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 52 of 75 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 7.17% | - | 558 | $174M | No quote | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 6.89% | Reduce -0.7% | 803,807 | $167.21M | No quote | No quote |
| 3 | LBRDK | LIBERTY BROADBAND CORP | 4.98% | Reduce -6.3% | 1,154,900 | $120.88M | $104.67 | No quote |
| 4 | GOOG | ALPHABET INC | 4.95% | Reduce -4.6% | 98,505 | $120.08M | $1219.00 | No quote |
| 5 | LH | LABORATORY CORP AMER HLDGS | 3.90% | Reduce -8.0% | 563,325 | $94.64M | $168.00 | No quote |
| 6 | MA | MASTERCARD INC | 3.77% | Reduce -12.2% | 336,840 | $91.48M | $271.57 | No quote |
| 7 | V | VISA INC | 3.77% | Reduce -9.1% | 531,540 | $91.43M | $172.01 | No quote |
| 8 | CCRD | INTELLIGENT SYS CORP NEW | 3.70% | Reduce -4.6% | 2,165,000 | $89.93M | No quote | No quote |
| 9 | LBTYK | LIBERTY GLOBAL PLC | 3.60% | Reduce -2.4% | 3,677,400 | $87.49M | $23.79 | No quote |
| 10 | META | FACEBOOK INC | 2.96% | Reduce -4.8% | 403,100 | $71.78M | $178.08 | No quote |
| 11 | KMX | CARMAX INC | 2.95% | Reduce -11.6% | 812,550 | $71.5M | $88.00 | No quote |
| 12 | LSXMK | LIBERTY MEDIA CORP DELAWARE | 2.85% | Reduce -3.1% | 1,648,250 | $69.16M | No quote | No quote |
| 13 | SCHW | THE CHARLES SCHWAB CORPORATI | 2.65% | Add +7.5% | 1,536,300 | $64.26M | $41.83 | No quote |
| 14 | RWT | REDWOOD TR INC | 2.30% | Reduce -1.3% | 3,400,500 | $55.8M | No quote | No quote |
| 15 | BKNG | BOOKING HLDGS INC | 2.08% | Reduce -14.5% | 25,730 | $50.5M | $1962.61 | No quote |
| 16 | VMC | VULCAN MATLS CO | 1.95% | Reduce -1.4% | 313,710 | $47.45M | $151.24 | No quote |
| 17 | ORCL | ORACLE CORP | 1.86% | Add +4.0% | 821,720 | $45.22M | $55.03 | No quote |
| 18 | TXN | TEXAS INSTRS INC | 1.81% | Reduce -14.4% | 339,950 | $43.94M | $129.24 | No quote |
| 19 | BKI | BLACK KNIGHT INC | 1.80% | Reduce -4.8% | 714,900 | $43.65M | No quote | No quote |
| 20 | SUM | SUMMIT MATLS INC | 1.76% | Reduce -21.0% | 1,923,450 | $42.7M | No quote | No quote |
| 21 | AON | AON PLC | 1.70% | Add +0.1% | 213,000 | $41.23M | $193.57 | No quote |
| 22 | CFX | COLFAX CORP | 1.67% | Reduce -9.9% | 1,393,250 | $40.49M | No quote | No quote |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | 1.32% | - | 110,000 | $32.04M | $291.27 | No quote |
| 24 | LIN | LINDE PLC | 1.30% | - | 163,000 | $31.58M | $193.72 | No quote |
| 25 | AMZN | AMAZON COM INC | 1.25% | Add +12.9% | 17,500 | $30.38M | $1735.89 | No quote |
| 26 | QRTEA | QURATE RETAIL INC | 1.25% | Add +36.7% | 2,943,848 | $30.37M | No quote | No quote |
| 27 | DHR | DANAHER CORPORATION | 1.19% | - | 200,000 | $28.89M | $144.43 | No quote |
| 28 | JPM | JPMORGAN CHASE & CO | 1.18% | - | 243,500 | $28.66M | $117.69 | No quote |
| 29 | DLTR | DOLLAR TREE INC | 1.18% | Add +13.6% | 250,000 | $28.54M | $114.16 | No quote |
| 30 | ADI | ANALOG DEVICES INC | 1.17% | - | 255,000 | $28.49M | $111.73 | No quote |
| 31 | CMCSA | COMCAST CORP NEW | 1.12% | Reduce -35.5% | 605,000 | $27.27M | $45.08 | No quote |
| 32 | BOX | BOX INC | 1.12% | Add +1.3% | 1,643,100 | $27.21M | No quote | No quote |
| 33 | LILAK | LIBERTY LATIN AMERICA LTD | 1.06% | Add +3.4% | 1,498,400 | $25.62M | $17.09 | No quote |
| 34 | GWRE | GUIDEWIRE SOFTWARE INC | 1.04% | Add +25.5% | 238,875 | $25.17M | $105.38 | No quote |
| 35 | AXTA | AXALTA COATING SYS LTD | 1.01% | Reduce -2.6% | 813,575 | $24.53M | $30.15 | No quote |
