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Size ($ in 1000's)
At 12/31/2023: $1,897,504
At 09/30/2023: $1,818,308
Weitz Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Weitz Investment Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Weitz Investment Management Inc. top holdings by largest position size, as per the latest 13f filing made by Weitz Investment Management Inc..
In the Weitz Investment Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Weitz Investment Management Inc. in that top holding, then the share count change between reporting periods, and finally the Weitz Investment Management Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATHAWAY INC DEL |
|
|
$126,418 | | BRK.B | 354,450 | -7,500 | $126,418 | | ALPHABET INC |
860,950 |
-122,250 |
$121,334 | | GOOG | 860,950 | -122,250 | $121,334 | | VISA INC |
364,200 |
-10,000 |
$94,819 | | V | 364,200 | -10,000 | $94,819 | | MASTERCARD INCORPORATED |
203,350 |
-10,000 |
$86,731 | | MA | 203,350 | -10,000 | $86,731 | | DANAHER CORPORATION |
348,010 |
+20,250 |
$80,509 | | DHR | 348,010 | +20,250 | $80,509 | | META PLATFORMS INC |
226,275 |
-5,000 |
$80,092 | | META | 226,275 | -5,000 | $80,092 | | COSTAR GROUP INC |
876,500 |
-70,500 |
$76,597 | | CSGP | 876,500 | -70,500 | $76,597 | | THERMO FISHER SCIENTIFIC INC |
125,080 |
UNCH |
$66,391 | | TMO | 125,080 | UNCH | $66,391 | | VULCAN MATLS CO |
277,300 |
-25,500 |
$62,950 | | VMC | 277,300 | -25,500 | $62,950 | | LABORATORY CORP AMER HLDGS |
261,350 |
-22,000 |
$59,402 | | LH | 261,350 | -22,000 | $59,402 | | CARMAX INC |
749,500 |
+30,000 |
$57,517 | | KMX | 749,500 | +30,000 | $57,517 | | LIBERTY BROADBAND CORP |
685,500 |
+20,000 |
$55,244 | | LBRDK | 685,500 | +20,000 | $55,244 | | AMAZON COM INC |
355,000 |
-40,000 |
$53,939 | | AMZN | 355,000 | -40,000 | $53,939 | | LIBERTY MEDIA CORP DEL |
1,771,813 |
-16,187 |
$50,993 | | LSXMK | 1,771,813 | -16,187 | $50,993 | | ANALOG DEVICES INC |
229,200 |
-11,000 |
$45,510 | | ADI | 229,200 | -11,000 | $45,510 | | AON PLC |
144,650 |
UNCH |
$42,096 | | AON | 144,650 | UNCH | $42,096 | | ROPER TECHNOLOGIES INC |
72,100 |
-30,200 |
$39,307 | | ROP | 72,100 | -30,200 | $39,307 | | EQUIFAX INC |
153,500 |
+7,500 |
$37,959 | | EFX | 153,500 | +7,500 | $37,959 | | GARTNER INC |
83,500 |
-56,550 |
$37,668 | | IT | 83,500 | -56,550 | $37,668 | | MARKEL CORP |
25,190 |
-4,000 |
$35,767 | | MKL | 25,190 | -4,000 | $35,767 | | ACCENTURE PLC IRELAND |
97,000 |
-5,000 |
$34,038 | | ACN | 97,000 | -5,000 | $34,038 | | SALESFORCE COM INC |
125,000 |
UNCH |
$32,892 | | CRM | 125,000 | UNCH | $32,892 | | S&P GLOBAL INC |
71,375 |
UNCH |
$31,442 | | SPGI | 71,375 | UNCH | $31,442 | | ORACLE CORP |
285,500 |
UNCH |
$30,100 | | ORCL | 285,500 | UNCH | $30,100 | | VERALTO CORP |
358,699 |
+358,699 |
$29,507 | | VLTO | 358,699 | +358,699 | $29,507 | | GLOBAL PMTS INC |
230,000 |
+230,000 |
$29,210 | | GPN | 230,000 | +230,000 | $29,210 | | TEXAS INSTRS INC |
170,101 |
UNCH |
$28,995 | | TXN | 170,101 | UNCH | $28,995 | | FIDELITY NATL INFORMATION SV |
446,500 |
-55,000 |
$26,821 | | FIS | 446,500 | -55,000 | $26,821 | | LIBERTY GLOBAL LTD |
1,406,500 |
-30,000 |
$26,217 | | LBTYK | 1,406,500 | -30,000 | $26,217 | | HEICO CORP NEW |
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$26,109 | | HEI.A | 183,300 | UNCH | $26,109 | | MARTIN MARIETTA MATLS INC |
49,300 |
-12,700 |
$24,596 | | MLM | 49,300 | -12,700 | $24,596 | | CHARTER COMMUNICATIONS INC |
61,100 |
+10,000 |
$23,748 | | CHTR | 61,100 | +10,000 | $23,748 | | MICROCHIP TECHNOLOGY INC. |
259,600 |
UNCH |
$23,411 | | MCHP | 259,600 | UNCH | $23,411 | | MICROSOFT CORP |
57,500 |
-200 |
$21,622 | | MSFT | 57,500 | -200 | $21,622 | | LINDE PLC |
48,900 |
-9,850 |
$20,084 | | LIN | 48,900 | -9,850 | $20,084 | | LKQ CORP |
412,250 |
UNCH |
$19,701 | | LKQ | 412,250 | UNCH | $19,701 | | ADOBE SYSTEMS INC |
30,000 |
-27,500 |
$17,898 | | ADBE | 30,000 | -27,500 | $17,898 | | PERIMETER SOLUTIONS SA |
3,635,000 |
UNCH |
$16,721 | | PRM | 3,635,000 | UNCH | $16,721 | | IDEX CORP |
66,900 |
UNCH |
$14,525 | | IEX | 66,900 | UNCH | $14,525 | | GUIDEWIRE SOFTWARE INC |
122,100 |
-93,500 |
$13,314 | | GWRE | 122,100 | -93,500 | $13,314 | | LIBERTY MEDIA CORP DEL |
315,000 |
-175,000 |
$11,778 | | LLYVK | 315,000 | -175,000 | $11,778 | | ACI WORLDWIDE INC |
372,000 |
+87,000 |
$11,383 | | ACIW | 372,000 | +87,000 | $11,383 | | LIBERTY BROADBAND CORP |
140,000 |
UNCH |
$11,290 | | LBRDA | 140,000 | UNCH | $11,290 | | LIBERTY LATIN AMERICA LTD |
1,221,500 |
UNCH |
$8,966 | | LILAK | 1,221,500 | UNCH | $8,966 | | REDWOOD TR INC |
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$8,910 | | NOTE 5 | 9,000,000 | UNCH | $8,910 | | LIBERTY MEDIA CORP DEL |
310,000 |
UNCH |
$8,909 | | LSXMA | 310,000 | UNCH | $8,909 | | CORECARD CORPORATION |
510,000 |
UNCH |
$7,053 | | CCRD | 510,000 | UNCH | $7,053 | | LIVE NATION ENTERTAINMENT INC |
61,000 |
UNCH |
$5,710 | | LYV | 61,000 | UNCH | $5,710 | | JPMORGAN CHASE & CO |
23,500 |
UNCH |
$3,997 | | JPM | 23,500 | UNCH | $3,997 | | RWT HLDGS INC |
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$3,288 | | NOTE 5 | 3,500,000 | UNCH | $3,288 |
See Full List: All Stocks Held By Weitz Investment Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Weitz Investment Management Inc.
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