13F filing recap · Q2 2026

What did Weitz Investment Management buy in Q2 2026?

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

Stock value

$1.44B

Positions

Estimated turnover

12.3%

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 Netflix, Capital One Financial, and Mettler-Toledo International, while exiting Cdw Corp and Old Dominion Freight Line entirely. The firm substantially trimmed Texas Instruments and Salesforce, and significantly added to Veralto and Repligen. It also moderately reduced Alphabet, Bio-Techne, Analog Devices, and Accenture, while adding to Martin Marietta Materials, Mercadolibre, and Ingersoll Rand.

New positions

NFLXNetflix, Inc.$10.51Mreported value+147.2K shares COFCapital One Financial Corp$8.02Mreported value+40.0K shares MTDMettler-Toledo International Inc.$3.26Mreported value+2.5K shares

Increased positions

DHRDanaher Corporation$93.24Mreported value+11.8K shares+2.5%HEI.AHeico Corporation$52.74Mreported value+15.5K shares+8.2%EFXEquifax Inc$30.47Mreported value+4.4K shares+2.3%MLMMartin Marietta Materials Inc$27.32Mreported value+7.6K shares

Reduced positions

BRK.BBerkshire Hathaway Inc$135.91Mreported value-7.3K shares-2.6%GOOGAlphabet Inc.$94.73Mreported value-58.6K shares-17.9%MAMastercard Inc$74.65Mreported value-1.6K shares-1.1%VMCVulcan Materials Company$60.12Mreported value-10.4K shares

Exited positions

ODFLOld Dominion Freight Line, Inc.$25.79Mprior reported value-132.0K shares-100.0%CDWCdw Corp$4.39Mprior reported value-36.3K shares-100.0%