Fund Update: WEITZ INVESTMENT MANAGEMENT, INC. Just Disclosed New Holdings

WEITZ INVESTMENT MANAGEMENT, INC. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-08-12 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 4,650 shares of $FTV (~$616,435). This was a increase of ~11.40% from their previous position.
• An increase of 30,300 shares of $DHR (~$2,280,453). This was a increase of ~6.10% from their previous position.
• A decrease of 155,800 shares of $KMX (~$19,095,010). This was a increase of ~-19.35% from their previous position.
• A decrease of 21,000 shares of $CHTR (~$3,934,684). This was a increase of ~-18.19% from their previous position.
• An increase of 10,500 shares of $TECH (~$5,143,822). This was a increase of ~1.33% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for WEITZ INVESTMENT MANAGEMENT, INC. for more details.