The Tip Desk

WEITZ INVESTMENT MANAGEMENT, INC.

June 30, 2026 · Filed Aug. 12, 2026 · $1,444,222,377 disclosed

ACCENTURE PLC IRELANDSHS CLASS A · G1151C101 · SH119,700Prior March 31, 2026: 170,700 shares$14,895,4681.03%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
ACI WORLDWIDE INCCOM · 004498101 · SH367,700Prior March 31, 2026: 367,700 shares$18,491,6331.28%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
ALPHABET INCCAP STK CL C · 02079K107 · SH268,100Prior March 31, 2026: 326,750 shares$94,727,7736.56%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
AMAZON COM INCCOM · 023135106 · SH217,500Prior March 31, 2026: 222,500 shares$51,838,9503.59%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
AMPHENOL CL A ORDCAP STK CL C · 032095101 · SH9,200$1,622,1440.11%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
AMPHENOL CORPCL A · 032095101 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
ANALOG DEVICES INCCOM · 032654105 · SH85,225Prior March 31, 2026: 106,350 shares$33,848,8132.34%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
AON CL A ORDCL A · G0403H108 · SH213,860$70,935,2234.91%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
AON PLCSHS CL A · G0403H108 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
ASML HLDG NVN Y REGISTRY SHS · N07059210 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
ASML Holding NVCOM · N07059210 · SH5,500$10,941,9200.76%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
BERKSHIRE HATHAWAY CL B ORDSHS CL A · 084670702 · SH271,600$135,905,9249.41%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
BERKSHIRE HATHAWAY INC DELCL B NEW · 084670702 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
BIO TECHNE ORDN Y REGISTRY SHS · 09073M104 · SH543,200$38,377,0802.66%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
BIO-TECHNE CORPCOM · 09073M104 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
CAPITAL ONE FINANCIAL ORDCL B NEW · 14040H105 · SH40,000$8,024,8000.56%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
Cdw CorpCOM · 12514G108 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
CHARTER COMMUNICATIONS CL A ORDCOM · 16119P108 · SH650$92,4370.01%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
CHARTER COMMUNICATIONS INCCL A · 16119P108 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
COMCAST CORP NEWCL A · 20030N101 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
Comcast Corp. (Cl A)COM · 20030N101 · SH47,000$1,153,8500.08%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
COSTAR GROUP INCCOM · 22160N109 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
COSTAR GROUP ORDCL A · 22160N109 · SH423,181$11,984,4860.83%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
Danaher Corp DelCOM · 235851102 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
DANAHER ORDCL A · 235851102 · SH489,500$93,239,9606.46%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
EQUIFAX INCCOM · 294429105 · SH191,980Prior March 31, 2026: 187,605 shares$30,471,0662.11%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
EURONET WORLDWIDE INCCOM · 298736109 · SH160,000Prior March 31, 2026: 160,000 shares$11,710,4000.81%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
FERGUSON ENTERPRISES INCCOMMON STOCK NEW · 31488V107 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
Ferguson Enterprises, Inc.COM · 31488V107 · SH5,200$1,234,1160.09%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
FORTIVE CORPCOM · 34959J108 · SH21,750Prior March 31, 2026: 22,500 shares$1,328,7080.09%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
GLOBAL PAYMENTS ORDCOMMON STOCK NEW · 37940X102 · SH350,000$25,396,0001.76%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
GLOBAL PMTS INCCOM · 37940X102 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
HEICO CORP CL ACOM · 422806208 · SH204,479$52,737,1793.65%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
HEICO CORP NEWCL A · 422806208 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
IDEX CORPCOM · 45167R104 · SH252,400Prior March 31, 2026: 264,300 shares$57,282,1803.97%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
IDEXX LABORATORIES ORDCL A · 45168D104 · SH35,300$18,583,3321.29%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
IDEXX LABS INCCOM · 45168D104 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
INGERSOLL RAND INCCOM · 45687V106 · SH161,670Prior March 31, 2026: 133,200 shares$13,255,3230.92%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
LABCORP HOLDINGS INCCOM SHS · 504922105 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
Labcorp Holdings, Inc.COM · 504922105 · SH99,050$27,734,0001.92%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
LIBERTY BROADBAND CORPCOM SER A · 530307107 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
LIBERTY BROADBAND CORPCOM SER C · 530307305 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
LIBERTY BROADBAND SRS A ORDCOM · 530307107 · SH123,750$4,118,4000.29%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
