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.
Get email alerts when Wallace Weitz files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 51 of 84 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 7.06% | - | 558 | $168.08M | No quote | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 6.77% | Reduce -6.5% | 802,192 | $161.15M | No quote | No quote |
| 3 | LBRDK | LIBERTY BROADBAND CORP | 5.56% | Reduce -22.1% | 1,442,950 | $132.38M | $91.74 | No quote |
| 4 | GOOG | ALPHABET INC | 4.89% | Reduce -0.4% | 99,275 | $116.48M | $1173.31 | No quote |
| 5 | LH | LABORATORY CORP AMER HLDGS | 4.33% | Reduce -2.2% | 674,275 | $103.15M | $152.98 | No quote |
| 6 | MA | MASTERCARD INC | 4.03% | Reduce -9.8% | 407,600 | $95.97M | $235.45 | No quote |
| 7 | V | VISA INC | 4.00% | Reduce -3.8% | 610,270 | $95.32M | $156.19 | No quote |
| 8 | LBTYK | LIBERTY GLOBAL PLC | 3.94% | Reduce -5.4% | 3,873,600 | $93.78M | $24.21 | No quote |
| 9 | KMX | CARMAX INC | 3.29% | Add +28.9% | 1,123,600 | $78.43M | $69.80 | No quote |
| 10 | CCRD | INTELLIGENT SYS CORP NEW | 3.04% | - | 2,270,000 | $72.5M | No quote | No quote |
| 11 | META | FACEBOOK INC | 3.03% | Reduce -7.0% | 433,500 | $72.26M | $166.69 | No quote |
| 12 | LSXMK | LIBERTY MEDIA CORP DELAWARE | 2.69% | Add +15.4% | 1,673,600 | $64M | No quote | No quote |
| 13 | SCHW | THE CHARLES SCHWAB CORPORATI | 2.46% | Add +3.5% | 1,369,300 | $58.55M | $42.76 | No quote |
| 14 | RWT | REDWOOD TR INC | 2.34% | Add +22.7% | 3,455,500 | $55.81M | No quote | No quote |
| 15 | CFX | COLFAX CORP | 2.01% | Reduce -11.3% | 1,616,450 | $47.98M | No quote | No quote |
| 16 | ORCL | ORACLE CORP | 1.81% | Reduce -35.5% | 804,900 | $43.23M | $53.71 | No quote |
| 17 | TXN | TEXAS INSTRS INC | 1.77% | Reduce -0.1% | 397,100 | $42.12M | $106.07 | No quote |
| 18 | BKI | BLACK KNIGHT INC | 1.72% | Add +7.0% | 750,900 | $40.92M | No quote | No quote |
| 19 | DXC | DXC TECHNOLOGY CO | 1.67% | Reduce -8.0% | 618,500 | $39.78M | No quote | No quote |
| 20 | CMCSA | COMCAST CORP NEW | 1.66% | Reduce -6.9% | 991,050 | $39.62M | $39.98 | No quote |
| 21 | TDG | TRANSDIGM GROUP INC | 1.61% | Add +9.7% | 84,545 | $38.38M | $453.99 | No quote |
| 22 | BKNG | BOOKING HLDGS INC | 1.57% | Add +166.4% | 21,500 | $37.52M | $1744.93 | No quote |
| 23 | AON | AON PLC | 1.53% | Reduce -19.9% | 213,700 | $36.48M | $170.70 | No quote |
| 24 | SUM | SUMMIT MATLS INC | 1.48% | Reduce -6.4% | 2,216,000 | $35.17M | No quote | No quote |
| 25 | VMC | VULCAN MATLS CO | 1.45% | Add +6.8% | 292,010 | $34.57M | $118.40 | No quote |
| 26 | MRVL | MARVELL TECHNOLOGY GROUP LTD | 1.40% | Add +1.9% | 1,675,300 | $33.32M | $19.89 | No quote |
