B	0	1GOOG 2BRK-B 3V Top holdings2022-03-31 1.GOOG 2.BRK-B 3.V 4.CSGP 5.MA 6.LBRDK 7.META 8.LSXMKUSD 9.MKL 10.50540R
2021-12-31	59	$2.5B	0	1GOOG 2BRK-B 3LBRDK Top holdings2021-12-31 1.GOOG 2.BRK-B 3.LBRDK 4.SCHW 5.META 6.V 7.LSXMKUSD 8.MA 9.50540R 10.CSGP
2021-09-30	58	$2.4B	0	1GOOG 2BRK-B 3AON Top holdings2021-09-30 1.GOOG 2.BRK-B 3.AON 4.LBRDK 5.50540R 6.META 7.SCHW 8.V 9.LSXMKUSD 10.MA
2021-06-30	60	$2.4B	98	1GOOG 2BRK-B 3LBRDK Top holdings2021-06-30 1.GOOG 2.BRK-B 3.LBRDK 4.50540R 5.AON 6.META 7.V 8.SCHW 9.MA 10.LSXMKUSD
2021-03-31	60	$2.3B	20	1BRK-B 2GOOG350540R Top holdings2021-03-31 1.BRK-B 2.GOOG 3.50540R 4.AON 5.LBRDK 6.SCHW 7.V 8.MA 9.META 10.LSXMKUSD
2020-12-31	67	$2.3B	13	1BRK-A 2BRK-B 3GOOG Top holdings2020-12-31 1.BRK-A 2.BRK-B 3.GOOG 4.LBRDK 5.50540R 6.V 7.SCHW 8.MA 9.LSXMKUSD 10.AON
2020-09-30	66	$2.1B	14	1BRK-A 2BRK-B 3GOOG Top holdings2020-09-30 1.BRK-A 2.BRK-B 3.GOOG 4.50540R 5.V 6.LBRDK 7.MA 8.CSGP 9.SCHW 10.META
2020-06-30	65	$2.0B	22	1BRK-A 2BRK-B 3GOOG Top holdings2020-06-30 1.BRK-A 2.BRK-B 3.GOOG 4.LBRDK 5.V 6.MA 7.META 8.50540R 9.KMX 10.LSXMKUSD
2020-03-31	69	$1.9B	40	1BRK-A 2BRK-B 3GOOG Top holdings2020-03-31 1.BRK-A 2.BRK-B 3.GOOG 4.LBRDK 5.V 6.MA 7.50540R 8.META 9.LBTYA 10.LSXMKUSD
2019-12-31	68	$2.5B	13	1BRK-A 2BRK-B 3LBRDK Top holdings2019-12-31 1.BRK-A 2.BRK-B 3.LBRDK 4.GOOG 5.50540R 6.V 7.MA 8.LSXMKUSD 9.LBTYA 10.META
2019-09-30	72	$2.5B	14	1BRK-A 2BRK-B 3LBRDK Top holdings2019-09-30 1.BRK-A 2.BRK-B 3.LBRDK 4.GOOG 5.50540R 6.MA 7.V 8.35Y 9.LBTYA 10.META
2019-06-30	72	$2.5B	9	1BRK-A 2BRK-B 3LBRDK Top holdings2019-06-30 1.BRK-A 2.BRK-B 3.LBRDK 4.GOOG 5.50540R 6.MA 7.V 8.LBTYA 9.META 10.KMX
