Wallace Weitz - Weitz Investment Management
As of Q1 2026, this manager reported 49 long-equity positions worth $1.43B in aggregate.
As of Q1 2026, Wallace Weitz's Weitz Investment Management held 49 long-equity positions with a reported value of $1.43B.
Get email alerts when Wallace Weitz files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 45 of 59 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 6.73% | Reduce -5.0% | 380,450 | $117.52M | No quote | No quote |
| 2 | GOOG | ALPHABET INC | 5.79% | Add +0.0% | 1,140,560 | $101.2M | $88.73 | |
| 3 | CSGP | COSTAR GROUP INC | 4.89% | Reduce -11.4% | 1,105,800 | $85.46M | $77.28 | |
| 4 | V | VISA INC | 4.58% | Reduce -7.2% | 385,600 | $80.11M | $207.76 | |
| 5 | MA | MASTERCARD INCORPORATED | 4.46% | Reduce -4.3% | 224,050 | $77.91M | $347.73 | |
| 6 | DHR | DANAHER CORPORATION | 3.66% | Reduce -2.8% | 240,710 | $63.89M | $265.42 | |
| 7 | LSXMK | LIBERTY MEDIA CORP DEL | 3.62% | Reduce -3.0% | 1,617,200 | $63.28M | No quote | No quote |
| 8 | LH | LABORATORY CORP AMER HLDGS | 3.55% | Reduce -0.9% | 263,650 | $62.08M | $235.48 | |
| 9 | SCHW | SCHWAB CHARLES CORP | 3.46% | Reduce -5.9% | 726,426 | $60.48M | $83.26 | |
| 10 | META | META PLATFORMS INC | 3.39% | Add +16.7% | 492,800 | $59.3M | $120.34 | |
| 11 | VMC | VULCAN MATLS CO | 3.34% | Reduce -2.8% | 333,600 | $58.42M | $175.11 | |
| 12 | LBRDK | LIBERTY BROADBAND CORP | 3.27% | Reduce -2.9% | 749,700 | $57.18M | $76.27 | |
| 13 | KMX | CARMAX INC | 2.93% | Add +5.7% | 840,500 | $51.18M | $60.89 | |
| 14 | MKL | MARKEL CORP | 2.82% | Reduce -5.0% | 37,390 | $49.26M | $1317.49 | |
| 15 | IT | GARTNER INC | 2.69% | - | 139,890 | $47.02M | $336.14 | |
| 16 | FIS | FIDELITY NATL INFORMATION SV | 2.62% | - | 675,900 | $45.86M | $67.85 | |
| 17 | AON | AON PLC | 2.54% | - | 147,900 | $44.39M | $300.14 | |
| 18 | ROP | ROPER TECHNOLOGIES INC | 2.28% | Reduce -14.0% | 92,300 | $39.88M | $432.09 | |
| 19 | ADI | ANALOG DEVICES INC | 2.26% | Reduce -5.9% | 240,400 | $39.43M | $164.03 | |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC | 2.14% | Reduce -6.8% | 67,960 | $37.42M | $550.69 | |
| 21 | ORCL | ORACLE CORP | 2.04% | Add +20.8% | 435,500 | $35.6M | $81.74 | |
| 22 | AMZN | AMAZON COM INC | 1.92% | - | 400,000 | $33.6M | $84.00 | |
| 23 | LBTYK | LIBERTY GLOBAL PLC | 1.90% | Reduce -10.9% | 1,711,000 | $33.24M | $19.43 | |
| 24 | TXN | TEXAS INSTRS INC | 1.71% | - | 181,201 | $29.94M | $165.22 | |
| 25 | SPGI | S&P GLOBAL INC | 1.42% | - | 73,875 | $24.74M | $334.94 | |
| 26 | ACN | ACCENTURE PLC IRELAND | 1.37% | - | 89,400 | $23.86M | $266.84 | |
| 27 | MLM | MARTIN MARIETTA MATLS INC | 1.28% | Reduce -4.3% | 66,050 | $22.32M | $337.97 | |
