Weitz Investment Management
Weitz Investment Management (WEITZ INVESTMENT MANAGEMENT, INC.) reported 50 positions worth $1.44B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: BRK-B (9.4%). Biggest move: exit ODFL ($25.8M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BRK-B | SH | $135.9M | 9.41% | >10 Years | 271,600 | — | — | |
| ▸ 2 | GOOG | SH | $94.7M | 6.56% | >10 Years | 268,100 | — | — | |
| ▸ 3 | DHR | SH | $93.2M | 6.46% | 9 Years | 489,500 | — | — | |
| ▸ 4 | V | SH | $91.0M | 6.30% | >10 Years | 265,330 | — | — | |
| ▸ 5 | MA | SH | $74.7M | 5.17% | >10 Years | 145,350 | — | — | |
| ▸ 6 | AON | SH | $70.9M | 4.91% | 6.3 Years | 213,860 | — | — | |
| ▸ 7 | VMC | SH | $60.1M | 4.16% | 8.8 Years | 203,800 | — | — | |
| ▸ 8 | META | SH | $58.0M | 4.02% | 8.5 Years | 102,960 | — | — | |
| ▸ 9 | TMO | SH | $57.8M | 4.00% | 9.8 Years | 115,200 | — | — | |
| ▸ 10 | IEX | SH | $57.3M | 3.97% | 6.5 Years | 252,400 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Egerton Capital (UK) | 17.7% | EFX, VMC, GOOG, MA, V, AMZN, SPGI, G54950103 +3 |
| Ruane, Cunniff & Goldfarb | 15.6% | 530307107, 8L8C, MSFT, TSM, BRK-B, GOOG, G1151C101, META +6 |
| Markel Group (Tom Gayner) | 14.9% | EFX, HEI-A, MSFT, TXN, TMO, BRK-B, GOOG, MA +13 |
| Findlay Park Partners | 12.5% | DHR, MLM, MSFT, TXN, BRK-B, MA, ADI, SPGI +3 |
| Stockbridge Partners | 11.7% | MLM, TSM, VMC, MA, V, AMZN, NVDA |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Weitz Investment Management hold as of Q2 2026?
Weitz Investment Management reported 50 positions worth $1.44B in its Q2 2026 13F filing. Largest positions: BRK-B (9.4%), GOOG (6.6%), DHR (6.5%), V (6.3%) and MA (5.2%).
What did Weitz Investment Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Weitz Investment Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.