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 2026-06-06 from SEC 13F data.
Live quotes available for 48 of 88 rows. Rows without a quote are marked unavailable.
| 1 | LBRDK | LIBERTY BROADBAND CORP | 8.16% | Reduce -5.3% | 2,251,124 | $194.5M | $86.40 | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 8.04% | Reduce -6.0% | 1,149,537 | $191.61M | No quote | No quote |
| 3 | LBTYK | LIBERTY GLOBAL PLC | 7.65% | Reduce -4.9% | 5,204,180 | $182.35M | $35.04 | No quote |
| 4 | AGN | ALLERGAN PLC | 5.14% | Reduce -19.6% | 512,403 | $122.42M | No quote | No quote |
| 5 | LH | LABORATORY CORP AMER HLDGS | 4.46% | Reduce -5.0% | 740,019 | $106.17M | $143.47 | No quote |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 4.33% | Reduce -0.5% | 413 | $103.19M | No quote | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 3.52% | Reduce -5.8% | 745,144 | $83.81M | $112.47 | No quote |
| 8 | QVCA | LIBERTY INTERACTIVE CORP | 3.45% | Reduce -4.8% | 4,110,804 | $82.3M | No quote | No quote |
| 9 | FOXA | TWENTY FIRST CENTY FOX INC | 3.43% | Reduce -19.9% | 2,520,950 | $81.65M | $32.39 | No quote |
| 10 | GOOG | ALPHABET INC | 3.36% | Reduce -5.1% | 96,549 | $80.09M | $829.56 | No quote |
| 11 | RWT | REDWOOD TR INC | 3.34% | Reduce -11.4% | 4,789,650 | $79.56M | No quote | No quote |
| 12 | V | VISA INC | 3.04% | Reduce -5.2% | 815,294 | $72.46M | $88.87 | No quote |
| 13 | LSXMK | LIBERTY MEDIA CORP DELAWARE | 2.91% | Reduce -28.8% | 1,790,652 | $69.44M | No quote | No quote |
| 14 | CFX | COLFAX CORP | 2.84% | Reduce -10.1% | 1,724,640 | $67.71M | No quote | No quote |
| 15 | ORCL | ORACLE CORP | 2.24% | Reduce -5.4% | 1,198,427 | $53.46M | $44.61 | No quote |
| 16 | DISCK | DISCOVERY COMMUNICATNS NEW | 2.21% | Reduce -11.6% | 1,858,584 | $52.62M | No quote | No quote |
| 17 | AON | AON PLC | 2.08% | Reduce -5.4% | 417,134 | $49.51M | $118.69 | No quote |
| 18 | ILG | ILG INC | 1.97% | Reduce -11.7% | 2,234,256 | $46.83M | No quote | No quote |
| 19 | WFC | WELLS FARGO & CO NEW | 1.96% | Reduce -6.5% | 839,352 | $46.72M | $55.66 | No quote |
| 20 | TXN | TEXAS INSTRS INC | 1.84% | Reduce -7.5% | 543,780 | $43.81M | $80.56 | No quote |
| 21 | LVNTA | LIBERTY INTERACTIVE CORP | 1.42% | Reduce -3.1% | 762,000 | $33.89M | No quote | No quote |
| 22 | WAIR | WESCO AIRCRAFT HLDGS INC | 1.33% | Add +4.9% | 2,775,000 | $31.64M | No quote | No quote |
| 23 | LBRDA | LIBERTY BROADBAND CORP | 1.25% | Reduce -3.1% | 350,000 | $29.78M | $85.09 | No quote |
| 24 | FLIR | FLIR SYS INC | 1.15% | Reduce -8.8% | 756,315 | $27.44M | No quote | No quote |
| 25 | PX | PRAXAIR INC | 1.06% | Add +1.6% | 213,663 | $25.34M | No quote | No quote |
| 26 | PXD | PIONEER NAT RES CO | 1.03% | Reduce -6.9% | 131,491 | $24.49M | No quote | No quote |
