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
2026 年第 1 季 持倉
持倉截至 2026/3/31，申報日 2026/5/14。SEC
- 持股檔數
- 49
- 較 2025 年第 4 季 +5
- 總值
- $14.33 億
- 較 2025 年第 4 季 −$2.54 億 (−15.1%)
持股
只含多頭部位。變化是跟 2025 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 | 278,850 | $1.34 億 | 9.33% | −8,000−2.8% | 減碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 326,750 | $9,373.15 萬 | 6.54% | −21,150−6.1% | 減碼 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 477,750 | $9,058.14 萬 | 6.32% | −36,200−7.0% | 減碼 | 查看 |
| VVISA INC COM CL A | Stock | 265,330 | $8,019.33 萬 | 5.60% | −5,250−1.9% | 減碼 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 147,000 | $7,345 萬 | 5.13% | −8,900−5.7% | 減碼 | 查看 |
| AONAON PLC | CL A | 213,860 | $6,902.97 萬 | 4.82% | −4,875−2.2% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 169,450 | $6,272.53 萬 | 4.38% | +23,475+16.1% | 加碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 105,710 | $6,047.99 萬 | 4.22% | −3,000−2.8% | 減碼 | 查看 |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 121,000 | $5,947.51 萬 | 4.15% | −13,950−10.3% | 減碼 | 查看 |
| VMCVULCAN MATLS CO | COM | 214,200 | $5,832.67 萬 | 4.07% | +4,000+1.9% | 加碼 | 查看 |
| IEXIDEX CORP | COM | 264,300 | $5,009.81 萬 | 3.50% | −127,175−32.5% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 222,500 | $4,634.01 萬 | 3.23% | 00.0% | 不變 | 查看 |
| HEI.AHEICO CORP NEW | CL A | 188,979 | $3,989.16 萬 | 2.78% | +26,200+16.1% | 加碼 | 查看 |
| TECHBIO-TECHNE CORP | COM | 653,200 | $3,413.62 萬 | 2.38% | −149,750−18.6% | 減碼 | 查看 |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 170,700 | $3,384.81 萬 | 2.36% | +9,800+6.1% | 加碼 | 查看 |
| ADIANALOG DEVICES INC COM | Stock | 106,350 | $3,383.42 萬 | 2.36% | −26,450−19.9% | 減碼 | 查看 |
| EFXEQUIFAX INC | COM | 187,605 | $3,378.2 萬 | 2.36% | −27,275−12.7% | 減碼 | 查看 |
| TXNTEXAS INSTRS INC COM | Stock | 160,100 | $3,108.18 萬 | 2.17% | −5,000−3.0% | 減碼 | 查看 |
| SIRISIRIUSXM HOLDINGS INC | COMMON STOCK | 1,293,000 | $2,984.24 萬 | 2.08% | −91,000−6.6% | 減碼 | 查看 |
| LIBERTY BROADBAND CORP530307305 | COM SER C | 576,000 | $2,897.28 萬 | 2.02% | −75,000−11.5% | 減碼 | – |
| LHLABCORP HOLDINGS INC COM SHS | Stock | 99,050 | $2,642.75 萬 | 1.84% | −700−0.7% | 減碼 | 查看 |
| ODFLOLD DOMINION FREIGHT LINE IN | COM | 132,000 | $2,579.28 萬 | 1.80% | −76,800−36.8% | 減碼 | 查看 |
| MLMMARTIN MARIETTA MATLS INC | COM | 39,775 | $2,341.47 萬 | 1.63% | −1,500−3.6% | 減碼 | 查看 |
| GPNGLOBAL PMTS INC COM | Stock | 335,000 | $2,254.55 萬 | 1.57% | −170,000−33.7% | 減碼 | 查看 |
| CSGPCOSTAR GROUP INC | COM | 517,025 | $2,085.68 萬 | 1.46% | −202,825−28.2% | 減碼 | 查看 |
| IDXXIDEXX LABS INC | COM | 35,300 | $1,983.47 萬 | 1.38% | 00.0% | 不變 | 查看 |
| CRMSALESFORCE INC COM | Stock | 81,500 | $1,521.36 萬 | 1.06% | −6,000−6.9% | 減碼 | 查看 |
| ACIWACI WORLDWIDE INC COM | Stock | 367,700 | $1,507.94 萬 | 1.05% | 00.0% | 不變 | 查看 |
| MELIMERCADOLIBRE INC | COM | 8,000 | $1,383.22 萬 | 0.97% | +4,300+116.2% | 加碼 | 查看 |
| PRMPERIMETER SOLUTIONS INC | COMMON STOCK | 509,400 | $1,243.95 萬 | 0.87% | 00.0% | 不變 | 查看 |
| LKQLKQ CORP | COM | 408,000 | $1,198.3 萬 | 0.84% | −33,000−7.5% | 減碼 | 查看 |
| IRINGERSOLL RAND INC | COM | 133,200 | $1,067.2 萬 | 0.74% | +133,200 | 新進 | 查看 |
| EEFTEURONET WORLDWIDE INC | COM | 160,000 | $1,061.92 萬 | 0.74% | 00.0% | 不變 | 查看 |
| ORCLORACLE CORP COM | Stock | 55,000 | $809.11 萬 | 0.56% | −15,000−21.4% | 減碼 | 查看 |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 5,500 | $726.46 萬 | 0.51% | +5,500 | 新進 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 20,000 | $675.9 萬 | 0.47% | +20,000 | 新進 | 查看 |
| LIBERTY BROADBAND CORP530307107 | COM SER A | 130,000 | $652.86 萬 | 0.46% | −10,000−7.1% | 減碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 35,000 | $610.4 萬 | 0.43% | +35,000 | 新進 | 查看 |
| CDWCDW CORP | COM | 36,250 | $438.7 萬 | 0.31% | −20,000−35.6% | 減碼 | 查看 |
| LINLINDE PLC SHS | Stock | 7,200 | $356.95 萬 | 0.25% | 00.0% | 不變 | 查看 |
| VLTOVERALTO CORP COM SHS | Stock | 40,000 | $353.68 萬 | 0.25% | +2,000+5.3% | 加碼 | 查看 |
| POOLPOOL CORP | COM | 15,000 | $303.5 萬 | 0.21% | +15,000 | 新進 | 查看 |
| RGENREPLIGEN CORP | COM | 25,500 | $300.44 萬 | 0.21% | +25,500 | 新進 | 查看 |
| SPGIS&P GLOBAL INC COM | Stock | 7,050 | $299.86 萬 | 0.21% | −90−1.3% | 減碼 | 查看 |
| CMCSACOMCAST CORP NEW CL A | Stock | 47,000 | $134.94 萬 | 0.09% | −38,000−44.7% | 減碼 | 查看 |
| FTVFORTIVE CORP COM | Stock | 22,500 | $124.38 萬 | 0.09% | −22,900−50.4% | 減碼 | 查看 |
| FERGFERGUSON ENTERPRISES INC | COMMON STOCK NEW | 5,200 | $121.3 萬 | 0.08% | +5,200 | 新進 | 查看 |
| APHAMPHENOL CORP NEW | CL A | 9,200 | $116.24 萬 | 0.08% | +9,200 | 新進 | 查看 |
| CHTRCHARTER COMMUNICATIONS INC | CL A | 650 | $14.03 萬 | 0.01% | 00.0% | 不變 | 查看 |