AlphaYouWeitz Investment Management, Inc.
Bought Ingersoll Rand, sold out of Roper Technologies. Portfolio down 15% to $1.4B.
$1.4B portfolio49 holdingstop 10 = 55%filed 2026-05-14
- 1Berkshire Hathaway Inc Del9.33%$133.6M - 279K shares-8K
- 2GOOGAlphabet Inc6.54%$93.7M - 327K shares-21K
- 3DHRDanaher Corporation6.32%$90.6M - 478K shares-36K
- 4VVisa Inc5.60%$80.2M - 265K shares-5K
- $73.5M - 147K shares-9K
- 6Aon PLC4.82%$69.0M - 214K shares-5K
- 7MSFTMicrosoft Corp4.38%$62.7M - 169K shares+23K
- 8METAMeta Platforms Inc4.22%$60.5M - 106K shares-3K
- $59.5M - 121K shares-14K
- 10VMCVulcan Matls Co4.07%$58.3M - 214K shares+4K
- 11IEXIdex Corp3.50%$50.1M - 264K shares-127K
- 12AMZNAmazon Com Inc3.23%$46.3M - 223K shares-
- 13Heico Corp New2.78%$39.9M - 189K shares+26K
- 14TECHBio-techne Corp2.38%$34.1M - 653K shares-150K
- 15Accenture PLC Ireland2.36%$33.8M - 171K shares+10K
- 16ADIAnalog Devices Inc2.36%$33.8M - 106K shares-26K
- 17EFXEquifax Inc2.36%$33.8M - 188K shares-27K
- 18TXNTexas Instrs Inc2.17%$31.1M - 160K shares-5K
- 19SIRISiriusxm Holdings Inc2.08%$29.8M - 1.3M shares-91K
- 20LBRDKLiberty Broadband Corp2.02%$29.0M - 576K shares-75K
- 21LHLabcorp Holdings Inc1.84%$26.4M - 99K shares-700
- 22ODFLOld Dominion Freight Line 1.80%$25.8M - 132K shares-77K
- 23MLMMartin Marietta Matls Inc1.63%$23.4M - 40K shares-2K
- 24GPNGlobal PMTS Inc1.57%$22.5M - 335K shares-170K
- 25CSGPCostar Group Inc1.46%$20.9M - 517K shares-203K
- 26IDXXIdexx Labs Inc1.38%$19.8M - 35K shares-
- 27CRMSalesforce Com Inc1.06%$15.2M - 82K shares-6K
- 28ACIWAci Worldwide Inc1.05%$15.1M - 368K shares-
- 29MELIMercadolibre Inc0.97%$13.8M - 8K shares+4K
- 30PRMPerimeter Solutions Inc0.87%$12.4M - 509K shares-
- 31LKQLKQ Corp0.84%$12.0M - 408K shares-33K
- 32IRIngersoll Rand Inc0.74%$10.7M - 133K sharesNEW
- 33EEFTEuronet Worldwide Inc0.74%$10.6M - 160K shares-
- 34ORCLOracle Corp0.56%$8.1M - 55K shares-15K
- 35Asml HLDG NV0.51%$7.3M - 6K sharesNEW
- $6.8M - 20K sharesNEW
- 37LBRDALiberty Broadband Corp0.46%$6.5M - 130K shares-10K
- 38NVDANvidia Corporation0.43%$6.1M - 35K sharesNEW
- 39CDWCDW Corp0.31%$4.4M - 36K shares-20K
- 40Linde PLC0.25%$3.6M - 7K shares-
- 41VLTOVeralto Corp0.25%$3.5M - 40K shares+2K
- 42POOLPool Corp0.21%$3.0M - 15K sharesNEW
- 43RGENRepligen Corp0.21%$3.0M - 26K sharesNEW
- 44SPGIS&P Global Inc0.21%$3.0M - 7K shares-90
- 45CMCSAComcast Corp New0.09%$1.3M - 47K shares-38K
- 46FTVFortive Corp0.09%$1.2M - 23K shares-23K
- 47FERGFerguson Enterprises Inc0.08%$1.2M - 5K sharesNEW
- 48APHAmphenol Corp0.08%$1.2M - 9K sharesNEW
- 49CHTRCharter Communications Inc<0.01%$140K - 650 shares-
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.