WEITZ INVESTMENT MANAGEMENT, INC.
大師韋茲投資管理
- SEC CIK
- 0000883965
- 主理人
- 沃利·韋茲
- 風格
- 價值
2025 年第 1 季 持倉
持倉截至 2025/3/31，申報日 2025/5/9。SEC
- 持股檔數
- 45
- 較 2024 年第 4 季 −2
- 總值
- $18.82 億
- 較 2024 年第 4 季 −$5,688.53 萬 (−2.9%)
持股
只含多頭部位。變化是跟 2024 年第 4 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 286,850 | $1.53 億 | 8.12% | −36,350−11.2% | 減碼 | 查看 |
| VVISA INC COM CL A | Stock | 324,200 | $1.14 億 | 6.04% | −22,500−6.5% | 減碼 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 496,650 | $1.02 億 | 5.41% | +93,440+23.2% | 加碼 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 179,070 | $9,815.18 萬 | 5.21% | −8,000−4.3% | 減碼 | 查看 |
| AONAON PLC | CL A | 213,450 | $8,518.58 萬 | 4.53% | −47,500−18.2% | 減碼 | 查看 |
| IEXIDEX CORP | COM | 401,225 | $7,260.97 萬 | 3.86% | +70,725+21.4% | 加碼 | 查看 |
| CSGPCOSTAR GROUP INC | COM | 911,600 | $7,222.61 萬 | 3.84% | +21,725+2.4% | 加碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 445,600 | $6,961.61 萬 | 3.70% | −73,100−14.1% | 減碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 120,760 | $6,960.12 萬 | 3.70% | −37,840−23.9% | 減碼 | 查看 |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 126,150 | $6,277.22 萬 | 3.33% | +5,950+5.0% | 加碼 | 查看 |
| KMXCARMAX INC | COM | 805,200 | $6,274.12 萬 | 3.33% | −20,000−2.4% | 減碼 | 查看 |
| GPNGLOBAL PMTS INC COM | Stock | 580,000 | $5,679.36 萬 | 3.02% | −9,600−1.6% | 減碼 | 查看 |
| EFXEQUIFAX INC | COM | 210,350 | $5,123.28 萬 | 2.72% | +21,850+11.6% | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 134,475 | $5,048.06 萬 | 2.68% | +88,625+193.3% | 加碼 | 查看 |
| VMCVULCAN MATLS CO | COM | 211,900 | $4,943.63 萬 | 2.63% | +20,500+10.7% | 加碼 | 查看 |
| TECHBIO-TECHNE CORP | COM | 791,650 | $4,641.44 萬 | 2.47% | +410,400+107.6% | 加碼 | 查看 |
| LIBERTY BROADBAND CORP530307305 | COM SER C | 530,500 | $4,511.9 萬 | 2.40% | 00.0% | 不變 | – |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 139,650 | $4,357.64 萬 | 2.32% | +32,800+30.7% | 加碼 | 查看 |
| CHTRCHARTER COMMUNICATIONS INC | CL A | 115,450 | $4,254.68 萬 | 2.26% | −20,000−14.8% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 222,500 | $4,233.29 萬 | 2.25% | −25,000−10.1% | 減碼 | 查看 |
| ITGARTNER INC | COM | 87,925 | $3,690.56 萬 | 1.96% | +23,500+36.5% | 加碼 | 查看 |
| LHLABCORP HOLDINGS INC COM SHS | Stock | 151,175 | $3,518.45 萬 | 1.87% | −85,000−36.0% | 減碼 | 查看 |
| ODFLOLD DOMINION FREIGHT LINE IN | COM | 208,500 | $3,449.63 萬 | 1.83% | +18,600+9.8% | 加碼 | 查看 |
| HEI.AHEICO CORP NEW | CL A | 162,900 | $3,436.7 萬 | 1.83% | 00.0% | 不變 | 查看 |
| SIRISIRIUSXM HOLDINGS INC | COMMON STOCK | 1,465,500 | $3,303.97 萬 | 1.76% | 00.0% | 不變 | 查看 |
| ADBEADOBE INC COM | Stock | 82,500 | $3,164.12 萬 | 1.68% | +42,500+106.3% | 加碼 | 查看 |
| TXNTEXAS INSTRS INC COM | Stock | 169,575 | $3,047.26 萬 | 1.62% | 00.0% | 不變 | 查看 |
| ADIANALOG DEVICES INC COM | Stock | 141,000 | $2,843.55 萬 | 1.51% | 00.0% | 不變 | 查看 |
| IDXXIDEXX LABS INC | COM | 60,300 | $2,532.3 萬 | 1.35% | +60,300 | 新進 | 查看 |
| ORCLORACLE CORP COM | Stock | 170,075 | $2,377.82 萬 | 1.26% | −37,500−18.1% | 減碼 | 查看 |
| CRMSALESFORCE INC COM | Stock | 87,500 | $2,348.15 萬 | 1.25% | −7,500−7.9% | 減碼 | 查看 |
| PRMPERIMETER SOLUTIONS INC | COMMON STOCK | 2,057,291 | $2,071.69 萬 | 1.10% | −50,000−2.4% | 減碼 | 查看 |
| MLMMARTIN MARIETTA MATLS INC | COM | 41,275 | $1,973.48 萬 | 1.05% | +600+1.5% | 加碼 | 查看 |
| ACIWACI WORLDWIDE INC COM | Stock | 356,600 | $1,950.96 萬 | 1.04% | 00.0% | 不變 | 查看 |
| LKQLKQ CORP | COM | 458,300 | $1,949.61 萬 | 1.04% | 00.0% | 不變 | 查看 |
| ROPROPER TECHNOLOGIES INC COM | Stock | 31,425 | $1,852.76 萬 | 0.98% | 00.0% | 不變 | 查看 |
| CMCSACOMCAST CORP NEW CL A | Stock | 451,500 | $1,666.04 萬 | 0.89% | +356,500+375.3% | 加碼 | 查看 |
| LIBERTY BROADBAND CORP530307107 | COM SER A | 140,000 | $1,190 萬 | 0.63% | 00.0% | 不變 | – |
| INTELLIGENT SYS CORP NEW45816D100 | COM | 515,000 | $963.57 萬 | 0.51% | 00.0% | 不變 | – |
| VLTOVERALTO CORP COM SHS | Stock | 37,500 | $365.44 萬 | 0.19% | −261,199−87.4% | 減碼 | 查看 |
| SPGIS&P GLOBAL INC COM | Stock | 7,140 | $362.78 萬 | 0.19% | −40,000−84.9% | 減碼 | 查看 |
| RWT HLDGS INC749772AD1 | CONVERTIBLE BOND | 3,500,000 | $350 萬 | 0.19% | 00.0% | 不變 | – |
| LINLINDE PLC SHS | Stock | 6,900 | $321.29 萬 | 0.17% | 00.0% | 不變 | 查看 |
| FTVFORTIVE CORP COM | Stock | 40,800 | $298.57 萬 | 0.16% | 00.0% | 不變 | 查看 |
| DEODIAGEO PLC | SPON ADR NEW | 28,300 | $296.56 萬 | 0.16% | 00.0% | 不變 | 查看 |
2024 年第 4 季 之後清倉（3 檔）
2024 年第 4 季 季末還持有、這份申報已經沒有的部位。