The Analysis of WEITZ INVESTMENT MANAGEMENT, INC.'s Holdings
Currently, WEITZ INVESTMENT MANAGEMENT, INC. holds 48 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in MSFT (+24.5K shares, valued at $12.7M), ACN (+35.9K shares, valued at $8.9M), MELI (+3.7K shares, valued at $8.6M); decreased their positions in ORCL (-100.1K shares, valued at $28.1M), PRM (-1.2M shares, valued at $27.2M), V (-27.5K shares, valued at $9.4M); initiated new positions in MELI (+3.7K shares, valued at $8.6M), CDW (+35.6K shares, valued at $5.7M), GLIBK (+100.1K shares, valued at $3.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INC DEL286.9K shares0.00%2025-09-302025-11-10
GOOG ALPHABET INC440.6K shares-1.12%2025-09-302025-11-10 DHR DANAHER CORPORATION527.0K shares0.00%2025-09-302025-11-10 V VISA INC270.6K shares-9.22%2025-09-302025-11-10 MA MASTERCARD INCORPORATED155.9K shares-5.56%2025-09-302025-11-10 META META PLATFORMS INC108.7K shares-6.05%2025-09-302025-11-10 MSFT MICROSOFT CORP154.0K shares18.92%2025-09-302025-11-10 AON AON PLC213.4K shares0.00%2025-09-302025-11-10 TMO THERMO FISHER SCIENTIFIC INC150.4K shares0.00%2025-09-302025-11-10 IEX IDEX CORP406.5K shares0.06%2025-09-302025-11-10 VMC VULCAN MATLS CO212.7K shares0.38%2025-09-302025-11-10 CSGP COSTAR GROUP INC719.9K shares-5.98%2025-09-302025-11-10 EFX EQUIFAX INC214.6K shares2.02%2025-09-302025-11-10 AMZN AMAZON COM INC222.5K shares0.00%2025-09-302025-11-10 GPN GLOBAL PMTS INC550.0K shares-1.79%2025-09-302025-11-10 TECH BIO-TECHNE CORP802.1K shares0.00%2025-09-302025-11-10 HEI.A HEICO CORP NEW162.8K shares-0.07%2025-09-302025-11-10 LH LABCORP HOLDINGS INC139.8K shares-1.01%2025-09-302025-11-10 ACN ACCENTURE PLC IRELAND160.6K shares28.80%2025-09-302025-11-10 IDXX IDEXX LABS INC56.8K shares-5.80%2025-09-302025-11-10 ADI ANALOG DEVICES INC139.3K shares-1.21%2025-09-302025-11-10 SIRI SIRIUSXM HOLDINGS INC1.4M shares0.00%2025-09-302025-11-10 LBRDK LIBERTY BROADBAND CORP500.5K shares0.00%2025-09-302025-11-10 TXN TEXAS INSTRS INC164.6K shares0.00%2025-09-302025-11-10 ODFL OLD DOMINION FREIGHT LINE IN208.5K shares0.00%2025-09-302025-11-10 KMX CARMAX INC649.4K shares0.00%2025-09-302025-11-10 CHTR CHARTER COMMUNICATIONS INC102.6K shares8.63%2025-09-302025-11-10 IT GARTNER INC107.4K shares22.12%2025-09-302025-11-10 MLM MARTIN MARIETTA MATLS INC41.3K shares0.00%2025-09-302025-11-10 CRM SALESFORCE COM INC87.5K shares0.00%2025-09-302025-11-10 ORCL ORACLE CORP70.0K shares-58.84%2025-09-302025-11-10 ACIW ACI WORLDWIDE INC366.8K shares19.87%2025-09-302025-11-10 PRM PERIMETER SOLUTIONS INC745.0K shares-62.01%2025-09-302025-11-10 LKQ LKQ CORP534.0K shares16.52%2025-09-302025-11-10 ROP ROPER TECHNOLOGIES INC31.4K shares0.00%2025-09-302025-11-10 CMCSA COMCAST CORP NEW451.5K shares0.00%2025-09-302025-11-10 CCRD CORECARD CORPORATION515.0K shares0.00%2025-09-302025-11-10 LBRDA LIBERTY BROADBAND CORP140.0K shares0.00%2025-09-302025-11-10 MELI MERCADOLIBRE INC3.7K sharesnew addition2025-09-302025-11-10 CDW CDW CORP35.6K sharesnew addition2025-09-302025-11-10 VLTO VERALTO CORP37.5K shares0.00%2025-09-302025-11-10 GLIBK GCI LIBERTY INC100.1K sharesnew addition2025-09-302025-11-10 SPGI S&P GLOBAL INC7.1K shares0.00%2025-09-302025-11-10 LIN LINDE PLC6.9K shares0.00%2025-09-302025-11-10 DEO DIAGEO PLC28.3K shares0.00%2025-09-302025-11-10 FTV FORTIVE CORP46.4K shares2.09%2025-09-302025-11-10 GLIBA GCI LIBERTY INC28.0K sharesnew addition2025-09-302025-11-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available