Institutional Fund
Weitz Investment Management, Inc.
Omaha, NECIK 8839655 filings on record
Portfolio Value
$1.43B
Q1 2026
Holdings
49
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-15.1%
from $1.69B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del9.3%
- Alphabet Inc6.5%
- Danaher Corporation6.3%
- Visa Inc5.6%
- Mastercard Incorporated5.1%
- Aon PLC4.8%
- Other62.3%
Portfolio Holdings
49 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 278.9K | $133.62M | 9.3% | −8.0K | Reduced |
| 2 | Alphabet Inc | 326.8K | $93.73M | 6.5% | −21.1K | Reduced |
| 3 | Danaher Corporation | 477.8K | $90.58M | 6.3% | −36.2K | Reduced |
| 4 | Visa Inc | 265.3K | $80.19M | 5.6% | −5.3K | Reduced |
| 5 | Mastercard Incorporated | 147.0K | $73.45M | 5.1% | −8.9K | Reduced |
| 6 | Aon PLC | 213.9K | $69.03M | 4.8% | −4.9K | Reduced |
| 7 | Microsoft Corp | 169.4K | $62.73M | 4.4% | +23.5K | Added |
| 8 | Meta Platforms Inc | 105.7K | $60.48M | 4.2% | −3.0K | Reduced |
| 9 | Thermo Fisher Scientific Inc | 121.0K | $59.48M | 4.2% | −13.9K | Reduced |
| 10 | Vulcan Matls Co | 214.2K | $58.33M | 4.1% | +4.0K | Added |
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