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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Updated 2026-09-12 from SEC 13F data.
Live quotes available for 38 of 73 rows. Rows without a quote are marked unavailable.
| 1 | LBTYK | LIBERTY GLOBAL PLC | 6.78% | Add +2.6% | 5,279,304 | $216.56M | $41.02 | No quote |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.45% | Add +7.4% | 1,581,357 | $206.21M | $130.40 | No quote |
| 3 | LMCK | LIBERTY MEDIA CORP DELAWARE | 5.11% | Add +10.5% | 4,735,123 | $163.17M | No quote | No quote |
| 4 | QVCA | LIBERTY INTERACTIVE CORP | 3.76% | Reduce -11.0% | 4,582,735 | $120.21M | No quote | No quote |
| 5 | VRX | VALEANT PHARMACEUTICALS INTL | 3.52% | Reduce -12.1% | 630,155 | $112.41M | No quote | No quote |
| 6 | TDG | TRANSDIGM GROUP INC | 3.19% | Reduce -13.8% | 480,357 | $102.03M | $212.41 | No quote |
| 7 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 3.18% | Reduce -0.4% | 520 | $101.53M | $195240.38 | No quote |
| 8 | PCP | PRECISION CASTPARTS CORP | 3.17% | Add +11.1% | 440,563 | $101.2M | No quote | No quote |
| 9 | RRC | RANGE RES CORP | 2.75% | Add +27.2% | 2,735,346 | $87.86M | $32.12 | No quote |
| 10 | ESRX | EXPRESS SCRIPTS HLDG CO | 2.70% | Reduce -5.5% | 1,066,089 | $86.31M | No quote | No quote |
| 11 | LBRDK | LIBERTY BROADBAND CORP | 2.69% | Add +4.2% | 1,676,680 | $85.8M | $51.17 | No quote |
| 12 | RWT | REDWOOD TR INC | 2.63% | Add +6.3% | 6,077,504 | $84.11M | No quote | No quote |
| 13 | LH | LABORATORY CORP AMER HLDGS | 2.50% | Add +2.1% | 735,729 | $79.81M | $108.47 | No quote |
| 14 | GOOG | GOOGLE INC | 2.45% | Add +3.3% | 128,562 | $78.22M | $608.42 | No quote |
| 15 | DISCA | DISCOVERY COMMUNICATNS NEW | 2.34% | New | 2,875,000 | $74.84M | No quote | No quote |
| 16 | MSI | MOTOROLA SOLUTIONS INC | 2.34% | Add +3.2% | 1,092,813 | $74.73M | $68.38 | No quote |
| 17 | ENDPQ | ENDO INTL PLC | 2.11% | Add +1.2% | 972,478 | $67.37M | No quote | No quote |
| 18 | FOSL | FOSSIL GROUP INC | 2.02% | Add +38.6% | 1,157,741 | $64.7M | $55.88 | No quote |
| 19 | WFC | WELLS FARGO & CO NEW | 1.94% | Reduce -2.4% | 1,204,763 | $61.87M | $51.35 | No quote |
| 20 | FOX | TWENTY FIRST CENTY FOX INC | 1.86% | Reduce -11.1% | 2,195,011 | $59.42M | $27.07 | No quote |
| 21 | AON | AON PLC | 1.83% | Add +2.4% | 661,513 | $58.62M | $88.61 | No quote |
| 22 | IILG | INTERVAL LEISURE GROUP INC | 1.73% | Add +19.9% | 3,006,342 | $55.2M | No quote | No quote |
| 23 | PXD | PIONEER NAT RES CO | 1.72% | Reduce -7.8% | 450,988 | $54.86M | No quote | No quote |
| 24 | ORCL | ORACLE CORP | 1.61% | Add +3.6% | 1,421,882 | $51.36M | $36.12 | No quote |
| 25 | AGN | ALLERGAN PLC | 1.60% | New | 187,607 | $50.99M | No quote | No quote |
| 26 | TXN | TEXAS INSTRS INC | 1.58% | Add +4.2% | 1,022,126 | $50.62M | $49.52 | No quote |
| 27 | FOXA | TWENTY FIRST CENTY FOX INC | 1.35% | Add +60.0% | 1,601,200 | $43.2M | $26.98 | No quote |
| 28 | ADT | THE ADT CORPORATION | 1.34% | Add +3.3% | 1,428,624 | $42.72M | $29.90 | No quote |
| 29 | ICON | ICONIX BRAND GROUP INC | 1.33% | Add +11.1% | 3,137,002 | $42.41M | No quote | No quote |
| 30 | WAIR | WESCO AIRCRAFT HLDGS INC | 1.32% | Add +21.4% | 3,446,000 | $42.04M | No quote | No quote |
| 31 | LMCAD | LIBERTY MEDIA CORP DELAWARE | 1.23% | Reduce -0.2% | 1,101,533 | $39.35M | No quote | No quote |
| 32 | LVNTA | LIBERTY INTERACTIVE CORP | 1.16% | Add +0.2% | 918,556 | $37.06M | No quote | No quote |
| 33 | NCMI | NATIONAL CINEMEDIA INC | 1.14% | Add +10.7% | 2,717,430 | $36.47M | $13.42 | No quote |
