Weitz Investment Management, Inc. (Wallace Weitz)
Basic Stats
Market Value
1.94B
Top 10 (%)
48.2%
Portfolio Size (Change from Prev.)
47 (-3)
Avg. Holding Period
25 years
Turnover
0.1%
Industry Breakdown
Services-business Services, Nec
20.5%
Services-computer Programming, Data Processing, Etc.
15.0%
Fire, Marine & Casualty Insurance
7.6%
Services-prepackaged Software
6.9%
Industrial Instruments For Measurement, Display, And Control
5.8%
Cable & Other Pay Television Services
5.7%
Insurance Agents, Brokers & Service
4.8%
Services-consumer Credit Reporting, Collection Agencies
3.7%
Mining & Quarrying Of Nonmetallic Minerals (no Fuels)
3.6%
Pumps & Pumping Equipment
3.6%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 BRK-B | Berkshire Hathaway Inc Del | 146.50M | 7.6% | 323.2K | — | — | 453.00 | 0.0% |
 V | Visa Inc | 109.57M | 5.7% | 346.7K | -3.5% | -12.5K | 316.00 | 0.0% |
 GOOG | Alphabet Inc | 98.78M | 5.1% | 518.7K | -8.5% | -48.3K | 190.00 | 0.0% |
 MA | Mastercard Incorporated | 98.51M | 5.1% | 187.1K | -8.0% | -16.3K | 527.00 | 0.0% |
 AON | Aon Plc | 93.72M | 4.8% | 261.0K | — | — | 359.00 | 0.1% |
 META | Meta Platforms Inc | 92.86M | 4.8% | 158.6K | -5.1% | -8.6K | 586.00 | 0.0% |
 DHR | Danaher Corporation | 92.56M | 4.8% | 403.2K | 14.9% | 52.3K | 230.00 | 0.1% |
 IEX | Idex Corp | 69.17M | 3.6% | 330.5K | 16.9% | 47.9K | 209.00 | 0.4% |
 KMX | Carmax Inc | 67.47M | 3.5% | 825.2K | -2.4% | -20.0K | 82.00 | 0.5% |
 GPN | Global Pmts Inc | 66.07M | 3.4% | 589.6K | -3.3% | -20.4K | 112.00 | 0.2% |
 CSGP | Costar Group Inc | 63.71M | 3.3% | 889.9K | 0.4% | 3.4K | 72.00 | 0.2% |
 TMO | Thermo Fisher Scientific Inc | 62.53M | 3.2% | 120.2K | — | — | 520.00 | 0.0% |
 AMZN | Amazon Com Inc | 54.30M | 2.8% | 247.5K | -2.0% | -5.0K | 219.00 | 0.0% |
 LH | Labcorp Holdings Inc | 54.16M | 2.8% | 236.2K | -0.1% | -175.0 | 229.00 | 0.3% |
 VMC | Vulcan Matls Co | 49.23M | 2.5% | 191.4K | -0.1% | -150.0 | 257.00 | 0.1% |