2019-03-31	75	$2.4B	23	1BRK-A 2BRK-B 3LBRDK Top holdings2019-03-31 1.BRK-A 2.BRK-B 3.LBRDK 4.GOOG 5.50540R 6.MA 7.V 8.LBTYA 9.KMX 10.35Y
2018-12-31	82	$2.2B	28	1BRK-B 2BRK-A 3LBRDK Top holdings2018-12-31 1.BRK-B 2.BRK-A 3.LBRDK 4.GOOG 5.50540R 6.MA 7.LBTYA 8.V 9.META 10.ORCL
2018-09-30	79	$2.5B	14	1BRK-B 2BRK-A 3LBRDK Top holdings2018-09-30 1.BRK-B 2.BRK-A 3.LBRDK 4.LBTYA 5.GOOG 6.50540R 7.MA 8.V 9.G0177J 10.ORCL
2018-06-30	79	$2.4B	20	1BRK-B 2LBRDK 3BRK-A Top holdings2018-06-30 1.BRK-B 2.LBRDK 3.BRK-A 4.50540R 5.LBTYA 6.G0177J 7.GOOG 8.V 9.MA 10.LSXMKUSD
2018-03-31	75	$2.4B	23	1BRK-B 2LBRDK 3BRK-A Top holdings2018-03-31 1.BRK-B 2.LBRDK 3.BRK-A 4.LBTYA 5.50540R 6.G0177J 7.GOOG 8.V 9.MA 10.RWT
2017-12-31	77	$2.4B	12	1BRK-B 2LBRDK 3LBTYA Top holdings2017-12-31 1.BRK-B 2.LBRDK 3.LBTYA 4.50540R 5.BRK-A 6.G0177J 7.MA 8.GOOG 9.V 10.LSXMKUSD
2017-09-30	79	$2.4B	11	1BRK-B 2LBRDK 3LBTYA Top holdings2017-09-30 1.BRK-B 2.LBRDK 3.LBTYA 4.50540R 5.G0177J 6.BRK-A 7.MA 8.GOOG 9.V 10.53071M
2017-06-30	74	$2.3B	12	1BRK-B 2LBRDK 3LBTYA Top holdings2017-06-30 1.BRK-B 2.LBRDK 3.LBTYA 4.50540R 5.G0177J 6.BRK-A 7.MA 8.53071M 9.GOOG 10.V
2017-03-31	83	$2.4B	12	1LBRDK 2BRK-B 3LBTYA Top holdings2017-03-31 1.LBRDK 2.BRK-B 3.LBTYA 4.G0177J 5.50540R 6.BRK-A 7.MA 8.53071M 9.XXI 10.GOOG
2016-12-31	86	$2.5B	24	1BRK-B 2LBRDK 3LBTYA Top holdings2016-12-31 1.BRK-B 2.LBRDK 3.LBTYA 4.G0177J 5.BRK-A 6.50540R 7.XXI 8.53071M 9.LSXMKUSD 10.RWT
2016-09-30	71	$2.7B	16	1BRK-B 2LBTYA 3LBRDK Top holdings2016-09-30 1.BRK-B 2.LBTYA 3.LBRDK 4.G0177J 5.LSXMKUSD 6.50540R 7.XXI 8.BRK-A 9.53071M 10.RWT
2016-06-30	68	$2.7B	29	1BRK-B 2LBTYA 3LBRDK Top holdings2016-06-30 1.BRK-B 2.LBTYA 3.LBRDK 4.G0177J 5.LSXMKUSD 6.53071M 7.BRK-A 8.50540R 9.XXI 10.RWT
