WEITZ INVESTMENT MANAGEMENT, INC. Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$1.7T
Holdings
44
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 286,850 | $144.2B | 8.55% | |
| 2 | DHRDANAHER CORPORATION | 513,950 | $117.7B | 6.98% | |
| 3 | GOOGALPHABET INC | 347,900 | $109.2B | 6.47% | |
| 4 | VVISA INC | 270,580 | $94.9B | 5.63% | |
| 5 | MAMASTERCARD INCORPORATED | 155,900 | $89.0B | 5.28% | |
| 6 | TMOTHERMO FISHER SCIENTIFIC INC | 134,950 | $78.2B | 4.64% | |
| 7 | AONAON PLC | 218,735 | $77.2B | 4.58% | |
| 8 | METAMETA PLATFORMS INC | 108,710 | $71.8B | 4.25% | |
| 9 | MSFTMICROSOFT CORP | 145,975 | $70.6B | 4.19% | |
| 10 | IEXIDEX CORP | 391,475 | $69.7B | 4.13% | |
| 11 | VMCVULCAN MATLS CO | 210,200 | $60.0B | 3.55% | |
| 12 | AMZNAMAZON COM INC | 222,500 | $51.4B | 3.05% | |
| 13 | CSGPCOSTAR GROUP INC | 719,850 | $48.4B | 2.87% | |
| 14 | TECHBIO-TECHNE CORP | 802,950 | $47.2B | 2.80% | |
| 15 | EFXEQUIFAX INC | 214,880 | $46.6B | 2.76% | |
| 16 | ACNACCENTURE PLC IRELAND | 160,900 | $43.2B | 2.56% | |
| 17 | HEIHEICO CORP NEW | 162,779 | $41.1B | 2.44% | |
| 18 | GPNGLOBAL PMTS INC | 505,000 | $39.1B | 2.32% | |
| 19 | ADIANALOG DEVICES INC | 132,800 | $36.0B | 2.14% | |
| 20 | ODFLOLD DOMINION FREIGHT LINE IN | 208,800 | $32.7B | 1.94% | |
| 21 | LBRDKLIBERTY BROADBAND CORP | 651,000 | $31.6B | 1.88% | |
| 22 | TXNTEXAS INSTRS INC | 165,100 | $28.6B | 1.70% | |
| 23 | SIRISIRIUSXM HOLDINGS INC | 1,384,000 | $27.7B | 1.64% | |
| 24 | MLMMARTIN MARIETTA MATLS INC | 41,275 | $25.7B | 1.52% | |
| 25 | LHLABCORP HOLDINGS INC | 99,750 | $25.0B | 1.48% | |
| 26 | IDXXIDEXX LABS INC | 35,300 | $23.9B | 1.42% | |
| 27 | CRMSALESFORCE COM INC | 87,500 | $23.2B | 1.37% | |
| 28 | TSAACI WORLDWIDE INC | 367,700 | $17.6B | 1.04% | |
| 29 | ROPROPER TECHNOLOGIES INC | 36,550 | $16.3B | 0.96% | |
| 30 | PRMPERIMETER SOLUTIONS INC | 509,400 | $14.0B | 0.83% | |
| 31 | ORCLORACLE CORP | 70,000 | $13.6B | 0.81% | |
| 32 | LKQ1LKQ CORP | 441,000 | $13.3B | 0.79% | |
| 33 | EEFTEURONET WORLDWIDE INC | 160,000 | $12.2B | 0.72% | |
| 34 | CDWCDW CORP | 56,250 | $7.7B | 0.45% | |
| 35 | MLB1MERCADOLIBRE INC | 3,700 | $7.5B | 0.44% | |
| 36 | LBRDALIBERTY BROADBAND CORP | 140,000 | $6.8B | 0.40% | |
| 37 | ITGARTNER INC | 24,425 | $6.2B | 0.37% | |
| 38 | VLTOVERALTO CORP | 38,000 | $3.8B | 0.22% | |
| 39 | SPGIS&P GLOBAL INC | 7,140 | $3.7B | 0.22% | |
| 40 | LINLINDE PLC | 7,200 | $3.1B | 0.18% | |
| 41 | CMCSACOMCAST CORP NEW | 85,000 | $2.5B | 0.15% | |
| 42 | FTVFORTIVE CORP | 45,400 | $2.5B | 0.15% | |
| 43 | DEODIAGEO PLC | 23,800 | $2.1B | 0.12% | |
| 44 | CHTRCHARTER COMMUNICATIONS INC | 650 | $135.0M | 0.01% |