| 34 | BRO | BROWN & BROWN INC | 1.08% | Add +1.5% | 1,116,728 | $34.59M | $30.97 | No quote |
| 35 | MON | MONSANTO CO NEW | 1.07% | Add +76.4% | 401,800 | $34.29M | No quote | No quote |
| 36 | MA | MASTERCARD INC | 1.04% | Add +17.3% | 369,530 | $33.3M | $90.12 | No quote |
| 37 | ALSN | ALLISON TRANSMISSION HLDGS I | 1.01% | Add +33.3% | 1,204,728 | $32.15M | $26.69 | No quote |
| 38 | GOOGL | GOOGLE INC | 0.97% | Reduce -9.5% | 48,570 | $31.01M | $638.38 | No quote |
| 39 | FLIR | FLIR SYS INC | 0.90% | Add +6.1% | 1,030,681 | $28.85M | No quote | No quote |
| 40 | WSH | WILLIS GROUP HOLDINGS PUBLIC | 0.89% | Add +3.0% | 695,725 | $28.5M | No quote | No quote |
| 41 | AVP | AVON PRODS INC | 0.84% | Reduce -7.3% | 8,215,308 | $26.7M | No quote | No quote |
| 42 | XOXO | XO GROUP INC | 0.83% | Add +0.5% | 1,879,286 | $26.55M | No quote | No quote |
| 43 | EQC | EQUITY COMWLTH | 0.73% | Add +0.9% | 855,000 | $23.29M | No quote | No quote |
| 44 | CLB | CORE LABORATORIES N V | 0.72% | Reduce -24.9% | 229,200 | $22.87M | $99.80 | No quote |
| 45 | UPS | UNITED PARCEL SERVICE INC | 0.71% | - | 231,150 | $22.81M | $98.69 | No quote |
| 46 | ACN | ACCENTURE PLC IRELAND | 0.71% | - | 230,400 | $22.64M | $98.26 | No quote |
| 47 | PX | PRAXAIR INC | 0.68% | Add +69.7% | 213,340 | $21.73M | No quote | No quote |
| 48 | EOG | EOG RES INC | 0.65% | New | 286,740 | $20.88M | $72.80 | No quote |
| 49 | LBRDA | LIBERTY BROADBAND CORP | 0.65% | Add +0.3% | 404,917 | $20.83M | $51.44 | No quote |
| 50 | OMC | OMNICOM GROUP INC | 0.60% | Add +0.1% | 289,826 | $19.1M | $65.90 | No quote |
| 51 | ANGI | ANGIES LIST INC | 0.54% | Reduce -4.7% | 3,428,562 | $17.28M | $5.04 | No quote |
| 52 | DISCK | DISCOVERY COMMUNICATNS NEW | 0.51% | Reduce -79.8% | 668,721 | $16.24M | No quote | No quote |
| 53 | DEO | DIAGEO P L C | 0.44% | - | 131,695 | $14.2M | $107.79 | No quote |
| 54 | LYV | LIVE NATION ENTERTAINMENT IN | 0.42% | Reduce -21.1% | 560,500 | $13.47M | $24.04 | No quote |
| 55 | HAL | HALLIBURTON CO | 0.32% | Add +126.7% | 291,930 | $10.32M | $35.35 | No quote |
| 56 | LILAK | LIBERTY GLOBAL PLC | 0.31% | New | 291,980 | $10M | $34.24 | No quote |
| 57 | MUSA | MURPHY USA INC | 0.27% | New | 155,000 | $8.52M | $54.95 | No quote |
| 58 | ACIW | ACI WORLDWIDE INC | 0.24% | Reduce -17.5% | 367,000 | $7.75M | $21.12 | No quote |
| 59 | CCRD | INTELLIGENT SYS CORP NEW | 0.20% | - | 2,270,000 | $6.4M | No quote | No quote |
| 60 | CMLS | CUMULUS MEDIA INC | 0.09% | Add +5.7% | 3,880,000 | $2.73M | No quote | No quote |
| 61 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.05% | Add +15.4% | 15,000 | $1.6M | $106.33 | No quote |
| 62 | MSFT | MICROSOFT CORP | 0.04% | Reduce -25.0% | 30,000 | $1.33M | $44.27 | No quote |
| 63 | MRC | MRC GLOBAL INC | 0.02% | - | 63,110 | $704K | No quote | No quote |
| 64 | CMCSK | COMCAST CORP NEW | 0.01% | - | 6,500 | $372K | No quote | No quote |
| 65 | POST | POST HLDGS INC | 0.01% | Reduce -98.7% | 5,300 | $313K | $59.06 | No quote |
| 66 | CPGX | COLUMBIA PIPELINE GROUP INC | 0.01% | New | 10,000 | $183K | No quote | No quote |
| 67 | MNR | MONMOUTH REAL ESTATE INVT CO | 0.00% | - | 15,200 | $148K | No quote | No quote |
| 72 | WKC | WORLD FUEL SVCS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 71 | PBH | PRESTIGE BRANDS HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 70 | MLM | MARTIN MARIETTA MATLS INC | - | Sold | 0 | $0 | No quote | No quote |
| 69 | CTRX | CATAMARAN CORP | - | Sold | 0 | $0 | No quote | No quote |
| 68 | BHI | BAKER HUGHES 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 | 32,825,000 | $31.66M |