2016-03-31	65	$2.9B	25	1BRK-B 2LBTYA 3USA Top holdings2016-03-31 1.BRK-B 2.LBTYA 3.USA 4.LBRDK 5.53071M 6.BRK-A 7.XXI 8.RWT 9.50540R 10.G0177J
2015-12-31	67	$2.9B	23	1LBTYA 2BRK-B 3USA Top holdings2015-12-31 1.LBTYA 2.BRK-B 3.USA 4.53071M 5.BRK-A 6.740189 7.AXP 8.LBRDK 9.50540R 10.TDG
2015-09-30	68	$3.2B	27	1LBTYA 2BRK-B 3USA Top holdings2015-09-30 1.LBTYA 2.BRK-B 3.USA 4.53071M 5.VALE 6.TDG 7.BRK-A 8.740189 9.RRC 10.AXP
2015-06-30	67	$3.6B	16	1LBTYA 2BRK-B 3VALE Top holdings2015-06-30 1.LBTYA 2.BRK-B 3.VALE 4.USA 5.53071M 6.TDG 7.BRK-A 8.RRC 9.DISCKUSD 10.AXP
2015-03-31	65	$3.7B	15	1LBTYA 2BRK-B 3VALE Top holdings2015-03-31 1.LBTYA 2.BRK-B 3.VALE 4.USA 5.53071M 6.AXP 7.TDG 8.BRK-A 9.RRC 10.MLM
2014-12-31	71	$3.6B	36	1LBTYA 2BRK-B 3VALE Top holdings2014-12-31 1.LBTYA 2.BRK-B 3.VALE 4.53071M 5.AXP 6.USA 7.RWT 8.TDG 9.RRC 10.50540R
2014-09-30	65	$3.4B	23	1VALE 2LBTYA 3BRK-B Top holdings2014-09-30 1.VALE 2.LBTYA 3.BRK-B 4.53071M 5.USA 6.25490A 7.AXP 8.WFC 9.TXN 10.TDG
2014-06-30	62	$3.3B	18	1USA 2VALE 3LBTYA Top holdings2014-06-30 1.USA 2.VALE 3.LBTYA 4.BRK-B 5.53071M 6.25490A 7.WFC 8.AXP 9.RWT 10.TXN
2014-03-31	63	$3.1B	20	1VALE 2LBTYA325490A Top holdings2014-03-31 1.VALE 2.LBTYA 3.25490A 4.BRK-B 5.53071M 6.USA 7.WFC 8.RWT 9.TDG 10.TXN
2013-12-31	62	$3.0B	22	1VALE 2LBTYA353071M Top holdings2013-12-31 1.VALE 2.LBTYA 3.53071M 4.25490A 5.BRK-B 6.RWT 7.WFC 8.TXN 9.ICLR 10.TDG
2013-09-30	60	$2.7B	16	1VALE 2AON 3BRK-B Top holdings2013-09-30 1.VALE 2.AON 3.BRK-B 4.25490A 5.RWT 6.LBTYA 7.TXN 8.WFC 9.53071M 10.9990302D
2013-06-30	61	$2.5B	0	1VALE225490A3AON Top holdings2013-06-30 1.VALE 2.25490A 3.AON 4.BRK-B 5.WFC 6.LBTYA 7.TXN 8.RWT 9.53071M 10.ICLR

