WEITZ INVESTMENT MANAGEMENT, INC. Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$1.9T
Holdings
45
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 286,850 | $152.8B | 8.12% | |
| 2 | VVISA INC | 324,200 | $113.6B | 6.04% | |
| 3 | DHRDANAHER CORPORATION | 496,650 | $101.8B | 5.41% | |
| 4 | MAMASTERCARD INCORPORATED | 179,070 | $98.2B | 5.21% | |
| 5 | AONAON PLC | 213,450 | $85.2B | 4.53% | |
| 6 | IEXIDEX CORP | 401,225 | $72.6B | 3.86% | |
| 7 | CSGPCOSTAR GROUP INC | 911,600 | $72.2B | 3.84% | |
| 8 | GOOGALPHABET INC | 445,600 | $69.6B | 3.70% | |
| 9 | METAMETA PLATFORMS INC | 120,760 | $69.6B | 3.70% | |
| 10 | TMOTHERMO FISHER SCIENTIFIC INC | 126,150 | $62.8B | 3.33% | |
| 11 | KMXCARMAX INC | 805,200 | $62.7B | 3.33% | |
| 12 | GPNGLOBAL PMTS INC | 580,000 | $56.8B | 3.02% | |
| 13 | EFXEQUIFAX INC | 210,350 | $51.2B | 2.72% | |
| 14 | MSFTMICROSOFT CORP | 134,475 | $50.5B | 2.68% | |
| 15 | VMCVULCAN MATLS CO | 211,900 | $49.4B | 2.63% | |
| 16 | TECHBIO-TECHNE CORP | 791,650 | $46.4B | 2.47% | |
| 17 | LBRDKLIBERTY BROADBAND CORP | 530,500 | $45.1B | 2.40% | |
| 18 | ACNACCENTURE PLC IRELAND | 139,650 | $43.6B | 2.32% | |
| 19 | CHTRCHARTER COMMUNICATIONS INC | 115,450 | $42.5B | 2.26% | |
| 20 | AMZNAMAZON COM INC | 222,500 | $42.3B | 2.25% | |
| 21 | ITGARTNER INC | 87,925 | $36.9B | 1.96% | |
| 22 | LHLABCORP HOLDINGS INC | 151,175 | $35.2B | 1.87% | |
| 23 | ODFLOLD DOMINION FREIGHT LINE IN | 208,500 | $34.5B | 1.83% | |
| 24 | HEIHEICO CORP NEW | 162,900 | $34.4B | 1.83% | |
| 25 | SIRISIRIUSXM HOLDINGS INC | 1,465,500 | $33.0B | 1.76% | |
| 26 | ADBEADOBE SYSTEMS INC | 82,500 | $31.6B | 1.68% | |
| 27 | TXNTEXAS INSTRS INC | 169,575 | $30.5B | 1.62% | |
| 28 | ADIANALOG DEVICES INC | 141,000 | $28.4B | 1.51% | |
| 29 | IDXXIDEXX LABS INC | 60,300 | $25.3B | 1.35% | |
| 30 | ORCLORACLE CORP | 170,075 | $23.8B | 1.26% | |
| 31 | CRMSALESFORCE COM INC | 87,500 | $23.5B | 1.25% | |
| 32 | PRMPERIMETER SOLUTIONS INC | 2,057,291 | $20.7B | 1.10% | |
| 33 | MLMMARTIN MARIETTA MATLS INC | 41,275 | $19.7B | 1.05% | |
| 34 | TSAACI WORLDWIDE INC | 356,600 | $19.5B | 1.04% | |
| 35 | LKQ1LKQ CORP | 458,300 | $19.5B | 1.04% | |
| 36 | ROPROPER TECHNOLOGIES INC | 31,425 | $18.5B | 0.98% | |
| 37 | CMCSACOMCAST CORP NEW | 451,500 | $16.7B | 0.89% | |
| 38 | LBRDALIBERTY BROADBAND CORP | 140,000 | $11.9B | 0.63% | |
| 39 | 35YCORECARD CORPORATION | 515,000 | $9.6B | 0.51% | |
| 40 | VLTOVERALTO CORP | 37,500 | $3.7B | 0.19% | |
| 41 | SPGIS&P GLOBAL INC | 7,140 | $3.6B | 0.19% | |
| 42 | RWT 5.75 10/01/25RWT HLDGS INC | 3,500,000 | $3.5B | 0.19% | |
| 43 | LINLINDE PLC | 6,900 | $3.2B | 0.17% | |
| 44 | FTVFORTIVE CORP | 40,800 | $3.0B | 0.16% | |
| 45 | DEODIAGEO PLC | 28,300 | $3.0B | 0.16% |