| 27 | ALSN | ALLISON TRANSMISSION HLDGS I | 1.01% | Reduce -25.0% | 669,225 | $24.13M | $36.06 | No quote |
| 28 | RRC | RANGE RES CORP | 1.01% | Reduce -7.5% | 826,204 | $24.04M | $29.10 | No quote |
| 29 | LILAK | LIBERTY GLOBAL PLC | 1.00% | Reduce -16.1% | 1,037,666 | $23.91M | $23.04 | No quote |
| 30 | CMCSA | COMCAST CORP NEW | 0.97% | Add +96.3% | 612,920 | $23.04M | $37.59 | No quote |
| 31 | MON | MONSANTO CO NEW | 0.95% | Reduce -0.1% | 200,351 | $22.68M | No quote | No quote |
| 32 | WTW | WILLIS TOWERS WATSON PUB LTD | 0.93% | Reduce -7.8% | 169,228 | $22.15M | $130.89 | No quote |
| 33 | TMO | THERMO FISHER SCIENTIFIC INC | 0.87% | Add +2.6% | 135,545 | $20.82M | $153.60 | No quote |
| 34 | ACN | ACCENTURE PLC IRELAND | 0.84% | Reduce -0.1% | 166,817 | $20M | $119.88 | No quote |
| 35 | UPS | UNITED PARCEL SERVICE INC | 0.71% | Reduce -0.2% | 157,236 | $16.87M | $107.30 | No quote |
| 36 | LSXMA | LIBERTY MEDIA CORP DELAWARE | 0.67% | - | 410,000 | $15.96M | No quote | No quote |
| 37 | DEO | DIAGEO P L C | 0.64% | Reduce -0.7% | 131,570 | $15.21M | $115.58 | No quote |
| 38 | DLTR | DOLLAR TREE INC | 0.60% | New | 181,061 | $14.21M | $78.46 | No quote |
| 39 | LEXEA | LIBERTY EXPEDIA HOLDINGS | 0.59% | Reduce -3.2% | 308,000 | $14.01M | No quote | No quote |
| 40 | XOXO | XO GROUP INC | 0.57% | Add +0.2% | 785,346 | $13.52M | No quote | No quote |
| 41 | MUSA | MURPHY USA INC | 0.52% | Add +1.4% | 167,614 | $12.31M | $73.42 | No quote |
| 42 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.50% | Reduce -2.2% | 350,000 | $11.95M | $34.15 | No quote |
| 43 | NCMI | NATIONAL CINEMEDIA INC | 0.50% | Add +11.1% | 939,695 | $11.87M | $12.63 | No quote |
| 44 | AMZN | AMAZON COM INC | 0.46% | - | 12,460 | $11.05M | $886.52 | No quote |
| 45 | CCRD | INTELLIGENT SYS CORP NEW | 0.44% | - | 2,270,000 | $10.41M | No quote | No quote |
| 46 | CVS | CVS HEALTH CORP | 0.40% | Add +0.8% | 122,123 | $9.59M | $78.50 | No quote |
| 47 | EQC | EQUITY COMWLTH | 0.33% | Reduce -0.8% | 254,000 | $7.93M | No quote | No quote |
| 48 | HAL | HALLIBURTON CO | 0.26% | Reduce -0.1% | 126,980 | $6.25M | $49.21 | No quote |
| 49 | FOX | TWENTY FIRST CENTY FOX INC | 0.22% | Reduce -47.0% | 164,490 | $5.23M | $31.78 | No quote |
| 50 | BATRK | LIBERTY MEDIA CORP DELAWARE | 0.21% | Reduce -2.6% | 215,000 | $5.09M | $23.65 | No quote |
| 51 | LGFB | LIONS GATE ENTMNT CORP | 0.15% | - | 150,000 | $3.66M | No quote | No quote |
| 52 | ACIW | ACI WORLDWIDE INC | 0.15% | - | 167,000 | $3.57M | $21.39 | No quote |
| 53 | LGFA | LIONS GATE ENTMNT CORP | 0.14% | - | 125,000 | $3.32M | No quote | No quote |
| 54 | CMP | COMPASS MINERALS INTL INC | 0.13% | Add +133.8% | 46,248 | $3.14M | No quote | No quote |
| 55 | CHUBK | COMMERCEHUB INC | 0.12% | Reduce -2.5% | 188,000 | $2.92M | No quote | No quote |
