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← Wallace Weitz

Wallace Weitz's 2026Q1 portfolio

Wallace Weitz (Weitz Investment Management) held 48 positions as of Mar 31, 2026, with the largest position at 9.3% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (48)

  1. 1BRK/BBerkshire Hathaway Inc-cl B
    % port
    9.3%
    +0.8pp vs prior Q
  2. 2GOOGAlphabet Inc-cl C
    % port
    6.5%
  3. 3DHRDanaher Corp
    % port
    6.3%
    -0.7pp vs prior Q
  4. 4VVisa Inc-class A Shares
    % port
    5.6%
  5. 5MAMastercard Inc - A
    % port
    5.1%
    -0.2pp vs prior Q
  6. 6AONAon Plc
    % port
    4.8%
    +0.2pp vs prior Q
  7. 7MSFTMicrosoft Corp
    % port
    4.4%
    +0.2pp vs prior Q
  8. 8METAMeta Platforms Inc-class A
    % port
    4.2%
  9. 9TMOThermo Fisher Scientific Inc
    % port
    4.2%
    -0.5pp vs prior Q
  10. 10VMCVulcan Materials CO
    % port
    4.1%
    +0.5pp vs prior Q
  11. 11IEXIdex Corp
    % port
    3.5%
    -0.6pp vs prior Q
  12. 12AMZNAmazon.com Inc
    % port
    3.2%
    +0.2pp vs prior Q
  13. 13HEI/AHeico Corp-class A
    % port
    2.8%
    +0.3pp vs prior Q
  14. 14TECHBio-techne Corp
    % port
    2.4%
    -0.4pp vs prior Q
  15. 15ACNAccenture Plc Ireland
    % port
    2.4%
    -0.2pp vs prior Q
  16. 16ADIAnalog Devices Inc
    % port
    2.4%
    +0.2pp vs prior Q
  17. 17EFXEquifax Inc
    % port
    2.4%
    -0.4pp vs prior Q
  18. 18TXNTexas Instruments Inc
    % port
    2.2%
    +0.5pp vs prior Q
  19. 19SIRISirius XM Holdings Inc
    % port
    2.1%
    +0.4pp vs prior Q
  20. 20LBRDKLiberty Broadband-c
    % port
    2.0%
    +0.1pp vs prior Q
  21. 21LHLabcorp Holdings Inc
    % port
    1.8%
    +0.4pp vs prior Q
  22. 22ODFLOld Dominion Freight Line
    % port
    1.8%
    -0.1pp vs prior Q
  23. 23MLMMartin Marietta Materials
    % port
    1.6%
    +0.1pp vs prior Q
  24. 24GPNGlobal Payments Inc
    % port
    1.6%
    -0.7pp vs prior Q
  25. 25CSGPCostar Group Inc
    % port
    1.5%
    -1.4pp vs prior Q
  26. 26IDXXIdexx Laboratories Inc
    % port
    1.4%
  27. 27CRMSalesforce Inc
    % port
    1.1%
    -0.3pp vs prior Q
  28. 28ACIWAci Worldwide Inc
    % port
    1.1%
  29. 29MELIMercadolibre Inc
    % port
    1.0%
    +0.5pp vs prior Q
  30. 30PRMPerimeter Solutions Inc
    % port
    0.9%
  31. 31LKQLkq Corp
    % port
    0.8%
  32. 32IRIngersoll-rand Inc
    % port
    0.7%
  33. 33EEFTEuronet Worldwide Inc
    % port
    0.7%
  34. 34ORCLOracle Corp
    % port
    0.6%
    -0.2pp vs prior Q
  35. 35ASMLAsml Hldg NV
    % port
    0.5%
  36. 36TSMTaiwan Semiconductor-sp Adr
    % port
    0.5%
  37. 37LBRDALiberty Broadband-a
    % port
    0.5%
  38. 38NVDANvidia Corp
    % port
    0.4%
  39. 39CDWCdw Corp/de
    % port
    0.3%
    -0.1pp vs prior Q
  40. 40LINLinde Plc
    % port
    0.2%
  41. 41VLTOVeralto Corp
    % port
    0.2%
  42. 42POOLPool Corp
    % port
    0.2%
  43. 43RGENRepligen Corp
    % port
    0.2%
  44. 44SPGIS&p Global Inc
    % port
    0.2%
  45. 45CMCSAComcast Corp-class A
    % port
    0.1%
  46. 46FTVFortive Corp
    % port
    0.1%
  47. 47FERGFerguson Enterprises Inc
    % port
    0.1%
  48. 48APHAmphenol Corp-cl A
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.