| 27 | LILAK | LIBERTY LATIN AMERICA LTD | 1.27% | Reduce -0.0% | 1,557,400 | $30.29M | $19.45 | No quote |
| 28 | LIN | LINDE PLC | 1.26% | Reduce -0.8% | 170,000 | $29.91M | $175.93 | No quote |
| 29 | DLTR | DOLLAR TREE INC | 1.21% | Reduce -19.8% | 275,000 | $28.89M | $105.04 | No quote |
| 30 | TMO | THERMO FISHER SCIENTIFIC INC | 1.21% | Reduce -0.8% | 105,000 | $28.74M | $273.72 | No quote |
| 31 | AMZN | AMAZON COM INC | 1.16% | Add +12.2% | 15,500 | $27.6M | $1780.77 | No quote |
| 32 | ADI | ANALOG DEVICES INC | 1.13% | Add +5.5% | 255,000 | $26.84M | $105.27 | No quote |
| 33 | QRTEA | QURATE RETAIL INC | 1.11% | Reduce -0.1% | 1,654,450 | $26.44M | No quote | No quote |
| 34 | DHR | DANAHER CORPORATION | 1.11% | Add +16.8% | 200,000 | $26.4M | $132.02 | No quote |
| 35 | JPM | JPMORGAN CHASE & CO | 1.03% | Add +1513.3% | 242,000 | $24.5M | $101.23 | No quote |
| 36 | DEO | DIAGEO P L C | 0.89% | - | 130,000 | $21.27M | $163.61 | No quote |
| 37 | AXTA | AXALTA COATING SYS LTD | 0.89% | Add +2.9% | 840,575 | $21.19M | $25.21 | No quote |
| 38 | BOX | BOX INC | 0.85% | New | 1,046,400 | $20.21M | No quote | No quote |
| 39 | GLIBA | GCI LIBERTY INC | 0.85% | Reduce -6.0% | 362,000 | $20.13M | $55.61 | No quote |
| 40 | ACN | ACCENTURE PLC IRELAND | 0.76% | Reduce -0.8% | 103,000 | $18.13M | $176.02 | No quote |
| 41 | GWRE | GUIDEWIRE SOFTWARE INC | 0.76% | Add +68.3% | 185,150 | $17.99M | $97.16 | No quote |
| 42 | LBRDA | LIBERTY BROADBAND CORP | 0.75% | Reduce -36.1% | 195,000 | $17.87M | $91.64 | No quote |
| 43 | SWK | STANLEY BLACK & DECKER INC | 0.68% | Reduce -0.3% | 118,295 | $16.11M | $136.17 | No quote |
| 44 | LSXMA | LIBERTY MEDIA CORP DELAWARE | 0.63% | - | 395,000 | $15.08M | No quote | No quote |
| 45 | MLM | MARTIN MARIETTA MATLS INC | 0.56% | Reduce -1.6% | 66,030 | $13.28M | $201.18 | No quote |
| 46 | WAIR | WESCO AIRCRAFT HLDGS INC | 0.55% | Reduce -11.8% | 1,500,000 | $13.19M | No quote | No quote |
| 47 | MKL | MARKEL CORP | 0.54% | Add +30.0% | 13,000 | $12.95M | $996.23 | No quote |
| 48 | PRSP | PERSPECTA INC | 0.45% | Add +10.4% | 530,000 | $10.72M | No quote | No quote |
| 49 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.40% | - | 275,000 | $9.64M | $35.05 | No quote |
| 50 | EQC | EQUITY COMWLTH | 0.34% | - | 250,000 | $8.17M | No quote | No quote |
| 51 | CMP | COMPASS MINERALS INTL INC | 0.33% | Reduce -6.5% | 145,000 | $7.88M | No quote | No quote |
| 52 | ACIW | ACI WORLDWIDE INC | 0.30% | Reduce -32.3% | 220,000 | $7.23M | $32.87 | No quote |
| 53 | EXP | EAGLE MATERIALS INC | 0.28% | New | 78,500 | $6.62M | $84.31 | No quote |
