Home / Leaderboard / Weitz Investment Management, Inc.
Weitz Investment Management, Inc.
Wallace R. Weitz · Asset Manager · Value
Founded in 1983 by Wallace R. Weitz, Weitz Investment Management, Inc. is an independent, employee-owned boutique investment firm based in Omaha, Nebraska. The firm specializes in managing mutual funds and separate accounts, employing a disciplined, research-driven approach to identify high-conviction investment opportunities. With a focus on long-term capital appreciation, Weitz maintains a 'business-owner' mindset, seeking quality companies with durable cash flows and competitive advantages that trade at a discount to their intrinsic value. The firm is recognized for its commitment to fundamental research and its long-standing culture of alignment with client interests.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +4.7% |
| YTD return | +1.5% |
| Sharpe ratio | 0.74 |
| Win rate | 55% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://weitzinvestments.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc | 10.8% | +1.0% |
| DHR | Danaher Corporation | 7.8% | +2.5% |
| V | Visa Inc. Class A | 7.6% | +7.4% |
| GOOGL | Alphabet Inc Class A | 7.3% | +36.6% |
| MA | Mastercard Inc | 6.5% | +0.7% |
| AON | Aon PLC | 6.0% | -16.1% |
| MSFT | Microsoft Corporation | 6.0% | +3.9% |
| HEI | Heico Corporation | 6.0% | -5.5% |
| TMO | Thermo Fisher Scientific Inc | 5.4% | +24.4% |
| META | Meta Platforms Inc. | 4.8% | +8.1% |
| IEX | IDEX Corporation | 4.7% | +34.1% |
| AMZN | Amazon.com Inc | 4.5% | +14.3% |
| VMC | Vulcan Materials Company | 4.5% | -17.3% |
| TECH | Bio-Techne Corp | 3.1% | +22.2% |
| EFX | Equifax Inc | 2.8% | -30.7% |
| SIRI | Sirius XM Holding Inc | 2.6% | -0.3% |
| ADI | Analog Devices Inc | 2.6% | +49.8% |
| GPN | Global Payments Inc | 2.6% | -7.9% |
| LH | Laboratory Corporation of America Holdings | 2.5% | +23.5% |
| MLM | Martin Marietta Materials Inc | 2.0% | -8.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | META | 4.7% → 4.8% |
| Aug 17, 2026 | SELL | ADI | 3.1% → 2.6% |
| Aug 17, 2026 | SELL | MSFT | 6.3% → 6.0% |
| Aug 17, 2026 | BUY | HEI | 5.1% → 6.0% |
| Aug 17, 2026 | BUY | MA | 6.1% → 6.5% |
Investment Style Analysis
Weitz Investment Management, Inc. is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Diagnostics & Research and Credit Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Weitz Investment Management, Inc. made a significant move by increasing exposure to META. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Weitz Investment Management follows a 'Quality at a Discount' investment philosophy, which prioritizes buying well-managed businesses with strong long-term prospects when they trade below their calculated intrinsic value. This strategy combines classic value investing principles with a rigorous assessment of qualitative factors, such as sustainable competitive advantages and management integrity. The firm utilizes discounted cash flow analysis and proprietary scoring matrices to maintain a strict margin of safety, aiming to minimize downside risk while capturing significant growth. Portfolios are typically concentrated and benchmark-agnostic, reflecting a high-conviction, bottom-up approach that views stocks as ownership stakes in businesses rather than mere trading vehicles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Weitz Investment Management, Inc..
Similar Investment Style
Based on Value.
- Corstar Holdings, Inc. — Jeffrey J. Michael · 3M +20.3%
- Systematic Financial Management LP — Kenneth Burgess · 3M -15.1%
- Penn Capital Management Company, LLC — Richard A. Hocker · 3M -12.2%
- Reinhart Partners, LLC — James Reinhart · 3M -3.2%
Frequently asked questions
How is the simulated portfolio for Weitz Investment Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Weitz Investment Management, Inc.'s largest holding?
As of the latest filing, Weitz Investment Management, Inc.'s top position is Berkshire Hathaway Inc (BRK-A), representing 10.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Weitz Investment Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +4.7% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 0.74, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Weitz Investment Management, Inc. primarily invest in?
Weitz Investment Management, Inc. has a strong preference for the Diagnostics & Research sector, which makes up 15.7% of their disclosed assets. The portfolio also has exposure to Credit Services, indicating a specific thematic focus.
Is Weitz Investment Management, Inc.'s portfolio concentrated or diversified?
Weitz Investment Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 26.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Weitz Investment Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Weitz Investment Management, Inc. tracks a Year-to-Date (YTD) return of +1.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Wallace R. Weitz manage Weitz Investment Management, Inc. directly?
Yes, Wallace R. Weitz serves as the key portfolio manager for Weitz Investment Management, Inc., overseeing the investment strategy and final capital allocation decisions.