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
- +8.87%
- 1-year
- +4.70%
- 3-year
- +26.94%
- 5-year
- +18.54%
- 3-year vs S&P 500
- -46.30%
- 5-year vs S&P 500
- -55.97%
- 5-year top 5
- +50.83%
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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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 34 of 59 rows. Rows without a quote are marked unavailable.
| 1 | VRX | VALEANT PHARMACEUTICALS INTL COM | 6.36% | - | 2,082,750 | $156.25M | No quote | No quote |
| 2 | AON | AON PLC SHS CL A | 5.30% | - | 2,116,404 | $130.16M | $61.50 | No quote |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 5.18% | - | 1,221,371 | $127.27M | $104.20 | No quote |
| 4 | DTV | DIRECTV COM | 5.13% | - | 2,224,800 | $125.95M | No quote | No quote |
| 5 | RWT | REDWOOD TR INC COM | 4.58% | - | 4,856,938 | $112.58M | No quote | No quote |
| 6 | TXN | TEXAS INSTRS INC COM | 4.10% | - | 2,840,600 | $100.78M | $35.48 | No quote |
| 7 | LBTYK | LIBERTY GLOBAL INC COM SER C | 4.04% | - | 1,447,600 | $99.35M | $68.63 | No quote |
| 8 | WFC | WELLS FARGO & CO NEW COM | 3.94% | - | 2,617,800 | $96.83M | $36.99 | No quote |
| 9 | QVCA | LIBERTY INTERACTIVE CORP INT COM SER A | 3.20% | - | 3,674,100 | $78.55M | No quote | No quote |
| 10 | MLM | MARTIN MARIETTA MATLS INC COM | 3.08% | - | 741,700 | $75.67M | $102.02 | No quote |
| 11 | ICON | ICONIX BRAND GROUP INC COM | 2.93% | - | 2,779,810 | $71.91M | No quote | No quote |
| 12 | GOOGL | GOOGLE INC CL A | 2.77% | - | 85,715 | $68.06M | $794.03 | No quote |
| 13 | LYV | LIVE NATION ENTERTAINMENT IN COM | 2.74% | - | 5,433,800 | $67.22M | $12.37 | No quote |
| 14 | FLIR | FLIR SYS INC COM | 2.72% | - | 2,565,770 | $66.74M | No quote | No quote |
| 15 | APA | APACHE CORP COM | 2.72% | - | 864,718 | $66.72M | $77.16 | No quote |
| 16 | OCR | OMNICARE INC COM | 2.61% | - | 1,576,420 | $64.19M | No quote | No quote |
| 17 | MSFT | MICROSOFT CORP COM | 2.37% | - | 2,035,778 | $58.24M | $28.61 | No quote |
| 18 | TGT | TARGET CORP COM | 2.30% | - | 825,214 | $56.49M | $68.45 | No quote |
| 19 | LH | LABORATORY CORP AMER HLDGS COM NEW | 2.25% | - | 612,850 | $55.28M | $90.20 | No quote |
| 20 | LMCAD | LIBERTY MEDIA CORP DELAWARE CL A | 2.25% | - | 494,530 | $55.2M | No quote | No quote |
| 21 | IILG | INTERVAL LEISURE GROUP INC COM | 2.22% | - | 2,511,142 | $54.59M | No quote | No quote |
| 22 | RRC | RANGE RES CORP COM | 2.05% | - | 620,000 | $50.25M | $81.04 | No quote |
| 23 | ESRX | EXPRESS SCRIPTS HLDG CO COM | 2.01% | - | 856,500 | $49.38M | No quote | No quote |
| 24 | SWN | SOUTHWESTERN ENERGY CO COM | 1.91% | - | 1,257,660 | $46.86M | No quote | No quote |
| 25 | HPQ | HEWLETT PACKARD CO COM | 1.68% | - | 1,731,130 | $41.27M | $23.84 | No quote |
| 26 | CSTR | COINSTAR INC COM | 1.63% | - | 685,929 | $40.07M | No quote | No quote |
| 27 | UPS | UNITED PARCEL SERVICE INC CL B | 1.43% | - | 410,000 | $35.22M | $85.90 | No quote |
| 28 | NCMI | NATIONAL CINEMEDIA INC COM | 1.26% | - | 1,963,297 | $30.98M | $15.78 | No quote |
| 29 | CVS | CVS CAREMARK CORPORATION COM | 1.25% | - | 557,700 | $30.67M | $54.99 | No quote |
| 30 | OMC | OMNICOM GROUP INC COM | 1.25% | - | 520,000 | $30.63M | $58.90 | No quote |
| 31 | XOXO | XO GROUP INC COM | 1.13% | - | 2,778,858 | $27.79M | No quote | No quote |
| 32 | TDG | TRANSDIGM GROUP INC COM | 1.06% | - | 170,000 | $26M | $152.92 | No quote |
| 33 | FIS | FIDELITY NATL INFORMATION SV COM | 0.91% | - | 565,300 | $22.4M | $39.62 | No quote |
| 34 | SD | SANDRIDGE ENERGY INC COM | 0.90% | - | 4,200,030 | $22.13M | $5.27 | No quote |
| 35 | DIS | DISNEY WALT CO COM DISNEY | 0.83% | - | 359,800 | $20.44M | $56.80 | No quote |
| 36 | - | REDWOOD TR INC NOTE 4.625% 4/1CUSIP 758075AB1 | 0.77% | - | 17,000,000 | $18.81M | No quote | No quote |
| 37 | LVNTA | LIBERTY INTERACTIVE CORP LBT VENT COM A | 0.75% | - | 243,918 | $18.44M | No quote | No quote |
| 38 | CACI | CACI INTL INC CL A | 0.74% | - | 315,520 | $18.26M | No quote | No quote |
| 39 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | 0.70% | - | 225,300 | $17.12M | $75.97 | No quote |
| 40 | DEO | DIAGEO P L C SPON ADR NEW | 0.65% | - | 126,200 | $15.88M | $125.84 | No quote |
| 41 | PX | PRAXAIR INC COM | 0.57% | - | 125,000 | $13.94M | No quote | No quote |
| 42 | CMLS | CUMULUS MEDIA INC CL A | 0.45% | - | 3,300,000 | $11.12M | No quote | No quote |
| 43 | BRK-A | BERKSHIRE HATHAWAY INC DEL CL A | 0.44% | - | 69 | $10.78M | $156275.36 | No quote |
| 44 | BRO | BROWN & BROWN INC COM | 0.40% | - | 310,000 | $9.93M | $32.04 | No quote |
| 45 | CNA | CNA FINL CORP COM | 0.31% | - | 230,000 | $7.52M | $32.69 | No quote |
| 46 | MOS | MOSAIC CO NEW COM | 0.30% | - | 125,000 | $7.45M | $59.61 | No quote |
| 47 | SAPE | SAPIENT CORP COM | 0.28% | - | 574,000 | $7M | No quote | No quote |
| 48 | FCN | FTI CONSULTING INC COM | 0.27% | - | 179,204 | $6.75M | $37.66 | No quote |
| 49 | CMP | COMPASS MINERALS INTL INC COM | 0.27% | - | 85,000 | $6.71M | No quote | No quote |
| 50 | PBH | PRESTIGE BRANDS HLDGS INC COM | 0.26% | - | 250,000 | $6.42M | $25.69 | No quote |
| 51 | ASCMA | ASCENT CAP GROUP INC COM SER A | 0.18% | - | 60,000 | $4.47M | No quote | No quote |
| 52 | STRZA | STARZ LIBRTY CAP COM A | 0.17% | - | 190,000 | $4.21M | No quote | No quote |
| 53 | WSH | WILLIS GROUP HOLDINGS PUBLIC SHS | 0.16% | - | 100,000 | $3.95M | No quote | No quote |
| 54 | CCRD | INTELLIGENT SYS CORP NEW COM | 0.14% | - | 2,270,000 | $3.53M | No quote | No quote |
| 55 | USB | US BANCORP DEL COM NEW | 0.03% | - | 20,000 | $679K | $33.95 | No quote |
| 56 | ESI | ITT EDUCATIONAL SERVICES INC COM | 0.02% | - | 32,450 | $447K | $13.78 | No quote |
| 57 | AVP | AVON PRODS INC COM | 0.01% | - | 16,000 | $332K | No quote | No quote |
| 58 | ORCL | ORACLE CORP COM | 0.01% | - | 9,000 | $291K | $32.33 | No quote |
| 59 | AAPL | APPLE INC COM | 0.01% | - | 600 | $266K | $443.33 | No quote |