Wallace Weitz - Weitz Investment Management

As of Q2 2026, Wallace Weitz reported 50 long-equity positions worth $1.44B in aggregate.

Copy-investor backtest

Latest quarter: +8.76%
1-year: +4.62%
3-year: +27.04%
5-year: +20.42%
3-year vs S&P 500: -46.19%
5-year vs S&P 500: -54.08%
5-year top 5: +54.46%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Filing period

Updated 2026-08-13 from SEC 13F data.

Live quotes available for 50 of 52 rows. Rows without a quote are marked unavailable.


1	BRK-B	BERKSHIRE HATHAWAY CL B ORD	9.41%	Reduce -2.6%	271,600	$135.91M	$500.39
2	GOOG	ALPHABET CL C ORD	6.56%	Reduce -17.9%	268,100	$94.73M	$353.33
3	DHR	DANAHER ORD	6.46%	Add +2.5%	489,500	$93.24M	$190.48
4	V	VISA CL A ORD	6.30%	-	265,330	$91.03M	$343.09
5	MA	MASTERCARD CL A ORD	5.17%	Reduce -1.1%	145,350	$74.65M	$513.60
6	AON	AON CL A ORD	4.91%	-	213,860	$70.94M	$331.69
7	VMC	VULCAN MATERIALS ORD	4.16%	Reduce -4.9%	203,800	$60.12M	$295.01
8	META	META PLATFORMS CL A ORD	4.02%	Reduce -2.6%	102,960	$58M	$563.29
9	TMO	THERMO FISHER SCIENTIFIC ORD	4.00%	Reduce -4.8%	115,200	$57.76M	$501.36
10	IEX	IDEX ORD	3.97%	Reduce -4.5%	252,400	$57.28M	$226.95
11	MSFT	MICROSOFT ORD	3.96%	Reduce -9.6%	153,200	$57.15M	$373.02
12	HEI-A	HEICO CL A ORD	3.65%	Add +8.2%	204,479	$52.74M	$257.91
13	AMZN	AMAZON COM ORD	3.59%	Reduce -2.3%	217,500	$51.84M	$238.34
14	TECH	BIO TECHNE ORD	2.66%	Reduce -16.8%	543,200	$38.38M	$70.65
15	SIRI	SIRIUSXM HOLDINGS ORD	2.43%	Reduce -8.1%	1,188,000	$35.09M	$29.54
16	ADI	ANALOG DEVICES ORD	2.34%	Reduce -19.9%	85,225	$33.85M	$397.17
17	EFX	EQUIFAX ORD	2.11%	Add +2.3%	191,980	$30.47M	$158.72
18	LH	LABCORP HOLDINGS ORD	1.92%	-	99,050	$27.73M	$280.00
19	MLM	MARTIN MARIETTA MATERIALS ORD	1.89%	Add +19.1%	47,370	$27.32M	$576.70
20	GPN	GLOBAL PAYMENTS ORD	1.76%	Add +4.5%	350,000	$25.4M	$72.56
21	TXN	TEXAS INSTRUMENTS ORD	1.61%	Reduce -51.3%	77,900	$23.22M	$298.07
22	LBRDK	LIBERTY BROADBAND SRS C ORD	1.33%	-	576,000	$19.16M	$33.26
23	IDXX	IDEXX LABORATORIES ORD	1.29%	-	35,300	$18.58M	$526.44
24	ACIW	ACI WORLDWIDE ORD	1.28%	-	367,700	$18.49M	$50.29
25	PRM	PERIMETER SOLUTIONS ORD	1.11%	Reduce -11.5%	450,817	$16.07M	$35.65
26	MELI	MERCADOLIBRE ORD	1.08%	Add +15.0%	9,200	$15.62M	$1697.39
27	ACN	ACCENTURE CL A ORD	1.03%	Reduce -29.9%	119,700	$14.9M	$124.44
28	IR	INGERSOLL RAND ORD	0.92%	Add +21.4%	161,670	$13.26M	$81.99
29	CSGP	COSTAR GROUP ORD	0.83%	Reduce -18.1%	423,181	$11.98M	$28.32
30	EEFT	EURONET WORLDWIDE ORD	0.81%	-	160,000	$11.71M	$73.19
31	ASML	ASML HOLDING ADR REP ORD	0.76%	-	5,500	$10.94M	$1989.44
32	LKQ	LKQ ORD	0.74%	-	408,000	$10.74M	$26.33
33	NFLX	NETFLIX ORD	0.73%	New	147,200	$10.51M	$71.40
34	TSM	TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD	0.66%	-	20,000	$9.55M	$477.57
35	ORCL	ORACLE ORD	0.56%	-	55,000	$8.06M	$146.55
36	COF	CAPITAL ONE FINANCIAL ORD	0.56%	New	40,000	$8.02M	$200.62
37	CRM	SALESFORCE ORD	0.53%	Reduce -39.5%	49,300	$7.72M	$156.66
38	NVDA	NVIDIA ORD	0.48%	-	35,000	$7M	$200.09
39	VLTO	VERALTO ORD	0.48%	Add +93.8%	77,500	$6.87M	$88.68
40	RGEN	REPLIGEN ORD	0.39%	Add +60.0%	40,800	$5.57M	$136.44
41	LBRDA	LIBERTY BROADBAND SRS A ORD	0.29%	Reduce -4.8%	123,750	$4.12M	$33.28
42	LIN	LINDE ORD	0.26%	Reduce -1.4%	7,100	$3.68M	$518.94
43	MTD	METTLER TOLEDO ORD	0.23%	New	2,550	$3.26M	$1277.51
44	POOL	POOL ORD	0.22%	-	15,000	$3.22M	$214.90
45	SPGI	S&P GLOBAL ORD	0.20%	Add +1.4%	7,150	$2.91M	$407.26
46	APH	AMPHENOL CL A ORD	0.11%	-	9,200	$1.62M	$176.32
47	FTV	FORTIVE ORD	0.09%	Reduce -3.3%	21,750	$1.33M	$61.09
48	FERG	FERGUSON ENTERPRISES ORD	0.09%	-	5,200	$1.23M	$237.33
49	CMCSA	COMCAST CL A ORD	0.08%	-	47,000	$1.15M	$24.55
50	CHTR	CHARTER COMMUNICATIONS CL A ORD	0.01%	-	650	$92.44K	$142.21
52	ODFL	OLD DOMINION FREIGHT LINE IN	-	Sold	0	$0	No quote	No quote
51	CDW	CDW CORP	-	Sold	0	$0	No quote	No quote