| 36 | MKL | MARKEL CORP | 0.97% | - | 20,000 | $23.64M | $1181.90 | No quote |
| 37 | LKQ | LKQ CORP | 0.97% | New | 750,900 | $23.62M | $31.45 | No quote |
| 38 | GLIBA | GCI LIBERTY INC | 0.91% | - | 357,500 | $22.19M | $62.07 | No quote |
| 39 | ACIW | ACI WORLDWIDE INC | 0.91% | Add +252.1% | 704,125 | $22.06M | $31.33 | No quote |
| 40 | DEO | DIAGEO P L C | 0.86% | Reduce -1.9% | 127,500 | $20.85M | $163.52 | No quote |
| 41 | CRM | SALESFORCE COM INC | 0.86% | New | 140,000 | $20.78M | $148.44 | No quote |
| 42 | LBRDA | LIBERTY BROADBAND CORP | 0.83% | - | 192,500 | $20.12M | $104.52 | No quote |
| 43 | ACN | ACCENTURE PLC IRELAND | 0.81% | Reduce -1.0% | 102,000 | $19.62M | $192.35 | No quote |
| 44 | MRVL | MARVELL TECHNOLOGY GROUP LTD | 0.74% | Reduce -30.8% | 716,600 | $17.89M | $24.97 | No quote |
| 45 | DXC | DXC TECHNOLOGY CO | 0.73% | Reduce -21.9% | 600,000 | $17.7M | No quote | No quote |
| 46 | MLM | MARTIN MARIETTA MATLS INC | 0.72% | Reduce -3.8% | 63,530 | $17.41M | $274.11 | No quote |
| 47 | LSXMA | LIBERTY MEDIA CORP DELAWARE | 0.68% | - | 395,000 | $16.42M | No quote | No quote |
| 48 | TDG | TRANSDIGM GROUP INC | 0.61% | Reduce -65.6% | 28,355 | $14.76M | $520.68 | No quote |
| 49 | SWK | STANLEY BLACK & DECKER INC | 0.58% | Reduce -8.8% | 97,795 | $14.12M | $144.41 | No quote |
| 50 | PRSP | PERSPECTA INC | 0.57% | - | 530,000 | $13.84M | No quote | No quote |
| 51 | EQC | EQUITY COMWLTH | 0.35% | - | 250,000 | $8.56M | No quote | No quote |
| 52 | EXPE | EXPEDIA GROUP INC | 0.30% | New | 54,000 | $7.26M | $134.41 | No quote |
| 53 | GDI | GARDNER DENVER HLDGS INC | 0.27% | - | 230,000 | $6.51M | No quote | No quote |
| 54 | EXP | EAGLE MATERIALS INC | 0.21% | Reduce -3.4% | 57,500 | $5.18M | $90.02 | No quote |
| 55 | FBIN | FORTUNE BRANDS HOME & SEC IN | 0.17% | - | 75,000 | $4.1M | $54.71 | No quote |
| 56 | MYE | MYERS INDS INC | 0.15% | Add +50.9% | 211,200 | $3.73M | $17.65 | No quote |
| 57 | BATRK | LIBERTY MEDIA CORP DELAWARE | 0.12% | - | 105,000 | $2.91M | $27.75 | No quote |
| 58 | CHTR | CHARTER COMMUNICATIONS INC N | 0.10% | Reduce -7.7% | 6,000 | $2.47M | $412.17 | No quote |
| 59 | MSFT | MICROSOFT CORP | 0.10% | - | 17,500 | $2.43M | $139.03 | No quote |
| 60 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.09% | Reduce -33.3% | 50,000 | $2.08M | $41.60 | No quote |
| 61 | VTI | VANGUARD INDEX FDS | 0.05% | - | 8,068 | $1.22M | $150.97 | No quote |
| 62 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.04% | - | 27,500 | $1.09M | $39.60 | No quote |
| 63 | VEA | VANGUARD TAX MANAGED INTL FD | 0.03% | - | 16,555 | $680K | $41.08 | No quote |
| 64 | BATRA | LIBERTY MEDIA CORP DELAWARE | 0.01% | - | 11,000 | $306K | $27.82 | No quote |
| 65 | IWB | ISHARES TR | 0.01% | Reduce -13.2% | 1,648 | $271K | $164.44 | No quote |
| 66 | BIV | VANGUARD BD INDEX FD INC | 0.01% | - | 2,371 | $209K | 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 | $31K | $221.43 | No quote |
| 71 | WAIR | WESCO AIRCRAFT HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 70 | LEXEA | LIBERTY EXPEDIA HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 69 | CMP | COMPASS MINERALS 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 | $16.06M |
| 2 | - | REDWOOD TR INCNOTE 4.750% 8/1 | OTHER | 10,350,000 | $10.34M |
| 3 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 7,000,000 | $7.13M |
| 4 | BSV | VANGUARD BD INDEX FD INCSHORT TRM BOND | OTHER | 4,692 | $379K |