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Wallace Weitz

Weitz Investment Management · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

Full portfolio

BRK-BBerkshire Hathaway Inc.

271,600 shares · $135,905,924

9.4%
GOOGAlphabet Inc.

268,100 shares · $94,727,773

6.6%
DHRDanaher Corporation

489,500 shares · $93,239,960

6.5%
VVisa Inc.

265,330 shares · $91,032,070

6.3%
MAMastercard Incorporated

145,350 shares · $74,651,760

5.2%
AONAon plc

213,860 shares · $70,935,223

4.9%
VMCVulcan Materials Company

203,800 shares · $60,123,038

4.2%
METAMeta Platforms, Inc.

102,960 shares · $57,996,338

4.0%
TMOThermo Fisher Scientific Inc.

115,200 shares · $57,756,672

4.0%
IEXIDEX Corporation

252,400 shares · $57,282,180

4.0%
MSFTMicrosoft Corporation

153,200 shares · $57,146,664

4.0%
HEI-AHEICO Corporation

204,479 shares · $52,737,179

3.7%
AMZNAmazon.com, Inc.

217,500 shares · $51,838,950

3.6%
TECHBio-Techne Corporation

543,200 shares · $38,377,080

2.7%
SIRISirius XM Holdings Inc.

1,188,000 shares · $35,093,520

2.4%
ADIAnalog Devices, Inc.

85,225 shares · $33,848,813

2.3%
EFXEquifax Inc.

191,980 shares · $30,471,066

2.1%
LHLabcorp Holdings Inc.

99,050 shares · $27,734,000

1.9%
MLMMartin Marietta Materials, Inc.

47,370 shares · $27,318,279

1.9%
GPNGlobal Payments Inc.

350,000 shares · $25,396,000

1.8%
TXNTexas Instruments Incorporated

77,900 shares · $23,219,653

1.6%
LBRDKLiberty Broadband Corporation

576,000 shares · $19,157,760

1.3%
IDXXIDEXX Laboratories, Inc.

35,300 shares · $18,583,332

1.3%
ACIWACI Worldwide, Inc.

367,700 shares · $18,491,633

1.3%
PRMPerimeter Solutions, Inc.

450,817 shares · $16,071,626

1.1%
MELIMercadoLibre, Inc.

9,200 shares · $15,615,988

1.1%
ACNAccenture plc

119,700 shares · $14,895,468

1.0%
IRIngersoll Rand Inc.

161,670 shares · $13,255,323

0.9%
CSGPCoStar Group, Inc.

423,181 shares · $11,984,486

0.8%
EEFTEuronet Worldwide, Inc.

160,000 shares · $11,710,400

0.8%
ASMLASML Holding N.V.

5,500 shares · $10,941,920

0.8%
LKQLKQ Corporation

408,000 shares · $10,742,640

0.7%
NFLXNetflix, Inc.

147,200 shares · $10,510,080

0.7%
TSMTaiwan Semiconductor Manufacturing Company Limited

20,000 shares · $9,551,400

0.7%
ORCLOracle Corporation

55,000 shares · $8,060,250

0.6%
COFCapital One Financial Corporation

40,000 shares · $8,024,800

0.6%
CRMSalesforce, Inc.

49,300 shares · $7,723,338

0.5%
NVDANVIDIA Corporation

35,000 shares · $7,003,150

0.5%
VLTOVeralto Corporation

77,500 shares · $6,872,700

0.5%
RGENRepligen Corporation

40,800 shares · $5,566,752

0.4%
LBRDALiberty Broadband Corporation

123,750 shares · $4,118,400

0.3%
LINLinde plc

7,100 shares · $3,684,474

0.3%
MTDMettler-Toledo International Inc.

2,550 shares · $3,257,651

0.2%
POOLPool Corporation

15,000 shares · $3,223,500

0.2%
SPGIS&P Global Inc.

7,150 shares · $2,911,909

0.2%
APHAmphenol Corporation

9,200 shares · $1,622,144

0.1%
FTVFortive Corporation

21,750 shares · $1,328,708

0.1%
FERGFerguson plc

5,200 shares · $1,234,116

0.1%
CMCSAComcast Corporation

47,000 shares · $1,153,850

0.1%
CHTRCharter Communications, Inc.

650 shares · $92,437

0.0%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →