Wallace Weitz · Weitz Investment Management, Inc.
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 45 |
| Portfolio value: | $1.9B |
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| BRK-B · Berkshire Hathaway Inc. Del | 8.12 | Reduce 11.25% | 286,850 | $532.58 | $152,770,573 | $475.94 | -10.64% | $455.19 | $520.30 |
| V · Visa, Inc. | 6.04 | Reduce 6.49% | 324,200 | $350.46 | $113,619,132 | $318.79 | -9.04% | $293.89 | $375.51 |
| DHR · Danaher Corporation | 5.41 | Add 23.17% | 496,650 | $205.00 | $101,813,250 | $171.16 | -16.51% | $170.74 | $242.80 |
| MA · Mastercard Inc. | 5.21 | Reduce 4.28% | 179,070 | $548.12 | $98,151,848 | $495.48 | -9.60% | $480.50 | $601.77 |
| AON · Aon Plc | 4.53 | Reduce 18.20% | 213,450 | $399.09 | $85,185,761 | $312.79 | -21.62% | $304.59 | $381.00 |
| IEX · Idex Corp. | 3.86 | Add 21.40% | 401,225 | $180.97 | $72,609,688 | $216.92 | +19.87% | $157.25 | $223.85 |
| CSGP · Costar Group Inc. | 3.84 | Add 2.44% | 911,600 | $79.23 | $72,226,068 | $32.77 | -58.64% | $32.71 | $97.43 |
| GOOG · Alphabet Inc. | 3.70 | Reduce 14.09% | 445,600 | $156.23 | $69,616,088 | $400.71 | +156.49% | $156.16 | $402.00 |
| META · Meta Platforms, Inc. | 3.70 | Reduce 23.86% | 120,760 | $576.36 | $69,601,234 | $609.63 | +5.77% | $520.26 | $796.25 |
| TMO · Thermo Fisher Scientific Inc. | 3.33 | Add 4.95% | 126,150 | $497.60 | $62,772,240 | $465.00 | -6.55% | $385.46 | $643.99 |
| KMX · Carmax Inc. | 3.33 | Reduce 2.42% | 805,200 | $77.92 | $62,741,184 | $40.34 | -48.23% | $30.26 | $71.99 |
| GPN · Global Pmts Inc. | 3.02 | Reduce 1.63% | 580,000 | $97.92 | $56,793,600 | $69.19 | -29.34% | $62.45 | $90.64 |
| EFX · Equifax Inc. | 2.72 | Add 11.59% | 210,350 | $243.56 | $51,232,846 | $175.83 | -27.81% | $166.02 | $281.03 |
| MSFT · Microsoft Corp. | 2.68 | Add 193.29% | 134,475 | $375.39 | $50,480,570 | $415.06 | +10.57% | $356.28 | $555.45 |
| VMC · Vulcan Matls Co. | 2.63 | Add 10.71% | 211,900 | $233.30 | $49,436,270 | $283.72 | +21.61% | $252.35 | $331.09 |
| TECH · Bio-Techne Corp. | 2.47 | Add 107.65% | 791,650 | $58.63 | $46,414,440 | $48.36 | -17.52% | $45.12 | $72.16 |
| LBRDA · Liberty Broadband Corp. | 2.40 | 530,500 | $85.05 | $45,119,025 | $36.04 | -57.62% | $35.98 | $95.95 | |
| G1151C101 · Accenture Plc Ireland | 2.32 | Add 30.70% | 139,650 | $312.04 | $43,576,386 | — | — | — | — |
| CHTR · Charter Communications Inc. N | 2.26 | Reduce 14.77% | 115,450 | $368.53 | $42,546,789 | $154.86 | -57.98% | $154.70 | $437.06 |
| AMZN · Amazon Com Inc. | 2.25 | Reduce 10.10% | 222,500 | $190.26 | $42,332,850 | $272.68 | +43.32% | $196.00 | $278.56 |
| IT · Gartner Inc. | 1.96 | Add 36.48% | 87,925 | $419.74 | $36,905,640 | $158.65 | -62.20% | $139.18 | $451.73 |
