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 67 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 8.44% | - | 558 | $178.56M | No quote | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 7.16% | Reduce -10.1% | 711,771 | $151.57M | No quote | No quote |
| 3 | GOOG | ALPHABET INC | 4.46% | Reduce -24.6% | 64,270 | $94.45M | $1469.60 | |
| 4 | LH | LABORATORY CORP AMER HLDGS | 4.15% | Add +3.4% | 466,400 | $87.81M | $188.27 | |
| 5 | V | VISA INC | 3.93% | Reduce -2.9% | 415,800 | $83.15M | $199.97 | |
| 6 | LBRDK | LIBERTY BROADBAND CORP | 3.88% | Reduce -22.2% | 575,000 | $82.15M | $142.87 | |
| 7 | MA | MASTERCARD INCORPORATED | 3.85% | Reduce -9.4% | 241,065 | $81.52M | $338.17 | |
| 8 | CSGP | COSTAR GROUP INC | 3.20% | - | 79,900 | $67.8M | $848.51 | |
| 9 | SCHW | SCHWAB CHARLES CORP | 3.17% | Add +9.8% | 1,852,300 | $67.11M | $36.23 | |
| 10 | META | FACEBOOK INC | 3.14% | Reduce -24.7% | 253,900 | $66.5M | $261.90 | |
| 11 | AON | AON PLC | 3.13% | Add +11.7% | 321,050 | $66.23M | $206.30 | |
| 12 | VMC | VULCAN MATLS CO | 3.02% | - | 471,200 | $63.87M | $135.54 | |
| 13 | LSXMK | LIBERTY MEDIA CORP DEL | 2.86% | Add +10.6% | 1,832,200 | $60.61M | No quote | No quote |
| 14 | KMX | CARMAX INC | 2.76% | Reduce -2.3% | 635,000 | $58.36M | $91.91 | |
| 15 | MKL | MARKEL CORP | 2.45% | Reduce -2.2% | 53,250 | $51.85M | $973.71 | |
| 16 | ORCL | ORACLE CORP | 2.17% | Reduce -3.8% | 769,500 | $45.94M | $59.70 | |
| 17 | LBTYK | LIBERTY GLOBAL PLC | 2.02% | - | 2,086,000 | $42.84M | $20.54 | |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | 1.98% | Reduce -13.6% | 95,000 | $41.94M | $441.52 | |
| 19 | AMZN | AMAZON COM INC | 1.93% | Reduce -18.8% | 13,000 | $40.93M | $3148.69 | |
| 20 | DHR | DANAHER CORPORATION | 1.93% | Reduce -5.0% | 190,000 | $40.91M | $215.33 | |
| 21 | FIS | FIDELITY NATL INFORMATION SV | 1.78% | New | 256,000 | $37.69M | $147.21 | |
| 22 | BKI | BLACK KNIGHT INC | 1.69% | Reduce -6.9% | 410,000 | $35.69M | No quote | No quote |
| 23 | TXN | TEXAS INSTRS INC | 1.67% | Reduce -3.0% | 248,000 | $35.41M | $142.79 | |
| 24 | CCRD | INTELLIGENT SYS CORP NEW | 1.64% | Reduce -10.9% | 890,000 | $34.69M | No quote | No quote |
| 25 | ADI | ANALOG DEVICES INC | 1.48% | - | 267,500 | $31.23M | $116.74 | |
| 26 | CRM | SALESFORCE COM INC | 1.43% | Reduce -14.3% | 120,000 | $30.16M | $251.32 | |
| 27 | SUM | SUMMIT MATLS INC | 1.35% | - | 1,722,500 | $28.49M | No quote | No quote |
| 28 | CMCSA | COMCAST CORP NEW | 1.30% | Reduce -1.6% | 595,000 | $27.53M | $46.26 | |
| 29 | JPM | JPMORGAN CHASE & CO | 1.19% | - | 262,000 | $25.22M | $96.27 | |
| 30 | LIN | LINDE PLC | 1.17% | Reduce -5.5% | 104,000 | $24.77M | $238.13 | |
| 31 | SPGI | S&P GLOBAL INC | 1.17% | - | 68,500 | $24.7M | $360.60 | |
| 32 | ACN | ACCENTURE PLC IRELAND | 1.10% | - | 103,000 | $23.28M | $225.99 | |
