Weitz Investment Management·CIK 883965
44
Positions
$1.7B
Portfolio Value
1
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
6.98% |
| $117,653,434 |
| GOOG | 6.47% | $109,171,020 |
| V | 5.63% | $94,895,112 |
| MA | 5.28% | $89,000,192 |
| TMO | 4.64% | $78,196,778 |
| AON | 4.58% | $77,187,207 |
| META | 4.25% | $71,758,384 |
| MSFT | 4.19% | $70,596,430 |
| IEX | 4.13% | $69,659,062 |
| VMC | 3.55% | $59,953,244 |
| AMZN | 3.05% | $51,357,450 |
| CSGP | 2.87% | $48,402,714 |
| TECH | 2.80% | $47,221,490 |
| EFX | 2.76% | $46,624,662 |
| ACN | 2.56% | $43,169,470 |
| HEIA | 2.44% | $41,090,303 |
| GPN | 2.32% | $39,087,000 |
| ADI | 2.14% | $36,015,360 |
| ODFL | 1.94% | $32,739,840 |
| LBRDK | 1.88% | $31,638,600 |
| TXN | 1.70% | $28,643,199 |
| SIRI | 1.64% | $27,673,080 |
| MLM | 1.52% | $25,700,292 |
| LH | 1.48% | $25,025,280 |
| IDXX | 1.42% | $23,881,509 |
| CRM | 1.37% | $23,179,625 |
| ACIW | 1.04% | $17,579,737 |
| ROP | 0.96% | $16,269,502 |
| PRM | 0.83% | $14,023,782 |
| ORCL | 0.81% | $13,643,700 |
| LKQ | 0.79% | $13,318,200 |
| EEFT | 0.72% | $12,177,600 |
| CDW | 0.45% | $7,661,250 |
| MELI | 0.44% | $7,452,762 |
| LBRDA | 0.40% | $6,759,200 |
| IT | 0.37% | $6,161,939 |
| VLTO | 0.22% | $3,791,640 |
| SPGI | 0.22% | $3,731,293 |
| LIN | 0.18% | $3,070,008 |
| CMCSA | 0.15% | $2,540,650 |
| FTV | 0.15% | $2,506,534 |
| DEO | 0.12% | $2,053,226 |
| CHTR | 0.01% | $135,688 |