StockDriftsStockDriftsTop 50 Weitz Investment Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY CL B ORD | 9.41% | 271.6K | $135.9M | -2.60%(-7.25K) | $109.49(+357.86%) | 2026-06-30 | |
| GOOG | ALPHABET CL C ORD | 6.56% | 268.1K | $94.7M | -17.95%(-58.65K) | $30.41(+1026.60%) | 2026-06-30 | |
| DHR | DANAHER ORD | 6.46% | 489.5K | $93.2M | +2.46%(+11.75K) | $185.39(+9.20%) | 2026-06-30 | |
| V | VISA CL A ORD | 6.3% | 265.3K | $91.0M | +0.00%(+0) | $59.67(+506.57%) | 2026-06-30 | |
| MA | MASTERCARD CL A ORD | 5.17% | 145.3K | $74.7M | -1.12%(-1.65K) | $107.78(+425.91%) | 2026-06-30 | |
| AON | AON CL A ORD | 4.91% | 213.9K | $70.9M | +0.00%(+0) | $210.94(+68.68%) | 2026-06-30 | |
| VMC | VULCAN MATERIALS ORD | 4.16% | 203.8K | $60.1M | -4.86%(-10.40K) | $134.26(+108.93%) | 2026-06-30 | |
| META | META PLATFORMS CL A ORD | 4.02% | 103.0K | $58.0M | -2.60%(-2.75K) | $199.86(+190.35%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC ORD | 4% | 115.2K | $57.8M | -4.79%(-5.80K) | $350.71(+68.29%) | 2026-06-30 | |
| IEX | IDEX ORD | 3.97% | 252.4K | $57.3M | -4.50%(-11.90K) | $211.35(+13.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.46% | +24.10% | +4.01% | +21.75% |
| Top 20 Holdings Unweighted | +5.94% | +18.89% | +3.31% | +17.71% |
Weitz Investment Management INC reports $1.44B in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (9.4%), GOOG (6.6%) and DHR (6.5%). The top 20 holdings account for 81.27% of reported assets. Its disclosed equity book has returned +24.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Weitz Investment Management INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Weitz Investment Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 883965). View Weitz Investment Management INC’s 13F filings on SEC