Weitz Investment Management Portfolio in 2026: Top Holdings & Recent Changes
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Weitz Investment Management continues its disciplined value investing approach under fund manager Wallace Weitz, trimming overvalued positions while selectively adding to resilient businesses. Their $1.69B portfolio for Q4 2025 shows a portfolio size reduction to 44 positions -4, with notable reductions in tech heavyweights like Alphabet (GOOG) by 21.04% and Thermo Fisher (TMO) by 10.30%, signaling a strategic rebalancing amid market highs.
Portfolio Overview: Disciplined Concentration in Quality Names
Portfolio Highlights (Q4 2025): - Market Value: $1,686.6M - Top 10 Holdings: 54.7% - Portfolio Size: 44 -4 - Average Holding Period: 28 quarters - Turnover: 13.6%
The Weitz Investment Management portfolio maintains a hallmark of value investing: meaningful concentration in the top positions, with the top 10 comprising over half of the $1.69 billion in disclosed 13F holdings. This structure underscores a high-conviction strategy, where Wallace Weitz and team allocate heavily to businesses they understand deeply, avoiding excessive diversification that dilutes returns. The average holding period of 28 quarters—over seven years—highlights patience, contrasting with high-turnover strategies that chase short-term momentum.
Turnover at 13.6% reflects measured activity, with the portfolio shrinking by four positions, likely trimming smaller or underperforming names. This isn't panic selling but deliberate portfolio hygiene, focusing capital on enduring compounders like financials and industrials. Access the full details on their ValueSense superinvestor page to track these metrics quarter-over-quarter.
The strategy shines in uncertain markets, blending timeless value principles with selective exposure to growth leaders. With top holdings spanning conglomerates, payments, and healthcare, Weitz demonstrates resilience, positioning for long-term outperformance rather than market timing.
Top Holdings: Trims in Tech, Adds to Insurance and Industrials
Weitz's latest 13F reveals active management across key positions, starting with significant reductions in high-fliers. Danaher Corporation (DHR) at 7.0% saw a 2.47% reduction, while Alphabet (GOOG) 6.5% faced the steepest cut of 21.04%, possibly signaling concerns over valuation after AI-driven rallies. Thermo Fisher Scientific (TMO) 4.6% was trimmed 10.30%, alongside Microsoft (MSFT) 4.2% down 5.20% and IDEX (IEX) 4.1% reduced 3.69%.
On the addition side, Aon plc (AON) 4.6% gained 2.48%, bolstering insurance exposure. Further tweaks include Vulcan Materials (VMC) 3.6% reduced 1.18%, with modest builds in Bio-Techne (TECH) (2.8%, +0.10%), Equifax (EFX) (2.8%, +0.13%), and Accenture (ACN) (2.6%, +0.22%).
Core unchanged anchors provide stability: Berkshire Hathaway (BRK-B) leads at 8.5%, followed by Visa (V) 5.6%, Mastercard (MA) 5.3%, Meta Platforms (META) 4.3%. These moves blend defense with opportunistic growth, prioritizing moats over momentum.
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What the Portfolio Reveals About Weitz's Strategy
Weitz Investment Management's Q4 actions paint a picture of prudent risk management in a frothy market. Heavy trims in tech—particularly GOOG's outsized 21% cut—suggest wariness of elevated valuations, favoring quality businesses with durable competitive advantages over pure growth bets.
- Quality over speculative growth: Emphasis on BRK-B, payments duopoly (V, MA), and healthcare leaders shows a bias for predictable cash flows and economic moats.
- Sector balance with industrials tilt: Adds to AON and trims in materials like VMC indicate tactical shifts toward services over cyclical commodities.
- Long-term U.S. focus: Entirely domestic-heavy portfolio reflects confidence in American enterprise resilience.
- Low turnover discipline: 13.6% rate and 28-quarter holds prioritize compounding over trading.
This approach mitigates downside while capturing upside from proven winners.
Portfolio Concentration Analysis
| Position | Value | % of Portfolio | Recent Change |
|---|---|---|---|
| Berkshire Hathaway Inc. (BRK-B) | $144.2M | 8.5% | No change |
| Danaher Corporation | $117.7M | 7.0% | Reduce 2.47% |
| Alphabet Inc. | $109.2M | 6.5% | Reduce 21.04% |
| Visa Inc. | $94.9M | 5.6% | No change |
| Mastercard Incorporated | $89.0M | 5.3% | No change |
| Thermo Fisher Scientific Inc. | $78.2M | 4.6% | Reduce 10.30% |
| Aon plc | $77.2M | 4.6% | Add 2.48% |
| Meta Platforms, Inc. | $71.8M | 4.3% | No change |
| Microsoft Corporation | $70.6M | 4.2% | Reduce 5.20% |
| IDEX Corporation | $69.7M | 4.1% | Reduce 3.69% |
The top 10 holdings command 54.7% of the portfolio, exemplifying Weitz's conviction-driven style—no single position exceeds 8.5%, spreading risk across quality names while maintaining focus. Stable giants like BRK-B and payments stocks provide ballast, comprising over 19% unchanged.
Reductions dominate (six of ten), totaling significant trims like GOOG's 21%, freeing capital for adds like AON. This table reveals a portfolio in refinement mode, enhancing moat density without chasing fads.
Investment Lessons from Wallace Weitz's Value Discipline
Weitz Investment Management's Q4 2025 moves offer timeless principles for patient investors:
- Trim winners selectively: Bold cuts like 21% in GOOG show discipline—sell strength when valuations stretch, even in favorites.
- Long holding periods compound wealth: 28 quarters average tenure proves conviction beats trading; hold quality through volatility.
- Concentrate on understood moats: 54.7% in top 10 demands deep research—BRK-B and V exemplify businesses with enduring edges.
- Balance growth with defense: Adds to AON amid tech trims highlight insurance-like stability.
- Portfolio pruning sharpens returns: Dropping to 44 positions -4 focuses capital on high-conviction ideas.
These lessons, trackable via ValueSense, reward those emulating Weitz's steady hand.
Looking Ahead: What Comes Next?
With turnover at 13.6% and four positions exited, Weitz holds dry powder for opportunistic buys, potentially in undervalued industrials or financials if markets correct. Current positioning—heavy in moaty names like BRK-B and payments—sets up well for economic uncertainty, as these thrive on steady cash flows.
Watch for further trims if tech valuations persist; adds to ACN-style consultants could signal services bets. In a high-rate environment, this quality tilt positions the portfolio for resilient returns, with 28-quarter holds compounding through cycles. Track updates on their superinvestor page.
FAQ about Weitz Investment Management Portfolio
Q: What were the biggest changes in Weitz's Q4 2025 13F filing?
A: Major reductions included Alphabet (GOOG) by 21.04%, Thermo Fisher (TMO) by 10.30%, and Microsoft (MSFT) by 5.20%. Adds were modest, like Aon (AON) +2.48%.
Q: Why is Weitz's portfolio so concentrated in the top 10 holdings?
A: At 54.7%, this reflects Wallace Weitz's high-conviction value strategy, allocating heavily to deeply researched moats like BRK-B while keeping overall size at 44 positions for focus without excessive risk.
Q: What sectors dominate Weitz Investment Management's holdings?
A: Tech and healthcare lead with names like DHR, GOOG, and TMO, balanced by financials (V, MA) and industrials (IEX).
Q: How can I track Weitz Investment Management like a pro?
A: Use ValueSense's superinvestor tracker for real-time 13F updates—note the 45-day filing lag means Q4 data reflects year-end 2025 positions. Combine with intrinsic value tools for your own analysis.
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