What Wallace Weitz Bought in Q2 2025
Weitz Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$1.86B
Total Value
45
Holdings
1
New Buys
14
Reduced
In Q2 2025, Wallace Weitz reported 45 long equity positions worth $1.86B in their Weitz Investment Management 13F filing, including 1 new positions (largest: RALLIANT CORP at $735K) and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 286850 | $139.3M | 7.49% | — |
| 2 | V | VISA INC | 298075 | $105.8M | 5.69% | -8.1% |
| 3 | DHR | DANAHER CORPORATION | 526950 | $104.1M | 5.60% | +6.1% |
| 4 | MA | MASTERCARD INCORPORATED | 165070 | $92.8M | 4.99% | -7.8% |
| 5 | META | META PLATFORMS INC | 115710 | $85.4M | 4.59% | -4.2% |
| 6 | GOOG | ALPHABET INC | 445600 | $79.0M | 4.25% | — |
| 7 | AON | AON PLC | 213450 | $76.2M | 4.09% | — |
| 8 | IEX | IDEX Corp | 406225 | $71.3M | 3.84% | +1.2% |
| 9 | MSFT | MICROSOFT CORP | 129475 | $64.4M | 3.46% | -3.7% |
| 10 | CSGP | COSTAR GROUP INC | 765600 | $61.6M | 3.31% | -16.0% |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | 150450 | $61.0M | 3.28% | +19.3% |
| 12 | VMC | VULCAN MATLS CO | 211900 | $55.3M | 2.97% | — |
| 13 | EFX | EQUIFAX INC | 210350 | $54.6M | 2.93% | — |
| 14 | LBRDK | LIBERTY BROADBAND CORP | 500500 | $49.2M | 2.65% | -5.7% |
| 15 | AMZN | AMAZON COM INC | 222500 | $48.8M | 2.62% | — |
| 16 | GPN | GLOBAL PMTS INC | 560000 | $44.8M | 2.41% | -3.4% |
| 17 | KMX | CARMAX INC | 649400 | $43.6M | 2.35% | -19.3% |
| 18 | HEI-A | HEICO CORP NEW | 162900 | $42.2M | 2.27% | — |
| 19 | TECH | BIO-TECHNE CORP | 802150 | $41.3M | 2.22% | +1.3% |
| 20 | CHTR | Charter Communications | 94450 | $38.6M | 2.08% | +-18.2% |
| 21 | ACN | ACCENTURE PLC IRELAND | 124650 | $37.3M | 2.00% | -10.7% |
| 22 | ORCL | ORACLE CORP | 170075 | $37.2M | 2.00% | — |
| 23 | LH | LABCORP HOLDINGS INC | 141175 | $37.1M | 1.99% | -6.6% |
| 24 | IT | GARTNER INC | 87925 | $35.5M | 1.91% | — |
| 25 | TXN | TEXAS INSTRS INC | 164575 | $34.2M | 1.84% | -2.9% |
| 26 | ODFL | OLD DOMINION FREIGHT LINE IN | 208500 | $33.8M | 1.82% | — |
| 27 | ADI | ANALOG DEVICES INC | 141000 | $33.6M | 1.80% | — |
| 28 | IDXX | IDEXX LABS INC | 60300 | $32.3M | 1.74% | — |
| 29 | SIRI | SIRIUSXM HOLDINGS INC | 1384000 | $31.8M | 1.71% | -5.6% |
| 30 | PRM | PERIMETER SOLUTIONS INC | 1960900 | $27.3M | 1.47% | -4.7% |
| 31 | CRM | SALESFORCE COM INC | 87500 | $23.9M | 1.28% | — |
| 32 | MLM | MARTIN MARIETTA MATLS INC | 41275 | $22.7M | 1.22% | — |
| 33 | ROP | ROPER TECHNOLOGIES INC | 31425 | $17.8M | 0.96% | — |
| 34 | LKQ | LKQ CORP | 458300 | $17.0M | 0.91% | — |
| 35 | CMCSA | Comcast Corporation | 451500 | $16.1M | 0.87% | — |
| 36 | CCRD | CORECARD CORPORATION | 515000 | $14.9M | 0.80% | — |
| 37 | ACIW | ACI WORLDWIDE INC | 306000 | $14.0M | 0.76% | -14.2% |
| 38 | LBRDA | LIBERTY BROADBAND CORP | 140000 | $13.7M | 0.74% | — |
| 39 | VLTO | VERALTO CORP | 37500 | $3.8M | 0.20% | — |
| 40 | SPGI | S&P GLOBAL INC | 7140 | $3.8M | 0.20% | — |
| 41 | RWTO | RWT HLDGS INC | 3500000 | $3.5M | 0.19% | — |
| 42 | LIN | LINDE PLC | 6900 | $3.2M | 0.17% | — |
| 43 | DEO | DIAGEO PLC | 28300 | $2.9M | 0.15% | — |
| 44 | FTV | FORTIVE CORP | 45450 | $2.4M | 0.13% | +11.4% |
| 45 | RAL | RALLIANT CORP | 15150 | $735K | 0.04% | NEW |