What Wallace Weitz Bought in Q4 2025
Weitz Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$1.69B
Total Value
44
Holdings
1
New Buys
13
Reduced
In Q4 2025, Wallace Weitz reported 44 long equity positions worth $1.69B in their Weitz Investment Management 13F filing, including 1 new positions (largest: EURONET WORLDWIDE INC at $12.2M) and 16 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 286850 | $144.2M | 8.55% | — |
| 2 | DHR | DANAHER CORPORATION | 513950 | $117.7M | 6.98% | -2.5% |
| 3 | GOOG | ALPHABET INC | 347900 | $109.2M | 6.47% | -21.0% |
| 4 | V | VISA INC | 270580 | $94.9M | 5.63% | — |
| 5 | MA | MASTERCARD INCORPORATED | 155900 | $89.0M | 5.28% | — |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | 134950 | $78.2M | 4.64% | -10.3% |
| 7 | AON | AON PLC | 218735 | $77.2M | 4.58% | +2.5% |
| 8 | META | META PLATFORMS INC | 108710 | $71.8M | 4.25% | — |
| 9 | MSFT | MICROSOFT CORP | 145975 | $70.6M | 4.19% | -5.2% |
| 10 | IEX | IDEX Corp | 391475 | $69.7M | 4.13% | -3.7% |
| 11 | VMC | VULCAN MATLS CO | 210200 | $60.0M | 3.55% | -1.2% |
| 12 | AMZN | AMAZON COM INC | 222500 | $51.4M | 3.05% | — |
| 13 | CSGP | COSTAR GROUP INC | 719850 | $48.4M | 2.87% | — |
| 14 | TECH | BIO-TECHNE CORP | 802950 | $47.2M | 2.80% | +0.1% |
| 15 | EFX | EQUIFAX INC | 214880 | $46.6M | 2.76% | +0.1% |
| 16 | ACN | ACCENTURE PLC IRELAND | 160900 | $43.2M | 2.56% | +0.2% |
| 17 | HEI-A | HEICO CORP NEW | 162779 | $41.1M | 2.44% | — |
| 18 | GPN | GLOBAL PMTS INC | 505000 | $39.1M | 2.32% | -8.2% |
| 19 | ADI | ANALOG DEVICES INC | 132800 | $36.0M | 2.14% | -4.7% |
| 20 | ODFL | OLD DOMINION FREIGHT LINE IN | 208800 | $32.7M | 1.94% | +0.1% |
| 21 | LBRDK | LIBERTY BROADBAND CORP | 651000 | $31.6M | 1.88% | +30.1% |
| 22 | TXN | TEXAS INSTRS INC | 165100 | $28.6M | 1.70% | +0.3% |
| 23 | SIRI | SIRIUSXM HOLDINGS INC | 1384000 | $27.7M | 1.64% | — |
| 24 | MLM | MARTIN MARIETTA MATLS INC | 41275 | $25.7M | 1.52% | — |
| 25 | LH | LABCORP HOLDINGS INC | 99750 | $25.0M | 1.48% | +-28.6% |
| 26 | IDXX | IDEXX LABS INC | 35300 | $23.9M | 1.42% | -37.9% |
| 27 | CRM | SALESFORCE COM INC | 87500 | $23.2M | 1.37% | — |
| 28 | ACIW | ACI WORLDWIDE INC | 367700 | $17.6M | 1.04% | +0.2% |
| 29 | ROP | ROPER TECHNOLOGIES INC | 36550 | $16.3M | 0.96% | +16.3% |
| 30 | PRM | PERIMETER SOLUTIONS INC | 509400 | $14.0M | 0.83% | -31.6% |
| 31 | ORCL | ORACLE CORP | 70000 | $13.6M | 0.81% | — |
| 32 | LKQ | LKQ CORP | 441000 | $13.3M | 0.79% | -17.4% |
| 33 | EEFT | EURONET WORLDWIDE INC | 160000 | $12.2M | 0.72% | NEW |
| 34 | CDW | CDW CORP | 56250 | $7.7M | 0.45% | +57.8% |
| 35 | MELI | MERCADOLIBRE INC | 3700 | $7.5M | 0.44% | — |
| 36 | LBRDA | LIBERTY BROADBAND CORP | 140000 | $6.8M | 0.40% | — |
| 37 | IT | GARTNER INC | 24425 | $6.2M | 0.37% | +-77.3% |
| 38 | VLTO | VERALTO CORP | 38000 | $3.8M | 0.22% | +1.3% |
| 39 | SPGI | S&P GLOBAL INC | 7140 | $3.7M | 0.22% | — |
| 40 | LIN | LINDE PLC | 7200 | $3.1M | 0.18% | +4.3% |
| 41 | CMCSA | Comcast Corporation | 85000 | $2.5M | 0.15% | +-81.2% |
| 42 | FTV | FORTIVE CORP | 45400 | $2.5M | 0.15% | -2.2% |
| 43 | DEO | DIAGEO PLC | 23800 | $2.1M | 0.12% | -15.9% |
| 44 | CHTR | Charter Communications | 650 | $136K | 0.01% | +-99.4% |