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 3 季 持倉
持倉截至 2025/9/30，申報日 2025/11/10。SEC
- 持股檔數
- 48
- 較 2025 年第 2 季 +3
- 總值
- $18.43 億
- 較 2025 年第 2 季 −$1,690.45 萬 (−0.9%)
持股
只含多頭部位。變化是跟 2025 年第 2 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 | $1.44 億 | 7.83% | 00.0% | 不變 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 440,600 | $1.07 億 | 5.82% | −5,000−1.1% | 減碼 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 526,950 | $1.04 億 | 5.67% | 00.0% | 不變 | 查看 |
| VVISA INC COM CL A | Stock | 270,580 | $9,237.06 萬 | 5.01% | −27,495−9.2% | 減碼 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 155,900 | $8,867.75 萬 | 4.81% | −9,170−5.6% | 減碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 108,710 | $7,983.45 萬 | 4.33% | −7,000−6.0% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 153,975 | $7,975.14 萬 | 4.33% | +24,500+18.9% | 加碼 | 查看 |
| AONAON PLC | CL A | 213,450 | $7,611.2 萬 | 4.13% | 00.0% | 不變 | 查看 |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 150,450 | $7,297.13 萬 | 3.96% | 00.0% | 不變 | 查看 |
| IEXIDEX CORP | COM | 406,475 | $6,615.79 萬 | 3.59% | +250+0.1% | 加碼 | 查看 |
| VMCVULCAN MATLS CO | COM | 212,700 | $6,543.08 萬 | 3.55% | +800+0.4% | 加碼 | 查看 |
| CSGPCOSTAR GROUP INC | COM | 719,850 | $6,073.37 萬 | 3.30% | −45,750−6.0% | 減碼 | 查看 |
| EFXEQUIFAX INC | COM | 214,600 | $5,505.13 萬 | 2.99% | +4,250+2.0% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 222,500 | $4,885.43 萬 | 2.65% | 00.0% | 不變 | 查看 |
| GPNGLOBAL PMTS INC COM | Stock | 550,000 | $4,569.4 萬 | 2.48% | −10,000−1.8% | 減碼 | 查看 |
| TECHBIO-TECHNE CORP | COM | 802,150 | $4,462.36 萬 | 2.42% | 00.0% | 不變 | 查看 |
| HEI.AHEICO CORP NEW | CL A | 162,779 | $4,136.05 萬 | 2.24% | −121−0.1% | 減碼 | 查看 |
| LHLABCORP HOLDINGS INC COM SHS | Stock | 139,750 | $4,011.66 萬 | 2.18% | −1,425−1.0% | 減碼 | 查看 |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 160,550 | $3,959.16 萬 | 2.15% | +35,900+28.8% | 加碼 | 查看 |
| IDXXIDEXX LABS INC | COM | 56,800 | $3,628.9 萬 | 1.97% | −3,500−5.8% | 減碼 | 查看 |
| ADIANALOG DEVICES INC COM | Stock | 139,300 | $3,422.6 萬 | 1.86% | −1,700−1.2% | 減碼 | 查看 |
| SIRISIRIUSXM HOLDINGS INC | COMMON STOCK | 1,384,000 | $3,221.26 萬 | 1.75% | 00.0% | 不變 | 查看 |
| LIBERTY BROADBAND CORP530307305 | COM SER C | 500,500 | $3,180.18 萬 | 1.73% | 00.0% | 不變 | – |
| TXNTEXAS INSTRS INC COM | Stock | 164,575 | $3,023.74 萬 | 1.64% | 00.0% | 不變 | 查看 |
| ODFLOLD DOMINION FREIGHT LINE IN | COM | 208,500 | $2,935.26 萬 | 1.59% | 00.0% | 不變 | 查看 |
| KMXCARMAX INC | COM | 649,400 | $2,913.86 萬 | 1.58% | 00.0% | 不變 | 查看 |
| CHTRCHARTER COMMUNICATIONS INC | CL A | 102,605 | $2,822.71 萬 | 1.53% | +8,155+8.6% | 加碼 | 查看 |
| ITGARTNER INC | COM | 107,375 | $2,822.57 萬 | 1.53% | +19,450+22.1% | 加碼 | 查看 |
| MLMMARTIN MARIETTA MATLS INC | COM | 41,275 | $2,601.48 萬 | 1.41% | 00.0% | 不變 | 查看 |
| CRMSALESFORCE INC COM | Stock | 87,500 | $2,073.75 萬 | 1.13% | 00.0% | 不變 | 查看 |
| ORCLORACLE CORP COM | Stock | 70,000 | $1,968.68 萬 | 1.07% | −100,075−58.8% | 減碼 | 查看 |
| ACIWACI WORLDWIDE INC COM | Stock | 366,800 | $1,935.6 萬 | 1.05% | +60,800+19.9% | 加碼 | 查看 |
| PRMPERIMETER SOLUTIONS INC | COMMON STOCK | 744,972 | $1,667.99 萬 | 0.91% | −1,215,928−62.0% | 減碼 | 查看 |
| LKQLKQ CORP | COM | 534,000 | $1,630.84 萬 | 0.89% | +75,700+16.5% | 加碼 | 查看 |
| ROPROPER TECHNOLOGIES INC COM | Stock | 31,425 | $1,567.13 萬 | 0.85% | 00.0% | 不變 | 查看 |
| CMCSACOMCAST CORP NEW CL A | Stock | 451,500 | $1,418.61 萬 | 0.77% | 00.0% | 不變 | 查看 |
| INTELLIGENT SYS CORP NEW45816D100 | COM | 515,000 | $1,386.38 萬 | 0.75% | 00.0% | 不變 | – |
| LIBERTY BROADBAND CORP530307107 | COM SER A | 140,000 | $886.62 萬 | 0.48% | 00.0% | 不變 | – |
| MELIMERCADOLIBRE INC | COM | 3,700 | $864.67 萬 | 0.47% | +3,700 | 新進 | 查看 |
| CDWCDW CORP | COM | 35,650 | $567.83 萬 | 0.31% | +35,650 | 新進 | 查看 |
| VLTOVERALTO CORP COM SHS | Stock | 37,500 | $399.79 萬 | 0.22% | 00.0% | 不變 | 查看 |
| GLIBKLIBERTY CAP CORP | SER C GCI GROUP | 100,100 | $373.07 萬 | 0.20% | +100,100 | 新進 | 查看 |
| RWT HLDGS INC749772AD1 | CONVERTIBLE BOND | 3,500,000 | $350.7 萬 | 0.19% | 00.0% | 不變 | – |
| SPGIS&P GLOBAL INC COM | Stock | 7,140 | $347.51 萬 | 0.19% | 00.0% | 不變 | 查看 |
| LINLINDE PLC SHS | Stock | 6,900 | $327.75 萬 | 0.18% | 00.0% | 不變 | 查看 |
| DEODIAGEO PLC | SPON ADR NEW | 28,300 | $270.07 萬 | 0.15% | 00.0% | 不變 | 查看 |
| FTVFORTIVE CORP COM | Stock | 46,400 | $227.31 萬 | 0.12% | +950+2.1% | 加碼 | 查看 |
| GLIBALIBERTY CAP CORP | SER A GCI GROUP | 28,000 | $105.15 萬 | 0.06% | +28,000 | 新進 | 查看 |
2025 年第 2 季 之後清倉（1 檔）
2025 年第 2 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季 股數 | 2025 年第 2 季 市值 | 2025 年第 2 季 佔組合 % |
|---|---|---|---|---|
| RALRALLIANT CORP COM | Stock | 15,150 | $73.46 萬 | 0.04% |