StockDriftsStockDriftsTop 49 Weitz Investment Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9.33% | 278.9K | $133.6M | -2.79%(-8.00K) | $109.49(+340.84%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 6.54% | 326.8K | $93.7M | -6.08%(-21.15K) | $30.41(+1193.19%) | 2026-03-31 | |
| DHR | DANAHER CORPORATION | 6.32% | 477.8K | $90.6M | -7.04%(-36.20K) | $185.35(-12.64%) | 2026-03-31 | |
| V | VISA INC | 5.6% | 265.3K | $80.2M | -1.94%(-5.25K) | $59.67(+445.91%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 5.13% | 147.0K | $73.5M | -5.71%(-8.90K) | $107.78(+358.51%) | 2026-03-31 | |
| AON | AON PLC | 4.82% | 213.9K | $69.0M | -2.23%(-4.88K) | $210.94(+50.38%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.38% | 169.4K | $62.7M | +16.08%(+23.48K) | $376.91(+11.94%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.22% | 105.7K | $60.5M | -2.76%(-3.00K) | $199.86(+207.33%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 4.15% | 121.0K | $59.5M | -10.34%(-13.95K) | $350.71(+24.98%) | 2026-03-31 | |
| VMC | VULCAN MATLS CO | 4.07% | 214.2K | $58.3M | +1.90%(+4.00K) | $134.26(+99.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.39% | +27.33% |
| Top 20 Holdings Unweighted | +6.30% | +20.10% |
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