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 47 of 80 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 8.87% | Add +0.6% | 1,144,540 | $209.82M | No quote | No quote |
| 2 | LBRDK | LIBERTY BROADBAND CORP | 8.61% | Reduce -3.7% | 2,137,701 | $203.72M | $95.30 | No quote |
| 3 | LBTYK | LIBERTY GLOBAL PLC | 6.79% | Reduce -2.8% | 4,913,185 | $160.66M | $32.70 | No quote |
| 4 | LH | LABORATORY CORP AMER HLDGS | 4.86% | Reduce -0.4% | 761,375 | $114.95M | $150.97 | No quote |
| 5 | AGN | ALLERGAN PLC | 4.54% | Add +8.7% | 523,810 | $107.36M | No quote | No quote |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 4.53% | Reduce -4.9% | 390 | $107.15M | No quote | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 4.23% | Reduce -4.6% | 709,644 | $100.2M | $141.20 | No quote |
| 8 | GOOG | ALPHABET INC | 3.89% | Reduce -0.2% | 95,904 | $91.98M | $959.10 | No quote |
| 9 | V | VISA INC | 3.55% | Reduce -0.2% | 797,802 | $83.96M | $105.24 | No quote |
| 10 | QVCA | LIBERTY INTERACTIVE CORP | 3.32% | Reduce -8.3% | 3,337,150 | $78.66M | No quote | No quote |
| 11 | LSXMK | LIBERTY MEDIA CORP DELAWARE | 3.07% | Reduce -0.4% | 1,733,272 | $72.57M | No quote | No quote |
| 12 | RWT | REDWOOD TR INC | 2.85% | Reduce -3.4% | 4,134,200 | $67.35M | No quote | No quote |
| 13 | CFX | COLFAX CORP | 2.49% | Reduce -16.7% | 1,417,000 | $59M | No quote | No quote |
| 14 | ORCL | ORACLE CORP | 2.36% | Reduce -0.3% | 1,155,152 | $55.85M | $48.35 | No quote |
| 15 | FOXA | TWENTY FIRST CENTY FOX INC | 2.12% | Reduce -0.4% | 1,900,300 | $50.13M | $26.38 | No quote |
| 16 | TXN | TEXAS INSTRS INC | 2.03% | Reduce -0.2% | 535,770 | $48.03M | $89.64 | No quote |
| 17 | AON | AON PLC | 1.99% | Reduce -12.4% | 321,930 | $47.03M | $146.10 | No quote |
| 18 | WFC | WELLS FARGO CO NEW | 1.94% | Reduce -0.2% | 831,632 | $45.87M | $55.15 | No quote |
| 19 | LVNTA | LIBERTY INTERACTIVE CORP | 1.91% | - | 785,000 | $45.18M | No quote | No quote |
| 20 | DXC | DXC TECHNOLOGY CO | 1.61% | Add +752.2% | 443,990 | $38.13M | No quote | No quote |
| 21 | LILAK | LIBERTY GLOBAL PLC | 1.51% | Reduce -0.3% | 1,536,074 | $35.79M | $23.30 | No quote |
| 22 | LBRDA | LIBERTY BROADBAND CORP | 1.39% | - | 350,000 | $32.96M | $94.18 | No quote |
| 23 | ALSN | ALLISON TRANSMISSION HLDGS I | 1.21% | Add +15.9% | 765,100 | $28.71M | $37.53 | No quote |
| 24 | PX | PRAXAIR INC | 1.20% | - | 202,652 | $28.32M | No quote | No quote |
| 25 | WAIR | WESCO AIRCRAFT HLDGS INC | 1.18% | Add +1.6% | 2,975,000 | $27.97M | No quote | No quote |
| 26 | FLIR | FLIR SYS INC | 1.16% | Reduce -5.8% | 705,115 | $27.44M | No quote | No quote |
| 27 | DLTR | DOLLAR TREE INC | 1.12% | - | 304,620 | $26.45M | $86.82 | No quote |
| 28 | TMO | THERMO FISHER SCIENTIFIC INC | 1.05% | Add +0.1% | 131,725 | $24.92M | $189.20 | No quote |
| 29 | CMCSA | COMCAST CORP NEW | 1.00% | - | 612,920 | $23.59M | $38.48 | No quote |
| 30 | MON | MONSANTO CO NEW | 0.97% | Reduce -2.5% | 192,022 | $23.01M | No quote | No quote |
| 31 | ACN | ACCENTURE PLC IRELAND | 0.95% | - | 166,817 | $22.53M | $135.07 | No quote |
| 32 | UPS | UNITED PARCEL SERVICE INC | 0.80% | - | 157,736 | $18.94M | $120.09 | No quote |
| 33 | PXD | PIONEER NAT RES CO | 0.77% | Add +10.6% | 124,098 | $18.31M | No quote | No quote |
| 34 | DHR | DANAHER CORP DEL | 0.76% | New | 209,870 | $18M | $85.78 | No quote |
| 35 | DEO | DIAGEO P L C | 0.73% | - | 131,000 | $17.31M | $132.13 | No quote |
| 36 | LSXMA | LIBERTY MEDIA CORP DELAWARE | 0.70% | Reduce -3.7% | 395,000 | $16.55M | No quote | No quote |
| 37 | RRC | RANGE RES CORP | 0.67% | Reduce -0.3% | 814,184 | $15.93M | $19.57 | No quote |
| 38 | DISCK | DISCOVERY COMMUNICATNS NEW | 0.63% | Reduce -40.5% | 741,300 | $15.02M | No quote | No quote |
