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SEC Form 13F · Q2 2026
Weitz Investment Mgmt portfolio
Wallace Weitz · WEITZ INVESTMENT MANAGEMENT, INC. · CIK 0000883965
Latest 13F for the quarter ended Jun 30, 2026, filed Aug 12, 2026, compared with the quarter ended Mar 31, 2026.
Reported 13F value$1.4B
Holdings50
Top 10 concentration55.0%
New positions29
Added to5
Reduced11
Closed28
What changed in Q2 2026
Estimated trade value from reported units and period-end values
New positions
Added to
None reported this quarter.
Reduced
Closed
Holdings, Q2 2026
50 positions by reported value
| Holding | Portfolio weight | Reported value | Shares / units | Change vs prior quarter |
|---|---|---|---|---|
| BRK/BBERKSHIRE HATHAWAY CL B ORD · SHS CL A | 9.41% | $135.9M | 271,600 | New |
| GOOGALPHABET CL C ORD · CAP STK CL C | 6.56% | $94.7M | 268,100 | -17.9% |
| DHRDANAHER ORD · CL A | 6.46% | $93.2M | 489,500 | New |
| VVISA CL A ORD · COM | 6.30% | $91.0M | 265,330 | New |
| MAMASTERCARD CL A ORD · COM | 5.17% | $74.7M | 145,350 |
Source: SEC Form 13F filings (latest filing on sec.gov). Information and analytics, not investment advice. Holdings are reported as of the quarter end, not live positions; reported 13F value covers securities listed on Form 13F and is not the fund's total assets under management.