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 73 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 7.48% | - | 558 | $189.49M | No quote | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 7.19% | Reduce -0.1% | 803,271 | $181.94M | No quote | No quote |
| 3 | LBRDK | LIBERTY BROADBAND CORP | 5.39% | Reduce -6.1% | 1,084,900 | $136.43M | $125.75 | No quote |
| 4 | GOOG | ALPHABET INC | 4.96% | Reduce -4.6% | 93,980 | $125.65M | $1337.02 | No quote |
| 5 | LH | LABORATORY CORP AMER HLDGS | 3.62% | Reduce -3.7% | 542,425 | $91.76M | $169.17 | No quote |
| 6 | V | VISA INC | 3.62% | Reduce -8.1% | 488,300 | $91.75M | $187.90 | No quote |
| 7 | MA | MASTERCARD INC | 3.49% | Reduce -12.0% | 296,315 | $88.48M | $298.59 | No quote |
| 8 | LSXMK | LIBERTY MEDIA CORP DELAWARE | 3.13% | - | 1,648,250 | $79.35M | No quote | No quote |
| 9 | LBTYK | LIBERTY GLOBAL PLC | 3.12% | Reduce -1.4% | 3,627,400 | $79.06M | $21.79 | No quote |
| 10 | META | FACEBOOK INC | 3.11% | Reduce -4.7% | 384,100 | $78.84M | $205.25 | No quote |
| 11 | CCRD | INTELLIGENT SYS CORP NEW | 2.97% | Reduce -13.1% | 1,880,905 | $75.12M | No quote | No quote |
| 12 | SCHW | THE CHARLES SCHWAB CORPORATI | 2.79% | Reduce -3.3% | 1,486,300 | $70.69M | $47.56 | No quote |
| 13 | KMX | CARMAX INC | 2.34% | Reduce -16.8% | 676,350 | $59.3M | $87.67 | No quote |
| 14 | MKL | MARKEL CORP | 2.18% | Add +141.3% | 48,255 | $55.16M | $1143.18 | No quote |
| 15 | RWT | REDWOOD TR INC | 2.12% | Reduce -4.4% | 3,250,500 | $53.76M | No quote | No quote |
| 16 | BKNG | BOOKING HLDGS INC | 2.09% | - | 25,730 | $52.84M | $2053.71 | No quote |
| 17 | VMC | VULCAN MATLS CO | 1.89% | Add +6.1% | 332,710 | $47.91M | $143.99 | No quote |
| 18 | AON | AON PLC | 1.84% | Add +5.2% | 224,000 | $46.66M | $208.29 | No quote |
| 19 | CFX | COLFAX CORP | 1.79% | Reduce -10.4% | 1,248,250 | $45.41M | No quote | No quote |
| 20 | BKI | BLACK KNIGHT INC | 1.73% | Reduce -4.9% | 679,900 | $43.84M | No quote | No quote |
| 21 | ORCL | ORACLE CORP | 1.72% | - | 821,720 | $43.54M | $52.98 | No quote |
| 22 | TXN | TEXAS INSTRS INC | 1.68% | Reduce -2.2% | 332,450 | $42.65M | $128.29 | No quote |
| 23 | SUM | SUMMIT MATLS INC | 1.63% | Reduce -10.4% | 1,722,550 | $41.17M | No quote | No quote |
| 24 | AMZN | AMAZON COM INC | 1.42% | Add +11.4% | 19,500 | $36.03M | $1847.85 | No quote |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC | 1.41% | - | 110,000 | $35.74M | $324.87 | No quote |
| 26 | LIN | LINDE PLC | 1.37% | - | 163,000 | $34.7M | $212.90 | No quote |
| 27 | JPM | JPMORGAN CHASE & CO | 1.34% | - | 243,500 | $33.94M | $139.40 | No quote |
| 28 | LILAK | LIBERTY LATIN AMERICA LTD | 1.26% | Add +9.3% | 1,637,661 | $31.87M | $19.46 | No quote |
| 29 | ADI | ANALOG DEVICES INC | 1.26% | Add +4.9% | 267,500 | $31.79M | $118.84 | No quote |
| 30 | EXPE | EXPEDIA GROUP INC | 1.24% | Add +435.4% | 289,130 | $31.27M | $108.14 | No quote |
| 31 | DHR | DANAHER CORPORATION | 1.21% | - | 200,000 | $30.7M | $153.48 | No quote |
| 32 | CMCSA | COMCAST CORP NEW | 1.07% | - | 605,000 | $27.21M | $44.97 | No quote |
| 33 | ACIW | ACI WORLDWIDE INC | 1.07% | Add +1.4% | 714,125 | $27.06M | $37.89 | No quote |
| 34 | BOX | BOX INC | 1.06% | Reduce -3.0% | 1,593,100 | $26.73M | No quote | No quote |
| 35 | QRTEA | QURATE RETAIL INC | 1.00% | Add +2.1% | 3,006,900 | $25.35M | No quote | No quote |
