13F tracker › Weitz Investment Management
Weitz Investment Management 13F holdings, Q2 2026
Weitz Investment Management (value investment firm founded by Wally Weitz) reported 50 US-listed positions worth $1.4B in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 12, 2026.
Compared with Q1 2026, the filing shows 3 new positions, 10 increased, 20 reduced, and 2 exited.
Reported value$1.4B
Positions50
New / exited3 / 2
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Berkshire Hathaway Cl B Ord | $135.9M | 9.4% | 271,600 |
| Alphabet Cl C Ord | $94.7M | 6.6% | 268,100 |
| Danaher Ord | $93.2M | 6.5% | 489,500 |
| Visa Cl A Ord | $91.0M | 6.3% | 265,330 |
| Mastercard Cl A Ord | $74.7M | 5.2% | 145,350 |
| Aon Cl A Ord | $70.9M | 4.9% | 213,860 |
| Vulcan Materials Ord | $60.1M | 4.2% | 203,800 |
| Meta Platforms Cl A Ord | $58.0M | 4.0% | 102,960 |
| Thermo Fisher Scientific Ord | $57.8M | 4.0% | 115,200 |
| Idex Ord | $57.3M | 4.0% | 252,400 |
| Microsoft Ord | $57.1M | 4.0% | 153,200 |
| Heico Cl A Ord | $52.7M | 3.7% | 204,479 |
| Amazon Com Ord | $51.8M | 3.6% | 217,500 |
| Bio Techne Ord | $38.4M | 2.7% | 543,200 |
| Siriusxm Holdings Ord | $35.1M | 2.4% | 1,188,000 |
| Analog Devices Ord | $33.8M | 2.3% | 85,225 |
| Equifax Ord | $30.5M | 2.1% | 191,980 |
| Labcorp Holdings Ord | $27.7M | 1.9% | 99,050 |
| Martin Marietta Materials Ord | $27.3M | 1.9% | 47,370 |
| Global Payments Ord | $25.4M | 1.8% | 350,000 |
| Texas Instruments Ord | $23.2M | 1.6% | 77,900 |
| Liberty Broadband Srs C Ord | $19.2M | 1.3% | 576,000 |
| Idexx Laboratories Ord | $18.6M | 1.3% | 35,300 |
| Aci Worldwide Ord | $18.5M | 1.3% | 367,700 |
| Perimeter Solutions Ord | $16.1M | 1.1% | 450,817 |
New positions in Q2 2026
| Company | Value | Shares |
| Netflix Ord | $10.5M | 147,200 |
| Capital One Financial Ord | $8.0M | 40,000 |
| Mettler Toledo Ord | $3.3M | 2,550 |
Positions increased
| Company | Value | Share change | Shares |
| Danaher Ord | $93.2M | +2% | 489,500 |
| Heico Cl A Ord | $52.7M | +8% | 204,479 |
| Equifax Ord | $30.5M | +2% | 191,980 |
| Martin Marietta Materials Ord | $27.3M | +19% | 47,370 |
| Global Payments Ord | $25.4M | +4% | 350,000 |
| Mercadolibre Ord | $15.6M | +15% | 9,200 |
| Ingersoll Rand Ord | $13.3M | +21% | 161,670 |
| Veralto Ord | $6.9M | +94% | 77,500 |
| Repligen Ord | $5.6M | +60% | 40,800 |
| S&P Global Ord | $2.9M | +1% | 7,150 |
Positions reduced
| Company | Value | Share change | Shares |
| Berkshire Hathaway Cl B Ord | $135.9M | -3% | 271,600 |
| Alphabet Cl C Ord | $94.7M | -18% | 268,100 |
| Mastercard Cl A Ord | $74.7M | -1% | 145,350 |
| Vulcan Materials Ord | $60.1M | -5% | 203,800 |
| Meta Platforms Cl A Ord | $58.0M | -3% | 102,960 |
| Thermo Fisher Scientific Ord | $57.8M | -5% | 115,200 |
| Idex Ord | $57.3M | -5% | 252,400 |
| Microsoft Ord | $57.1M | -10% | 153,200 |
| Amazon Com Ord | $51.8M | -2% | 217,500 |
| Bio Techne Ord | $38.4M | -17% | 543,200 |
| Siriusxm Holdings Ord | $35.1M | -8% | 1,188,000 |
| Analog Devices Ord | $33.8M | -20% | 85,225 |
| Texas Instruments Ord | $23.2M | -51% | 77,900 |
| Perimeter Solutions Ord | $16.1M | -12% | 450,817 |
| Accenture Cl A Ord | $14.9M | -30% | 119,700 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Old Dominion Freight Line In | $25.8M | 132,000 |
| Cdw Corp | $4.4M | 36,250 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.
