WEITZ INVESTMENT MANAGEMENT, INC.
CIK: 0000883965SEC EDGAR →
Portfolio Value
$1.7B
Holdings
44
As of
Q4 2025
New Positions
4
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 286,850 | $144.2M | 8.55% |
| 2 | DANAHER CORPORATION | 513,950 | $117.7M | 6.98% |
| 3 | ALPHABET INC | 347,900 | $109.2M | 6.47% |
| 4 | VISA INC | 270,580 | $94.9M | 5.63% |
| 5 | MASTERCARD INCORPORATED | 155,900 | $89.0M | 5.28% |
| 6 | THERMO FISHER SCIENTIFIC INC | 134,950 | $78.2M | 4.64% |
| 7 | AON PLC | 218,735 | $77.2M | 4.58% |
| 8 | META PLATFORMS INC | 108,710 | $71.8M | 4.25% |
| 9 | MICROSOFT CORP | 145,975 | $70.6M | 4.19% |
| 10 | IDEX CORP | 391,475 | $69.7M | 4.13% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 5 | $292.0M | 17.3% |
| Financial Services | 4 | $264.8M | 15.7% |
| Communication Services | 7 | $249.7M | 14.8% |
| Industrials | 7 | $249.3M | 14.8% |
| Technology | 10 | $243.8M | 14.5% |
| Unknown | 4 | $182.5M | 10.8% |
| Basic Materials | 4 | $102.7M | 6.1% |
| Consumer Cyclical | 1 | $51.4M | 3.0% |
| Real Estate | 1 | $48.4M | 2.9% |
| Consumer Defensive | 1 | $2.1M | 0.1% |