| 54 | GDI | GARDNER DENVER HLDGS INC | 0.27% | Add +15.0% | 230,000 | $6.4M | No quote | No quote |
| 55 | LEXEA | LIBERTY EXPEDIA HLDGS INC | 0.22% | - | 125,000 | $5.35M | No quote | No quote |
| 56 | FBIN | FORTUNE BRANDS HOME & SEC IN | 0.15% | - | 75,000 | $3.57M | $47.61 | No quote |
| 57 | MUSA | MURPHY USA INC | 0.14% | - | 40,000 | $3.43M | $85.63 | No quote |
| 58 | BATRK | LIBERTY MEDIA CORP DELAWARE | 0.12% | Reduce -57.1% | 105,000 | $2.92M | $27.77 | No quote |
| 59 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.11% | - | 77,500 | $2.64M | $34.04 | No quote |
| 60 | CHTR | CHARTER COMMUNICATIONS INC N | 0.10% | Reduce -22.2% | 7,000 | $2.43M | $346.86 | No quote |
| 61 | MYE | MYERS INDS INC | 0.10% | - | 140,000 | $2.4M | $17.11 | No quote |
| 62 | TUP | TUPPERWARE BRANDS CORP | 0.10% | Reduce -38.8% | 91,778 | $2.35M | No quote | No quote |
| 63 | MSFT | MICROSOFT CORP | 0.09% | Add +16.7% | 17,500 | $2.06M | $117.94 | No quote |
| 64 | MDLZ | MONDELEZ INTL INC | 0.06% | - | 30,000 | $1.5M | $49.93 | No quote |
| 65 | VTI | VANGUARD INDEX FDS | 0.05% | - | 8,068 | $1.17M | $144.77 | No quote |
| 66 | VEA | VANGUARD TAX MANAGED INTL FD | 0.03% | - | 16,555 | $677K | $40.89 | No quote |
| 67 | BATRA | LIBERTY MEDIA CORP DELAWARE | 0.01% | Reduce -64.5% | 11,000 | $307K | $27.91 | No quote |
| 68 | IWB | ISHARES TR | 0.01% | - | 1,898 | $299K | $157.53 | No quote |
| 69 | BIV | VANGUARD BD INDEX FD INC | 0.01% | - | 2,371 | $199K | No quote | No quote |
| 70 | SPY | SPDR S&P 500 ETF TR | 0.00% | - | 180 | $51K | $283.33 | No quote |
| 71 | AAPL | APPLE INC | 0.00% | - | 140 | $27K | $192.86 | No quote |
| 80 | FOX | TWENTY FIRST CENTY FOX INC | - | Sold | 0 | $0 | No quote | No quote |
| 79 | FOXA | TWENTY FIRST CENTY FOX INC | - | Sold | 0 | $0 | No quote | No quote |
| 78 | MHK | MOHAWK INDS INC | - | Sold | 0 | $0 | No quote | No quote |
| 77 | LGFB | LIONS GATE ENTMNT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 76 | LGFA | LIONS GATE ENTMNT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 75 | DWDP | DOWDUPONT INC | - | Sold | 0 | $0 | No quote | No quote |
| 74 | DISCK | DISCOVERY INC | - | Sold | 0 | $0 | No quote | No quote |
| 73 | BUD | ANHEUSER BUSCH INBEV SA/NV | - | Sold | 0 | $0 | No quote | No quote |
| 72 | AGN | ALLERGAN PLC | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | RWT HLDGS INCNOTE 5.625%11/1 | OTHER | 16,000,000 | $16.14M |
| 2 | - | REDWOOD TR INCNOTE 4.750% 8/1 | OTHER | 10,350,000 | $9.95M |
| 3 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 7,000,000 | $6.85M |
| 4 | BSV | VANGUARD BD INDEX FD INCSHORT TRM BOND | OTHER | 4,692 | $373K |