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Portfolio (Quarterly) Guide ↗

WEITZ INVESTMENT MANAGEMENT, INC.

· CIK 0000883965
13F Portfolio $1.4B AUM 49 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 6 Added 28 Reduced 3 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VLTO VERALTO CORP Industrials 40,000.0 $3.5M 0.25% +2K +5.3% $88.42 -1.8%
42 POOL POOL CORP Industrials 15,000.0 $3.0M 0.21% NEW $202.33 -8.7%
43 RGEN REPLIGEN CORP Healthcare 25,500.0 $3.0M 0.21% NEW $117.82 -2.3%
44 SPGI S&P GLOBAL INC Financial Services 7,050.0 $3.0M 0.21% -90.0 -1.3% $425.34 -1.8%
45 CMCSA COMCAST CORP NEW Communication Services 47,000.0 $1.3M 0.09% -38K -44.7% $28.71 -12.2%
46 FTV FORTIVE CORP Technology 22,500.0 $1.2M 0.09% -23K -50.4% $55.28 +7.0%
47 FERG FERGUSON ENTERPRISES INC Industrials 5,200.0 $1.2M 0.09% NEW $233.26 -4.3%
48 APH AMPHENOL CORP Technology 9,200.0 $1.2M 0.08% NEW $126.35 +4.5%
49 CHTR CHARTER COMMUNICATIONS INC Communication Services 650.0 $140K 0.01% $215.88 -32.8%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.2%
Healthcare 18.9%
Financial Services 18.3%
Communication Services 17.9%
Industrials 11.3%
Basic Materials 6.9%
Consumer Cyclical 5.8%
Real Estate 1.7%