| 36 | AXTA | AXALTA COATING SYS LTD | 0.98% | - | 813,575 | $24.73M | $30.40 | No quote |
| 37 | LKQ | LKQ CORP | 0.97% | Reduce -8.1% | 689,900 | $24.63M | $35.70 | No quote |
| 38 | LBRDA | LIBERTY BROADBAND CORP | 0.95% | - | 192,500 | $23.98M | $124.56 | No quote |
| 39 | GWRE | GUIDEWIRE SOFTWARE INC | 0.94% | Reduce -9.4% | 216,375 | $23.75M | $109.77 | No quote |
| 40 | CRM | SALESFORCE COM INC | 0.90% | - | 140,000 | $22.77M | $162.64 | No quote |
| 41 | ACN | ACCENTURE PLC IRELAND | 0.86% | Add +1.0% | 103,000 | $21.69M | $210.57 | No quote |
| 42 | DEO | DIAGEO P L C | 0.85% | - | 127,500 | $21.47M | $168.42 | No quote |
| 43 | LSXMA | LIBERTY MEDIA CORP DELAWARE | 0.75% | - | 395,000 | $19.09M | No quote | No quote |
| 44 | MRVL | MARVELL TECHNOLOGY GROUP LTD | 0.75% | - | 716,600 | $19.03M | $26.56 | No quote |
| 45 | DLTR | DOLLAR TREE INC | 0.74% | Reduce -20.0% | 200,000 | $18.81M | $94.05 | No quote |
| 46 | MLM | MARTIN MARIETTA MATLS INC | 0.70% | - | 63,530 | $17.77M | $279.65 | No quote |
| 47 | DXC | DXC TECHNOLOGY CO | 0.67% | Reduce -25.0% | 450,000 | $16.92M | No quote | No quote |
| 48 | TDG | TRANSDIGM GROUP INC | 0.63% | - | 28,355 | $15.88M | $560.01 | No quote |
| 49 | PRSP | PERSPECTA INC | 0.57% | Add +3.8% | 550,000 | $14.54M | No quote | No quote |
| 50 | GLIBA | GCI LIBERTY INC | 0.48% | Reduce -52.5% | 170,000 | $12.05M | $70.85 | No quote |
| 51 | GDI | GARDNER DENVER HLDGS INC | 0.33% | - | 230,000 | $8.44M | No quote | No quote |
| 52 | EQC | EQUITY COMWLTH | 0.32% | - | 250,000 | $8.21M | No quote | No quote |
| 53 | FBIN | FORTUNE BRANDS HOME & SEC IN | 0.19% | - | 75,000 | $4.9M | $65.35 | No quote |
| 54 | FHB | FIRST HAWAIIAN INC | 0.18% | New | 160,000 | $4.62M | $28.85 | No quote |
| 55 | BATRK | LIBERTY MEDIA CORP DELAWARE | 0.12% | - | 105,000 | $3.1M | $29.54 | No quote |
| 56 | CHTR | CHARTER COMMUNICATIONS INC N | 0.11% | - | 6,000 | $2.91M | $485.00 | No quote |
| 57 | MSFT | MICROSOFT CORP | 0.11% | - | 17,500 | $2.76M | $157.71 | No quote |
| 58 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.09% | - | 50,000 | $2.3M | $45.96 | No quote |
| 59 | VTI | VANGUARD INDEX FDS | 0.05% | - | 8,068 | $1.32M | $163.61 | No quote |
| 60 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.05% | - | 27,500 | $1.2M | $43.78 | No quote |
| 61 | VEA | VANGUARD TAX MANAGED INTL FD | 0.03% | - | 16,555 | $729K | $44.03 | No quote |
| 62 | BATRA | LIBERTY MEDIA CORP DELAWARE | 0.01% | - | 11,000 | $326K | $29.64 | No quote |
| 63 | IWB | ISHARES TR | 0.01% | - | 1,648 | $294K | $178.40 | No quote |
| 64 | BIV | VANGUARD BD INDEX FD INC | 0.01% | - | 2,371 | $207K | No quote | No quote |
| 65 | AAPL | APPLE INC | 0.00% | - | 140 | $41K | $292.86 | No quote |
| 69 | SWK | STANLEY BLACK & DECKER INC | - | Sold | 0 | $0 | No quote | No quote |
| 68 | SPY | SPDR S&P 500 ETF TR | - | Sold | 0 | $0 | No quote | No quote |
| 67 | MYE | MYERS INDS INC | - | Sold | 0 | $0 | No quote | No quote |
| 66 | EXP | EAGLE MATERIALS 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 4.750% 8/1 | OTHER | 10,350,000 | $10.63M |
| 2 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 7,000,000 | $7.15M |
| 3 | BSV | VANGUARD BD INDEX FD INCSHORT TRM BOND | OTHER | 4,692 | $378K |
| 4 | - | RWT HLDGS INCNOTE 5.625%11/1 | OTHER | 0 | $0 |