LIBERTY BROADBAND SRS C ORDCOM SHS · 530307305 · SH576,000$19,157,7601.33%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
LINDE ORDCOM SER A · G54950103 · SH7,100$3,684,4740.26%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
LINDE PLCSHS · G54950103 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
LKQ CORPCOM · 501889208 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
LKQ ORDCOM SER C · 501889208 · SH408,000$10,742,6400.74%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
MARTIN MARIETTA MATERIALS ORDSHS · 573284106 · SH47,370$27,318,2791.89%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
MARTIN MARIETTA MATLS INCCOM · 573284106 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
Mastercard IncCOM · 57636Q104 · SH145,350$74,651,7605.17%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
MASTERCARD INCORPORATEDCL A · 57636Q104 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
MERCADOLIBRE INCCOM · 58733R102 · SH9,200Prior March 31, 2026: 8,000 shares$15,615,9881.08%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
META PLATFORMS INCCL A · 30303M102 · SH102,960Prior March 31, 2026: 105,710 shares$57,996,3384.02%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
METTLER TOLEDO INTERNATIONALCOM · 592688105 · SH2,550$3,257,6510.23%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
MICROSOFT CORPCOM · 594918104 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
MICROSOFT ORDCL A · 594918104 · SH153,200$57,146,6643.96%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
NETFLIX INC.COM · 64110L106 · SH147,200$10,510,0800.73%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
NVIDIA CORPORATIONCOM · 67066G104 · SH35,000Prior March 31, 2026: 35,000 shares$7,003,1500.48%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
OLD DOMINION FREIGHT LINE INCOM · 679580100 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
ORACLE CORPCOM · 68389X105 · SH55,000Prior March 31, 2026: 55,000 shares$8,060,2500.56%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
PERIMETER SOLUTIONS ORDCOM · 71385M107 · SH450,817Prior March 31, 2026: 509,400 shares$16,071,6261.11%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
POOL CORPCOM · 73278L105 · SH15,000Prior March 31, 2026: 15,000 shares$3,223,5000.22%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
REPLIGEN CORPCOM · 759916109 · SH40,800Prior March 31, 2026: 25,500 shares$5,566,7520.39%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
S&P GLOBAL INCCOM · 78409V104 · SH7,150Prior March 31, 2026: 7,050 shares$2,911,9090.20%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
SALESFORCE INCCOM · 79466L302 · SH49,300Prior March 31, 2026: 81,500 shares$7,723,3380.53%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
SIRIUSXM HOLDINGS INCCOMMON STOCK · 829933100 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
SIRIUSXM HOLDINGS ORDCOM · 829933100 · SH1,188,000$35,093,5202.43%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS · 874039100 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORDCOMMON STOCK · 874039100 · SH20,000$9,551,4000.66%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
TEXAS INSTRS INCCOM · 882508104 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
TEXAS INSTRUMENTS ORDSPONSORED ADS · 882508104 · SH77,900$23,219,6531.61%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
Thermo Fisher Scientific IncCOM · 883556102 · SH115,200Prior March 31, 2026: 121,000 shares$57,756,6724.00%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
VERALTO CORPCOM SHS · 92338C103 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
VERALTO ORDCOM CL A · 92338C103 · SH77,500$6,872,7000.48%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
VISA INCCOM CL A · 92826C839 · SHAbsent this quarter——Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewSee history for the prior filing
Visa, Inc. (Cl A)COM · 92826C839 · SH265,330$91,032,0706.30%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026
VULCAN MATLS COCOM · 929160109 · SH203,800Prior March 31, 2026: 214,200 shares$60,123,0384.16%Withheld — Comparison unavailable: Comparable change withheld pending corporate-action reviewAug. 12, 2026

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Comparison notes

Comparable change withheld pending corporate-action review.

Schedule 13G disclosures

CoreCard Corp · SC 13G · Event Dec. 31, 2024 · Filed Jan. 28, 2025
SEC original disclosureAccepted Jan. 28, 2025 at 21:12 UTCNo matching portfolio holding: No source restrictions recordedNo exact holding link
Separate reporting persons; overlapping shares are never summed. Percent of class is not portfolio weight.
Reporting personReported shares% of security classGroup box
WEITZ INVESTMENT MANAGEMENT, INC.515,000.006.52%Unavailable
About reported holdings

13F reports quarter-end securities, excluding cash and shorts. Position changes do not establish trades, motives or returns; portfolio weights use disclosed 13F value.