| 33 | ACIW | ACI WORLDWIDE INC | 1.03% | - | 833,585 | $21.78M | $26.13 | |
| 34 | DEO | DIAGEO PLC | 1.03% | Add +13.7% | 158,000 | $21.75M | $137.66 | |
| 35 | GWRE | GUIDEWIRE SOFTWARE INC | 1.03% | Reduce -7.8% | 208,300 | $21.72M | $104.27 | |
| 36 | LBRDA | LIBERTY BROADBAND CORP | 0.90% | Reduce -25.2% | 133,750 | $18.97M | $141.81 | |
| 37 | BOX | BOX INC | 0.86% | - | 1,049,000 | $18.21M | No quote | No quote |
| 38 | LKQ | LKQ CORP | 0.80% | - | 612,000 | $16.97M | $27.73 | |
| 39 | MLM | MARTIN MARIETTA MATLS INC | 0.78% | - | 70,450 | $16.58M | $235.36 | |
| 40 | AXTA | AXALTA COATING SYS LTD | 0.77% | - | 733,500 | $16.26M | $22.17 | |
| 41 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 0.74% | - | 175,500 | $15.56M | No quote | No quote |
| 42 | LILAK | LIBERTY LATIN AMERICA LTD | 0.71% | Add +19.5%1.062:1 split | 1,846,395 | $15.03M | $8.14 | |
| 43 | LSXMA | LIBERTY MEDIA CORP DEL | 0.66% | Add +13.5% | 420,000 | $13.93M | No quote | No quote |
| 44 | QRTEA | QURATE RETAIL INC | 0.65% | Add +73.6% | 1,910,000 | $13.71M | No quote | No quote |
| 45 | RWT | REDWOOD TR INC | 0.63% | Reduce -45.5% | 1,776,050 | $13.36M | No quote | No quote |
| 46 | IEX | IDEX CORP | 0.60% | - | 69,700 | $12.71M | $182.41 | |
| 47 | FRCB | FIRST REP BK SAN FRANCISCO C | 0.47% | New | 91,050 | $9.93M | No quote | No quote |
| 48 | GLIBA | GCI LIBERTY INC | 0.34% | - | 89,000 | $7.29M | $81.96 | No quote |
| 49 | IR | INGERSOLL RAND INC | 0.32% | Reduce -5.0% | 190,000 | $6.76M | $35.60 | |
| 50 | MSFT | MICROSOFT CORP | 0.17% | - | 17,500 | $3.68M | $210.34 | |
| 51 | FHB | FIRST HAWAIIAN INC | 0.16% | Reduce -20.0% | 240,000 | $3.47M | $14.47 | |
| 52 | DLB | DOLBY LABORATORIES INC | 0.16% | - | 50,000 | $3.31M | No quote | No quote |
| 53 | CHTR | CHARTER COMMUNICATIONS INC N | 0.15% | - | 5,000 | $3.12M | $624.40 | |
| 54 | BATRK | LIBERTY MEDIA CORP DEL | 0.10% | - | 105,000 | $2.21M | $21.01 | |
| 55 | FTV | FORTIVE CORP | 0.09% | - | 25,000 | $1.91M | $76.20 | |
| 56 | HON | HONEYWELL INTL INC | 0.09% | - | 11,000 | $1.81M | $164.64 | |
| 57 | VTI | VANGUARD INDEX FDS | 0.06% | - | 8,068 | $1.37M | $170.30 | |
| 58 | VEA | VANGUARD TAX-MANAGED INTL FD | 0.03% | - | 16,555 | $677K | $40.89 | |
| 59 | IWB | ISHARES TR | 0.01% | - | 1,648 | $308K | $186.89 | |
| 60 | BATRA | LIBERTY MEDIA CORP DEL | 0.01% | - | 11,000 | $230K | $20.91 | |
| 61 | BIV | VANGUARD BD INDEX FDS | 0.01% | - | 2,371 | $222K | No quote | No quote |
| 62 | AAPL | APPLE INC | 0.00% | -4:1 split | 560 | $65K | $116.07 | |
| 63 | DD | DUPONT DE NEMOURS INC | 0.00% | - | 95 | $5K | $52.63 | |
| 64 | EQC | EQUITY COMWLTH | - | 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 | 10,850,000 | $9.96M |
| 2 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 9,000,000 | $8.33M |
| 3 | BSV | VANGUARD BD INDEX FDSSHORT TRM BOND | OTHER | 4,692 | $390K |