WEITZ INVESTMENT MANAGEMENT, INC.
13F filer · CIK 883965 · Omaha, NE
Summary
WEITZ INVESTMENT MANAGEMENT, INC. reported $1.44B across 50 positions in its 13F for 2026 Q2, filed Aug 12, 2026. The largest holdings are BRK.B (9.4%), GOOG (6.6%), DHR (6.5%). Versus 2026 Q1, leaving options aside, it opened 3 new positions, added to 10, trimmed 20 and sold out of 2.
Reported value$1.44B
Positions50
Report period2026 Q2
FiledAug 12, 2026
New positions3
Added10
Trimmed20
Sold out2
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 9.4%Value $135.91MPrice $502.35Shares 272K -2.60%Since Jun 30 +0.39%
Weight 6.6%Value $94.73MPrice $339.16Shares 268K -17.95%Since Jun 30 -4.01%
Weight 6.5%Value $93.24MPrice $227.33Shares 490K +2.46%Since Jun 30 +19.35%
Weight 6.3%Value $91.03MPrice $367.74Shares 265KSince Jun 30 +7.18%
Weight 5.2%Value $74.65MPrice $568.26Shares 145K -1.12%Since Jun 30 +10.64%
Weight 4.9%Value $70.94MPrice $275.90Shares 214KSince Jun 30 -16.82%
Weight 4.2%Value $60.12MPrice $246.15Shares 204K -4.86%Since Jun 30 -16.56%
Weight 4.0%Value $58.00MPrice $715.62Shares 103K -2.60%Since Jun 30 +27.04%
Weight 4.0%Value $57.76MPrice $678.60Shares 115K -4.79%Since Jun 30 +35.35%
Weight 4.0%Value $57.28MPrice $231.15Shares 252K -4.50%Since Jun 30 +1.85%
Weight 4.0%Value $57.15MPrice $509.22Shares 153K -9.59%Since Jun 30 +36.51%
Weight 3.7%Value $52.74MPrice $230.63Shares 204K +8.20%Since Jun 30 -10.58%
Weight 3.6%Value $51.84MPrice $246.67Shares 218K -2.25%Since Jun 30 +3.50%
Weight 2.7%Value $38.38MPrice $72.51Shares 543K -16.84%Since Jun 30 +2.63%
Weight 2.4%Value $35.09MPrice $25.94Shares 1.19M -8.12%Since Jun 30 -12.19%
Weight 2.3%Value $33.85MPrice $398.22Shares 85K -19.86%Since Jun 30 +0.26%
Weight 2.1%Value $30.47MPrice $145.78Shares 192K +2.33%Since Jun 30 -8.15%
Weight 1.9%Value $27.73MPrice $309.57Shares 99KSince Jun 30 +10.56%
Weight 1.9%Value $27.32MPrice $490.77Shares 47K +19.09%Since Jun 30 -14.90%
Weight 1.8%Value $25.40MPrice $84.70Shares 350K +4.48%Since Jun 30 +16.73%
Weight 1.6%Value $23.22MPrice $278.31Shares 78K -51.34%Since Jun 30 -6.63%
Weight 1.3%Value $19.16MPrice $36.02Shares 576KSince Jun 30 +8.30%
Weight 1.3%Value $18.58MPrice $529.06Shares 35KSince Jun 30 +0.50%
Weight 1.3%Value $18.49MPrice $48.59Shares 368KSince Jun 30 -3.38%
Weight 1.1%Value $16.07MPrice $27.88Shares 451K -11.50%Since Jun 30 -21.80%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
 BRK.BBERKSHIRE HATHAWAY CL B ORD | 9.4% | $135.91M | +0.39% | -2.60% | Trim |
| 6.6% | $94.73M | -4.01% | -17.95% | Trim | |
| 6.5% | $93.24M | +19.35% | +2.46% | Add | |
| 6.3% | $91.03M | +7.18% | — | Hold | |
| 5.2% | $74.65M | +10.64% | -1.12% | Trim | |
| 4.9% | $70.94M | -16.82% | — | Hold | |
| 4.2% | $60.12M | -16.56% | -4.86% | Trim | |
| 4.0% | $58.00M | +27.04% | -2.60% | Trim | |
| 4.0% | $57.76M | +35.35% | -4.79% | Trim | |
| 4.0% | $57.28M | +1.85% | -4.50% | Trim | |
| 4.0% | $57.15M | +36.51% | -9.59% | Trim | |
 HEI.AHEICO CL A ORD | 3.7% | $52.74M | -10.58% | +8.20% | Add |
| 3.6% | $51.84M | +3.50% | -2.25% | Trim | |
| 2.7% | $38.38M | +2.63% | -16.84% | Trim | |
| 2.4% | $35.09M | -12.19% | -8.12% | Trim | |
| 2.3% | $33.85M | +0.26% | -19.86% | Trim | |
| 2.1% | $30.47M | -8.15% | +2.33% | Add | |
| 1.9% | $27.73M | +10.56% | — | Hold | |
| 1.9% | $27.32M | -14.90% | +19.09% | Add | |
| 1.8% | $25.40M | +16.73% | +4.48% | Add | |
| 1.6% | $23.22M | -6.63% | -51.34% | Trim | |
| 1.3% | $19.16M | +8.30% | — | Hold | |
| 1.3% | $18.58M | +0.50% | — | Hold | |
| 1.3% | $18.49M | -3.38% | — | Hold | |
| 1.1% | $16.07M | -21.80% | -11.50% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
HEI.AHEICO CL A ORD≈ $4.00MAddLargest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.