WEITZ INVESTMENT MANAGEMENT, INC.
CIK 883965
13F filing for Q2 2026・No. 2,051
- Holdings
- US$1.44B
- Quarter change
- +US$11.68M
- Entries
- 50
- Net bought (estimate)
- −US$89.05M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 2
- Cut 20
- Added 10
- Corporate actions 0
- Unchanged 17
Largest holdings
50 stocks worth US$1.44B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY CL B ORDSHS CL A | Cut | 271,600 | US$135.91M | 9.41% |
| GOOGALPHABET CL C ORDCAP STK CL C | Cut | 268,100 | US$94.73M | 6.56% |
| DHRDANAHER ORDCL A | Added | 489,500 | US$93.24M | 6.46% |
| VVISA CL A ORDCOM | Unchanged | 265,330 | US$91.03M | 6.30% |
| MAMASTERCARD CL A ORDCOM | Cut | 145,350 | US$74.65M | 5.17% |
| AONAON CL A ORDCL A | Unchanged | 213,860 | US$70.94M | 4.91% |
| VMCVULCAN MATERIALS ORDCOM | Cut | 203,800 | US$60.12M | 4.16% |
| METAMetaCL A | Cut | 102,960 | US$58M | 4.02% |
| TMOTHERMO FISHER SCIENTIFIC ORDCOM | Cut | 115,200 | US$57.76M | 4.00% |
| IEXIDEX ORDCOM | Cut | 252,400 | US$57.28M | 3.97% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.