Wallace Weitz - Weitz Investment Management
As of Q1 2026, Wallace Weitz reported 49 long-equity positions worth $1.43B in aggregate.
Copy-investor backtest
- Latest quarter
- -2.66%
- 1-year
- -1.30%
- 3-year
- +29.43%
- 3-year top 5
- +46.35%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 45 of 59 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | ALPHABET INC | 6.91% | Reduce -1.5% | 58,978 | $170.66M | $2893.59 | |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 6.13% | Add +0.1% | 505,819 | $151.24M | No quote | No quote |
| 3 | LBRDK | LIBERTY BROADBAND CORP | 4.27% | Add +4.2% | 654,421 | $105.43M | $161.10 | |
| 4 | SCHW | SCHWAB CHARLES CORP | 4.23% | Reduce -6.3% | 1,242,013 | $104.45M | $84.10 | |
| 5 | META | META PLATFORMS INC | 4.18% | Add +7.0% | 306,900 | $103.23M | $336.35 | |
| 6 | V | VISA INC | 3.90% | Add +3.9% | 444,121 | $96.25M | $216.71 | |
| 7 | LSXMK | LIBERTY MEDIA CORP DEL | 3.77% | - | 1,832,200 | $93.17M | No quote | No quote |
| 8 | MA | MASTERCARD INCORPORATED | 3.75% | Add +4.6% | 257,892 | $92.67M | $359.32 | |
| 9 | LH | LABORATORY CORP AMER HLDGS | 3.68% | Reduce -19.8% | 289,369 | $90.92M | $314.21 | |
| 10 | CSGP | COSTAR GROUP INC | 3.62% | Add +20.2% | 1,129,400 | $89.26M | $79.03 | |
| 11 | AON | AON PLC | 3.05% | Reduce -36.5% | 250,907 | $75.41M | $300.56 | |
| 12 | KMX | CARMAX INC | 3.03% | Add +5.6% | 575,000 | $74.88M | $130.23 | |
| 13 | VMC | VULCAN MATLS CO | 2.84% | Reduce -19.3% | 338,185 | $70.2M | $207.58 | |
| 14 | MKL | MARKEL CORP | 2.82% | Add +0.3% | 56,368 | $69.56M | $1234.00 | |
| 15 | AZO | AUTOZONE INC | 2.81% | Reduce -3.6% | 33,041 | $69.27M | $2096.40 | |
| 16 | FIS | FIDELITY NATL INFORMATION SV | 2.58% | Add +41.7% | 583,909 | $63.73M | $109.15 | |
| 17 | LBTYK | LIBERTY GLOBAL PLC | 2.33% | - | 2,046,000 | $57.47M | $28.09 | |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | 2.12% | Reduce -5.6% | 78,342 | $52.27M | $667.24 | |
| 19 | DHR | DANAHER CORPORATION | 2.07% | Add +0.4% | 155,561 | $51.18M | $329.01 | |
| 20 | AMZN | AMAZON COM INC | 1.96% | - | 14,500 | $48.35M | $3334.34 | |
| 21 | ADI | ANALOG DEVICES INC | 1.63% | Add +0.5% | 228,621 | $40.19M | $175.77 | |
| 22 | DNB | DUN & BRADSTREET HLDGS INC | 1.52% | - | 1,836,000 | $37.62M | No quote | No quote |
| 23 | ACN | ACCENTURE PLC IRELAND | 1.48% | Reduce -10.0% | 88,232 | $36.58M | $414.55 | |
| 24 | TXN | TEXAS INSTRS INC | 1.42% | Add +0.5% | 186,201 | $35.09M | $188.47 | |
| 25 | BKI | BLACK KNIGHT INC | 1.39% | - | 413,000 | $34.23M | No quote | No quote |
| 26 | LKQ | LKQ CORP | 1.37% | Reduce -15.1% | 562,000 | $33.74M | $60.03 | |
| 27 | ROP | ROPER TECHNOLOGIES INC | 1.32% | Add +8.7% | 66,284 | $32.6M | $491.85 | |
