Weitz Investment Management, Inc. Portfolio Holdings

Weitz Investment Management, Inc.

  • $1.7 Billion
  • Q3 2025

Weitz Investment Management, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.7 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $144M, Alphabet Inc. with a value of $107M, Danaher Corp with a value of $104M, Visa Inc. with a value of $92.4M, and Mastercard Inc with a value of $88.7M.

Examining the 13F form we can see an decrease of $9.4M in the current position value, from $1.71B to 1.7B.

Weitz Investment Management, Inc. is based out at Omaha, NE

Below you can find more details about Weitz Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.7 Billion
Financial Services: $405 Million
Technology: $295 Million
Communication Services: $270 Million
Healthcare: $258 Million
Industrials: $212 Million
Consumer Cyclical: $103 Million
Basic Materials: $91.4 Million
Real Estate: $60.7 Million
Other: $2.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$144 Million 8.49% of portfolio
286,850
Q1 2025 Reduced 11.25%
$1.74T
$107 Million 6.32% of portfolio
440,600
Q3 2025 Reduced 1.12%
$160B
$104 Million 6.15% of portfolio
526,950
Q2 2025 Added 6.1%
$533B
$92.4 Million 5.44% of portfolio
270,580
Q3 2025 Reduced 9.22%
$512B
$88.7 Million 5.22% of portfolio
155,900
Q3 2025 Reduced 5.56%
$3.78T
$79.8 Million 4.7% of portfolio
153,975
Q3 2025 Added 18.92%
$1.37T
$79.8 Million 4.7% of portfolio
108,710
Q3 2025 Reduced 6.05%
$72.4B
$76.1 Million 4.48% of portfolio
213,450
Q1 2025 Reduced 18.2%
$222B
$73 Million 4.3% of portfolio
150,450
Q2 2025 Added 19.26%
$12.4B
$66.2 Million 3.89% of portfolio
406,475
Q3 2025 Added 0.06%
$37.3B
$65.4 Million 3.85% of portfolio
212,700
Q3 2025 Added 0.38%
$27.7B
$60.7 Million 3.58% of portfolio
719,850
Q3 2025 Reduced 5.98%
$25.4B
$55.1 Million 3.24% of portfolio
214,600
Q3 2025 Added 2.02%
$2.39T
$48.9 Million 2.88% of portfolio
222,500
Q1 2025 Reduced 10.1%
$20.5B
$45.7 Million 2.69% of portfolio
550,000
Q3 2025 Reduced 1.79%
$2.33B
$44.6 Million 2.63% of portfolio
802,150
Q2 2025 Added 1.33%
$57.4B
$36.3 Million 2.14% of portfolio
56,800
Q3 2025 Reduced 5.8%
$118B
$34.2 Million 2.02% of portfolio
139,300
Q3 2025 Reduced 1.21%
$177B
$32 Million 1.89% of portfolio
164,575
Q2 2025 Reduced 2.95%
$6.2B
$31.8 Million 1.87% of portfolio
500,500
Q2 2025 Reduced 5.66%
$14.8B
$29.4 Million 1.73% of portfolio
208,500
Q1 2025 Added 9.79%
$5.44B
$29.1 Million 1.72% of portfolio
649,400
Q2 2025 Reduced 19.35%
$18.3B
$28.2 Million 1.66% of portfolio
107,375
Q3 2025 Added 22.12%
$32.4B
$28.2 Million 1.66% of portfolio
102,605
Q3 2025 Added 8.63%
$37.2B
$26 Million 1.53% of portfolio
41,275
Q1 2025 Added 1.48%
$237B
$20.7 Million 1.22% of portfolio
87,500
Q1 2025 Reduced 7.89%
$593B
$19.7 Million 1.16% of portfolio
70,000
Q3 2025 Reduced 58.84%
$5.36B
$19.4 Million 1.14% of portfolio
366,800
Q3 2025 Added 19.87%
$8.25B
$16.3 Million 0.96% of portfolio
534,000
Q3 2025 Added 16.52%
$47.7B
$15.7 Million 0.92% of portfolio
31,425
Q4 2024 Reduced 52.74%
$120B
$14.2 Million 0.84% of portfolio
451,500
Q1 2025 Added 375.26%
$202M
$13.8 Million 0.81% of portfolio
515,000
Q1 2024 Added 0.98%
$926M
$8.87 Million 0.52% of portfolio
140,000
Q3 2023 Reduced 26.32%
$103B
$8.65 Million 0.51% of portfolio
3,700
Q3 2025 New
$19.6B
$5.68 Million 0.33% of portfolio
35,650
Q3 2025 New
$159B
$3.48 Million 0.2% of portfolio
7,140
Q1 2025 Reduced 84.85%
$53B
$2.7 Million 0.16% of portfolio
28,300
Q1 2024 Added 38.05%
$18.3B
$2.27 Million 0.13% of portfolio
46,400
Q3 2025 Added 2.09%
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.01%
Siriusxm Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 5.56%
Veralto Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 87.45%
Rwt Hldgs Inc
-
$0 0.0% of portfolio
-
Q4 2020 New
Linde PLC
-
$0 0.0% of portfolio
-
Q1 2024 Reduced 85.89%
Perimeter Solutions Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 62.01%
Gci Liberty Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Gci Liberty Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.07%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $1.7 Billion
  • Prior Value $1.71 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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