Weitz Investment Management·CIK 883965
44
Positions
$1.7B
Portfolio Value
1
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| 3 | GOOG | 6.47% | $109,171,020 | NEW |
| 4 | V | 5.63% | $94,895,112 | NEW |
| 5 | MA | 5.28% | $89,000,192 | NEW |
| 6 | TMO | 4.64% | $78,196,778 | NEW |
| 7 | AON | 4.58% | $77,187,207 | NEW |
| 8 | META | 4.25% | $71,758,384 | NEW |
| 9 | MSFT | 4.19% | $70,596,430 | NEW |
| 10 | IEX | 4.13% | $69,659,062 | NEW |
| 11 | VMC | 3.55% | $59,953,244 | NEW |
| 12 | AMZN | 3.05% | $51,357,450 | NEW |
| 13 | CSGP | 2.87% | $48,402,714 | NEW |
| 14 | TECH | 2.80% | $47,221,490 | NEW |
| 15 | EFX | 2.76% | $46,624,662 | NEW |
| 16 | ACN | 2.56% | $43,169,470 | NEW |
| 17 | HEIA | 2.44% | $41,090,303 | NEW |
| 18 | GPN | 2.32% | $39,087,000 | NEW |
| 19 | ADI | 2.14% | $36,015,360 | NEW |
| 20 | ODFL | 1.94% | $32,739,840 | NEW |
| 21 | LBRDK | 1.88% | $31,638,600 | NEW |
| 22 | TXN | 1.70% | $28,643,199 | NEW |
| 23 | SIRI | 1.64% | $27,673,080 | NEW |
| 24 | MLM | 1.52% | $25,700,292 | NEW |
| 25 | LH | 1.48% | $25,025,280 | NEW |
| 26 | IDXX | 1.42% | $23,881,509 | NEW |
| 27 | CRM | 1.37% | $23,179,625 | NEW |
| 28 | ACIW | 1.04% | $17,579,737 | NEW |
| 29 | ROP | 0.96% | $16,269,502 | NEW |
| 30 | PRM | 0.83% | $14,023,782 | NEW |
| 31 | ORCL | 0.81% | $13,643,700 | NEW |
| 32 | LKQ | 0.79% | $13,318,200 | NEW |
| 33 | EEFT | 0.72% | $12,177,600 | NEW |
| 34 | CDW | 0.45% | $7,661,250 | NEW |
| 35 | MELI | 0.44% | $7,452,762 | NEW |
| 36 | LBRDA | 0.40% | $6,759,200 | NEW |
| 37 | IT | 0.37% | $6,161,939 | NEW |
| 38 | VLTO | 0.22% | $3,791,640 | NEW |
| 39 | SPGI | 0.22% | $3,731,293 | NEW |
| 40 | LIN | 0.18% | $3,070,008 | NEW |
| 41 | CMCSA | 0.15% | $2,540,650 | NEW |
| 42 | FTV | 0.15% | $2,506,534 | NEW |
| 43 | DEO | 0.12% | $2,053,226 | NEW |
| 44 | CHTR | 0.01% | $135,688 | NEW |