| 56 | FOSL | FOSSIL GROUP INC | 0.12% | Reduce -76.0% | 159,953 | $2.79M | $17.45 | No quote |
| 57 | GWRE | GUIDEWIRE SOFTWARE INC | 0.11% | Add +333.1% | 47,645 | $2.68M | $56.33 | No quote |
| 58 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.11% | - | 77,500 | $2.53M | $32.70 | No quote |
| 59 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.08% | Add +13.3% | 17,000 | $1.87M | $109.76 | No quote |
| 60 | CHUBA | COMMERCEHUB INC | 0.06% | Reduce -2.5% | 94,000 | $1.46M | No quote | No quote |
| 61 | AMT | AMERICAN TOWER CORP NEW | 0.04% | Add +212.2% | 8,828 | $1.07M | $121.55 | No quote |
| 62 | VTI | VANGUARD INDEX FDS | 0.04% | Add +0.5% | 7,807 | $947K | $121.30 | No quote |
| 63 | DFIN | DONNELLEY FINL SOLUTIONS INC | 0.04% | New | 44,100 | $851K | No quote | No quote |
| 64 | ZOES | ZOES KITCHEN INC | 0.03% | Add +62.8% | 43,408 | $803K | No quote | No quote |
| 65 | VEA | VANGUARD TAX MANAGED INTL FD | 0.03% | Add +0.3% | 19,198 | $754K | $39.27 | No quote |
| 66 | BATRA | LIBERTY MEDIA CORP DELAWARE | 0.03% | - | 31,000 | $742K | $23.94 | No quote |
| 67 | CRM | SALESFORCE COM INC | 0.03% | Reduce -11.1% | 8,000 | $660K | $82.50 | No quote |
| 68 | FIS | FIDELITY NATL INFORMATION SV | 0.03% | - | 8,000 | $637K | $79.63 | No quote |
| 69 | AVP | AVON PRODS INC | 0.02% | Reduce -94.5% | 131,000 | $576K | No quote | No quote |
| 70 | SUM | SUMMIT MATLS INC | 0.02% | - | 18,722 | $463K | No quote | No quote |
| 71 | THR | THERMON GROUP HLDGS INC | 0.01% | - | 16,868 | $352K | $20.87 | No quote |
| 72 | DG | DOLLAR GEN CORP NEW | 0.01% | Add +28.4% | 4,973 | $347K | $69.78 | No quote |
| 73 | AAPL | APPLE INC | 0.01% | Reduce -70.3% | 2,300 | $330K | $143.48 | No quote |
| 74 | VHT | VANGUARD WORLD FDS | 0.01% | Add +0.3% | 2,083 | $287K | No quote | No quote |
| 75 | IWB | ISHARES TR | 0.01% | Add +27.9% | 1,983 | $260K | $131.11 | No quote |
| 76 | BIV | VANGUARD BD INDEX FD INC | 0.01% | Add +0.4% | 2,313 | $193K | No quote | No quote |
| 77 | GOOGL | ALPHABET INC | 0.01% | - | 190 | $161K | $847.37 | No quote |
| 78 | SPY | SPDR S&P 500 ETF TR | 0.00% | - | 395 | $93K | $235.44 | No quote |
| 79 | VIG | VANGUARD SPECIALIZED PORTFOL | 0.00% | - | 430 | $39K | $90.70 | No quote |
| 80 | OEF | ISHARES TR | 0.00% | - | 128 | $13K | No quote | No quote |
| 85 | USB | US BANCORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 84 | TDG | TRANSDIGM GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 83 | MSI | MOTOROLA SOLUTIONS INC | - | Sold | 0 | $0 | No quote | No quote |
| 82 | IWV | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 81 | CMG | CHIPOTLE MEXICAN GRILL 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 | $33.03M |
| 2 | - | RTW HLDGS INCNOTE 5.625%11/1 | OTHER | 16,000,000 | $16.5M |
| 3 | BSV | VANGUARD BD INDEX FD INCSHORT TRM BOND | OTHER | 4,621 | $368K |