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 49 of 75 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 7.14% | - | 558 | $177.64M | No quote | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 6.94% | Add +0.9% | 809,407 | $172.54M | No quote | No quote |
| 3 | LBRDK | LIBERTY BROADBAND CORP | 5.17% | Reduce -14.6% | 1,232,475 | $128.45M | $104.22 | No quote |
| 4 | GOOG | ALPHABET INC | 4.49% | Add +4.0% | 103,255 | $111.61M | $1080.91 | No quote |
| 5 | LH | LABORATORY CORP AMER HLDGS | 4.26% | Reduce -9.2% | 612,525 | $105.91M | $172.90 | No quote |
| 6 | MA | MASTERCARD INC | 4.08% | Reduce -5.8% | 383,750 | $101.51M | $264.53 | No quote |
| 7 | V | VISA INC | 4.08% | Reduce -4.2% | 584,470 | $101.44M | $173.55 | No quote |
| 8 | LBTYK | LIBERTY GLOBAL PLC | 4.02% | Reduce -2.7% | 3,769,400 | $100M | $26.53 | No quote |
| 9 | META | FACEBOOK INC | 3.29% | Reduce -2.3% | 423,500 | $81.74M | $193.00 | No quote |
| 10 | KMX | CARMAX INC | 3.21% | Reduce -18.2% | 919,250 | $79.82M | $86.83 | No quote |
| 11 | CCRD | INTELLIGENT SYS CORP NEW | 2.63% | - | 2,270,000 | $65.35M | No quote | No quote |
| 12 | LSXMK | LIBERTY MEDIA CORP DELAWARE | 2.60% | Add +1.6% | 1,701,250 | $64.61M | No quote | No quote |
| 13 | SCHW | THE CHARLES SCHWAB CORPORATI | 2.31% | Add +4.4% | 1,429,300 | $57.44M | $40.19 | No quote |
| 14 | RWT | REDWOOD TR INC | 2.29% | Reduce -0.3% | 3,445,500 | $56.95M | No quote | No quote |
| 15 | BKNG | BOOKING HLDGS INC | 2.27% | Add +39.9% | 30,085 | $56.4M | $1874.72 | No quote |
| 16 | SUM | SUMMIT MATLS INC | 1.89% | Add +9.9% | 2,435,000 | $46.87M | No quote | No quote |
| 17 | TXN | TEXAS INSTRS INC | 1.83% | - | 397,100 | $45.57M | $114.76 | No quote |
| 18 | BKI | BLACK KNIGHT INC | 1.82% | - | 750,900 | $45.17M | No quote | No quote |
| 19 | ORCL | ORACLE CORP | 1.81% | Reduce -1.9% | 789,900 | $45M | $56.97 | No quote |
| 20 | VMC | VULCAN MATLS CO | 1.76% | Add +8.9% | 318,010 | $43.67M | $137.31 | No quote |
| 21 | CFX | COLFAX CORP | 1.74% | Reduce -4.3% | 1,546,450 | $43.35M | No quote | No quote |
| 22 | DXC | DXC TECHNOLOGY CO | 1.70% | Add +24.3% | 768,500 | $42.38M | No quote | No quote |
| 23 | AON | AON PLC | 1.65% | Reduce -0.5% | 212,700 | $41.05M | $192.98 | No quote |
| 24 | TDG | TRANSDIGM GROUP INC | 1.60% | Reduce -2.5% | 82,445 | $39.89M | $483.80 | No quote |
| 25 | CMCSA | COMCAST CORP NEW | 1.59% | Reduce -5.4% | 937,450 | $39.64M | $42.28 | No quote |
| 26 | LIN | LINDE PLC | 1.32% | Reduce -4.1% | 163,000 | $32.73M | $200.80 | No quote |
| 27 | TMO | THERMO FISHER SCIENTIFIC INC | 1.30% | Add +4.8% | 110,000 | $32.31M | $293.68 | No quote |
| 28 | AMZN | AMAZON COM INC | 1.18% | - | 15,500 | $29.35M | $1893.61 | No quote |
| 29 | ADI | ANALOG DEVICES INC | 1.16% | - | 255,000 | $28.78M | $112.87 | No quote |
| 30 | DHR | DANAHER CORPORATION | 1.15% | - | 200,000 | $28.58M | $142.92 | No quote |
| 31 | BOX | BOX INC | 1.15% | Add +55.0% | 1,622,100 | $28.57M | No quote | No quote |
| 32 | JPM | JPMORGAN CHASE & CO | 1.09% | Add +0.6% | 243,500 | $27.22M | $111.80 | No quote |
| 33 | QRTEA | QURATE RETAIL INC | 1.07% | Add +30.2% | 2,154,064 | $26.69M | No quote | No quote |
| 34 | LILAK | LIBERTY LATIN AMERICA LTD | 1.00% | Reduce -6.9% | 1,449,500 | $24.92M | $17.19 | No quote |
| 35 | AXTA | AXALTA COATING SYS LTD | 1.00% | Reduce -0.6% | 835,575 | $24.88M | $29.77 | No quote |
| 36 | MRVL | MARVELL TECHNOLOGY GROUP LTD | 0.99% | Reduce -38.2% | 1,035,300 | $24.71M | $23.87 | No quote |
