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 85 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 9.79% | Reduce -0.7% | 1,129,642 | $225.34M | No quote | No quote |
| 2 | LBRDK | LIBERTY BROADBAND CORP | 7.64% | Reduce -4.6% | 2,053,262 | $175.94M | $85.69 | No quote |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 7.33% | Add +44.6% | 564 | $168.69M | No quote | No quote |
| 4 | LBTYK | LIBERTY GLOBAL PLC | 5.49% | Reduce -15.5% | 4,152,537 | $126.36M | $30.43 | No quote |
| 5 | LH | LABORATORY CORP AMER HLDGS | 5.25% | Reduce -1.4% | 747,684 | $120.94M | $161.75 | No quote |
| 6 | AGN | ALLERGAN PLC | 4.90% | Add +3.1% | 670,399 | $112.82M | No quote | No quote |
| 7 | GOOG | ALPHABET INC | 4.25% | Add +0.1% | 94,903 | $97.92M | $1031.79 | No quote |
| 8 | V | VISA INC | 4.07% | Reduce -0.9% | 782,856 | $93.65M | $119.62 | No quote |
| 9 | MA | MASTERCARD INCORPORATED | 4.04% | Reduce -21.0% | 530,198 | $92.87M | $175.16 | No quote |
| 10 | RWT | REDWOOD TR INC | 3.21% | Add +5.7% | 4,776,100 | $73.89M | No quote | No quote |
| 11 | LSXMK | LIBERTY MEDIA CORP DELAWARE | 2.73% | Reduce -11.6% | 1,536,867 | $62.78M | No quote | No quote |
| 12 | ORCL | ORACLE CORP | 2.66% | Add +12.9% | 1,335,774 | $61.11M | $45.75 | No quote |
| 13 | CFX | COLFAX CORP | 2.27% | Add +17.9% | 1,639,900 | $52.31M | No quote | No quote |
| 14 | AON | AON PLC | 1.97% | Add +0.4% | 323,029 | $45.33M | $140.33 | No quote |
| 15 | DXC | DXC TECHNOLOGY CO | 1.96% | Add +0.5% | 447,647 | $45M | No quote | No quote |
| 16 | QVCA | LIBERTY INTERACTIVE CORP | 1.92% | Reduce -31.8% | 1,759,250 | $44.28M | No quote | No quote |
| 17 | TXN | TEXAS INSTRS INC | 1.78% | Reduce -22.0% | 394,270 | $40.96M | $103.89 | No quote |
| 18 | LBRDA | LIBERTY BROADBAND CORP | 1.29% | - | 350,000 | $29.68M | $84.80 | No quote |
| 19 | LILAK | LIBERTY LATIN AMERICA LTD | 1.24% | New | 1,492,800 | $28.5M | $19.09 | No quote |
| 20 | WFC | WELLS FARGO CO NEW | 1.23% | Reduce -0.1% | 540,578 | $28.33M | $52.41 | No quote |
| 21 | GLIBA | GCI LIBERTY INC | 1.22% | New | 530,202 | $28.03M | $52.86 | No quote |
| 22 | DLTR | DOLLAR TREE INC | 1.21% | Add +28.4% | 292,816 | $27.79M | $94.90 | No quote |
| 23 | ALSN | ALLISON TRANSMISSION HLDGS I | 1.20% | Reduce -7.3% | 709,600 | $27.72M | $39.06 | No quote |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | 1.18% | Reduce -0.1% | 131,581 | $27.17M | $206.46 | No quote |
| 25 | WAIR | WESCO AIRCRAFT HLDGS INC | 1.16% | Reduce -13.3% | 2,600,000 | $26.65M | No quote | No quote |
| 26 | PX | PRAXAIR INC | 1.10% | Reduce -13.6% | 175,140 | $25.27M | No quote | No quote |
| 27 | KMX | CARMAX INC | 1.09% | New | 404,735 | $25.07M | $61.94 | No quote |
| 28 | DISCK | DISCOVERY COMMUNICATNS NEW | 1.05% | - | 1,241,300 | $24.23M | No quote | No quote |
| 29 | DHR | DANAHER CORP DEL | 1.02% | Reduce -0.1% | 239,761 | $23.48M | $97.91 | No quote |
| 30 | AXTA | AXALTA COATING SYS LTD | 0.99% | Add +288.4% | 757,450 | $22.87M | $30.19 | No quote |
| 31 | TUP | TUPPERWARE BRANDS CORP | 0.98% | New | 465,300 | $22.51M | No quote | No quote |
| 32 | MON | MONSANTO CO NEW | 0.95% | Reduce -2.7% | 186,850 | $21.8M | No quote | No quote |
| 33 | CMCSA | COMCAST CORP NEW | 0.93% | Reduce -0.1% | 624,659 | $21.35M | $34.17 | No quote |
| 34 | DEO | DIAGEO P L C | 0.77% | - | 130,000 | $17.61M | $135.42 | No quote |
| 35 | ACN | ACCENTURE PLC IRELAND | 0.76% | Reduce -0.1% | 114,346 | $17.55M | $153.50 | No quote |
| 36 | AMZN | AMAZON COM INC | 0.73% | Reduce -30.1% | 11,633 | $16.84M | $1447.35 | No quote |
| 37 | FOXA | TWENTY FIRST CENTY FOX INC | 0.72% | Reduce -72.7% | 450,000 | $16.51M | $36.69 | No quote |
| 38 | LSXMA | LIBERTY MEDIA CORP DELAWARE | 0.71% | - | 395,000 | $16.24M | No quote | No quote |
| 39 | META | FACEBOOK INC | 0.70% | New | 101,228 | $16.18M | $159.79 | No quote |
| 40 | XOXO | XO GROUP INC | 0.61% | - | 675,000 | $14.01M | No quote | No quote |
| 41 | PXD | PIONEER NAT RES CO | 0.61% | Reduce -34.5% | 81,294 | $13.97M | No quote | No quote |
| 42 | LEXEA | LIBERTY EXPEDIA HOLDINGS | 0.51% | Add +44.2% | 300,000 | $11.78M | No quote | No quote |
| 43 | CCRD | INTELLIGENT SYS CORP NEW | 0.50% | - | 2,270,000 | $11.6M | No quote | No quote |
| 44 | BKNG | BOOKING HLDGS INC | 0.43% | New | 4,764 | $9.91M | $2080.39 | No quote |
| 45 | TDG | TRANSDIGM GROUP INC | 0.41% | New | 30,540 | $9.37M | $306.94 | No quote |
| 46 | ACIW | ACI WORLDWIDE INC | 0.39% | Add +7.1% | 375,000 | $8.9M | $23.72 | No quote |
| 47 | CMP | COMPASS MINERALS INTL INC | 0.37% | Add +32.4% | 143,000 | $8.62M | No quote | No quote |
| 48 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.37% | - | 275,000 | $8.48M | $30.85 | No quote |
| 49 | FLIR | FLIR SYS INC | 0.35% | Reduce -61.8% | 161,100 | $8.06M | No quote | No quote |
| 50 | EQC | EQUITY COMWLTH | 0.34% | - | 254,000 | $7.79M | No quote | No quote |
| 51 | GWRE | GUIDEWIRE SOFTWARE INC | 0.25% | Add +10.8% | 72,000 | $5.82M | $80.83 | No quote |
| 52 | BATRK | LIBERTY MEDIA CORP DELAWARE | 0.24% | - | 245,000 | $5.59M | $22.82 | No quote |
| 53 | LGFB | LIONS GATE ENTMNT CORP | 0.16% | - | 150,000 | $3.61M | No quote | No quote |
| 54 | MUSA | MURPHY USA INC | 0.14% | Reduce -30.8% | 45,000 | $3.28M | $72.80 | No quote |
| 55 | LGFA | LIONS GATE ENTMNT CORP | 0.14% | - | 125,000 | $3.23M | No quote | No quote |
| 56 | MKL | MARKEL CORP | 0.13% | New | 2,500 | $2.93M | $1170.40 | No quote |
| 57 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.10% | - | 77,500 | $2.27M | $29.29 | No quote |
| 58 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.08% | - | 17,000 | $1.87M | $109.94 | No quote |
| 59 | JPM | JPMORGAN CHASE & CO | 0.06% | - | 12,500 | $1.38M | $110.00 | No quote |
| 60 | MLM | MARTIN MARIETTA MATLS INC | 0.06% | - | 6,500 | $1.35M | $207.23 | No quote |
| 61 | MRVL | MARVELL TECHNOLOGY GROUP LTD | 0.05% | - | 60,000 | $1.26M | $21.00 | No quote |
| 62 | VMC | VULCAN MATLS CO | 0.05% | Add +10.0% | 11,000 | $1.26M | $114.18 | No quote |
| 63 | VTI | VANGUARD INDEX FDS | 0.05% | Reduce -10.9% | 8,068 | $1.1M | $135.72 | No quote |
| 64 | VEA | VANGUARD TAX MANAGED INTL FD | 0.03% | Reduce -15.6% | 16,555 | $733K | $44.28 | No quote |
| 65 | BATRA | LIBERTY MEDIA CORP DELAWARE | 0.03% | - | 31,000 | $705K | $22.74 | No quote |
| 66 | FOX | TWENTY FIRST CENTY FOX INC | 0.01% | Reduce -36.6% | 8,745 | $318K | $36.36 | No quote |
| 67 | IWB | ISHARES TR | 0.01% | - | 1,898 | $279K | $147.00 | No quote |
| 68 | BIV | VANGUARD BD INDEX FD INC | 0.01% | Add +0.6% | 2,371 | $194K | No quote | No quote |
| 69 | GOOGL | ALPHABET INC | 0.01% | Reduce -15.8% | 160 | $166K | $1037.50 | No quote |
| 70 | SPY | SPDR S&P 500 ETF TR | 0.00% | Reduce -54.4% | 180 | $47K | $261.11 | No quote |
| 71 | AAPL | APPLE INC | 0.00% | - | 140 | $23K | $164.29 | No quote |
| 81 | VIG | VANGUARD SPECIALIZED FUNDS | - | Sold | 0 | $0 | No quote | No quote |
| 80 | RRC | RANGE RES CORP | - | Sold | 0 | $0 | No quote | No quote |
| 79 | PCLN | PRICELINE GRP INC | - | Sold | 0 | $0 | No quote | No quote |
| 78 | NCMI | NATIONAL CINEMEDIA INC | - | Sold | 0 | $0 | No quote | No quote |
| 77 | LVNTA | LIBERTY INTERACTIVE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 76 | LILAK | LIBERTY GLOBAL PLC | - | Sold | 0 | $0 | No quote | No quote |
| 75 | HAL | HALLIBURTON CO | - | Sold | 0 | $0 | No quote | No quote |
| 74 | DG | DOLLAR GEN CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 73 | CHUBK | COMMERCEHUB INC | - | Sold | 0 | $0 | No quote | No quote |
| 72 | CHUBA | COMMERCEHUB 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 | $32.99M |
| 2 | - | RTW HLDGS INCNOTE 5.625%11/1 | OTHER | 16,000,000 | $16.16M |
| 3 | - | REDWOOD TR INCNOTE 4.750% 8/1 | OTHER | 15,000,000 | $14.58M |
| 4 | BSV | VANGUARD BD INDEX FD INCSHORT TRM BOND | OTHER | 4,692 | $368K |