§ 13F · FUND PROFILE
WEITZ INVESTMENT MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.8B (13F)Positions · 48Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 279K | $134M | 9.3% | −3% |
| 2 | GOOG | ALPHABET INC | 327K | $94M | 6.5% | −6% |
| 3 | DHR | DANAHER CORPORATION | 478K | $91M | 6.3% | −7% |
| 4 | V | VISA INC | 265K | $80M | 5.6% | −2% |
| 5 | MA | MASTERCARD INCORPORATED | 147K | $73M | 5.1% | −6% |
| 6 | AON | AON PLC | 214K | $69M | 4.8% | −2% |
| 7 | MSFT | MICROSOFT CORP | 169K | $63M | 4.4% | +16% |
| 8 | META | META PLATFORMS INC | 106K | $60M | 4.2% | −3% |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 121K | $59M | 4.2% | −10% |
| 10 | VMC | VULCAN MATLS CO | 214K | $58M | 4.1% | +2% |
§ 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 $1.8 billion in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed