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The Analysis of WEITZ INVESTMENT MANAGEMENT, INC.'s Holdings & P&L

Currently, WEITZ INVESTMENT MANAGEMENT, INC. holds 49 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in IR (+133.2K shares, valued at $10.7M), MSFT (+23.5K shares, valued at $8.7M), MELI (+4.3K shares, valued at $7.4M); decreased their positions in IEX (-127.2K shares, valued at $24.1M), ODFL (-76.8K shares, valued at $15.0M), GPN (-170.0K shares, valued at $11.4M); initiated new positions in IR (+133.2K shares, valued at $10.7M), ASML (+5.5K shares, valued at $7.3M), TSM (+20.0K shares, valued at $6.8M).

1M P&L

-37.9M-3.16%

3M P&L

-73.5M-5.95%

HY P&L

-67.4M-5.48%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Diagnostics & Research244.8M

19.3%

2Credit Services183.9M

14.5%

3Software - Infrastructure114.0M

9.0%

Top Industries by Stock Count

1Software - Infrastructure4 stocks

10.8%

2Telecom Services4 stocks

10.8%

3Diagnostics & Research4 stocks

10.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL278.9K shares-2.79%2026-03-312026-05-14

ALPHABET INC ALPHABET INC326.8K shares-6.08%2026-03-312026-05-14

DHR DANAHER CORPORATION477.8K shares-7.04%2026-03-312026-05-14

V VISA INC265.3K shares-1.94%2026-03-312026-05-14

MA MASTERCARD INCORPORATED147.0K shares-5.71%2026-03-312026-05-14

AON PLC AON PLC213.9K shares-2.23%2026-03-312026-05-14

MSFT MICROSOFT CORP169.4K shares16.08%2026-03-312026-05-14

META META PLATFORMS INC105.7K shares-2.76%2026-03-312026-05-14

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TMO THERMO FISHER SCIENTIFIC INC121.0K shares-10.34%2026-03-312026-05-14

VMC VULCAN MATLS CO214.2K shares1.90%2026-03-312026-05-14

IEX IDEX CORP264.3K shares-32.49%2026-03-312026-05-14

AMZN AMAZON COM INC222.5K shares0.00%2026-03-312026-05-14

HEI.A HEICO CORP NEW189.0K shares16.10%2026-03-312026-05-14

TECH BIO-TECHNE CORP653.2K shares-18.65%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND170.7K shares6.09%2026-03-312026-05-14

ADI ANALOG DEVICES INC106.3K shares-19.92%2026-03-312026-05-14

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EFX EQUIFAX INC187.6K shares-12.69%2026-03-312026-05-14

TXN TEXAS INSTRS INC160.1K shares-3.03%2026-03-312026-05-14

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC1.3M shares-6.58%2026-03-312026-05-14

LBRDK LIBERTY BROADBAND CORP576.0K shares-11.52%2026-03-312026-05-14

LH LABCORP HOLDINGS INC99.0K shares-0.70%2026-03-312026-05-14

ODFL OLD DOMINION FREIGHT LINE IN132.0K shares-36.78%2026-03-312026-05-14

MLM MARTIN MARIETTA MATLS INC39.8K shares-3.63%2026-03-312026-05-14

GPN GLOBAL PMTS INC335.0K shares-33.66%2026-03-312026-05-14

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CSGP COSTAR GROUP INC517.0K shares-28.18%2026-03-312026-05-14

IDXX IDEXX LABS INC35.3K shares0.00%2026-03-312026-05-14

CRM SALESFORCE COM INC81.5K shares-6.86%2026-03-312026-05-14

ACIW ACI WORLDWIDE INC367.7K shares0.00%2026-03-312026-05-14

MELI MERCADOLIBRE INC8.0K shares116.22%2026-03-312026-05-14

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC509.4K shares0.00%2026-03-312026-05-14

LKQ LKQ CORP408.0K shares-7.48%2026-03-312026-05-14

IR INGERSOLL RAND INC133.2K sharesnew addition2026-03-312026-05-14

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EEFT EURONET WORLDWIDE INC160.0K shares0.00%2026-03-312026-05-14

ORCL ORACLE CORP55.0K shares-21.43%2026-03-312026-05-14

ASML ASML HLDG NV5.5K sharesnew addition2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC20.0K sharesnew addition2026-03-312026-05-14

LBRDA LIBERTY BROADBAND CORP130.0K shares-7.14%2026-03-312026-05-14

NVDA NVIDIA CORPORATION35.0K sharesnew addition2026-03-312026-05-14

CDW CDW CORP36.3K shares-35.56%2026-03-312026-05-14

LINDE PLC LINDE PLC7.2K shares0.00%2026-03-312026-05-14

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VLTO VERALTO CORP40.0K shares5.26%2026-03-312026-05-14

POOL POOL CORP15.0K sharesnew addition2026-03-312026-05-14

RGEN REPLIGEN CORP25.5K sharesnew addition2026-03-312026-05-14

SPGI S&P GLOBAL INC7.0K shares-1.26%2026-03-312026-05-14

CMCSA COMCAST CORP NEW47.0K shares-44.71%2026-03-312026-05-14

FTV FORTIVE CORP22.5K shares-50.44%2026-03-312026-05-14

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC5.2K sharesnew addition2026-03-312026-05-14

APH AMPHENOL CORP9.2K sharesnew addition2026-03-312026-05-14

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CHTR CHARTER COMMUNICATIONS INC650 shares0.00%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL

-2.79%

Shares278.9K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-6.08%

Shares326.8K

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORPORATION

-7.04%

Shares477.8K

Event2026-03-31

Filed2026-05-14

VISA INC

-1.94%

Shares265.3K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

-5.71%

Shares147.0K

Event2026-03-31

Filed2026-05-14

AON PLC

-2.23%

Shares213.9K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

16.08%

Shares169.4K

Event2026-03-31

Filed2026-05-14