WEITZ INVESTMENT MANAGEMENT, INC. Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$1.9T
Holdings
45
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 286,850 | $139.3B | 7.49% | |
| 2 | VVISA INC | 298,075 | $105.8B | 5.69% | |
| 3 | DHRDANAHER CORPORATION | 526,950 | $104.1B | 5.60% | |
| 4 | MAMASTERCARD INCORPORATED | 165,070 | $92.8B | 4.99% | |
| 5 | METAMETA PLATFORMS INC | 115,710 | $85.4B | 4.59% | |
| 6 | GOOGALPHABET INC | 445,600 | $79.0B | 4.25% | |
| 7 | AONAON PLC | 213,450 | $76.2B | 4.09% | |
| 8 | IEXIDEX CORP | 406,225 | $71.3B | 3.84% | |
| 9 | MSFTMICROSOFT CORP | 129,475 | $64.4B | 3.46% | |
| 10 | CSGPCOSTAR GROUP INC | 765,600 | $61.6B | 3.31% | |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC | 150,450 | $61.0B | 3.28% | |
| 12 | VMCVULCAN MATLS CO | 211,900 | $55.3B | 2.97% | |
| 13 | EFXEQUIFAX INC | 210,350 | $54.6B | 2.93% | |
| 14 | LBRDKLIBERTY BROADBAND CORP | 500,500 | $49.2B | 2.65% | |
| 15 | AMZNAMAZON COM INC | 222,500 | $48.8B | 2.62% | |
| 16 | GPNGLOBAL PMTS INC | 560,000 | $44.8B | 2.41% | |
| 17 | KMXCARMAX INC | 649,400 | $43.6B | 2.35% | |
| 18 | HEIHEICO CORP NEW | 162,900 | $42.2B | 2.27% | |
| 19 | TECHBIO-TECHNE CORP | 802,150 | $41.3B | 2.22% | |
| 20 | CHTRCHARTER COMMUNICATIONS INC | 94,450 | $38.6B | 2.08% | |
| 21 | ACNACCENTURE PLC IRELAND | 124,650 | $37.3B | 2.00% | |
| 22 | ORCLORACLE CORP | 170,075 | $37.2B | 2.00% | |
| 23 | LHLABCORP HOLDINGS INC | 141,175 | $37.1B | 1.99% | |
| 24 | ITGARTNER INC | 87,925 | $35.5B | 1.91% | |
| 25 | TXNTEXAS INSTRS INC | 164,575 | $34.2B | 1.84% | |
| 26 | ODFLOLD DOMINION FREIGHT LINE IN | 208,500 | $33.8B | 1.82% | |
| 27 | ADIANALOG DEVICES INC | 141,000 | $33.6B | 1.80% | |
| 28 | IDXXIDEXX LABS INC | 60,300 | $32.3B | 1.74% | |
| 29 | SIRISIRIUSXM HOLDINGS INC | 1,384,000 | $31.8B | 1.71% | |
| 30 | PRMPERIMETER SOLUTIONS INC | 1,960,900 | $27.3B | 1.47% | |
| 31 | CRMSALESFORCE COM INC | 87,500 | $23.9B | 1.28% | |
| 32 | MLMMARTIN MARIETTA MATLS INC | 41,275 | $22.7B | 1.22% | |
| 33 | ROPROPER TECHNOLOGIES INC | 31,425 | $17.8B | 0.96% | |
| 34 | LKQ1LKQ CORP | 458,300 | $17.0B | 0.91% | |
| 35 | CMCSACOMCAST CORP NEW | 451,500 | $16.1B | 0.87% | |
| 36 | 35YCORECARD CORPORATION | 515,000 | $14.9B | 0.80% | |
| 37 | TSAACI WORLDWIDE INC | 306,000 | $14.0B | 0.76% | |
| 38 | LBRDALIBERTY BROADBAND CORP | 140,000 | $13.7B | 0.74% | |
| 39 | VLTOVERALTO CORP | 37,500 | $3.8B | 0.20% | |
| 40 | SPGIS&P GLOBAL INC | 7,140 | $3.8B | 0.20% | |
| 41 | RWT 5.75 10/01/25RWT HLDGS INC | 3,500,000 | $3.5B | 0.19% | |
| 42 | LINLINDE PLC | 6,900 | $3.2B | 0.17% | |
| 43 | DEODIAGEO PLC | 28,300 | $2.9B | 0.15% | |
| 44 | FTVFORTIVE CORP | 45,450 | $2.4B | 0.13% | |
| 45 | RALRALLIANT CORP | 15,150 | $734.6M | 0.04% |