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 44 of 84 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 8.49% | Reduce -1.1% | 1,137,472 | $192.65M | No quote | No quote |
| 2 | LBRDK | LIBERTY BROADBAND CORP | 8.49% | Reduce -1.4% | 2,220,736 | $192.65M | $86.75 | No quote |
| 3 | LBTYK | LIBERTY GLOBAL PLC | 6.95% | Reduce -2.9% | 5,053,580 | $157.57M | $31.18 | No quote |
| 4 | LH | LABORATORY CORP AMER HLDGS | 5.19% | Add +3.3% | 764,090 | $117.78M | $154.14 | No quote |
| 5 | AGN | ALLERGAN PLC | 5.16% | Reduce -6.0% | 481,895 | $117.14M | No quote | No quote |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 4.60% | Reduce -0.7% | 410 | $104.43M | No quote | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 3.98% | Reduce -0.2% | 743,634 | $90.31M | $121.45 | No quote |
| 8 | QVCA | LIBERTY INTERACTIVE CORP | 3.94% | Reduce -11.5% | 3,638,400 | $89.29M | No quote | No quote |
| 9 | GOOG | ALPHABET INC | 3.85% | Reduce -0.5% | 96,059 | $87.29M | $908.73 | No quote |
| 10 | V | VISA INC | 3.31% | Reduce -1.9% | 799,752 | $75M | $93.78 | No quote |
| 11 | RWT | REDWOOD TR INC | 3.21% | Reduce -10.7% | 4,279,500 | $72.92M | No quote | No quote |
| 12 | LSXMK | LIBERTY MEDIA CORP DELAWARE | 3.20% | Reduce -2.8% | 1,739,782 | $72.55M | No quote | No quote |
| 13 | CFX | COLFAX CORP | 2.95% | Reduce -1.4% | 1,700,190 | $66.94M | No quote | No quote |
| 14 | ORCL | ORACLE CORP | 2.56% | Reduce -3.4% | 1,158,077 | $58.07M | $50.14 | No quote |
| 15 | FOXA | TWENTY FIRST CENTY FOX INC | 2.38% | Reduce -24.3% | 1,907,600 | $54.06M | $28.34 | No quote |
| 16 | AON | AON PLC | 2.15% | Reduce -11.9% | 367,654 | $48.88M | $132.95 | No quote |
| 17 | WFC | WELLS FARGO CO NEW | 2.04% | Reduce -0.7% | 833,302 | $46.17M | $55.41 | No quote |
| 18 | TXN | TEXAS INSTRS INC | 1.82% | Reduce -1.2% | 537,040 | $41.31M | $76.93 | No quote |
| 19 | LVNTA | LIBERTY INTERACTIVE CORP | 1.81% | Add +3.0% | 785,000 | $41.05M | No quote | No quote |
| 20 | LILAK | LIBERTY GLOBAL PLC | 1.45% | Add +48.5% | 1,540,974 | $32.99M | $21.41 | No quote |
| 21 | WAIR | WESCO AIRCRAFT HLDGS INC | 1.40% | Add +5.6% | 2,929,586 | $31.79M | No quote | No quote |
| 22 | DISCK | DISCOVERY COMMUNICATNS NEW | 1.38% | Reduce -33.0% | 1,245,270 | $31.39M | No quote | No quote |
| 23 | LBRDA | LIBERTY BROADBAND CORP | 1.32% | - | 350,000 | $30.03M | $85.79 | No quote |
| 24 | PX | PRAXAIR INC | 1.18% | Reduce -5.2% | 202,652 | $26.86M | No quote | No quote |
| 25 | FLIR | FLIR SYS INC | 1.14% | Reduce -1.1% | 748,165 | $25.93M | No quote | No quote |
