Weitz Investment Management, Inc. Portfolio Holdings

Weitz Investment Management, Inc.

  • $1.71 Billion
  • Q2 2025

Weitz Investment Management, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.71 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $139M, Visa Inc. with a value of $106M, Danaher Corp with a value of $104M, Mastercard Inc with a value of $92.8M, and Meta Platforms, Inc. with a value of $85.4M.

Examining the 13F form we can see an decrease of $43.2M in the current position value, from $1.75B to 1.71B.

Weitz Investment Management, Inc. is based out at Omaha, NE

Below you can find more details about Weitz Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.71 Billion
Financial Services: $418 Million
Technology: $295 Million
Communication Services: $282 Million
Healthcare: $239 Million
Industrials: $222 Million
Consumer Cyclical: $109 Million
Basic Materials: $77.9 Million
Real Estate: $61.6 Million
Other: $2.85 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$139 Million 8.16% of portfolio
286,850
Q1 2025 Reduced 11.25%
$551B
$106 Million 6.2% of portfolio
298,075
Q2 2025 Reduced 8.06%
$150B
$104 Million 6.09% of portfolio
526,950
Q2 2025 Added 6.1%
$548B
$92.8 Million 5.43% of portfolio
165,070
Q2 2025 Reduced 7.82%
$1.78T
$85.4 Million 5.0% of portfolio
115,710
Q2 2025 Reduced 4.18%
$1.24T
$79 Million 4.63% of portfolio
445,600
Q1 2025 Reduced 14.09%
$75.3B
$76.2 Million 4.46% of portfolio
213,450
Q1 2025 Reduced 18.2%
$12.3B
$71.3 Million 4.18% of portfolio
406,225
Q2 2025 Added 1.25%
$3.95T
$64.4 Million 3.77% of portfolio
129,475
Q2 2025 Reduced 3.72%
$36B
$61.6 Million 3.6% of portfolio
765,600
Q2 2025 Reduced 16.02%
$187B
$61 Million 3.57% of portfolio
150,450
Q2 2025 Added 19.26%
$38.8B
$55.3 Million 3.24% of portfolio
211,900
Q1 2025 Added 10.71%
$29.5B
$54.6 Million 3.19% of portfolio
210,350
Q1 2025 Added 11.59%
$8.04B
$49.2 Million 2.88% of portfolio
500,500
Q2 2025 Reduced 5.66%
$2.26T
$48.8 Million 2.86% of portfolio
222,500
Q1 2025 Reduced 10.1%
$22.8B
$44.8 Million 2.62% of portfolio
560,000
Q2 2025 Reduced 3.45%
$2.07B
$41.3 Million 2.42% of portfolio
802,150
Q2 2025 Added 1.33%
$42.3B
$38.6 Million 2.26% of portfolio
94,450
Q2 2025 Reduced 18.19%
$684B
$37.2 Million 2.18% of portfolio
170,075
Q1 2025 Reduced 18.07%
$150B
$37.3 Million 2.18% of portfolio
124,650
Q2 2025 Reduced 10.74%
$18.1B
$35.5 Million 2.08% of portfolio
87,925
Q1 2025 Added 36.48%
$16.7B
$33.8 Million 1.98% of portfolio
208,500
Q1 2025 Added 9.79%
$119B
$33.6 Million 1.96% of portfolio
141,000
Q2 2024 Reduced 38.48%
$54.3B
$32.3 Million 1.89% of portfolio
60,300
Q1 2025 New
$177B
$32 Million 1.88% of portfolio
164,575
Q2 2025 Reduced 2.95%
$232B
$23.9 Million 1.4% of portfolio
87,500
Q1 2025 Reduced 7.89%
$38.4B
$22.7 Million 1.33% of portfolio
41,275
Q1 2025 Added 1.48%
$55.1B
$17.8 Million 1.04% of portfolio
31,425
Q4 2024 Reduced 52.74%
$8.14B
$17 Million 0.99% of portfolio
458,300
Q4 2024 Added 0.04%
$141B
$16.1 Million 0.94% of portfolio
451,500
Q1 2025 Added 375.26%
$237M
$14.9 Million 0.87% of portfolio
515,000
Q1 2024 Added 0.98%
$5.28B
$14 Million 0.82% of portfolio
306,000
Q2 2025 Reduced 14.19%
$1.18B
$13.7 Million 0.8% of portfolio
140,000
Q3 2023 Reduced 26.32%
$182B
$3.76 Million 0.22% of portfolio
7,140
Q1 2025 Reduced 84.85%
$63.5B
$2.85 Million 0.17% of portfolio
28,300
Q1 2024 Added 38.05%
$16.9B
$2.37 Million 0.14% of portfolio
45,450
Q2 2025 Added 11.4%
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 11.13%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $1.71 Billion
  • Prior Value $1.75 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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