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Weitz Investment Management, Inc.
Weitz Investment Management, Inc. is an asset management firm headquartered in Omaha, Nebraska. Founded in 1983 by Wally Weitz, the firm provides investment advisory services, primarily through a suite of mutual funds such as Conservative Allocation Fund, Core Plus Income Fund, Large Cap Equity Fund, and Multi Cap Equity Fund. The firm manages approximately $6.8 billion in assets as of March 2025 and employs around 38 people. Weitz Investment Management serves institutional clients, charitable organizations, and high net worth individuals, focusing on providing disciplined portfolio management built around deep research and long-term value creation.
Investment Strategy
Weitz Investment Management employs a fundamental, bottom-up research approach centered on identifying quality companies trading below intrinsic value. The firm anchors its investment philosophy in value investing, conducting rigorous company analysis and focusing on long-term growth prospects. Portfolio managers typically build concentrated portfolios, emphasizing high conviction ideas across large and multi-cap equities, with some core allocation and income strategies. The firm is committed to capital preservation and generating attractive risk-adjusted returns for its clients, blending deep research with patience and discipline.
Latest 13F Filing Activity
Weitz Investment Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 44 equity positions with a total 13F market value of $2B. The fund increased holdings in Meta Platforms Inc., Microsoft Corp., Oracle Corp. among other positions. Weitz Investment Management, Inc. reduced exposure to Adobe Systems Inc., Carmax Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 7.49% | $139.3M | 286,850 | $96.13 | $485.77 | -$13.4M | |
V V | VISA INC | 5.69% | $105.8M | 298,075 | $87.59 | $355.05 | -$7.8M |
D DHR | DANAHER CORPORATION | 5.60% | $104.1M | 526,950 | $177.05 | $197.54 | +$2.3M |
M MA | MASTERCARD INCORPORATED | 4.99% | $92.8M | 165,070 | $109.81 | $561.94 | -$5.4M |
M META | META PLATFORMS INC | 4.59% | $85.4M | 115,710 | $186.28 | $738.09 | +$15.8M |
Industry Allocation
Investment Team (10)
| Name | Role | Location | |
|---|---|---|---|
A Andrew McClure | Jr. Equity Analyst | United States | |
B Barton Hooper | Senior Equity Research Analyst | Omaha, NE , United States | |
B Brad Hinton | Co-Chief Investment Officer | Omaha, NE , United States | |
D Drew Weitz | Portfolio Manager | Omaha, NE , United States | |
E Eric Lee | Portfolio Analyst and Client Portfolio Manager | Saint Paul, MN , United States | |
 | Equity analyst | Omaha, NE , United States | |
A Amy S | Associate Equity Analyst | Omaha, NE , United States | |
 | Equity Analyst | Houston, TX , United States | |
 | Portfolio Manager | Omaha, NE , United States | |
W Wally Weitz | Founder, Co-Chief Investment Officer | Omaha, NE , United States |
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