WEITZ INVESTMENT MANAGEMENT, INC.
Omaha NE · SEC CIK 0000883965
$14.44亿2026Q2 申报市值
50持仓数
55.0%前十大占比 · 第一大 9.4%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NFLX 新建仓+$1,051.01万
COF 新建仓+$802.48万
MLM 加仓+$438.00万
HEI/A 加仓+$399.76万
VLTO 加仓+$332.55万
2026Q2 卖出最多 按季末市值估算
ODFL 清仓-$2,579.28万
TXN 减仓-$2,450.14万
GOOG 减仓-$2,072.28万
ADI 减仓-$839.02万
TECH 减仓-$777.15万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -132,000 | -100.0% | -$2,579.28万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -36,250 | -100.0% | -$438.70万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS CL A ORD | $9.24万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CL A ORD | $115.39万 | 0.08% | 47,000 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES ORD | $123.41万 | 0.09% | 5,200 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE ORD | $132.87万 | 0.09% | 21,750 | -750 | -3.3% | -$4.58万 | 减仓 |
| APH | AMPHENOL CL A ORD | $162.21万 | 0.11% | 9,200 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL ORD | $291.19万 | 0.20% | 7,150 | 100 | 1.4% | $4.07万 | 加仓 |
| POOL | POOL ORD | $322.35万 | 0.22% | 15,000 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO ORD | $325.77万 | 0.23% | 2,550 | 2,550 | — | $325.77万 | 新建仓 |
| LIN | LINDE ORD | $368.45万 | 0.26% | 7,100 | -100 | -1.4% | -$5.19万 | 减仓 |
| — | LIBERTY BROADBAND SRS A ORD | $411.84万 | 0.29% | 123,750 | -6,250 | -4.8% | -$20.80万 | 减仓 |
| RGEN | REPLIGEN ORD | $556.68万 | 0.39% | 40,800 | 15,300 | 60.0% | $208.75万 | 加仓 |
| VLTO | VERALTO ORD | $687.27万 | 0.48% | 77,500 | 37,500 | 93.8% | $332.55万 | 加仓 |
| NVDA | NVIDIA ORD | $700.32万 | 0.48% | 35,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE ORD | $772.33万 | 0.53% | 49,300 | -32,200 | -39.5% | -$504.45万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL ORD | $802.48万 | 0.56% | 40,000 | 40,000 | — | $802.48万 | 新建仓 |
| ORCL | ORACLE ORD | $806.02万 | 0.56% | 55,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | $955.14万 | 0.66% | 20,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX ORD | $1,051.01万 | 0.73% | 147,200 | 147,200 | — | $1,051.01万 | 新建仓 |
| LKQ | LKQ ORD | $1,074.26万 | 0.74% | 408,000 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING ADR REP ORD | $1,094.19万 | 0.76% | 5,500 | 0 | 0.0% | — | 不变 |
| EEFT | EURONET WORLDWIDE ORD | $1,171.04万 | 0.81% | 160,000 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP ORD | $1,198.45万 | 0.83% | 423,181 | -93,844 | -18.2% | -$265.77万 | 减仓 |
| IR | INGERSOLL RAND ORD | $1,325.53万 | 0.92% | 161,670 | 28,470 | 21.4% | $233.43万 | 加仓 |
| ACN | ACCENTURE CL A ORD | $1,489.55万 | 1.03% | 119,700 | -51,000 | -29.9% | -$634.64万 | 减仓 |
| MELI | MERCADOLIBRE ORD | $1,561.60万 | 1.08% | 9,200 | 1,200 | 15.0% | $203.69万 | 加仓 |
| PRM | PERIMETER SOLUTIONS ORD | $1,607.16万 | 1.11% | 450,817 | -58,583 | -11.5% | -$208.85万 | 减仓 |
| ACIW | ACI WORLDWIDE ORD | $1,849.16万 | 1.28% | 367,700 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABORATORIES ORD | $1,858.33万 | 1.29% | 35,300 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND SRS C ORD | $1,915.78万 | 1.33% | 576,000 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS ORD | $2,321.97万 | 1.61% | 77,900 | -82,200 | -51.3% | -$2,450.14万 | 减仓 |
| GPN | GLOBAL PAYMENTS ORD | $2,539.60万 | 1.76% | 350,000 | 15,000 | 4.5% | $108.84万 | 加仓 |
| MLM | MARTIN MARIETTA MATERIALS ORD | $2,731.83万 | 1.89% | 47,370 | 7,595 | 19.1% | $438.00万 | 加仓 |
| LH | LABCORP HOLDINGS ORD | $2,773.40万 | 1.92% | 99,050 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX ORD | $3,047.11万 | 2.11% | 191,980 | 4,375 | 2.3% | $69.44万 | 加仓 |
| ADI | ANALOG DEVICES ORD | $3,384.88万 | 2.34% | 85,225 | -21,125 | -19.9% | -$839.02万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS ORD | $3,509.35万 | 2.43% | 1,188,000 | -105,000 | -8.1% | -$310.17万 | 减仓 |
| TECH | BIO TECHNE ORD | $3,837.71万 | 2.66% | 543,200 | -110,000 | -16.8% | -$777.15万 | 减仓 |
| AMZN | AMAZON COM ORD | $5,183.90万 | 3.59% | 217,500 | -5,000 | -2.2% | -$119.17万 | 减仓 |
| HEI/A | HEICO CL A ORD | $5,273.72万 | 3.65% | 204,479 | 15,500 | 8.2% | $399.76万 | 加仓 |
| MSFT | MICROSOFT ORD | $5,714.67万 | 3.96% | 153,200 | -16,250 | -9.6% | -$606.16万 | 减仓 |
| IEX | IDEX ORD | $5,728.22万 | 3.97% | 252,400 | -11,900 | -4.5% | -$270.07万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC ORD | $5,775.67万 | 4.00% | 115,200 | -5,800 | -4.8% | -$290.79万 | 减仓 |
| META | META PLATFORMS CL A ORD | $5,799.63万 | 4.02% | 102,960 | -2,750 | -2.6% | -$154.90万 | 减仓 |
| VMC | VULCAN MATERIALS ORD | $6,012.30万 | 4.16% | 203,800 | -10,400 | -4.9% | -$306.81万 | 减仓 |
| AON | AON CL A ORD | $7,093.52万 | 4.91% | 213,860 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD CL A ORD | $7,465.18万 | 5.17% | 145,350 | -1,650 | -1.1% | -$84.74万 | 减仓 |
| V | VISA CL A ORD | $9,103.21万 | 6.30% | 265,330 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER ORD | $9,324.00万 | 6.46% | 489,500 | 11,750 | 2.5% | $223.81万 | 加仓 |
| GOOG | ALPHABET CL C ORD | $9,472.78万 | 6.56% | 268,100 | -58,650 | -17.9% | -$2,072.28万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CL B ORD | $1.36亿 | 9.41% | 271,600 | -7,250 | -2.6% | -$362.78万 | 减仓 |