| LH · Labcorp Holdings Inc. | 1.87 | Reduce 35.99% | 151,175 | $232.74 | $35,184,470 | $254.12 | +9.19% | $239.67 | $293.72 |
| ODFL · Old Dominion Freight Line In | 1.83 | Add 9.79% | 208,500 | $165.45 | $34,496,325 | $198.33 | +19.87% | $126.01 | $233.79 |
| HEI · Heico Corp. New | 1.83 | 162,900 | $210.97 | $34,367,013 | $292.52 | +38.65% | $256.11 | $361.69 | |
| SIRI · Sirius Xm Holdings Inc. | 1.76 | 1,465,500 | $22.55 | $33,039,698 | $27.10 | +20.20% | $19.77 | $28.77 | |
| ADBE · Adobe Inc. | 1.68 | Add 106.25% | 82,500 | $383.53 | $31,641,225 | $253.04 | -34.02% | $224.13 | $422.95 |
| TXN · Texas Instrs Inc. | 1.62 | 169,575 | $179.70 | $30,472,628 | $287.80 | +60.16% | $152.73 | $292.64 | |
| ADI · Analog Devices Inc. | 1.51 | 141,000 | $201.67 | $28,435,470 | $416.52 | +106.54% | $206.00 | $418.75 | |
| IDXX · Idexx Labs Inc. | 1.35 | New | 60,300 | $419.95 | $25,322,985 | $560.11 | +33.38% | $496.61 | $769.98 |
| ORCL · Oracle Corp. | 1.26 | Reduce 18.07% | 170,075 | $139.81 | $23,778,186 | $195.95 | +40.15% | $134.57 | $345.72 |
| CRM · Salesforce Inc. | 1.25 | Reduce 7.89% | 87,500 | $268.36 | $23,481,500 | $181.82 | -32.25% | $163.52 | $296.05 |
| PRM · Perimeter Solutions Inc. | 1.10 | Reduce 2.37% | 2,057,291 | $10.07 | $20,716,920 | $31.77 | +215.49% | $11.54 | $32.02 |
| MLM · Martin Marietta Matls Inc. | 1.05 | Add 1.48% | 41,275 | $478.13 | $19,734,816 | $590.38 | +23.48% | $532.80 | $710.97 |
| ACIW · Aci Worldwide Inc. | 1.04 | 356,600 | $54.71 | $19,509,586 | $45.51 | -16.82% | $38.05 | $54.28 | |
| LKQ · Lkq Corp. | 1.04 | 458,300 | $42.54 | $19,496,082 | $28.89 | -32.09% | $27.23 | $42.67 | |
| ROP · Roper Technologies Inc. | 0.98 | 31,425 | $589.58 | $18,527,552 | $343.32 | -41.77% | $313.07 | $584.03 | |
| CMCSA · Comcast Corp. Cl A | 0.89 | Add 375.26% | 451,500 | $36.90 | $16,660,350 | $25.39 | -31.18% | $24.13 | $34.36 |
| LBRDA · Liberty Broadband Corp. | 0.63 | 140,000 | $85.00 | $11,900,000 | $36.04 | -57.60% | $35.98 | $95.95 | |
| 45816D100 · Corecard Corporation | 0.51 | 515,000 | $18.71 | $9,635,650 | — | — | — | — | |
| VLTO · Veralto Corp. | 0.19 | Reduce 87.45% | 37,500 | $97.45 | $3,654,375 | $86.84 | -10.89% | $84.99 | $110.11 |
| SPGI · S&P Global Inc. | 0.19 | Reduce 84.85% | 7,140 | $508.10 | $3,627,834 | $420.12 | -17.32% | $381.61 | $579.05 |
| RWT · Redwood Trust Inc. | 0.19 | 3,500,000 | $1.00 | $3,500,000 | — | — | — | — | |
| LIN · Linde Plc | 0.17 | 6,900 | $465.64 | $3,212,916 | $493.16 | +5.91% | $387.78 | $521.28 | |
| FTV · Fortive Corp. | 0.16 | 40,800 | $73.18 | $2,985,744 | $60.43 | -17.42% | $46.34 | $62.80 | |
| DEO · Diageo Plc | 0.16 | 28,300 | $104.79 | $2,965,557 | $84.30 | -19.55% | $72.45 | $116.41 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
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