| 28 | SPGI | S&P GLOBAL INC | 1.31% | Add +0.4% | 68,799 | $32.47M | $471.93 | |
| 29 | ORCL | ORACLE CORP | 1.28% | Reduce -0.1% | 362,142 | $31.58M | $87.21 | |
| 30 | CRM | SALESFORCE COM INC | 1.24% | - | 120,000 | $30.5M | $254.13 | |
| 31 | LIN | LINDE PLC | 1.18% | Add +0.5% | 84,386 | $29.23M | $346.43 | |
| 32 | MLM | MARTIN MARIETTA MATLS INC | 1.18% | Reduce -6.1% | 66,182 | $29.15M | $440.51 | |
| 33 | CMCSA | COMCAST CORP NEW | 1.15% | Add +0.5% | 562,843 | $28.33M | $50.33 | |
| 34 | PRM | PERIMETER SOLUTIONS SA | 1.13% | New | 2,010,000 | $27.92M | $13.89 | |
| 35 | LBRDA | LIBERTY BROADBAND CORP | 1.07% | Add +6.5% | 163,750 | $26.35M | $160.90 | |
| 36 | AXTA | AXALTA COATING SYS LTD | 0.98% | - | 733,500 | $24.29M | $33.12 | |
| 37 | CCRD | CORECARD CORPORATION | 0.97% | Reduce -2.4% | 615,000 | $23.86M | No quote | No quote |
| 38 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 0.91% | - | 175,500 | $22.56M | No quote | No quote |
| 39 | LSXMA | LIBERTY MEDIA CORP DEL | 0.86% | - | 420,000 | $21.36M | No quote | No quote |
| 40 | GWRE | GUIDEWIRE SOFTWARE INC | 0.83% | - | 180,800 | $20.53M | $113.53 | |
| 41 | FRCB | FIRST REP BK SAN FRANCISCO C | 0.83% | - | 99,050 | $20.46M | No quote | No quote |
| 42 | LILAK | LIBERTY LATIN AMERICA LTD | 0.82% | - | 1,768,620 | $20.16M | $11.40 | |
| 43 | MKTX | MARKETAXESS HLDGS INC | 0.71% | Add +4.9% | 42,800 | $17.6M | $411.26 | |
| 44 | IEX | IDEX CORP | 0.67% | Add +1.1% | 70,444 | $16.65M | $236.32 | |
| 45 | JPM | JPMORGAN CHASE & CO | 0.59% | Reduce -42.5% | 92,065 | $14.58M | $158.34 | |
| 46 | ACIW | ACI WORLDWIDE INC | 0.47% | Add +13.5% | 335,700 | $11.65M | $34.70 | |
| 47 | QRTEA | QURATE RETAIL INC | 0.34% | - | 1,100,000 | $8.36M | No quote | No quote |
| 48 | IR | INGERSOLL RAND INC | 0.33% | - | 130,000 | $8.04M | $61.87 | |
| 49 | MSFT | MICROSOFT CORP | 0.25% | Add +3.0% | 18,021 | $6.06M | $336.33 | |
| 50 | DLB | DOLBY LABORATORIES INC | 0.19% | - | 50,000 | $4.76M | No quote | No quote |
| 51 | DEO | DIAGEO PLC | 0.12% | Reduce -7.3% | 13,905 | $3.06M | $220.14 | |
| 52 | BATRK | LIBERTY MEDIA CORP DEL | 0.12% | - | 105,000 | $2.95M | $28.10 | |
| 53 | FTV | FORTIVE CORP | 0.10% | Add +9.7% | 32,921 | $2.51M | $76.30 | |
| 54 | HON | HONEYWELL INTL INC | 0.10% | Add +8.6% | 11,944 | $2.49M | $208.47 | |
| 55 | RWT | REDWOOD TR INC | 0.07% | Add +0.4% | 125,485 | $1.66M | No quote | No quote |
| 56 | BATRA | LIBERTY MEDIA CORP DEL | 0.01% | - | 11,000 | $316K | $28.73 |
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 | $11.19M |
| 2 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 9,000,000 | $9.09M |
| 3 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 3,500,000 | $3.61M |