What Wallace Weitz Bought in Q1 2026
Weitz Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$1.43B
Total Value
49
Holdings
8
New Buys
28
Reduced
In Q1 2026, Wallace Weitz reported 49 long equity positions worth $1.43B in their Weitz Investment Management 13F filing, including 8 new positions (largest: INGERSOLL RAND INC at $10.7M) and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % 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 | LBRDK | 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% |
| 26 | IDXX | IDEXX LABS INC | 35300 | $19.8M | 1.38% | — |
| 27 | CRM | SALESFORCE COM INC | 81500 | $15.2M | 1.06% | -6.9% |
| 28 | ACIW | ACI WORLDWIDE INC | 367700 | $15.1M | 1.05% | — |
| 29 | MELI | MERCADOLIBRE INC | 8000 | $13.8M | 0.97% | +116.2% |
| 30 | PRM | PERIMETER SOLUTIONS INC | 509400 | $12.4M | 0.87% | — |
| 31 | LKQ | LKQ CORP | 408000 | $12.0M | 0.84% | -7.5% |
| 32 | IR | INGERSOLL RAND INC | 133200 | $10.7M | 0.74% | NEW |
| 33 | EEFT | EURONET WORLDWIDE INC | 160000 | $10.6M | 0.74% | — |
| 34 | ORCL | ORACLE CORP | 55000 | $8.1M | 0.56% | -21.4% |
| 35 | ASML | ASML HLDG NV | 5500 | $7.3M | 0.51% | NEW |
| 36 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 20000 | $6.8M | 0.47% | NEW |
| 37 | LBRDA | LIBERTY BROADBAND CORP | 130000 | $6.5M | 0.46% | -7.1% |
| 38 | NVDA | NVIDIA CORPORATION | 35000 | $6.1M | 0.43% | NEW |
| 39 | CDW | CDW CORP | 36250 | $4.4M | 0.31% | -35.6% |
| 40 | LIN | LINDE PLC | 7200 | $3.6M | 0.25% | — |
| 41 | VLTO | VERALTO CORP | 40000 | $3.5M | 0.25% | +5.3% |
| 42 | POOL | POOL CORP | 15000 | $3.0M | 0.21% | NEW |
| 43 | RGEN | REPLIGEN CORP | 25500 | $3.0M | 0.21% | NEW |
| 44 | SPGI | S&P GLOBAL INC | 7050 | $3.0M | 0.21% | -1.3% |
| 45 | CMCSA | Comcast Corporation | 47000 | $1.3M | 0.09% | -44.7% |
| 46 | FTV | FORTIVE CORP | 22500 | $1.2M | 0.09% | -50.4% |
| 47 | FERG | FERGUSON ENTERPRISES INC | 5200 | $1.2M | 0.08% | NEW |
| 48 | APH | AMPHENOL CORP | 9200 | $1.2M | 0.08% | NEW |
| 49 | CHTR | Charter Communications | 650 | $140K | 0.01% | — |