13F filing recap · Q3 2025
What did Weitz Investment Management buy in Q3 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.84B
Positions
48
Estimated turnover
7.6%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Weitz Investment Management opened new positions in Mercadolibre, Cdw Corp, and Liberty Capital Corp, and exited Ralliant Corporation entirely. The firm trimmed Alphabet, Visa, Mastercard, Meta Platforms, Costar Group, Global Payments, Heico Corporation, Labcorp Holdings, Idexx Laboratories, and Analog Devices, while substantially reducing Oracle Corporation and Perimeter Solutions. It added to Microsoft, Accenture, Gartner, Aci Worldwide, and Lkq Corporation, with smaller increases in Idex Corp, Vulcan Materials, Equifax, Charter Communications, and Fortive Corp.