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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRUMENTS ORD | Reduce -51.3% | 1.61% | 77,900 | $23.22M | $298.07 | $191.00 - $334.03(75%)$196.30 -> $298.07 |
| GOOG | ALPHABET CL C ORD | Reduce -17.9% | 6.56% | 268,100 | $94.73M | $353.33 | $287.57 - $404.47(56%)$294.90 -> $353.33 |
| CDW | CDW CORP | Sold | — | 0 | $0 | — | - |
| ODFL | OLD DOMINION FREIGHT LINE IN | Sold | — | 0 | $0 | — | - |
| ADI | ANALOG DEVICES ORD | Reduce -19.9% | 2.34% | 85,225 | $33.85M | $397.17 | $309.79 - $444.75(65%)$320.58 -> $397.87 |
| TECH | BIO TECHNE ORD | Reduce -16.8% | 2.66% | 543,200 | $38.38M | $70.65 | $43.20 - $71.23(98%)$53.48 -> $70.65 |
| ACN | ACCENTURE CL A ORD | Reduce -29.9% | 1.03% | 119,700 | $14.9M | $124.44 | $118.15 - $202.16(7%)$197.06 -> $124.47 |
| MSFT | MICROSOFT ORD | Reduce -9.6% | 3.96% | 153,200 | $57.15M | $373.02 | $349.20 - $466.32(20%)$369.37 -> $373.02 |
| CRM | SALESFORCE ORD | Reduce -39.5% | 0.53% | 49,300 | $7.72M | $156.66 | $147.58 - $211.32(14%)$186.24 -> $156.72 |
| BRK-B | BERKSHIRE HATHAWAY CL B ORD | Reduce -2.6% | 9.41% | 271,600 | $135.91M | $500.39 | $464.01 - $500.56(100%)$478.50 -> $499.99 |
| SIRI | SIRIUSXM HOLDINGS ORD | Reduce -8.1% | 2.43% | 1,188,000 | $35.09M | $29.54 | $22.96 - $30.11(92%)$23.41 -> $29.54 |
| VMC | VULCAN MATERIALS ORD | Reduce -4.9% | 4.16% | 203,800 | $60.12M | $295.01 | $252.42 - $321.16(62%)$280.13 -> $295.01 |
| TMO | THERMO FISHER SCIENTIFIC ORD | Reduce -4.8% | 4.00% | 115,200 | $57.76M | $501.36 | $435.27 - $538.41(64%)$494.54 -> $501.36 |
| IEX | IDEX ORD | Reduce -4.5% | 3.97% | 252,400 | $57.28M | $226.95 | $187.38 - $230.18(92%)$191.98 -> $226.95 |
| CSGP | COSTAR GROUP ORD | Reduce -18.1% | 0.83% | 423,181 | $11.98M | $28.32 | $28.18 - $41.29(1%)$39.63 -> $28.32 |
| PRM | PERIMETER SOLUTIONS ORD | Reduce -11.5% | 1.11% | 450,817 | $16.07M | $35.65 | $23.91 - $37.71(85%)$25.88 -> $35.65 |
| META | META PLATFORMS CL A ORD | Reduce -2.6% | 4.02% | 102,960 | $58M | $563.29 | $540.21 - $691.52(15%)$579.23 -> $563.29 |
| AMZN | AMAZON COM ORD | Reduce -2.3% | 3.59% | 217,500 | $51.84M | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.72 |
| MA | MASTERCARD CL A ORD | Reduce -1.1% | 5.17% | 145,350 | $74.65M | $513.60 | $464.52 - $534.21(70%)$491.65 -> $513.60 |
| LBRDA | LIBERTY BROADBAND SRS A ORD | Reduce -4.8% | 0.29% | 123,750 | $4.12M | $33.28 | $29.18 - $59.25(14%)$50.20 -> $33.28 |
| LIN | LINDE ORD | Reduce -1.4% | 0.26% | 7,100 | $3.68M | $518.94 | $482.77 - $527.94(80%)$493.83 -> $518.94 |
| FTV | FORTIVE ORD | Reduce -3.3% | 0.09% | 21,750 | $1.33M | $61.09 | $54.77 - $63.40(73%)$55.90 -> $61.10 |