Weitz Investment Management Inc

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Assets, Funds, Holdings

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Weitz Investment Management Inc
CRD #105088
SEC #801-18819
CIK #0000883965
AUM $6.8 B (2025-03-26)
Employees 38 (37% Investors, 63% Brokers)
Phone402-391-1980
Address3555 Farnam Street
Omaha, NE 68131-3312
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
10.08.06.04.02.00.02000200820172026
CIK Period
0000883965
Sector Form 13F Holdings Value ($B)
VISA Inc 0.1
Danaher Corp /DE/ 0.1
Mastercard Inc 0.1
Facebook Inc 0.1
Alphabet Inc 0.1
Aon Corp 0.1
IDEX Corp /DE/ 0.1
Microsoft Corp 0.1
Costar Group Inc 0.1
Thermo Fisher Scientific Inc 0.1
Vulcan Materials Co 0.1
Equifax Inc 0.1
Liberty Broadband Corp 0.0
Amazon Com Inc 0.0
Global Payments Inc 0.0
Carmax Inc 0.0
Techne Corp /MN/ 0.0
Charter Communications Inc /MO/ 0.0
Accenture PLC 0.0
Oracle Corp 0.0
Laboratory Corp of America Holdings 0.0
Gartner Inc 0.0
Texas Instruments Inc 0.0
Old Dominion Freight Line Inc/VA 0.0
Analog Devices Inc 0.0
Idexx Laboratories Inc /DE 0.0
Sirius XM Radio Inc 0.0
Perimeter Solutions Sa 0.0
 
 
 
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Type Form D Funds Date Sold ($M) AUM ($M)
PE Heider-Weitz Limited Partnership 2012-03-15 27.9
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 8 6.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 7 0.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 1 0.0
Total 20 6.8
By Discretionary
Discretionary 10 6.5
Non-Discretionary 10 0.3
Total 20 6.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 6.8
Total 20 6.8
EDGAR Form CIK 2011 - 2025
13F-HR [0000883965]
SC 13G [0000883965]
Form 13D/13G Filer Form 13D/13G Subject Filed
Weitz Investment Management Inc Corecard Corp [2025-01-28]
Weitz Investment Management Inc Interval Leisure Group Inc [2015-01-12]
Weitz Investment Management Inc Angie's List Inc [2015-01-12]
Comparable Firms State AUM ($B)
Hantz Financial Services Inc
MI 7.8
Imperial Fund Asset Management LLC
FL 7.5
Canterbury Consulting Incorporated
CA 7.4
Vulcan Value Partners LLC
AL 6.9
Americana Partners LLC
TX 6.1
FFT Wealth Management LLC
PA 6.1
Northside Capital Management LLC
OR 5.8
Balentine LLC
GA 5.3
Westmount Partners LLC
CA 5.2
EPIQ Capital Group LLC
CA 4.9
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