Weitz Investment Management, Inc. holds a focused book of 50 stocks worth $1.4B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Netflix Inc and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 9% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Weitz Investment Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 52 / 50 | $1.3T |
| STATE STREET CORP | 52 / 50 | $753.6B |
| FMR LLC | 52 / 50 | $544.7B |
| GEODE CAPITAL MANAGEMENT, LLC | 52 / 50 | $437.9B |
| JPMORGAN CHASE & CO | 52 / 50 | $310.2B |
| MORGAN STANLEY | 52 / 50 | $286.7B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 52 / 50 | $248.9B |
| NORTHERN TRUST CORP | 52 / 50 | $171.3B |
Ranked by how many of Weitz Investment Management, Inc.'s top 50 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway CL B Ord SHS CL A | $135.9M | 271.6K | 9.4% | ▼−2.6% Reduced · −7K sh | |
| 2 | Alphabet CL C Ord CAP STK CL C | $94.7M | 268.1K | 6.6% | ▼−18% Reduced · −59K sh | |
| 3 | Danaher Ord CL A | $93.2M | 489.5K | 6.5% | ▲+2.5% Added · +12K sh | |
| 4 | Visa CL A Ord COM | $91.0M | 265.3K | 6.3% | —Held | |
| 5 | Mastercard CL A Ord COM | $74.7M | 145.3K | 5.2% | ▼−1.1% Reduced · −2K sh | |
| 6 | Aon CL A Ord CL A | $70.9M | 213.9K | 4.9% | —Held | |
| 7 | Vulcan Materials Ord COM | $60.1M | 203.8K | 4.2% | ▼−4.8% Reduced · −10K sh | |
| 8 | Meta Platforms CL A Ord CL A | $58.0M | 103.0K | 4.0% | ▼−2.6% Reduced · −3K sh | |
| 9 | Thermo Fisher Scientific Ord COM | $57.8M | 115.2K | 4.0% | ▼−4.8% Reduced · −6K sh | |
| 10 | Idex Ord COM | $57.3M | 252.4K | 4.0% | ▼−4.5% Reduced · −12K sh | |
| 11 | Microsoft Ord CL A | $57.1M | 153.2K | 4.0% | ▼−9.6% Reduced · −16K sh | |
| 12 | Heico CL A Ord COM | $52.7M | 204.5K | 3.7% | ▲+8.2% Added · +16K sh | |
| 13 | Amazon Com Ord COM | $51.8M | 217.5K | 3.6% | ▼−2.2% Reduced · −5K sh | |
| 14 | Bio Techne Ord N Y REGISTRY SHS | $38.4M | 543.2K | 2.7% | ▼−17% Reduced · −110K sh | |
| 15 | Siriusxm Holdings Ord COM | $35.1M | 1.19M | 2.4% | ▼−8.1% Reduced · −105K sh | |
| 16 | Analog Devices Ord COM | $33.8M | 85.2K | 2.3% | ▼−20% Reduced · −21K sh | |
| 17 | Equifax Ord COM | $30.5M | 192.0K | 2.1% | ▲+2.3% Added · +4K sh | |
| 18 | Labcorp Holdings Ord COM | $27.7M | 99.0K | 1.9% | —Held | |
| 19 | Martin Marietta Materials Ord SHS | $27.3M | 47.4K | 1.9% | ▲+19% Added · +8K sh | |
| 20 | Global Payments Ord COMMON STOCK NEW | $25.4M | 350.0K | 1.8% | ▲+4.5% Added · +15K sh | |
| 21 | Texas Instruments Ord SPONSORED ADS | $23.2M | 77.9K | 1.6% | ▼−51% Reduced · −82K sh | |
| 22 | Liberty Broadband SRS C Ord COM SHS | $19.2M | 576.0K | 1.3% | —Held | |
| 23 | Idexx Laboratories Ord CL A | $18.6M | 35.3K | 1.3% | —Held | |
| 24 | Aci Worldwide Ord COM | $18.5M | 367.7K | 1.3% | —Held | |
| 25 | Perimeter Solutions Ord COM | $16.1M | 450.8K | 1.1% | ▼−12% Reduced · −59K sh | |
| 26 | Mercadolibre Ord COM | $15.6M | 9.2K | 1.1% | ▲+15% Added · +1K sh | |
| 27 | Accenture CL A Ord SHS CLASS A | $14.9M | 119.7K | 1.0% | ▼−30% Reduced · −51K sh | |
| 28 | Ingersoll Rand Ord COM | $13.3M | 161.7K | 0.9% | ▲+21% Added · +28K sh | |
| 29 | Costar Group Ord CL A | $12.0M | 423.2K | 0.8% | ▼−18% Reduced · −94K sh | |
| 30 | Euronet Worldwide Ord COM | $11.7M | 160.0K | 0.8% | —Held | |
| 31 | ASML Holding ADR Rep Ord COM | $10.9M | 5.5K | 0.8% | —Held | |
| 32 | LKQ Ord COM SER C | $10.7M | 408.0K | 0.7% | —Held | |
| 33 | Netflix Ord COM | $10.5M | 147.2K | 0.7% | ▲New New position | |
| 34 | Taiwan Semiconductor MNFTG ADR 5 Ord COMMON STOCK | $9.6M | 20.0K | 0.7% | —Held | |
| 35 | Oracle Ord COM | $8.1M | 55.0K | 0.6% | —Held | |
| 36 | Capital One Financial Ord CL B NEW | $8.0M | 40.0K | 0.6% | ▲New New position | |
| 37 | Salesforce Ord COM | $7.7M | 49.3K | 0.5% | ▼−40% Reduced · −32K sh | |
| 38 | Nvidia Ord COM | $7.0M | 35.0K | 0.5% | —Held | |
| 39 | Veralto Ord COM CL A | $6.9M | 77.5K | 0.5% | ▲+94% Added · +38K sh | |
| 40 | Repligen Ord COM | $5.6M | 40.8K | 0.4% | ▲+60% Added · +15K sh | |
| 41 | Liberty Broadband SRS A Ord COM | $4.1M | 123.8K | 0.3% | ▼−4.8% Reduced · −6K sh | |
| 42 | Linde Ord COM SER A | $3.7M | 7.1K | 0.3% | ▼−1.4% Reduced · −100 sh | |
| 43 | Mettler Toledo Ord COM | $3.3M | 2.5K | 0.2% | ▲New New position | |
| 44 | Pool Ord COM | $3.2M | 15.0K | 0.2% | —Held | |
| 45 | S&P Global Ord COM | $2.9M | 7.2K | 0.2% | ▲+1.4% Added · +100 sh | |
| 46 | Amphenol CL A Ord CAP STK CL C | $1.6M | 9.2K | 0.1% | —Held | |
| 47 | Fortive Ord COM | $1.3M | 21.8K | 0.1% | ▼−3.3% Reduced · −750 sh | |
| 48 | Ferguson Enterprises Ord COM | $1.2M | 5.2K | 0.1% | —Held | |
| 49 | Comcast CL A Ord COM | $1.2M | 47.0K | 0.1% | —Held | |
| 50 | Charter Communications CL A Ord COM | $92K | 650 | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/883965/holdings"
Use Arkolith to show WEITZ INVESTMENT MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 50 | $1.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 49 | $1.4B | 13F-HR |
| Q4 2025 | Nov 10, 2025 | Nov 10, 2025 | 48 | $1.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.