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Focused investors/Wallace Weitz

Wallace Weitz - Weitz Investment Management

As of Q2 2026, Wallace Weitz reported 50 long-equity positions worth $1.44B in aggregate.

Copy-investor backtest

Full auditCompare with peers
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 76 rows. Rows without a quote are marked unavailable.

1BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 0846701088.11%-558$151.78MNo quoteNo quote
2BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707027.73%Reduce -1.4%791,771$144.76MNo quoteNo quote
3GOOGALPHABET INC5.58%Reduce -4.3%89,900$104.54M$1162.8152w: $50.68 - $76.61; reported $1162.81
4LBRDKLIBERTY BROADBAND CORP5.36%Reduce -16.5%905,656$100.27M$110.7252w: $80.71 - $131.09; reported $110.72
5VVISA INC4.12%Reduce -2.0%478,300$77.06M$161.1252w: $133.93 - $214.17; reported $161.12
6MAMASTERCARD INC3.79%Reduce -0.9%293,565$70.91M$241.5652w: $199.99 - $347.25; reported $241.56
7LHLABORATORY CORP AMER HLDGS3.56%Reduce -2.9%526,850$66.59M$126.3952w: $84.21 - $168.69; reported $126.39
8METAFACEBOOK INC3.39%Reduce -1.0%380,100$63.4M$166.8052w: $137.10 - $224.20; reported $166.80
9LBTYKLIBERTY GLOBAL PLC3.03%Reduce -0.4%3,613,000$56.76M$15.7152w: $7.66 - $11.51; reported $15.71
10LSXMKLIBERTY MEDIA CORP DEL2.80%Add +0.6%1,657,500$52.41MNo quoteNo quote
11CCRDINTELLIGENT SYS CORP NEW2.79%Reduce -18.2%1,539,000$52.31MNo quoteNo quote
12MKLMARKEL CORP2.73%Add +14.0%55,002$51.04M$927.8952w: $710.52 - $1347.64; reported $927.89
13VMCVULCAN MATLS CO2.57%Add +33.6%444,400$48.03M$108.0752w: $65.56 - $149.05; reported $108.07
14SCHWSCHWAB CHARLES CORP2.27%Reduce -15.0%1,262,850$42.46M$33.6252w: $28.00 - $49.55; reported $33.62
15ORCLORACLE CORP2.20%Add +3.5%850,900$41.12M$48.3352w: $39.71 - $55.89; reported $48.33
16AONAON PLC2.08%Add +5.3%235,800$38.92M$165.0452w: $143.93 - $238.19; reported $165.04
17CSGPCOSTAR GROUP INC2.04%New64,900$38.11M$587.2152w: $50.02 - $74.67; reported $587.21
18AMZNAMAZON COM INC2.03%-19,500$38.02M$1949.7452w: $81.30 - $109.30; reported $1949.74
19KMXCARMAX INC1.97%Add +1.5%686,400$36.95M$53.8352w: $37.59 - $103.18; reported $53.83
20BKIBLACK KNIGHT INC1.81%Reduce -14.1%584,400$33.93MNo quoteNo quote
21TMOTHERMO FISHER SCIENTIFIC INC1.67%-110,000$31.2M$283.6052w: $250.21 - $342.26; reported $283.60
22TXNTEXAS INSTRS INC1.61%Reduce -9.4%301,300$30.11M$99.9352w: $93.09 - $135.70; reported $99.93
23JPMJPMORGAN CHASE & CO1.50%Add +28.1%312,000$28.09M$90.0352w: $76.91 - $141.10; reported $90.03
24DHRDANAHER CORPORATION1.48%-200,000$27.68M$138.4152w: $106.03 - $149.99; reported $138.41
25SUMSUMMIT MATLS INC1.46%Add +5.7%1,821,200$27.32MNo quoteNo quote
26XLFSELECT SECTOR SPDR TR1.33%New1,200,000$24.98M$20.8252w: $17.49 - $31.38; reported $20.82
27ADIANALOG DEVICES INC1.28%-267,500$23.98M$89.6552w: $79.08 - $127.30; reported $89.65
28CMCSACOMCAST CORP NEW1.11%-605,000$20.8M$34.3852w: $29.72 - $44.74; reported $34.38
29LBRDALIBERTY BROADBAND CORP1.10%-192,500$20.6M$107.0052w: $75.11 - $129.78; reported $107.00
30ACIWACI WORLDWIDE INC1.08%Add +17.6%839,650$20.28M$24.1552w: $20.03 - $39.37; reported $24.15
31CRMSALESFORCE COM INC1.08%-140,000$20.16M$143.9852w: $115.29 - $195.72; reported $143.98
32LINLINDE PLC1.02%Reduce -32.5%110,000$19.03M$173.0052w: $146.71 - $227.85; reported $173.00
33LILAKLIBERTY LATIN AMERICA LTD1.01%Add +12.1%1,835,200$18.83M$10.2652w: $8.03 - $18.69; reported $10.26
