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WEITZ INVESTMENT MANAGEMENT, INC.

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13F filer, CIK 883965, Omaha, NE

WEITZ INVESTMENT MANAGEMENT, INC. reported $1,859,648,416 across 45 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-12. Its ten largest share positions make up 47.32% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001821268-25-000188

Period
2025-06-30
Reported value
$1.86B
Holdings
45
Top 10 weight
47.32%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TMOadded+24,300$9.85M
DHRadded+30,300$5.99M
IEXadded+5,000$878K
RALnew+15,150$735K
TECHadded+10,500$540K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ADBEexited-82,500-$31.6M
CSGPreduced-146,000-$11.7M
KMXreduced-155,800-$10.5M
Vreduced-26,125-$9.28M
CHTRreduced-21,000-$8.59M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001821268-25-000188, largest first. % of portfolio is the value over $1,859,648,416, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,200 shares; 2024Q4: 323,200 shares; 2025Q1: 286,850 shares; 2025Q2: 286,850 shares 286,850$139M7.49%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,200 shares; 2024Q4: 346,700 shares; 2025Q1: 324,200 shares; 2025Q2: 298,075 shares 298,075$106M5.69%-26,125Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,910 shares; 2024Q4: 403,210 shares; 2025Q1: 496,650 shares; 2025Q2: 526,950 shares 526,950$104M5.6%+30,300Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,350 shares; 2024Q4: 187,070 shares; 2025Q1: 179,070 shares; 2025Q2: 165,070 shares 165,070$92.8M4.99%-14,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,200 shares; 2024Q4: 158,600 shares; 2025Q1: 120,760 shares; 2025Q2: 115,710 shares 115,710$85.4M4.59%-5,050Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,975 shares; 2024Q4: 518,700 shares; 2025Q1: 445,600 shares; 2025Q2: 445,600 shares 445,600$79M4.25%0Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,950 shares; 2024Q4: 260,950 shares; 2025Q1: 213,450 shares; 2025Q2: 213,450 shares 213,450$76.2M4.09%0Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,650 shares; 2024Q4: 330,500 shares; 2025Q1: 401,225 shares; 2025Q2: 406,225 shares 406,225$71.3M3.84%+5,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,950 shares; 2024Q4: 45,850 shares; 2025Q1: 134,475 shares; 2025Q2: 129,475 shares 129,475$64.4M3.46%-5,000Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886,500 shares; 2024Q4: 889,875 shares; 2025Q1: 911,600 shares; 2025Q2: 765,600 shares 765,600$61.6M3.31%-146,000Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,200 shares; 2024Q4: 120,200 shares; 2025Q1: 126,150 shares; 2025Q2: 150,450 shares 150,450$61M3.28%+24,300Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,550 shares; 2024Q4: 191,400 shares; 2025Q1: 211,900 shares; 2025Q2: 211,900 shares 211,900$55.3M2.97%0Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,000 shares; 2024Q4: 188,500 shares; 2025Q1: 210,350 shares; 2025Q2: 210,350 shares 210,350$54.6M2.93%0Timeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,500 shares; 2024Q4: 530,500 shares; 2025Q1: 530,500 shares; 2025Q2: 500,500 shares 500,500$49.2M2.65%-30,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,500 shares; 2024Q4: 247,500 shares; 2025Q1: 222,500 shares; 2025Q2: 222,500 shares 222,500$48.8M2.62%0Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610,000 shares; 2024Q4: 589,600 shares; 2025Q1: 580,000 shares; 2025Q2: 560,000 shares 560,000$44.8M2.41%-20,000Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845,200 shares; 2024Q4: 825,200 shares; 2025Q1: 805,200 shares; 2025Q2: 649,400 shares 649,400$43.6M2.35%-155,800Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,900 shares; 2024Q4: 162,900 shares; 2025Q1: 162,900 shares; 2025Q2: 162,900 shares 162,900$42.2M2.27%0Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,200 shares; 2024Q4: 381,250 shares; 2025Q1: 791,650 shares; 2025Q2: 802,150 shares 802,150$41.3M2.22%+10,500Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,450 shares; 2024Q4: 135,450 shares; 2025Q1: 115,450 shares; 2025Q2: 94,450 shares 94,450$38.6M2.08%-21,000Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,850 shares; 2024Q4: 106,850 shares; 2025Q1: 139,650 shares; 2025Q2: 124,650 shares 124,650$37.3M2%-15,000Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,700 shares; 2024Q4: 207,575 shares; 2025Q1: 170,075 shares; 2025Q2: 170,075 shares 170,075$37.2M2%0Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,350 shares; 2024Q4: 236,175 shares; 2025Q1: 151,175 shares; 2025Q2: 141,175 shares 141,175$37.1M1.99%-10,000Timeline
ITGARTNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,425 shares; 2024Q4: 64,425 shares; 2025Q1: 87,925 shares; 2025Q2: 87,925 shares 87,925$35.5M1.91%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,575 shares; 2024Q4: 169,575 shares; 2025Q1: 169,575 shares; 2025Q2: 164,575 shares 164,575$34.2M1.84%-5,000Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,900 shares; 2024Q4: 189,900 shares; 2025Q1: 208,500 shares; 2025Q2: 208,500 shares 208,500$33.8M1.82%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,000 shares; 2024Q4: 141,000 shares; 2025Q1: 141,000 shares; 2025Q2: 141,000 shares 141,000$33.6M1.8%0Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,300 shares; 2025Q2: 60,300 shares 60,300$32.3M1.74%0Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261,999 shares; 2024Q4: 1,465,500 shares; 2025Q1: 1,465,500 shares; 2025Q2: 1,384,000 shares 1,384,000$31.8M1.71%-81,500Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,107,291 shares; 2025Q1: 2,057,291 shares; 2025Q2: 1,960,900 shares 1,960,900$27.3M1.47%-96,391Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,000 shares; 2024Q4: 95,000 shares; 2025Q1: 87,500 shares; 2025Q2: 87,500 shares 87,500$23.9M1.28%0Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,675 shares; 2024Q4: 40,675 shares; 2025Q1: 41,275 shares; 2025Q2: 41,275 shares 41,275$22.7M1.22%0Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,500 shares; 2024Q4: 31,425 shares; 2025Q1: 31,425 shares; 2025Q2: 31,425 shares 31,425$17.8M0.96%0Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,100 shares; 2024Q4: 458,300 shares; 2025Q1: 458,300 shares; 2025Q2: 458,300 shares 458,300$17M0.91%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,000 shares; 2024Q4: 95,000 shares; 2025Q1: 451,500 shares; 2025Q2: 451,500 shares 451,500$16.1M0.87%0Timeline
CORECARD CORPORATIONCORECARD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,000 shares; 2024Q4: 515,000 shares; 2025Q1: 515,000 shares; 2025Q2: 515,000 shares 515,000$14.9M0.8%0
ACIWACI WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,600 shares; 2024Q4: 356,600 shares; 2025Q1: 356,600 shares; 2025Q2: 306,000 shares 306,000$14M0.76%-50,600Timeline
LBRDALIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,000 shares; 2024Q4: 140,000 shares; 2025Q1: 140,000 shares; 2025Q2: 140,000 shares 140,000$13.7M0.74%0Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,699 shares; 2024Q4: 298,699 shares; 2025Q1: 37,500 shares; 2025Q2: 37,500 shares 37,500$3.79M0.2%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,225 shares; 2024Q4: 47,140 shares; 2025Q1: 7,140 shares; 2025Q2: 7,140 shares 7,140$3.76M0.2%0Timeline
RWT HLDGS INCRWT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500,000 shares; 2024Q4: 3,500,000 shares; 2025Q1: 3,500,000 shares; 2025Q2: 3,500,000 shares 3,500,000$3.51M0.19%0
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares 6,900$3.24M0.17%0Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,300 shares; 2024Q4: 28,300 shares; 2025Q1: 28,300 shares; 2025Q2: 28,300 shares 28,300$2.85M0.15%0Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,800 shares; 2024Q4: 40,800 shares; 2025Q1: 40,800 shares; 2025Q2: 45,450 shares 45,450$2.37M0.13%+4,650Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,150 shares 15,150$735K0.04%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ADBEADOBE INC82,500$31.6Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001821268-25-000188 base2025-08-12acceptance time not in the bulk data set