WEITZ INVESTMENT MANAGEMENT, INC.
Omaha NE · SEC CIK 0000883965
$14.33亿2026Q1 申报市值
49持仓数
54.6%前十大占比 · 第一大 9.3%
8 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IR 新建仓+$1,067.20万
MSFT 加仓+$868.97万
MELI 加仓+$743.48万
ASML 新建仓+$726.46万
TSM 新建仓+$675.90万
2026Q1 卖出最多 按季末市值估算
IEX 减仓-$2,410.60万
ROP 清仓-$1,626.95万
ODFL 减仓-$1,500.67万
GPN 减仓-$1,144.10万
ADI 减仓-$841.48万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.34亿 | 9.33% | 278,850 | -8,000 | -2.8% | -$383.36万 | 减仓 |
| GOOG | ALPHABET INC | $9,373.15万 | 6.54% | 326,750 | -21,150 | -6.1% | -$606.71万 | 减仓 |
| DHR | DANAHER CORPORATION | $9,058.14万 | 6.32% | 477,750 | -36,200 | -7.0% | -$686.35万 | 减仓 |
| V | VISA INC | $8,019.33万 | 5.60% | 265,330 | -5,250 | -1.9% | -$158.68万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $7,345.00万 | 5.13% | 147,000 | -8,900 | -5.7% | -$444.70万 | 减仓 |
| AON | AON PLC | $6,902.97万 | 4.82% | 213,860 | -4,875 | -2.2% | -$157.36万 | 减仓 |
| MSFT | MICROSOFT CORP | $6,272.53万 | 4.38% | 169,450 | 23,475 | 16.1% | $868.97万 | 加仓 |
| META | META PLATFORMS INC | $6,047.99万 | 4.22% | 105,710 | -3,000 | -2.8% | -$171.64万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,947.51万 | 4.15% | 121,000 | -13,950 | -10.3% | -$685.68万 | 减仓 |
| VMC | VULCAN MATLS CO | $5,832.67万 | 4.07% | 214,200 | 4,000 | 1.9% | $108.92万 | 加仓 |
| IEX | IDEX CORP | $5,009.81万 | 3.50% | 264,300 | -127,175 | -32.5% | -$2,410.60万 | 减仓 |
| AMZN | AMAZON COM INC | $4,634.01万 | 3.23% | 222,500 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $3,989.16万 | 2.78% | 188,979 | 26,200 | 16.1% | $553.06万 | 加仓 |
| TECH | BIO-TECHNE CORP | $3,413.62万 | 2.38% | 653,200 | -149,750 | -18.6% | -$782.59万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $3,384.81万 | 2.36% | 170,700 | 9,800 | 6.1% | $194.32万 | 加仓 |
| ADI | ANALOG DEVICES INC | $3,383.42万 | 2.36% | 106,350 | -26,450 | -19.9% | -$841.48万 | 减仓 |
| EFX | EQUIFAX INC | $3,378.20万 | 2.36% | 187,605 | -27,275 | -12.7% | -$491.14万 | 减仓 |
| TXN | TEXAS INSTRS INC | $3,108.18万 | 2.17% | 160,100 | -5,000 | -3.0% | -$97.07万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $2,984.24万 | 2.08% | 1,293,000 | -91,000 | -6.6% | -$210.03万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $2,897.28万 | 2.02% | 576,000 | -75,000 | -11.5% | -$377.25万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $2,642.75万 | 1.84% | 99,050 | -700 | -0.7% | -$18.68万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2,579.28万 | 1.80% | 132,000 | -76,800 | -36.8% | -$1,500.67万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $2,341.47万 | 1.63% | 39,775 | -1,500 | -3.6% | -$88.30万 | 减仓 |
| GPN | GLOBAL PMTS INC | $2,254.55万 | 1.57% | 335,000 | -170,000 | -33.7% | -$1,144.10万 | 减仓 |
| CSGP | COSTAR GROUP INC | $2,085.68万 | 1.46% | 517,025 | -202,825 | -28.2% | -$818.20万 | 减仓 |
| IDXX | IDEXX LABS INC | $1,983.47万 | 1.38% | 35,300 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE COM INC | $1,521.36万 | 1.06% | 81,500 | -6,000 | -6.9% | -$112.00万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $1,507.94万 | 1.05% | 367,700 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $1,383.22万 | 0.97% | 8,000 | 4,300 | 116.2% | $743.48万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $1,243.95万 | 0.87% | 509,400 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $1,198.30万 | 0.84% | 408,000 | -33,000 | -7.5% | -$96.92万 | 减仓 |
| IR | INGERSOLL RAND INC | $1,067.20万 | 0.74% | 133,200 | 133,200 | — | $1,067.20万 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $1,061.92万 | 0.74% | 160,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $809.11万 | 0.56% | 55,000 | -15,000 | -21.4% | -$220.66万 | 减仓 |
| ASML | ASML HLDG NV | $726.46万 | 0.51% | 5,500 | 5,500 | — | $726.46万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $675.90万 | 0.47% | 20,000 | 20,000 | — | $675.90万 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $652.86万 | 0.46% | 130,000 | -10,000 | -7.1% | -$50.22万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $610.40万 | 0.43% | 35,000 | 35,000 | — | $610.40万 | 新建仓 |
| CDW | CDW CORP | $438.70万 | 0.31% | 36,250 | -20,000 | -35.6% | -$242.04万 | 减仓 |
| LIN | LINDE PLC | $356.95万 | 0.25% | 7,200 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $353.68万 | 0.25% | 40,000 | 2,000 | 5.3% | $17.68万 | 加仓 |
| POOL | POOL CORP | $303.50万 | 0.21% | 15,000 | 15,000 | — | $303.50万 | 新建仓 |
| RGEN | REPLIGEN CORP | $300.44万 | 0.21% | 25,500 | 25,500 | — | $300.44万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $299.86万 | 0.21% | 7,050 | -90 | -1.3% | -$3.83万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $134.94万 | 0.09% | 47,000 | -38,000 | -44.7% | -$109.10万 | 减仓 |
| FTV | FORTIVE CORP | $124.38万 | 0.09% | 22,500 | -22,900 | -50.4% | -$126.59万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $121.30万 | 0.08% | 5,200 | 5,200 | — | $121.30万 | 新建仓 |
| APH | AMPHENOL CORP | $116.24万 | 0.08% | 9,200 | 9,200 | — | $116.24万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $14.03万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -36,550 | -100.0% | -$1,626.95万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -24,425 | -100.0% | -$616.19万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -23,800 | -100.0% | -$205.32万 | 清仓 |