| 39 | XOXO | XO GROUP INC | 0.62% | - | 742,917 | $14.61M | No quote | No quote |
| 40 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.56% | - | 350,000 | $13.33M | $38.09 | No quote |
| 41 | AMZN | AMAZON COM INC | 0.47% | - | 11,660 | $11.21M | $961.32 | No quote |
| 42 | LEXEA | LIBERTY EXPEDIA HOLDINGS | 0.47% | - | 208,000 | $11.05M | No quote | No quote |
| 43 | DISCA | DISCOVERY COMMUNICATNS NEW | 0.45% | New | 500,000 | $10.65M | No quote | No quote |
| 44 | CVS | CVS HEALTH CORP | 0.39% | - | 113,291 | $9.21M | $81.32 | No quote |
| 45 | CCRD | INTELLIGENT SYS CORP NEW | 0.37% | - | 2,270,000 | $8.67M | No quote | No quote |
| 46 | MUSA | MURPHY USA INC | 0.36% | Reduce -18.3% | 125,000 | $8.63M | $69.00 | No quote |
| 47 | EQC | EQUITY COMWLTH | 0.33% | - | 254,000 | $7.72M | No quote | No quote |
| 48 | CMP | COMPASS MINERALS INTL INC | 0.30% | Add +27.1% | 108,000 | $7.01M | No quote | No quote |
| 49 | BATRK | LIBERTY MEDIA CORP DELAWARE | 0.26% | - | 245,000 | $6.19M | $25.27 | No quote |
| 50 | ACIW | ACI WORLDWIDE INC | 0.26% | Add +80.4% | 265,000 | $6.04M | $22.78 | No quote |
| 51 | HAL | HALLIBURTON CO | 0.25% | - | 126,980 | $5.85M | $46.03 | No quote |
| 52 | LGFB | LIONS GATE ENTMNT CORP | 0.20% | - | 150,000 | $4.77M | No quote | No quote |
| 53 | NCMI | NATIONAL CINEMEDIA INC | 0.18% | Reduce -14.3% | 600,000 | $4.19M | $6.98 | No quote |
| 54 | LGFA | LIONS GATE ENTMNT CORP | 0.18% | - | 125,000 | $4.18M | No quote | No quote |
| 55 | CHUBK | COMMERCEHUB INC | 0.17% | - | 188,000 | $4.01M | No quote | No quote |
| 56 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.12% | - | 77,500 | $2.83M | $36.49 | No quote |
| 57 | MTW | MANITOWOC INC | 0.10% | New | 250,000 | $2.25M | $9.00 | No quote |
| 58 | AXTA | AXALTA COATING SYS LTD | 0.09% | New | 75,000 | $2.17M | $28.92 | No quote |
| 59 | CHUBA | COMMERCEHUB INC | 0.09% | - | 94,000 | $2.12M | No quote | No quote |
| 60 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.09% | - | 17,000 | $2.03M | $119.29 | No quote |
| 61 | GWRE | GUIDEWIRE SOFTWARE INC | 0.08% | - | 25,000 | $1.95M | $77.88 | No quote |
| 62 | MLM | MARTIN MARIETTA MATLS INC | 0.06% | New | 6,500 | $1.34M | $206.15 | No quote |
| 63 | VTI | VANGUARD INDEX FDS | 0.05% | Add +0.4% | 9,014 | $1.17M | $129.58 | No quote |
| 64 | WTW | WILLIS TOWERS WATSON PUB LTD | 0.05% | - | 7,000 | $1.08M | $154.29 | No quote |
| 65 | VEA | VANGUARD TAX MANAGED INTL FD | 0.04% | Add +0.3% | 19,449 | $844K | $43.40 | No quote |
| 66 | BATRA | LIBERTY MEDIA CORP DELAWARE | 0.03% | - | 31,000 | $786K | $25.35 | No quote |
| 67 | FOX | TWENTY FIRST CENTY FOX INC | 0.02% | - | 14,881 | $384K | $25.80 | No quote |
| 68 | IWB | ISHARES TR | 0.01% | Reduce -4.3% | 1,898 | $265K | $139.62 | No quote |
| 69 | BIV | VANGUARD BD INDEX FD INC | 0.01% | Add +0.6% | 2,343 | $198K | No quote | No quote |
| 70 | GOOGL | ALPHABET INC | 0.01% | - | 190 | $185K | $973.68 | No quote |
| 71 | DG | DOLLAR GEN CORP NEW | 0.00% | - | 1,430 | $116K | $81.12 | No quote |
| 72 | SPY | SPDR S&P 500 ETF TR | 0.00% | - | 395 | $99K | $250.63 | No quote |
| 73 | VIG | VANGUARD SPECIALIZED PORTFOL | 0.00% | - | 430 | $41K | $95.35 | No quote |
| 74 | AAPL | APPLE INC | 0.00% | - | 140 | $22K | $157.14 | No quote |
| 75 | OEF | ISHARES TR | 0.00% | - | 128 | $14K | No quote | No quote |
| 76 | FOSL | FOSSIL GROUP 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 | $33.22M |
| 2 | - | RTW HLDGS INCNOTE 5.625%11/1 | OTHER | 16,000,000 | $16.56M |
| 3 | - | REDWOOD TR INCNOTE 4.750% 8/1 | OTHER | 15,000,000 | $14.98M |
| 4 | BSV | VANGUARD BD INDEX FD INCSHORT TRM BOND | OTHER | 4,659 | $372K |