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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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX ORD | New | 0.73% | 147,200 | $10.51M | $71.40 | $70.86 - $108.95(1%)$95.55 -> $71.40 |
| COF | CAPITAL ONE FINANCIAL ORD | New | 0.56% | 40,000 | $8.02M | $200.62 | $174.24 - $210.84(72%)$184.50 -> $200.60 |
| MTD | METTLER TOLEDO ORD | New | 0.23% | 2,550 | $3.26M | $1277.51 | $1023.05 - $1365.79(74%)$1274.05 -> $1277.51 |
| MLM | MARTIN MARIETTA MATERIALS ORD | Add +19.1% | 1.89% | 47,370 | $27.32M | $576.70 | $525.38 - $641.93(44%)$598.92 -> $576.70 |
| HEI-A | HEICO CL A ORD | Add +8.2% | 3.65% | 204,479 | $52.74M | $257.91 | $199.35 - $260.28(96%)$212.38 -> $257.91 |
| VLTO | VERALTO ORD | Add +93.8% | 0.48% | 77,500 | $6.87M | $88.68 | $80.03 - $92.75(68%)$88.06 -> $88.68 |
| IR | INGERSOLL RAND ORD | Add +21.4% | 0.92% | 161,670 | $13.26M | $81.99 | $68.07 - $89.10(66%)$80.00 -> $81.99 |
| DHR | DANAHER ORD | Add +2.5% | 6.46% | 489,500 | $93.24M | $190.48 | $160.93 - $200.50(75%)$190.79 -> $190.37 |
| RGEN | REPLIGEN ORD | Add +60.0% | 0.39% | 40,800 | $5.57M | $136.44 | $100.99 - $149.05(74%)$118.32 -> $136.44 |
| MELI | MERCADOLIBRE ORD | Add +15.0% | 1.08% | 9,200 | $15.62M | $1697.39 | $1495.00 - $1903.00(50%)$1718.97 -> $1697.39 |
| GPN | GLOBAL PAYMENTS ORD | Add +4.5% | 1.76% | 350,000 | $25.4M | $72.56 | $61.17 - $76.06(76%)$65.36 -> $72.56 |
| EFX | EQUIFAX ORD | Add +2.3% | 2.11% | 191,980 | $30.47M | $158.72 | $150.75 - $200.09(16%)$179.66 -> $158.72 |
| SPGI | S&P GLOBAL ORD | Add +1.4% | 0.20% | 7,150 | $2.91M | $407.26 | $393.03 - $456.70(22%)$425.17 -> $407.26 |