| 26 | ALSN | ALLISON TRANSMISSION HLDGS I | 1.09% | Reduce -1.3% | 660,305 | $24.77M | $37.51 | No quote |
| 27 | CMCSA | COMCAST CORP NEW | 1.05% | - | 612,920 | $23.86M | $38.92 | No quote |
| 28 | MON | MONSANTO CO NEW | 1.03% | Reduce -1.7% | 197,022 | $23.32M | No quote | No quote |
| 29 | TMO | THERMO FISHER SCIENTIFIC INC | 1.01% | Reduce -3.0% | 131,545 | $22.95M | $174.47 | No quote |
| 30 | DLTR | DOLLAR TREE INC | 0.94% | Add +68.2% | 304,620 | $21.3M | $69.92 | No quote |
| 31 | ACN | ACCENTURE PLC IRELAND | 0.91% | - | 166,817 | $20.63M | $123.68 | No quote |
| 32 | RRC | RANGE RES CORP | 0.83% | Reduce -1.2% | 816,484 | $18.92M | $23.17 | No quote |
| 33 | PXD | PIONEER NAT RES CO | 0.79% | Reduce -14.7% | 112,208 | $17.91M | No quote | No quote |
| 34 | UPS | UNITED PARCEL SERVICE INC | 0.77% | Add +0.3% | 157,736 | $17.44M | $110.59 | No quote |
| 35 | LSXMA | LIBERTY MEDIA CORP DELAWARE | 0.76% | - | 410,000 | $17.21M | No quote | No quote |
| 36 | DEO | DIAGEO P L C | 0.69% | Reduce -0.4% | 131,000 | $15.7M | $119.83 | No quote |
| 37 | XOXO | XO GROUP INC | 0.58% | Reduce -5.4% | 742,917 | $13.09M | No quote | No quote |
| 38 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.56% | - | 350,000 | $12.82M | $36.62 | No quote |
| 39 | MUSA | MURPHY USA INC | 0.50% | Reduce -8.8% | 152,896 | $11.33M | $74.11 | No quote |
| 40 | AMZN | AMAZON COM INC | 0.50% | Reduce -6.4% | 11,660 | $11.29M | $968.01 | No quote |
| 41 | LEXEA | LIBERTY EXPEDIA HOLDINGS | 0.50% | Reduce -32.5% | 208,000 | $11.24M | No quote | No quote |
| 42 | CVS | CVS HEALTH CORP | 0.40% | Reduce -7.2% | 113,291 | $9.12M | $80.46 | No quote |
| 43 | CCRD | INTELLIGENT SYS CORP NEW | 0.36% | - | 2,270,000 | $8.12M | No quote | No quote |
| 44 | EQC | EQUITY COMWLTH | 0.35% | - | 254,000 | $8.03M | No quote | No quote |
| 45 | BATRK | LIBERTY MEDIA CORP DELAWARE | 0.26% | Add +13.9% | 245,000 | $5.87M | $23.97 | No quote |
| 46 | CMP | COMPASS MINERALS INTL INC | 0.24% | Add +83.8% | 85,000 | $5.55M | No quote | No quote |
| 47 | HAL | HALLIBURTON CO | 0.24% | - | 126,980 | $5.42M | $42.71 | No quote |
| 48 | NCMI | NATIONAL CINEMEDIA INC | 0.23% | Reduce -25.5% | 700,000 | $5.19M | $7.42 | No quote |
| 49 | DXC | DXC TECHNOLOGY CO | 0.18% | New | 52,100 | $4M | No quote | No quote |
| 50 | LGFB | LIONS GATE ENTMNT CORP | 0.17% | - | 150,000 | $3.94M | No quote | No quote |
| 51 | LGFA | LIONS GATE ENTMNT CORP | 0.16% | - | 125,000 | $3.53M | No quote | No quote |
| 52 | ACIW | ACI WORLDWIDE INC | 0.14% | Reduce -12.0% | 146,917 | $3.29M | $22.37 | No quote |
| 53 | CHUBK | COMMERCEHUB INC | 0.14% | - | 188,000 | $3.28M | No quote | No quote |
