What Wallace Weitz Bought in Q1 2025
Weitz Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$1.88B
Total Value
45
Holdings
1
New Buys
16
Reduced
In Q1 2025, Wallace Weitz reported 45 long equity positions worth $1.88B in their Weitz Investment Management 13F filing, including 1 new positions (largest: IDEXX LABS INC at $25.3M) and 14 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 286850 | $152.8M | 8.12% | -11.2% |
| 2 | V | VISA INC | 324200 | $113.6M | 6.04% | -6.5% |
| 3 | DHR | DANAHER CORPORATION | 496650 | $101.8M | 5.41% | +23.2% |
| 4 | MA | MASTERCARD INCORPORATED | 179070 | $98.2M | 5.21% | -4.3% |
| 5 | AON | AON PLC | 213450 | $85.2M | 4.53% | -18.2% |
| 6 | IEX | IDEX Corp | 401225 | $72.6M | 3.86% | +21.4% |
| 7 | CSGP | COSTAR GROUP INC | 911600 | $72.2M | 3.84% | +2.4% |
| 8 | GOOG | ALPHABET INC | 445600 | $69.6M | 3.70% | -14.1% |
| 9 | META | META PLATFORMS INC | 120760 | $69.6M | 3.70% | -23.9% |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | 126150 | $62.8M | 3.33% | +5.0% |
| 11 | KMX | CARMAX INC | 805200 | $62.7M | 3.33% | -2.4% |
| 12 | GPN | GLOBAL PMTS INC | 580000 | $56.8M | 3.02% | -1.6% |
| 13 | EFX | EQUIFAX INC | 210350 | $51.2M | 2.72% | +11.6% |
| 14 | MSFT | MICROSOFT CORP | 134475 | $50.5M | 2.68% | 193.3% |
| 15 | VMC | VULCAN MATLS CO | 211900 | $49.4M | 2.63% | +10.7% |
| 16 | TECH | BIO-TECHNE CORP | 791650 | $46.4M | 2.47% | +107.6% |
| 17 | LBRDK | LIBERTY BROADBAND CORP | 530500 | $45.1M | 2.40% | — |
| 18 | ACN | ACCENTURE PLC IRELAND | 139650 | $43.6M | 2.32% | +30.7% |
| 19 | CHTR | Charter Communications | 115450 | $42.5M | 2.26% | -14.8% |
| 20 | AMZN | AMAZON COM INC | 222500 | $42.3M | 2.25% | -10.1% |
| 21 | IT | GARTNER INC | 87925 | $36.9M | 1.96% | +36.5% |
| 22 | LH | LABCORP HOLDINGS INC | 151175 | $35.2M | 1.87% | -36.0% |
| 23 | ODFL | OLD DOMINION FREIGHT LINE IN | 208500 | $34.5M | 1.83% | +9.8% |
| 24 | HEI-A | HEICO CORP NEW | 162900 | $34.4M | 1.83% | — |
| 25 | SIRI | SIRIUSXM HOLDINGS INC | 1465500 | $33.0M | 1.76% | — |
| 26 | ADBE | ADOBE SYSTEMS INC | 82500 | $31.6M | 1.68% | +106.3% |
| 27 | TXN | TEXAS INSTRS INC | 169575 | $30.5M | 1.62% | — |
| 28 | ADI | ANALOG DEVICES INC | 141000 | $28.4M | 1.51% | — |
| 29 | IDXX | IDEXX LABS INC | 60300 | $25.3M | 1.35% | NEW |
| 30 | ORCL | ORACLE CORP | 170075 | $23.8M | 1.26% | -18.1% |
| 31 | CRM | SALESFORCE COM INC | 87500 | $23.5M | 1.25% | -7.9% |
| 32 | PRM | PERIMETER SOLUTIONS INC | 2057291 | $20.7M | 1.10% | -2.4% |
| 33 | MLM | MARTIN MARIETTA MATLS INC | 41275 | $19.7M | 1.05% | +1.5% |
| 34 | ACIW | ACI WORLDWIDE INC | 356600 | $19.5M | 1.04% | — |
| 35 | LKQ | LKQ CORP | 458300 | $19.5M | 1.04% | — |
| 36 | ROP | ROPER TECHNOLOGIES INC | 31425 | $18.5M | 0.98% | — |
| 37 | CMCSA | Comcast Corporation | 451500 | $16.7M | 0.89% | 375.3% |
| 38 | LBRDA | LIBERTY BROADBAND CORP | 140000 | $11.9M | 0.63% | — |
| 39 | CCRD | CORECARD CORPORATION | 515000 | $9.6M | 0.51% | — |
| 40 | VLTO | VERALTO CORP | 37500 | $3.7M | 0.19% | +-87.4% |
| 41 | SPGI | S&P GLOBAL INC | 7140 | $3.6M | 0.19% | +-84.9% |
| 42 | RWTO | RWT HLDGS INC | 3500000 | $3.5M | 0.19% | — |
| 43 | LIN | LINDE PLC | 6900 | $3.2M | 0.17% | — |
| 44 | FTV | FORTIVE CORP | 40800 | $3.0M | 0.16% | — |
| 45 | DEO | DIAGEO PLC | 28300 | $3.0M | 0.16% | — |