34RWTREDWOOD TR INC0.97%Add +10.3%3,586,850$18.15MNo quoteNo quote
35DEODIAGEO P L C0.94%Add +9.0%139,000$17.67M$127.1252w: $100.52 - $171.29; reported $127.12
36BOXBOX INC0.94%Reduce -21.4%1,253,000$17.59MNo quoteNo quote
37GWREGUIDEWIRE SOFTWARE INC0.93%Add +1.2%219,000$17.37M$79.3152w: $72.40 - $124.16; reported $79.31
38ACNACCENTURE PLC IRELAND0.90%-103,000$16.82M$163.2652w: $137.15 - $216.39; reported $163.26
39SPGIS&P GLOBAL INC0.90%New68,500$16.79M$245.0552w: $186.06 - $312.94; reported $245.05
40MRVLMARVELL TECHNOLOGY GROUP LTD0.81%Reduce -6.4%670,600$15.18M$22.6352w: $16.45 - $28.86; reported $22.63
41LKQLKQ CORP0.76%Reduce -0.1%689,400$14.14M$20.5152w: $13.31 - $36.02; reported $20.51
42AXTAAXALTA COATING SYS LTD0.74%Reduce -1.8%798,800$13.8M$17.2752w: $12.92 - $31.26; reported $17.27
43LSXMALIBERTY MEDIA CORP DEL0.63%Reduce -6.3%370,000$11.73MNo quoteNo quote
44MLMMARTIN MARIETTA MATLS INC0.55%Reduce -14.3%54,430$10.3M$189.2352w: $135.08 - $281.82; reported $189.23
45HEI/AHEICO CORP NEWCUSIP 4228062080.54%New158,750$10.14MNo quoteNo quote
46GLIBAGCI LIBERTY INC0.52%-170,000$9.69M$56.97No quote
47QRTEAQURATE RETAIL INC0.51%Reduce -47.6%1,575,000$9.62MNo quoteNo quote
48IEXIDEX CORP0.47%New63,394$8.76M$138.1052w: $104.56 - $178.14; reported $138.10
49EQCEQUITY COMWLTH0.42%-250,000$7.93MNo quoteNo quote
50DXCDXC TECHNOLOGY CO0.42%Add +33.3%600,000$7.83MNo quoteNo quote
51IRINGERSOLL RAND INC0.30%New230,000$5.7M$24.8052w: $17.01 - $38.96; reported $24.80
52FHBFIRST HAWAIIAN INC0.23%Add +62.5%260,000$4.3M$16.5352w: $15.42 - $31.25; reported $16.53
53MSFTMICROSOFT CORP0.15%-17,500$2.76M$157.7152w: $132.52 - $190.70; reported $157.71
54CHTRCHARTER COMMUNICATIONS INC N0.13%Reduce -8.3%5,500$2.4M$436.3652w: $345.67 - $546.54; reported $436.36
55BATRKLIBERTY MEDIA CORP DEL0.11%-105,000$2M$19.0652w: $13.20 - $29.99; reported $19.06
56EXPEEXPEDIA GROUP INC0.09%Reduce -89.6%30,000$1.69M$56.2752w: $40.76 - $124.74; reported $56.27
57FTVFORTIVE CORP0.07%New25,000$1.38M$55.2052w: $23.53 - $50.83; reported $55.20
58FWONKLIBERTY MEDIA CORP DEL0.07%-50,000$1.36M$27.2452w: $17.70 - $47.33; reported $27.24
59HONHONEYWELL INTL INC0.07%New10,000$1.34M$133.8052w: $95.27 - $173.48; reported $133.80
60VTIVANGUARD INDEX FDS0.06%-8,068$1.04M$128.9052w: $109.49 - $172.56; reported $128.90
61FWONALIBERTY MEDIA CORP DEL0.04%-27,500$710K$25.8252w: $16.15 - $44.54; reported $25.82
62VEAVANGUARD TAX-MANAGED INTL FD0.03%-16,555$552K$33.3452w: $28.46 - $44.67; reported $33.34
63IWBISHARES TR0.01%-1,648$233K$141.3852w: $120.20 - $188.47; reported $141.38
64BATRALIBERTY MEDIA CORP DEL0.01%-11,000$215K$19.5552w: $13.59 - $30.16; reported $19.55
65BIVVANGUARD BD INDEX FDS0.01%-2,371$212KNo quoteNo quote
66AAPLAPPLE INC0.00%-140$36K$257.1452w: $53.15 - $81.96; reported $257.14
73TDGTRANSDIGM GROUP INC-Sold0$0No quoteNo quote
72PRSPPERSPECTA INC-Sold0$0No quoteNo quote
71GDIGARDNER DENVER HLDGS INC-Sold0$0No quoteNo quote
70FBINFORTUNE BRANDS HOME & SEC IN-Sold0$0No quoteNo quote
69DLTRDOLLAR TREE INC-Sold0$0No quoteNo quote
68CFXCOLFAX CORP-Sold0$0No quoteNo quote
67BKNGBOOKING HLDGS INC-Sold0$0No quoteNo quote

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.

1-REDWOOD TR INCNOTE 4.750% 8/1OTHER13,350,000$8.72M
2-REDWOOD TR INCNOTE 5.625% 7/1OTHER7,000,000$3.88M
3BSVVANGUARD BD INDEX FDSSHORT TRM BONDOTHER4,692$386K