What Wallace Weitz Bought in Q2 2026
Weitz Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$1.44B
Total Value
50
Holdings
3
New Buys
18
Reduced
In Q2 2026, Wallace Weitz reported 50 long equity positions worth $1.44B in their Weitz Investment Management 13F filing, including 3 new positions (largest: NETFLIX ORD at $10.5M) and 12 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 271600 | $135.9M | 9.41% | -2.6% |
| 2 | GOOG | ALPHABET CL C ORD | 268100 | $94.7M | 6.56% | -17.9% |
| 3 | DHR | DANAHER ORD | 489500 | $93.2M | 6.46% | +2.5% |
| 4 | V | VISA CL A ORD | 265330 | $91.0M | 6.30% | — |
| 5 | MA | MASTERCARD CL A ORD | 145350 | $74.7M | 5.17% | -1.1% |
| 6 | AON | AON CL A ORD | 213860 | $70.9M | 4.91% | — |
| 7 | VMC | VULCAN MATERIALS ORD | 203800 | $60.1M | 4.16% | -4.9% |
| 8 | META | META PLATFORMS CL A ORD | 102960 | $58.0M | 4.02% | -2.6% |
| 9 | TMO | THERMO FISHER SCIENTIFIC ORD | 115200 | $57.8M | 4.00% | -4.8% |
| 10 | IEX | IDEX Corp | 252400 | $57.3M | 3.97% | -4.5% |
| 11 | MSFT | MICROSOFT ORD | 153200 | $57.1M | 3.96% | -9.6% |
| 12 | HEI-A | HEICO CL A ORD | 204479 | $52.7M | 3.65% | +8.2% |
| 13 | AMZN | AMAZON COM ORD | 217500 | $51.8M | 3.59% | -2.2% |
| 14 | TECH | BIO TECHNE ORD | 543200 | $38.4M | 2.66% | -16.8% |
| 15 | SIRI | SIRIUSXM HOLDINGS ORD | 1188000 | $35.1M | 2.43% | -8.1% |
| 16 | ADI | ANALOG DEVICES ORD | 85225 | $33.8M | 2.34% | +-19.9% |
| 17 | EFX | EQUIFAX ORD | 191980 | $30.5M | 2.11% | +2.3% |
| 18 | LH | LABCORP HOLDINGS ORD | 99050 | $27.7M | 1.92% | — |
| 19 | MLM | MARTIN MARIETTA MATERIALS ORD | 47370 | $27.3M | 1.89% | +19.1% |
| 20 | GPN | GLOBAL PAYMENTS ORD | 350000 | $25.4M | 1.76% | +4.5% |
| 21 | TXN | TEXAS INSTRUMENTS ORD | 77900 | $23.2M | 1.61% | +-51.3% |
| 22 | LBRDK | LIBERTY BROADBAND SRS C ORD | 576000 | $19.2M | 1.33% | — |
| 23 | IDXX | IDEXX LABORATORIES ORD | 35300 | $18.6M | 1.29% | — |
| 24 | ACIW | ACI WORLDWIDE ORD | 367700 | $18.5M | 1.28% | — |
| 25 | PRM | PERIMETER SOLUTIONS ORD | 450817 | $16.1M | 1.11% | -11.5% |
| 26 | MELI | MERCADOLIBRE ORD | 9200 | $15.6M | 1.08% | +15.0% |
| 27 | ACN | ACCENTURE CL A ORD | 119700 | $14.9M | 1.03% | -29.9% |
| 28 | IR | INGERSOLL RAND ORD | 161670 | $13.3M | 0.92% | +21.4% |
| 29 | CSGP | COSTAR GROUP ORD | 423181 | $12.0M | 0.83% | -18.2% |
| 30 | EEFT | EURONET WORLDWIDE ORD | 160000 | $11.7M | 0.81% | — |
| 31 | ASML | ASML HOLDING ADR REP ORD | 5500 | $10.9M | 0.76% | — |
| 32 | LKQ | LKQ ORD | 408000 | $10.7M | 0.74% | — |
| 33 | NFLX | NETFLIX ORD | 147200 | $10.5M | 0.73% | NEW |
| 34 | TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 20000 | $9.6M | 0.66% | — |
| 35 | ORCL | ORACLE ORD | 55000 | $8.1M | 0.56% | — |
| 36 | COF | Capital One Financial | 40000 | $8.0M | 0.56% | NEW |
| 37 | CRM | SALESFORCE ORD | 49300 | $7.7M | 0.53% | -39.5% |
| 38 | NVDA | NVIDIA ORD | 35000 | $7.0M | 0.48% | — |
| 39 | VLTO | VERALTO ORD | 77500 | $6.9M | 0.48% | +93.8% |
| 40 | RGEN | REPLIGEN ORD | 40800 | $5.6M | 0.39% | +60.0% |
| 41 | LBRDA | LIBERTY BROADBAND SRS A ORD | 123750 | $4.1M | 0.29% | -4.8% |
| 42 | LIN | LINDE ORD | 7100 | $3.7M | 0.26% | -1.4% |
| 43 | MTD | METTLER TOLEDO ORD | 2550 | $3.3M | 0.23% | NEW |
| 44 | POOL | POOL ORD | 15000 | $3.2M | 0.22% | — |
| 45 | SPGI | S&P GLOBAL ORD | 7150 | $2.9M | 0.20% | +1.4% |
| 46 | APH | AMPHENOL CL A ORD | 9200 | $1.6M | 0.11% | — |
| 47 | FTV | FORTIVE ORD | 21750 | $1.3M | 0.09% | -3.3% |
| 48 | FERG | FERGUSON ENTERPRISES ORD | 5200 | $1.2M | 0.09% | — |
| 49 | CMCSA | Comcast Corporation | 47000 | $1.2M | 0.08% | — |
| 50 | CHTR | Charter Communications | 650 | $92K | 0.01% | — |