WEITZ INVESTMENT MANAGEMENT, INC. Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$1.8T
Holdings
48
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 286,850 | $144.2B | 7.83% | |
| 2 | GOOGALPHABET INC | 440,600 | $107.3B | 5.82% | |
| 3 | DHRDANAHER CORPORATION | 526,950 | $104.5B | 5.67% | |
| 4 | VVISA INC | 270,580 | $92.4B | 5.01% | |
| 5 | MAMASTERCARD INCORPORATED | 155,900 | $88.7B | 4.81% | |
| 6 | METAMETA PLATFORMS INC | 108,710 | $79.8B | 4.33% | |
| 7 | MSFTMICROSOFT CORP | 153,975 | $79.8B | 4.33% | |
| 8 | AONAON PLC | 213,450 | $76.1B | 4.13% | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 150,450 | $73.0B | 3.96% | |
| 10 | IEXIDEX CORP | 406,475 | $66.2B | 3.59% | |
| 11 | VMCVULCAN MATLS CO | 212,700 | $65.4B | 3.55% | |
| 12 | CSGPCOSTAR GROUP INC | 719,850 | $60.7B | 3.30% | |
| 13 | EFXEQUIFAX INC | 214,600 | $55.1B | 2.99% | |
| 14 | AMZNAMAZON COM INC | 222,500 | $48.9B | 2.65% | |
| 15 | GPNGLOBAL PMTS INC | 550,000 | $45.7B | 2.48% | |
| 16 | TECHBIO-TECHNE CORP | 802,150 | $44.6B | 2.42% | |
| 17 | HEIHEICO CORP NEW | 162,779 | $41.4B | 2.24% | |
| 18 | LHLABCORP HOLDINGS INC | 139,750 | $40.1B | 2.18% | |
| 19 | ACNACCENTURE PLC IRELAND | 160,550 | $39.6B | 2.15% | |
| 20 | IDXXIDEXX LABS INC | 56,800 | $36.3B | 1.97% | |
| 21 | ADIANALOG DEVICES INC | 139,300 | $34.2B | 1.86% | |
| 22 | SIRISIRIUSXM HOLDINGS INC | 1,384,000 | $32.2B | 1.75% | |
| 23 | LBRDKLIBERTY BROADBAND CORP | 500,500 | $31.8B | 1.73% | |
| 24 | TXNTEXAS INSTRS INC | 164,575 | $30.2B | 1.64% | |
| 25 | ODFLOLD DOMINION FREIGHT LINE IN | 208,500 | $29.4B | 1.59% | |
| 26 | KMXCARMAX INC | 649,400 | $29.1B | 1.58% | |
| 27 | CHTRCHARTER COMMUNICATIONS INC | 102,605 | $28.2B | 1.53% | |
| 28 | ITGARTNER INC | 107,375 | $28.2B | 1.53% | |
| 29 | MLMMARTIN MARIETTA MATLS INC | 41,275 | $26.0B | 1.41% | |
| 30 | CRMSALESFORCE COM INC | 87,500 | $20.7B | 1.13% | |
| 31 | ORCLORACLE CORP | 70,000 | $19.7B | 1.07% | |
| 32 | TSAACI WORLDWIDE INC | 366,800 | $19.4B | 1.05% | |
| 33 | PRMPERIMETER SOLUTIONS INC | 744,972 | $16.7B | 0.91% | |
| 34 | LKQ1LKQ CORP | 534,000 | $16.3B | 0.89% | |
| 35 | ROPROPER TECHNOLOGIES INC | 31,425 | $15.7B | 0.85% | |
| 36 | CMCSACOMCAST CORP NEW | 451,500 | $14.2B | 0.77% | |
| 37 | 35YCORECARD CORPORATION | 515,000 | $13.9B | 0.75% | |
| 38 | LBRDALIBERTY BROADBAND CORP | 140,000 | $8.9B | 0.48% | |
| 39 | MLB1MERCADOLIBRE INC | 3,700 | $8.6B | 0.47% | |
| 40 | CDWCDW CORP | 35,650 | $5.7B | 0.31% | |
| 41 | VLTOVERALTO CORP | 37,500 | $4.0B | 0.22% | |
| 42 | GLIBKGCI LIBERTY INC | 100,100 | $3.7B | 0.20% | |
| 43 | RWT 5.75 10/01/25RWT HLDGS INC | 3,500,000 | $3.5B | 0.19% | |
| 44 | SPGIS&P GLOBAL INC | 7,140 | $3.5B | 0.19% | |
| 45 | LINLINDE PLC | 6,900 | $3.3B | 0.18% | |
| 46 | DEODIAGEO PLC | 28,300 | $2.7B | 0.15% | |
| 47 | FTVFORTIVE CORP | 46,400 | $2.3B | 0.12% | |
| 48 | GLIBAGCI LIBERTY INC | 28,000 | $1.1B | 0.06% |