| 37 | DLTR | DOLLAR TREE INC | 0.95% | Reduce -20.0% | 220,000 | $23.63M | $107.39 | No quote |
| 38 | DEO | DIAGEO P L C | 0.90% | - | 130,000 | $22.4M | $172.32 | No quote |
| 39 | GLIBA | GCI LIBERTY INC | 0.88% | Reduce -1.2% | 357,500 | $21.97M | $61.46 | No quote |
| 40 | MKL | MARKEL CORP | 0.88% | Add +53.9% | 20,000 | $21.79M | $1089.60 | No quote |
| 41 | LBRDA | LIBERTY BROADBAND CORP | 0.80% | Reduce -1.3% | 192,500 | $19.8M | $102.84 | No quote |
| 42 | GWRE | GUIDEWIRE SOFTWARE INC | 0.78% | Add +2.8% | 190,400 | $19.3M | $101.38 | No quote |
| 43 | ACN | ACCENTURE PLC IRELAND | 0.77% | - | 103,000 | $19.03M | $184.77 | No quote |
| 44 | WAIR | WESCO AIRCRAFT HLDGS INC | 0.67% | - | 1,500,000 | $16.65M | No quote | No quote |
| 45 | SWK | STANLEY BLACK & DECKER INC | 0.62% | Reduce -9.3% | 107,295 | $15.52M | $144.61 | No quote |
| 46 | MLM | MARTIN MARIETTA MATLS INC | 0.61% | - | 66,030 | $15.19M | $230.11 | No quote |
| 47 | LSXMA | LIBERTY MEDIA CORP DELAWARE | 0.60% | - | 395,000 | $14.94M | No quote | No quote |
| 48 | PRSP | PERSPECTA INC | 0.50% | - | 530,000 | $12.41M | No quote | No quote |
| 49 | EQC | EQUITY COMWLTH | 0.33% | - | 250,000 | $8.13M | No quote | No quote |
| 50 | GDI | GARDNER DENVER HLDGS INC | 0.32% | - | 230,000 | $7.96M | No quote | No quote |
| 51 | LEXEA | LIBERTY EXPEDIA HLDGS INC | 0.29% | Add +20.0% | 150,000 | $7.17M | No quote | No quote |
| 52 | ACIW | ACI WORLDWIDE INC | 0.28% | Reduce -9.1% | 200,000 | $6.87M | $34.34 | No quote |
| 53 | EXP | EAGLE MATERIALS INC | 0.22% | Reduce -24.2% | 59,500 | $5.52M | $92.71 | No quote |
| 54 | FBIN | FORTUNE BRANDS HOME & SEC IN | 0.17% | - | 75,000 | $4.29M | $57.13 | No quote |
| 55 | CMP | COMPASS MINERALS INTL INC | 0.16% | Reduce -48.8% | 74,200 | $4.08M | No quote | No quote |
| 56 | BATRK | LIBERTY MEDIA CORP DELAWARE | 0.12% | - | 105,000 | $2.94M | $27.97 | No quote |
| 57 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.11% | Reduce -72.7% | 75,000 | $2.81M | $37.41 | No quote |
| 58 | MYE | MYERS INDS INC | 0.11% | - | 140,000 | $2.7M | $19.27 | No quote |
| 59 | CHTR | CHARTER COMMUNICATIONS INC N | 0.10% | Reduce -7.1% | 6,500 | $2.57M | $395.23 | No quote |
| 60 | MSFT | MICROSOFT CORP | 0.09% | - | 17,500 | $2.34M | $133.94 | No quote |
| 61 | VTI | VANGUARD INDEX FDS | 0.05% | - | 8,068 | $1.21M | $150.10 | No quote |
| 62 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.04% | Reduce -64.5% | 27,500 | $986K | $35.85 | No quote |
| 63 | VEA | VANGUARD TAX MANAGED INTL FD | 0.03% | - | 16,555 | $690K | $41.68 | No quote |
| 64 | IWB | ISHARES TR | 0.01% | - | 1,898 | $309K | $162.80 | No quote |
| 65 | BATRA | LIBERTY MEDIA CORP DELAWARE | 0.01% | - | 11,000 | $306K | $27.82 | No quote |
| 66 | BIV | VANGUARD BD INDEX FD INC | 0.01% | - | 2,371 | $205K | No quote | No quote |
| 67 | SPY | SPDR S&P 500 ETF TR | 0.00% | - | 180 | $53K | $294.44 | No quote |
| 68 | AAPL | APPLE INC | 0.00% | - | 140 | $28K | $200.00 | No quote |
| 71 | TUP | TUPPERWARE BRANDS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 70 | MUSA | MURPHY USA INC | - | Sold | 0 | $0 | No quote | No quote |
| 69 | MDLZ | MONDELEZ INTL INC | - | 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 | $10.14M |
| 3 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 7,000,000 | $6.98M |
| 4 | BSV | VANGUARD BD INDEX FD INCSHORT TRM BOND | OTHER | 4,692 | $378K |