Weitz Investment Management, Inc. 13F 持仓 · 2026年Q2
Weitz Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 50 只证券，申报市值合计 14.44 亿美元。前几大持仓：BRKB（9.41%）、GOOG（6.56%）、DHR（6.46%）。本季前 25 大持仓中：增持 5 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY CL B ORD | $135.9M | 9.41% | 271,600 | 减持 |
| 2 | GOOG | ALPHABET CL C ORD | $94.7M | 6.56% | 268,100 | 减持 |
| 3 | DHR | DANAHER ORD | $93.2M | 6.46% | 489,500 | 增持 |
| 4 | V | VISA CL A ORD | $91.0M | 6.30% | 265,330 | 持平 |
| 5 | MA | MASTERCARD CL A ORD | $74.7M | 5.17% | 145,350 | 减持 |
| 6 | AON | AON CL A ORD | $70.9M | 4.91% | 213,860 | 持平 |
| 7 | VMC | VULCAN MATERIALS ORD | $60.1M | 4.16% | 203,800 | 减持 |
| 8 | META | META PLATFORMS CL A ORD | $58.0M | 4.02% | 102,960 | 减持 |
| 9 | TMO | THERMO FISHER SCIENTIFIC ORD | $57.8M | 4.00% | 115,200 | 减持 |
| 10 | IEX | IDEX ORD | $57.3M | 3.97% | 252,400 | 减持 |
| 11 | MSFT | MICROSOFT ORD | $57.1M | 3.96% | 153,200 | 减持 |
| 12 | HEIA | HEICO CL A ORD | $52.7M | 3.65% | 204,479 | 增持 |
| 13 | AMZN | AMAZON COM ORD | $51.8M | 3.59% | 217,500 | 减持 |
| 14 | TECH | BIO TECHNE ORD | $38.4M | 2.66% | 543,200 | 减持 |
| 15 | SIRI | SIRIUSXM HOLDINGS ORD | $35.1M | 2.43% | 1.2M | 减持 |
| 16 | ADI | ANALOG DEVICES ORD | $33.8M | 2.34% | 85,225 | 减持 |
| 17 | EFX | EQUIFAX ORD | $30.5M | 2.11% | 191,980 | 增持 |
| 18 | LH | LABCORP HOLDINGS ORD | $27.7M | 1.92% | 99,050 | 持平 |
| 19 | MLM | MARTIN MARIETTA MATERIALS ORD | $27.3M | 1.89% | 47,370 | 增持 |
| 20 | GPN | GLOBAL PAYMENTS ORD | $25.4M | 1.76% | 350,000 | 增持 |
| 21 | TXN | TEXAS INSTRUMENTS ORD | $23.2M | 1.61% | 77,900 | 减持 |
| 22 | LBRDK | LIBERTY BROADBAND SRS C ORD | $19.2M | 1.33% | 576,000 | 持平 |
| 23 | IDXX | IDEXX LABORATORIES ORD | $18.6M | 1.29% | 35,300 | 持平 |
| 24 | ACIW | ACI WORLDWIDE ORD | $18.5M | 1.28% | 367,700 | 持平 |
| 25 | PRM | PERIMETER SOLUTIONS ORD | $16.1M | 1.11% | 450,817 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR