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 2026-09-12 from SEC 13F data.
Live quotes available for 34 of 68 rows. Rows without a quote are marked unavailable.
| 1 | VRX | VALEANT PHARMACEUTICALS INTL | 6.58% | Add +9.1% | 1,691,525 | $221.93M | No quote | No quote |
| 2 | LBTYK | LIBERTY GLOBAL PLC | 6.03% | Add +17.4% | 4,958,258 | $203.36M | $41.02 | No quote |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.82% | Add +2.6% | 1,419,123 | $196.04M | $138.14 | No quote |
| 4 | QVCA | LIBERTY INTERACTIVE CORP | 4.42% | Add +1.2% | 5,218,030 | $148.82M | No quote | No quote |
| 5 | LMCK | LIBERTY MEDIA CORP DELAWARE | 4.30% | New | 3,080,597 | $144.76M | No quote | No quote |
| 6 | DTV | DIRECTV | 4.17% | Reduce -3.4% | 1,624,412 | $140.54M | No quote | No quote |
| 7 | ESRX | EXPRESS SCRIPTS HLDG CO | 3.72% | Add +2.0% | 1,776,907 | $125.5M | No quote | No quote |
| 8 | WFC | WELLS FARGO & CO NEW | 3.53% | Reduce -1.9% | 2,291,485 | $118.86M | $51.87 | No quote |
| 9 | TXN | TEXAS INSTRS INC | 3.24% | Add +0.7% | 2,290,955 | $109.26M | $47.69 | No quote |
| 10 | TDG | TRANSDIGM GROUP INC | 3.23% | Reduce -1.2% | 590,666 | $108.88M | $184.33 | No quote |
| 11 | LH | LABORATORY CORP AMER HLDGS | 2.99% | Reduce -1.1% | 988,891 | $100.62M | $101.75 | No quote |
| 12 | RWT | REDWOOD TR INC | 2.92% | Add +1.6% | 5,925,435 | $98.24M | No quote | No quote |
| 13 | MLM | MARTIN MARIETTA MATLS INC | 2.91% | Reduce -1.7% | 760,263 | $98.03M | $128.94 | No quote |
| 14 | ICON | ICONIX BRAND GROUP INC | 2.55% | Reduce -3.3% | 2,322,615 | $85.8M | No quote | No quote |
| 15 | ORCL | ORACLE CORP | 2.33% | Add +1.3% | 2,047,605 | $78.38M | $38.28 | No quote |
| 16 | RRC | RANGE RES CORP | 2.24% | Add +42.4% | 1,113,967 | $75.54M | $67.81 | No quote |
| 17 | LMCAD | LIBERTY MEDIA CORP DELAWARE | 2.06% | Add +1.3% | 1,473,581 | $69.52M | No quote | No quote |
| 18 | APA | APACHE CORP | 2.01% | Reduce -29.7% | 721,408 | $67.72M | $93.87 | No quote |
| 19 | MSFT | MICROSOFT CORP | 1.99% | Reduce -21.3% | 1,443,400 | $66.92M | $46.36 | No quote |
| 20 | LYV | LIVE NATION ENTERTAINMENT IN | 1.96% | Add +0.9% | 2,754,295 | $66.16M | $24.02 | No quote |
| 21 | AVP | AVON PRODS INC | 1.84% | Add +66.5% | 4,908,498 | $61.85M | No quote | No quote |
| 22 | ADT | THE ADT CORPORATION | 1.81% | Reduce -12.2% | 1,722,865 | $61.09M | $35.46 | No quote |
| 23 | IILG | INTERVAL LEISURE GROUP INC | 1.81% | Add +3.4% | 3,197,964 | $60.92M | No quote | No quote |
| 24 | AON | AON PLC | 1.69% | Reduce -2.0% | 648,450 | $56.85M | $87.67 | No quote |
| 25 | ENDPQ | ENDO INTL PLC | 1.46% | Reduce -17.6% | 721,950 | $49.34M | No quote | No quote |
| 26 | CTRX | CATAMARAN CORP | 1.25% | Add +33.8% | 1,001,377 | $42.21M | No quote | No quote |
| 27 | NCMI | NATIONAL CINEMEDIA INC | 1.23% | Add +9.4% | 2,854,615 | $41.42M | $14.51 | No quote |
| 28 | WAIR | WESCO AIRCRAFT HLDGS INC | 1.17% | Add +85.6% | 2,273,340 | $39.56M | No quote | No quote |
| 29 | GOOG | GOOGLE INC | 1.15% | Add +2.8% | 67,331 | $38.87M | $577.36 | No quote |
| 30 | EBAY | EBAY INC | 1.11% | Add +1.5% | 662,990 | $37.55M | $56.63 | No quote |
| 31 | BRO | BROWN & BROWN INC | 1.00% | Reduce -2.4% | 1,047,446 | $33.68M | $32.15 | No quote |
| 32 | FIS | FIDELITY NATL INFORMATION SV | 0.96% | Add +2.0% | 575,080 | $32.38M | $56.30 | No quote |
| 33 | XOXO | XO GROUP INC | 0.94% | Reduce -0.3% | 2,816,429 | $31.57M | No quote | No quote |
| 34 | GOOGL | GOOGLE INC | 0.94% | - | 53,650 | $31.57M | $588.41 | No quote |
| 35 | PCP | PRECISION CASTPARTS CORP | 0.90% | New | 127,535 | $30.21M | No quote | No quote |
| 36 | FLIR | FLIR SYS INC | 0.83% | Reduce -2.5% | 896,885 | $28.11M | No quote | No quote |
| 37 | DIS | DISNEY WALT CO | 0.75% | Reduce -21.7% | 283,050 | $25.2M | $89.03 | No quote |
| 38 | WSH | WILLIS GROUP HOLDINGS PUBLIC | 0.72% | Add +371.0% | 588,720 | $24.37M | No quote | No quote |
| 39 | UPS | UNITED PARCEL SERVICE INC | 0.70% | Add +2.1% | 239,150 | $23.51M | $98.29 | No quote |
| 40 | DISCK | DISCOVERY COMMUNICATNS NEW | 0.70% | New | 629,100 | $23.45M | No quote | No quote |
| 41 | ANGI | ANGIES LIST INC | 0.69% | Add +934.7% | 3,673,102 | $23.4M | $6.37 | No quote |
| 42 | CACI | CACI INTL INC | 0.66% | - | 314,400 | $22.41M | No quote | No quote |
| 43 | OMC | OMNICOM GROUP INC | 0.60% | Reduce -0.0% | 291,280 | $20.06M | $68.86 | No quote |
| 44 | TBF | PROSHARES TR | 0.58% | Reduce -12.5% | 700,000 | $19.42M | No quote | No quote |
| 45 | ACN | ACCENTURE PLC IRELAND | 0.56% | - | 230,400 | $18.74M | $81.32 | No quote |
| 46 | LVNTA | LIBERTY INTERACTIVE CORP | 0.53% | - | 470,000 | $17.84M | No quote | No quote |
| 47 | PX | PRAXAIR INC | 0.48% | - | 125,645 | $16.21M | No quote | No quote |
| 48 | DEO | DIAGEO P L C | 0.45% | - | 131,595 | $15.19M | $115.40 | No quote |
| 49 | WKC | WORLD FUEL SVCS CORP | 0.44% | Reduce -25.6% | 372,100 | $14.85M | No quote | No quote |
| 50 | LTRPA | LIBERTY TRIPADVISOR HLDGS IN | 0.43% | New | 430,000 | $14.58M | No quote | No quote |
| 51 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.42% | - | 69 | $14.28M | $206898.55 | No quote |
| 52 | PXD | PIONEER NAT RES CO | 0.42% | - | 72,330 | $14.25M | No quote | No quote |
| 53 | CMLS | CUMULUS MEDIA INC | 0.40% | Add +0.3% | 3,308,963 | $13.34M | No quote | No quote |
| 54 | ACIW | ACI WORLDWIDE INC | 0.36% | Add +265.3% | 643,000 | $12.06M | $18.76 | No quote |
| 55 | ASCMA | ASCENT CAP GROUP INC | 0.25% | Add +40.0% | 140,000 | $8.43M | No quote | No quote |
| 56 | POST | POST HLDGS INC | 0.24% | New | 243,000 | $8.06M | $33.18 | No quote |
| 57 | SAPE | SAPIENT CORP | 0.23% | Add +0.0% | 550,100 | $7.7M | No quote | No quote |
| 58 | PBH | PRESTIGE BRANDS HLDGS INC | 0.15% | Add +28.0% | 160,000 | $5.18M | $32.37 | No quote |
| 59 | CCRD | INTELLIGENT SYS CORP NEW | 0.09% | - | 2,270,000 | $3.11M | No quote | No quote |
| 60 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.04% | - | 13,000 | $1.44M | $110.85 | No quote |
| 61 | ALSN | ALLISON TRANSMISSION HLDGS I | 0.01% | - | 15,000 | $427K | $28.47 | No quote |
| 62 | HPQ | HEWLETT PACKARD CO | 0.01% | Reduce -12.5% | 10,500 | $372K | $35.43 | No quote |
| 63 | FCN | FTI CONSULTING INC | 0.01% | Reduce -53.8% | 9,000 | $315K | $35.00 | No quote |
| 64 | MNR | MONMOUTH REAL ESTATE INVT CO | 0.00% | New | 6,800 | $69K | No quote | No quote |
| 67 | USB | US BANCORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 66 | TGT | TARGET CORP | - | Sold | 0 | $0 | No quote | No quote |
| 65 | AAPL | APPLE INC | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | REDWOOD TR INCNOTE 4.625% 4/1 | OTHER | 28,825,000 | $28.61M |