Weitz Investment Management, Inc.

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Warren E. Buffett	—	$144.19M	286,850	8.5%
DANAHER CORP /DE	—	$117.65M	513,950	7.0%
Alphabet Inc.	—	$109.17M	347,900	6.5%
Visa Inc	—	$94.90M	270,580	5.6%
Mastercard Inc	—	$89.00M	155,900	5.3%
THERMO FISHER SCIENTIFIC INC.	—	$78.20M	134,950	4.6%
Aon plc	—	$77.19M	218,735	4.6%
Meta Platforms Inc	—	$71.76M	108,710	4.3%
MICROSOFT CORP	—	$70.60M	145,975	4.2%
IDEX CORP /DE	—	$69.66M	391,475	4.1%
Vulcan Materials Co	—	$59.95M	210,200	3.6%
Amazon.com Inc	—	$51.36M	222,500	3.0%
CoStar Group Inc	—	$48.40M	719,850	2.9%
BIO-TECHNE Corp	—	$47.22M	802,950	2.8%
EQUIFAX INC	—	$46.62M	214,880	2.8%
Accenture plc	—	$43.17M	160,900	2.6%
HEICO CORP	—	$41.09M	162,779	2.4%
Global Payments Inc	—	$39.09M	505,000	2.3%
ANALOG DEVICES INC	—	$36.02M	132,800	2.1%
OLD DOMINION FREIGHT LINE, INC.	—	$32.74M	208,800	1.9%
Liberty Broadband Corp	—	$31.64M	651,000	1.9%
TEXAS INSTRUMENTS INC	—	$28.64M	165,100	1.7%
Sirius XM Holdings Inc	—	$27.67M	1,384,000	1.6%
MARTIN MARIETTA MATERIALS INC	—	$25.70M	41,275	1.5%
LABCORP HOLDINGS INC.	—	$25.03M	99,750	1.5%
IDEXX LABORATORIES INC /DE	—	$23.88M	35,300	1.4%
Salesforce Inc	—	$23.18M	87,500	1.4%
ACI WORLDWIDE, INC.	—	$17.58M	367,700	1.0%
ROPER TECHNOLOGIES INC	—	$16.27M	36,550	1.0%
Perimeter Solutions, Inc.	—	$14.02M	509,400	0.8%
ORACLE CORP	—	$13.64M	70,000	0.8%
LKQ Corp	—	$13.32M	441,000	0.8%
Euronet Worldwide Inc	—	$12.18M	160,000	0.7%
CDW Corp	—	$7.66M	56,250	0.5%
MercadoLibre, Inc.	—	$7.45M	3,700	0.4%
Liberty Broadband Corp	—	$6.76M	140,000	0.4%
GARTNER INC	—	$6.16M	24,425	0.4%
Veralto Corp	—	$3.79M	38,000	0.2%
S&P Global Inc.	—	$3.73M	7,140	0.2%
LINDE PLC	—	$3.07M	7,200	0.2%
Comcast Corp.	—	$2.54M	85,000	0.2%
Fortive Corp	—	$2.51M	45,400	0.1%
DIAGEO PLC	—	$2.05M	23,800	0.1%
Charter Communications, Inc.	—	$135.7K	650	0.0%