| 54 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.12% | - | 77,500 | $2.72M | $35.03 | No quote |
| 55 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.08% | - | 17,000 | $1.88M | $110.35 | No quote |
| 56 | GWRE | GUIDEWIRE SOFTWARE INC | 0.08% | Reduce -47.5% | 25,000 | $1.72M | $68.72 | No quote |
| 57 | CHUBA | COMMERCEHUB INC | 0.07% | - | 94,000 | $1.64M | No quote | No quote |
| 58 | FOSL | FOSSIL GROUP INC | 0.06% | Reduce -15.6% | 135,000 | $1.4M | $10.35 | No quote |
| 59 | VTI | VANGUARD INDEX FDS | 0.05% | Add +15.0% | 8,975 | $1.12M | $124.46 | No quote |
| 60 | WTW | WILLIS TOWERS WATSON PUB LTD | 0.04% | Reduce -95.9% | 7,000 | $1.02M | $145.43 | No quote |
| 61 | VEA | VANGUARD TAX MANAGED INTL FD | 0.04% | Add +1.0% | 19,382 | $801K | $41.33 | No quote |
| 62 | BATRA | LIBERTY MEDIA CORP DELAWARE | 0.03% | - | 31,000 | $741K | $23.90 | No quote |
| 63 | FOX | TWENTY FIRST CENTY FOX INC | 0.02% | Reduce -91.0% | 14,881 | $415K | $27.89 | No quote |
| 64 | IWB | ISHARES TR | 0.01% | - | 1,983 | $268K | $135.15 | No quote |
| 65 | BIV | VANGUARD BD INDEX FD INC | 0.01% | Add +0.7% | 2,328 | $197K | No quote | No quote |
| 66 | GOOGL | ALPHABET INC | 0.01% | - | 190 | $177K | $931.58 | No quote |
| 67 | DG | DOLLAR GEN CORP NEW | 0.00% | Reduce -71.2% | 1,430 | $103K | $72.03 | No quote |
| 68 | SPY | SPDR S&P 500 ETF TR | 0.00% | - | 395 | $96K | $243.04 | No quote |
| 69 | VIG | VANGUARD SPECIALIZED PORTFOL | 0.00% | - | 430 | $40K | $93.02 | No quote |
| 70 | AAPL | APPLE INC | 0.00% | Reduce -93.9% | 140 | $20K | $142.86 | No quote |
| 71 | OEF | ISHARES TR | 0.00% | - | 128 | $14K | No quote | No quote |
| 81 | ZOES | ZOES KITCHEN INC | - | Sold | 0 | $0 | No quote | No quote |
| 80 | VHT | VANGUARD WORLD FDS | - | Sold | 0 | $0 | No quote | No quote |
| 79 | THR | THERMON GROUP HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 78 | SUM | SUMMIT MATLS INC | - | Sold | 0 | $0 | No quote | No quote |
| 77 | CRM | SALESFORCE COM INC | - | Sold | 0 | $0 | No quote | No quote |
| 76 | ILG | ILG INC | - | Sold | 0 | $0 | No quote | No quote |
| 75 | FIS | FIDELITY NATL INFORMATION SV | - | Sold | 0 | $0 | No quote | No quote |
| 74 | DFIN | DONNELLEY FINL SOLUTIONS INC | - | Sold | 0 | $0 | No quote | No quote |
| 73 | AVP | AVON PRODS INC | - | Sold | 0 | $0 | No quote | No quote |
| 72 | AMT | AMERICAN TOWER CORP NEW | - | 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 | $33.4M |
| 2 | - | RTW HLDGS INCNOTE 5.625%11/1 | OTHER | 16,000,000 | $16.82M |
| 3 | BSV | VANGUARD BD INDEX FD INCSHORT TRM BOND | OTHER | 4,640 | $370K |