The Analysis of WEITZ INVESTMENT MANAGEMENT, INC.'s Holdings
Currently, WEITZ INVESTMENT MANAGEMENT, INC. holds 44 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in EEFT (+160.0K shares, valued at $12.2M), LBRDK (+150.5K shares, valued at $7.3M), CDW (+20.6K shares, valued at $2.8M); decreased their positions in N/A (-92.7K shares, valued at $29.1M), CHTR (-102.0K shares, valued at $21.3M), IT (-83.0K shares, valued at $20.9M); initiated new positions in EEFT (+160.0K shares, valued at $12.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DHR DANAHER CORPORATION514.0K shares-2.47%2025-12-312026-02-12
ALPHABET INC ALPHABET INC347.9K shares-21.04%2025-12-312026-02-12 V VISA INC270.6K shares0.00%2025-12-312026-02-12 MA MASTERCARD INCORPORATED155.9K shares0.00%2025-12-312026-02-12 TMO THERMO FISHER SCIENTIFIC INC134.9K shares-10.30%2025-12-312026-02-12 AON PLC AON PLC218.7K shares2.48%2025-12-312026-02-12 META META PLATFORMS INC108.7K shares0.00%2025-12-312026-02-12 MSFT MICROSOFT CORP146.0K shares-5.20%2025-12-312026-02-12 IEX IDEX CORP391.5K shares-3.69%2025-12-312026-02-12 VMC VULCAN MATLS CO210.2K shares-1.18%2025-12-312026-02-12 AMZN AMAZON COM INC222.5K shares0.00%2025-12-312026-02-12 CSGP COSTAR GROUP INC719.9K shares0.00%2025-12-312026-02-12 TECH BIO-TECHNE CORP803.0K shares0.10%2025-12-312026-02-12 EFX EQUIFAX INC214.9K shares0.13%2025-12-312026-02-12 HEI.A HEICO CORP NEW162.8K shares0.00%2025-12-312026-02-12 GPN GLOBAL PMTS INC505.0K shares-8.18%2025-12-312026-02-12 ADI ANALOG DEVICES INC132.8K shares-4.67%2025-12-312026-02-12 ODFL OLD DOMINION FREIGHT LINE IN208.8K shares0.14%2025-12-312026-02-12 LBRDK LIBERTY BROADBAND CORP651.0K shares30.07%2025-12-312026-02-12 TXN TEXAS INSTRS INC165.1K shares0.32%2025-12-312026-02-12 MLM MARTIN MARIETTA MATLS INC41.3K shares0.00%2025-12-312026-02-12 LH LABCORP HOLDINGS INC99.8K shares-28.62%2025-12-312026-02-12 IDXX IDEXX LABS INC35.3K shares-37.85%2025-12-312026-02-12 CRM SALESFORCE COM INC87.5K shares0.00%2025-12-312026-02-12 ACIW ACI WORLDWIDE INC367.7K shares0.25%2025-12-312026-02-12 ROP ROPER TECHNOLOGIES INC36.5K shares16.31%2025-12-312026-02-12 ORCL ORACLE CORP70.0K shares0.00%2025-12-312026-02-12 LKQ LKQ CORP441.0K shares-17.42%2025-12-312026-02-12 EEFT EURONET WORLDWIDE INC160.0K sharesnew addition2025-12-312026-02-12 CDW CDW CORP56.3K shares57.78%2025-12-312026-02-12 MELI MERCADOLIBRE INC3.7K shares0.00%2025-12-312026-02-12 LBRDA LIBERTY BROADBAND CORP140.0K shares0.00%2025-12-312026-02-12 IT GARTNER INC24.4K shares-77.25%2025-12-312026-02-12 VLTO VERALTO CORP38.0K shares1.33%2025-12-312026-02-12 SPGI S&P GLOBAL INC7.1K shares0.00%2025-12-312026-02-12 LINDE PLC LINDE PLC7.2K shares4.35%2025-12-312026-02-12 CMCSA COMCAST CORP NEW85.0K shares-81.17%2025-12-312026-02-12 FTV FORTIVE CORP45.4K shares-2.16%2025-12-312026-02-12 DEO DIAGEO PLC23.8K shares-15.90%2025-12-312026-02-12 CHTR CHARTER COMMUNICATIONS INC650 shares-99.37%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available