Holding changes this quarter

Weitz Investment Management, INC.'s most significant position changes for 2026-03-31: Sold out: Roper Technologies INC (ROP); New buy: Ingersoll-rand INC (IR); New buy: ASML Holding N.V. (ASML); New buy: Taiwan Semiconductor-sp Adr (TSM); Sold out: Gartner INC (IT).

Position changes disclosed by Weitz Investment Management, INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BRK-B	Berkshire Hathaway Inc-cl B	+0.8%	-2.79%	Trim
2	MELI	Mercadolibre INC	+0.5%	+116.22%	Add
3	VMC	Vulcan Materials Co	+0.5%	+1.90%	Add
4	TXN	Texas Instruments INC	+0.5%	-3.03%	Trim
5	SIRI	Sirius Xm Holdings INC	+0.4%	-6.58%	Trim
6	LH	Labcorp Holdings INC	+0.4%	-0.70%	Trim
7	HEI-A	Heico Corp-class A	+0.3%	+16.10%	Add
8	AON	Aon plc	+0.2%	-2.23%	Trim
9	ADI	Analog Devices INC	+0.2%	-19.92%	Trim
10	MSFT	Microsoft CORP	+0.2%	+16.08%	Add
11	AMZN	Amazon.com INC	+0.2%	—	Unchanged
12	LBRDK	Liberty Broadband-c	+0.1%	-11.52%	Trim
13	MLM	Martin Marietta Materials	+0.1%	-3.63%	Trim
14	GOOG	Alphabet Inc-cl C	+0.1%	-6.08%	Trim
15	LIN	Linde plc	+0.1%	—	Unchanged
16	LKQ	Lkq CORP	+0.1%	-7.48%	Trim
17	PRM	Perimeter Solutions INC	0%	—	Unchanged
18	VLTO	Veralto CORP	0%	+5.26%	Add
19	EEFT	Euronet Worldwide INC	0%	—	Unchanged
20	ACIW	Aci Worldwide INC	0%	—	Unchanged
21	SPGI	S&p Global INC	0%	-1.26%	Trim
22	V	Visa Inc-class A Shares	0%	-1.94%	Trim
23	META	Meta Platforms Inc-class A	0%	-2.76%	Trim
24	IDXX	Idexx Laboratories INC	0%	—	Unchanged
25	FTV	Fortive CORP	-0.1%	-50.44%	Trim
26	CMCSA	Comcast Corp-class A	-0.1%	-44.71%	Trim
27	ODFL	Old Dominion Freight Line	-0.1%	-36.78%	Trim
28	CDW	Cdw Corp/de	-0.1%	-35.56%	Trim
29	MA	Mastercard INC - A	-0.2%	-5.71%	Trim
30	ACN	Accenture plc	-0.2%	+6.09%	Add
31	ORCL	Oracle CORP	-0.3%	-21.43%	Trim
32	CRM	Salesforce INC	-0.3%	-6.86%	Trim
33	EFX	Equifax INC	-0.4%	-12.69%	Trim
34	TECH	Bio-techne CORP	-0.4%	-18.65%	Trim
35	TMO	Thermo Fisher Scientific INC	-0.5%	-10.34%	Trim
36	IEX	Idex CORP	-0.6%	-32.49%	Trim
37	DHR	Danaher CORP	-0.7%	-7.04%	Trim
38	GPN	Global Payments INC	-0.8%	-33.66%	Trim
39	CSGP	Costar Group INC	-1.4%	-28.18%	Trim
40	ROP	Roper Technologies INC	—	EXIT	Sold out
41	IR	Ingersoll-rand INC	—	NEW	New buy
42	ASML	ASML Holding N.V.	—	NEW	New buy
43	TSM	Taiwan Semiconductor-sp Adr	—	NEW	New buy
44	IT	Gartner INC	—	EXIT	Sold out
45	NVDA	Nvidia CORP	—	NEW	New buy
46	POOL	Pool CORP	—	NEW	New buy
47	RGEN	Repligen CORP	—	NEW	New buy
48	DEO	Diageo Plc-sponsored Adr	—	EXIT	Sold out
49	FERG	Ferguson Enterprises INC	—	NEW	New buy
50	APH	Amphenol Corp-cl A	—	NEW	New buy

FAQ

What is Weitz Investment Management, INC. and what type of investor is it?

Weitz Investment Management, INC. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.4B, spread across 49 disclosed positions.

What are Weitz Investment Management, INC.'s largest equity positions?

Based on the latest 13F filing, Weitz Investment Management, INC.'s top holdings by market value are: 1. Berkshire Hathaway Inc-cl B (BRK-B) — $133.6M (9.3%) 2. Alphabet Inc-cl C (GOOG) — $93.7M (6.5%) 3. Danaher CORP (DHR) — $90.6M (6.3%) 4. Visa Inc-class A Shares (V) — $80.2M (5.6%) 5. Mastercard INC - A (MA) — $73.5M (5.1%)

What changes did Weitz Investment Management, INC. make in its most recent portfolio filing?

In the latest reported quarter, Weitz Investment Management, INC. made 44 notable position adjustments: 8 new positions were initiated, 6 existing holdings were added to, 27 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Roper Technologies INC (ROP); New buy: Ingersoll-rand INC (IR); New buy: ASML Holding N.V. (ASML); New buy: Taiwan Semiconductor-sp Adr (TSM); Sold out: Gartner INC (IT)

What sectors does Weitz Investment Management, INC. focus on?

Weitz Investment Management, INC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 26.2% • Information Technology: 17.3% • Health Care: 17.0% • Communication Services: 15.6% • Industrials: 11.0% • Materials: 6.2%