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 2 季 持倉
持倉截至 2025/6/30，申報日 2025/8/12。SEC
- 持股檔數
- 45
- 較 2025 年第 1 季 0
- 總值
- $18.6 億
- 較 2025 年第 1 季 −$2,264.39 萬 (−1.2%)
持股
只含多頭部位。變化是跟 2025 年第 1 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 | $1.39 億 | 7.49% | 00.0% | 不變 | 查看 |
| VVISA INC COM CL A | Stock | 298,075 | $1.06 億 | 5.69% | −26,125−8.1% | 減碼 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 526,950 | $1.04 億 | 5.60% | +30,300+6.1% | 加碼 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 165,070 | $9,275.94 萬 | 4.99% | −14,000−7.8% | 減碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 115,710 | $8,540.44 萬 | 4.59% | −5,050−4.2% | 減碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 445,600 | $7,904.5 萬 | 4.25% | 00.0% | 不變 | 查看 |
| AONAON PLC | CL A | 213,450 | $7,615.04 萬 | 4.09% | 00.0% | 不變 | 查看 |
| IEXIDEX CORP | COM | 406,225 | $7,132.09 萬 | 3.84% | +5,000+1.2% | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 129,475 | $6,440.22 萬 | 3.46% | −5,000−3.7% | 減碼 | 查看 |
| CSGPCOSTAR GROUP INC | COM | 765,600 | $6,155.42 萬 | 3.31% | −146,000−16.0% | 減碼 | 查看 |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 150,450 | $6,100.15 萬 | 3.28% | +24,300+19.3% | 加碼 | 查看 |
| VMCVULCAN MATLS CO | COM | 211,900 | $5,526.78 萬 | 2.97% | 00.0% | 不變 | 查看 |
| EFXEQUIFAX INC | COM | 210,350 | $5,455.85 萬 | 2.93% | 00.0% | 不變 | 查看 |
| LIBERTY BROADBAND CORP530307305 | COM SER C | 500,500 | $4,923.92 萬 | 2.65% | −30,000−5.7% | 減碼 | – |
| AMZNAMAZON COM INC COM | Stock | 222,500 | $4,881.43 萬 | 2.62% | 00.0% | 不變 | 查看 |
| GPNGLOBAL PMTS INC COM | Stock | 560,000 | $4,482.24 萬 | 2.41% | −20,000−3.4% | 減碼 | 查看 |
| KMXCARMAX INC | COM | 649,400 | $4,364.62 萬 | 2.35% | −155,800−19.3% | 減碼 | 查看 |
| HEI.AHEICO CORP NEW | CL A | 162,900 | $4,215.04 萬 | 2.27% | 00.0% | 不變 | 查看 |
| TECHBIO-TECHNE CORP | COM | 802,150 | $4,127.06 萬 | 2.22% | +10,500+1.3% | 加碼 | 查看 |
| CHTRCHARTER COMMUNICATIONS INC | CL A | 94,450 | $3,861.21 萬 | 2.08% | −21,000−18.2% | 減碼 | 查看 |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 124,650 | $3,725.66 萬 | 2.00% | −15,000−10.7% | 減碼 | 查看 |
| ORCLORACLE CORP COM | Stock | 170,075 | $3,718.35 萬 | 2.00% | 00.0% | 不變 | 查看 |
| LHLABCORP HOLDINGS INC COM SHS | Stock | 141,175 | $3,705.98 萬 | 1.99% | −10,000−6.6% | 減碼 | 查看 |
| ITGARTNER INC | COM | 87,925 | $3,554.1 萬 | 1.91% | 00.0% | 不變 | 查看 |
| TXNTEXAS INSTRS INC COM | Stock | 164,575 | $3,416.91 萬 | 1.84% | −5,000−2.9% | 減碼 | 查看 |
| ODFLOLD DOMINION FREIGHT LINE IN | COM | 208,500 | $3,383.96 萬 | 1.82% | 00.0% | 不變 | 查看 |
| ADIANALOG DEVICES INC COM | Stock | 141,000 | $3,356.08 萬 | 1.80% | 00.0% | 不變 | 查看 |
| IDXXIDEXX LABS INC | COM | 60,300 | $3,234.13 萬 | 1.74% | 00.0% | 不變 | 查看 |
| SIRISIRIUSXM HOLDINGS INC | COMMON STOCK | 1,384,000 | $3,179.05 萬 | 1.71% | −81,500−5.6% | 減碼 | 查看 |
| PRMPERIMETER SOLUTIONS INC | COMMON STOCK | 1,960,900 | $2,729.57 萬 | 1.47% | −96,391−4.7% | 減碼 | 查看 |
| CRMSALESFORCE INC COM | Stock | 87,500 | $2,386.04 萬 | 1.28% | 00.0% | 不變 | 查看 |
| MLMMARTIN MARIETTA MATLS INC | COM | 41,275 | $2,265.83 萬 | 1.22% | 00.0% | 不變 | 查看 |
| ROPROPER TECHNOLOGIES INC COM | Stock | 31,425 | $1,781.29 萬 | 0.96% | 00.0% | 不變 | 查看 |
| LKQLKQ CORP | COM | 458,300 | $1,696.17 萬 | 0.91% | 00.0% | 不變 | 查看 |
| CMCSACOMCAST CORP NEW CL A | Stock | 451,500 | $1,611.4 萬 | 0.87% | 00.0% | 不變 | 查看 |
| INTELLIGENT SYS CORP NEW45816D100 | COM | 515,000 | $1,491.96 萬 | 0.80% | 00.0% | 不變 | – |
| ACIWACI WORLDWIDE INC COM | Stock | 306,000 | $1,404.85 萬 | 0.76% | −50,600−14.2% | 減碼 | 查看 |
| LIBERTY BROADBAND CORP530307107 | COM SER A | 140,000 | $1,369.48 萬 | 0.74% | 00.0% | 不變 | – |
| VLTOVERALTO CORP COM SHS | Stock | 37,500 | $378.56 萬 | 0.20% | 00.0% | 不變 | 查看 |
| SPGIS&P GLOBAL INC COM | Stock | 7,140 | $376.49 萬 | 0.20% | 00.0% | 不變 | 查看 |
| RWT HLDGS INC749772AD1 | CONVERTIBLE BOND | 3,500,000 | $350.7 萬 | 0.19% | 00.0% | 不變 | – |
| LINLINDE PLC SHS | Stock | 6,900 | $323.73 萬 | 0.17% | 00.0% | 不變 | 查看 |
| DEODIAGEO PLC | SPON ADR NEW | 28,300 | $285.38 萬 | 0.15% | 00.0% | 不變 | 查看 |
| FTVFORTIVE CORP COM | Stock | 45,450 | $236.93 萬 | 0.13% | +4,650+11.4% | 加碼 | 查看 |
| RALRALLIANT CORP COM | Stock | 15,150 | $73.46 萬 | 0.04% | +15,150 | 新進 | 查看 |
2025 年第 1 季 之後清倉（1 檔）
2025 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季 股數 | 2025 年第 1 季 市值 | 2025 年第 1 季 佔組合 % |
|---|---|---|---|---|
| ADBEADOBE INC COM | Stock | 82,500 | $3,164.12 萬 | 1.68% |