13F filing recap · Q4 2025

What did Weitz Investment Management buy in Q4 2025?

Reported stock-position changes between this filing and the previous one.

Stock value

$1.69B

Positions

Estimated turnover

12.4%

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 a new position in Euronet Worldwide and exited Carmax, Liberty Capital, Corecard, and Redwood Trust. The firm trimmed Alphabet, Labcorp, Idexx Laboratories, Gartner, and Comcast, while adding to Liberty Broadband, Roper Technologies, and Cdw Corp.

New positions

EEFTEuronet Worldwide, Inc.$12.18Mreported value+160.0K shares

Increased positions

AONAon Plc$77.19Mreported value+5.3K shares+2.5%TECHBio-Techne Corp$47.22Mreported value+800 shares+0.1%EFXEquifax Inc$46.62Mreported value+280 shares+0.1%ACNAccenture Plc$43.17Mreported value+350 shares

Reduced positions

DHRDanaher Corporation$117.65Mreported value-13.0K shares-2.5%GOOGAlphabet Inc.$109.17Mreported value-92.7K shares-21.0%TMOThermo Fisher Scientific Inc.$78.20Mreported value-15.5K shares-10.3%MSFTMicrosoft Corporation$70.60Mreported value-8.0K shares

Exited positions

KMXCarmax, Inc.$29.14Mprior reported value-649.4K shares-100.0%CCRDCorecard Corporation$13.86Mprior reported value-515.0K shares-100.0%GLIBKLiberty Capital Corp/NV$3.73Mprior reported value-100.1K shares-100.0%749772AD1Redwood Trust, Inc.$3.51Mprior reported value-3.50M shares