# Wallace Weitz — Weitz Investment Management

Source: SEC EDGAR 13F filings (CIK 0000883965).
Page URL: https://superinvestorclub.com/manager/82
Last updated: 2026-07-08T11:29:50.482Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-14), Wallace Weitz reported 49 long equity positions in their Weitz Investment Management 13F filing, with a total reported value of $1.43B.

### About

Value investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 278850 | $133.6M | 9.33% | -2.8% |
| 2 | GOOG | ALPHABET INC | 326750 | $93.7M | 6.54% | -6.1% |
| 3 | DHR | DANAHER CORPORATION | 477750 | $90.6M | 6.32% | -7.0% |
| 4 | V | VISA INC | 265330 | $80.2M | 5.60% | -1.9% |
| 5 | MA | MASTERCARD INCORPORATED | 147000 | $73.5M | 5.13% | -5.7% |
| 6 | AON | AON PLC | 213860 | $69.0M | 4.82% | -2.2% |
| 7 | MSFT | MICROSOFT CORP | 169450 | $62.7M | 4.38% | +16.1% |
| 8 | META | META PLATFORMS INC | 105710 | $60.5M | 4.22% | -2.8% |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 121000 | $59.5M | 4.15% | -10.3% |
| 10 | VMC | VULCAN MATLS CO | 214200 | $58.3M | 4.07% | +1.9% |
| 11 | IEX | IDEX Corp | 264300 | $50.1M | 3.50% | -32.5% |
| 12 | AMZN | AMAZON COM INC | 222500 | $46.3M | 3.23% | — |
| 13 | HEI-A | HEICO CORP NEW | 188979 | $39.9M | 2.78% | +16.1% |
| 14 | TECH | BIO-TECHNE CORP | 653200 | $34.1M | 2.38% | -18.6% |
| 15 | ACN | ACCENTURE PLC IRELAND | 170700 | $33.8M | 2.36% | +6.1% |
| 16 | ADI | ANALOG DEVICES INC | 106350 | $33.8M | 2.36% | -19.9% |
| 17 | EFX | EQUIFAX INC | 187605 | $33.8M | 2.36% | -12.7% |
| 18 | TXN | TEXAS INSTRS INC | 160100 | $31.1M | 2.17% | -3.0% |
| 19 | SIRI | SIRIUSXM HOLDINGS INC | 1293000 | $29.8M | 2.08% | -6.6% |
| 20 | LBRDP | LIBERTY BROADBAND CORP | 576000 | $29.0M | 2.02% | -11.5% |
| 21 | LH | LABCORP HOLDINGS INC | 99050 | $26.4M | 1.84% | -0.7% |
| 22 | ODFL | OLD DOMINION FREIGHT LINE IN | 132000 | $25.8M | 1.80% | -36.8% |
| 23 | MLM | MARTIN MARIETTA MATLS INC | 39775 | $23.4M | 1.63% | -3.6% |
| 24 | GPN | GLOBAL PMTS INC | 335000 | $22.5M | 1.57% | -33.7% |
| 25 | CSGP | COSTAR GROUP INC | 517025 | $20.9M | 1.46% | -28.2% |

## New positions this quarter (8)

- IR (INGERSOLL RAND INC): 133200 shares, $10.7M
- ASMLF (ASML HLDG NV): 5500 shares, $7.3M
- TSM (TAIWAN SEMICONDUCTOR MANUFAC): 20000 shares, $6.8M
- NVDA (NVIDIA CORPORATION): 35000 shares, $6.1M
- POOL (POOL CORP): 15000 shares, $3.0M
- RGEN (REPLIGEN CORP): 25500 shares, $3.0M
- FERG (FERGUSON ENTERPRISES INC): 5200 shares, $1.2M
- APH (AMPHENOL CORP): 9200 shares, $1.2M

## Increased positions (6)

- MSFT: 169450 shares (+16.1%), $62.7M
- VMC: 214200 shares (+1.9%), $58.3M
- HEI-A: 188979 shares (+16.1%), $39.9M
- ACN: 170700 shares (+6.1%), $33.8M
- MELI: 8000 shares (+116.2%), $13.8M
- VLTO: 40000 shares (+5.3%), $3.5M

## Reduced positions (28)

- BRK.B: 278850 shares (-2.8%), $133.6M
- GOOG: 326750 shares (-6.1%), $93.7M
- DHR: 477750 shares (-7.0%), $90.6M
- V: 265330 shares (-1.9%), $80.2M
- MA: 147000 shares (-5.7%), $73.5M
- AON: 213860 shares (-2.2%), $69.0M
- META: 105710 shares (-2.8%), $60.5M
- TMO: 121000 shares (-10.3%), $59.5M
- IEX: 264300 shares (-32.5%), $50.1M
- TECH: 653200 shares (-18.6%), $34.1M
- ADI: 106350 shares (-19.9%), $33.8M
- EFX: 187605 shares (-12.7%), $33.8M
- TXN: 160100 shares (-3.0%), $31.1M
- SIRI: 1293000 shares (-6.6%), $29.8M
- LBRDP: 576000 shares (-11.5%), $29.0M
- LH: 99050 shares (-0.7%), $26.4M
- ODFL: 132000 shares (-36.8%), $25.8M
- MLM: 39775 shares (-3.6%), $23.4M
- GPN: 335000 shares (-33.7%), $22.5M
- CSGP: 517025 shares (-28.2%), $20.9M

## Sold positions (3)

- ROP: previously held 36550 shares worth $16.3M
- IT: previously held 24425 shares worth $6.2M
- DEO: previously held 23800 shares worth $2.1M

## Filing history (11)

- 2026-03-31 (filed 2026-05-14)
- 2025-12-31 (filed 2026-02-12)
- 2025-09-30 (filed 2025-11-10)
- 2025-06-30 (filed 2025-08-12)
- 2025-03-31 (filed 2025-05-09)
- 2024-12-31 (filed 2025-02-12)
- 2024-09-30 (filed 2024-11-12)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-13)
- 2023-12-31 (filed 2024-02-12)
- 2023-09-30 (filed 2023-11-13)

## Citation

When citing, use: "Wallace Weitz, Weitz Investment Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/82)".