What Wallace Weitz Bought in Q3 2025
Weitz Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$1.84B
Total Value
48
Holdings
4
New Buys
12
Reduced
In Q3 2025, Wallace Weitz reported 48 long equity positions worth $1.84B in their Weitz Investment Management 13F filing, including 4 new positions (largest: MERCADOLIBRE INC at $8.6M) and 10 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 286850 | $144.2M | 7.83% | — |
| 2 | GOOG | ALPHABET INC | 440600 | $107.3M | 5.82% | -1.1% |
| 3 | DHR | DANAHER CORPORATION | 526950 | $104.5M | 5.67% | — |
| 4 | V | VISA INC | 270580 | $92.4M | 5.01% | -9.2% |
| 5 | MA | MASTERCARD INCORPORATED | 155900 | $88.7M | 4.81% | -5.6% |
| 6 | META | META PLATFORMS INC | 108710 | $79.8M | 4.33% | -6.0% |
| 7 | MSFT | MICROSOFT CORP | 153975 | $79.8M | 4.33% | +18.9% |
| 8 | AON | AON PLC | 213450 | $76.1M | 4.13% | — |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 150450 | $73.0M | 3.96% | — |
| 10 | IEX | IDEX Corp | 406475 | $66.2M | 3.59% | +0.1% |
| 11 | VMC | VULCAN MATLS CO | 212700 | $65.4M | 3.55% | +0.4% |
| 12 | CSGP | COSTAR GROUP INC | 719850 | $60.7M | 3.30% | -6.0% |
| 13 | EFX | EQUIFAX INC | 214600 | $55.1M | 2.99% | +2.0% |
| 14 | AMZN | AMAZON COM INC | 222500 | $48.9M | 2.65% | — |
| 15 | GPN | GLOBAL PMTS INC | 550000 | $45.7M | 2.48% | -1.8% |
| 16 | TECH | BIO-TECHNE CORP | 802150 | $44.6M | 2.42% | — |
| 17 | HEI-A | HEICO CORP NEW | 162779 | $41.4M | 2.24% | -0.1% |
| 18 | LH | LABCORP HOLDINGS INC | 139750 | $40.1M | 2.18% | -1.0% |
| 19 | ACN | ACCENTURE PLC IRELAND | 160550 | $39.6M | 2.15% | +28.8% |
| 20 | IDXX | IDEXX LABS INC | 56800 | $36.3M | 1.97% | -5.8% |
| 21 | ADI | ANALOG DEVICES INC | 139300 | $34.2M | 1.86% | -1.2% |
| 22 | SIRI | SIRIUSXM HOLDINGS INC | 1384000 | $32.2M | 1.75% | — |
| 23 | LBRDK | LIBERTY BROADBAND CORP | 500500 | $31.8M | 1.73% | — |
| 24 | TXN | TEXAS INSTRS INC | 164575 | $30.2M | 1.64% | — |
| 25 | ODFL | OLD DOMINION FREIGHT LINE IN | 208500 | $29.4M | 1.59% | — |
| 26 | KMX | CARMAX INC | 649400 | $29.1M | 1.58% | — |
| 27 | CHTR | Charter Communications | 102605 | $28.2M | 1.53% | 8.6% |
| 28 | IT | GARTNER INC | 107375 | $28.2M | 1.53% | 22.1% |
| 29 | MLM | MARTIN MARIETTA MATLS INC | 41275 | $26.0M | 1.41% | — |
| 30 | CRM | SALESFORCE COM INC | 87500 | $20.7M | 1.13% | — |
| 31 | ORCL | ORACLE CORP | 70000 | $19.7M | 1.07% | +-58.8% |
| 32 | ACIW | ACI WORLDWIDE INC | 366800 | $19.4M | 1.05% | +19.9% |
| 33 | PRM | PERIMETER SOLUTIONS INC | 744972 | $16.7M | 0.91% | +-62.0% |
| 34 | LKQ | LKQ CORP | 534000 | $16.3M | 0.89% | +16.5% |
| 35 | ROP | ROPER TECHNOLOGIES INC | 31425 | $15.7M | 0.85% | — |
| 36 | CMCSA | Comcast Corporation | 451500 | $14.2M | 0.77% | — |
| 37 | CCRD | CORECARD CORPORATION | 515000 | $13.9M | 0.75% | — |
| 38 | LBRDA | LIBERTY BROADBAND CORP | 140000 | $8.9M | 0.48% | — |
| 39 | MELI | MERCADOLIBRE INC | 3700 | $8.6M | 0.47% | NEW |
| 40 | CDW | CDW CORP | 35650 | $5.7M | 0.31% | NEW |
| 41 | VLTO | VERALTO CORP | 37500 | $4.0M | 0.22% | — |
| 42 | GLIBK | GCI LIBERTY INC | 100100 | $3.7M | 0.20% | NEW |
| 43 | RWTO | RWT HLDGS INC | 3500000 | $3.5M | 0.19% | — |
| 44 | SPGI | S&P GLOBAL INC | 7140 | $3.5M | 0.19% | — |
| 45 | LIN | LINDE PLC | 6900 | $3.3M | 0.18% | — |
| 46 | DEO | DIAGEO PLC | 28300 | $2.7M | 0.15% | — |
| 47 | FTV | FORTIVE CORP | 46400 | $2.3M | 0.12% | +2.1% |
| 48 | GLIBK | GCI LIBERTY INC | 28000 | $1.1M | 0.06% | NEW |