| 28 | LKQ | LKQ CORP | 1.26% | Reduce -4.6% | 413,700 | $22.1M | $53.41 | |
| 29 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 1.26% | - | 183,500 | $21.99M | No quote | No quote |
| 30 | ADBE | ADOBE SYSTEMS INC | 1.25% | - | 65,000 | $21.87M | $336.53 | |
| 31 | BKI | BLACK KNIGHT INC | 1.18% | Reduce -10.7% | 333,000 | $20.56M | No quote | No quote |
| 32 | LIN | LINDE PLC | 1.10% | Reduce -21.0% | 58,750 | $19.16M | $326.18 | |
| 33 | CRM | SALESFORCE COM INC | 1.06% | Add +12.0% | 140,000 | $18.56M | $132.59 | |
| 34 | PRM | PERIMETER SOLUTIONS SA | 1.05% | Reduce -2.4% | 2,000,000 | $18.28M | $9.14 | |
| 35 | CCRD | CORECARD CORPORATION | 0.97% | Reduce -7.5% | 582,723 | $16.88M | No quote | No quote |
| 36 | IEX | IDEX CORP | 0.88% | Reduce -6.9% | 67,100 | $15.32M | $228.33 | |
| 37 | MSFT | MICROSOFT CORP | 0.83% | Add +195.1% | 60,500 | $14.51M | $239.82 | |
| 38 | LBRDA | LIBERTY BROADBAND CORP | 0.82% | - | 190,000 | $14.41M | $75.85 | |
| 39 | FRCB | FIRST REP BK SAN FRANCISCO C | 0.82% | Add +18.6% | 117,450 | $14.32M | No quote | No quote |
| 40 | GWRE | GUIDEWIRE SOFTWARE INC | 0.78% | Add +12.0% | 216,500 | $13.54M | $62.56 | |
| 41 | AXTA | AXALTA COATING SYS LTD | 0.76% | Reduce -29.0% | 521,000 | $13.27M | $25.47 | |
| 42 | LSXMA | LIBERTY MEDIA CORP DEL | 0.70% | Reduce -17.3% | 310,000 | $12.19M | No quote | No quote |
| 43 | LILAK | LIBERTY LATIN AMERICA LTD | 0.68% | Reduce -4.3% | 1,561,300 | $11.87M | $7.60 | |
| 44 | DLB | DOLBY LABORATORIES INC | 0.32% | - | 79,500 | $5.61M | No quote | No quote |
| 45 | MKTX | MARKETAXESS HLDGS INC | 0.29% | Reduce -67.9% | 18,000 | $5.02M | $278.89 | |
| 46 | IR | INGERSOLL RAND INC | 0.24% | - | 80,000 | $4.18M | $52.25 | |
| 47 | ACIW | ACI WORLDWIDE INC | 0.23% | Reduce -47.5% | 176,335 | $4.06M | $23.00 | |
| 48 | JPM | JPMORGAN CHASE & CO | 0.15% | - | 20,000 | $2.68M | $134.10 | |
| 49 | FTV | FORTIVE CORP | 0.15% | - | 40,800 | $2.62M | $64.25 | |
| 50 | HON | HONEYWELL INTL INC | 0.14% | Reduce -3.7% | 11,500 | $2.46M | $214.30 | |
| 51 | CMCSA | COMCAST CORP NEW | 0.13% | - | 64,600 | $2.26M | $34.97 | |
| 52 | DEO | DIAGEO PLC | 0.12% | - | 11,700 | $2.08M | $178.19 | |
| 53 | CHTR | CHARTER COMMUNICATIONS INC | 0.10% | New | 5,000 | $1.7M | $339.10 | |
| 54 | RWT | REDWOOD TR INC | 0.05% | - | 125,485 | $848.28K | No quote | No quote |
| 55 | QRTEA | QURATE RETAIL INC | 0.03% | - | 300,000 | $489K | No quote | No quote |
| 56 | DNB | DUN & BRADSTREET HLDGS 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 5.625% 7/1 | OTHER | 9,000,000 | $8.24M |
| 2 | - | REDWOOD TR INCNOTE 4.750% 8/1 | OTHER | 5,856,000 | $5.77M |
| 3 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 3,500,000 | $2.97M |