§ 13F · FUND PROFILE
WEITZ INVESTMENT MANAGEMENT, INC..
AUM · $1.4B (13F)Positions · 50Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY CL B ORD | 272K | $136M | 9.4% | −3% |
| 2 | GOOG | ALPHABET CL C ORD | 268K | $95M | 6.6% | −18% |
| 3 | DHR | DANAHER ORD | 490K | $93M | 6.5% | +2% |
| 4 | V | VISA CL A ORD | 265K | $91M | 6.3% | ±0% |
| 5 | MA | MASTERCARD CL A ORD | 145K | $75M | 5.2% | −1% |
| 6 | AON | AON CL A ORD | 214K | $71M | 4.9% | ±0% |
| 7 | VMC | VULCAN MATERIALS ORD | 204K | $60M | 4.2% | −5% |
| 8 | META | META PLATFORMS CL A ORD | 103K | $58M | 4.0% | −3% |
| 9 | TMO | THERMO FISHER SCIENTIFIC ORD | 115K | $58M | 4.0% | −5% |
| 10 | IEX | IDEX ORD | 252K | $57M | 4.0% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEITZ SIGNAL
AC read
WEITZ INVESTMENT MANAGEMENT, INC. is a Other fund managing $1.4 billion in assets. The fund runs a portfolio of 50 positions.
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