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.
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Updated 2026-05-11 from SEC 13F data.
Live quotes available for 46 of 60 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | ALPHABET INC | 6.89% | - | 1,140,560 | $118.62M | $104.00 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.69% | Reduce -1.8% | 373,450 | $115.31M | $308.77 | |
| 3 | META | META PLATFORMS INC | 5.20% | Reduce -14.2% | 422,800 | $89.61M | $211.94 | |
| 4 | V | VISA INC | 4.92% | Reduce -2.6% | 375,600 | $84.68M | $225.46 | |
| 5 | MA | MASTERCARD INCORPORATED | 4.52% | Reduce -4.5% | 214,050 | $77.79M | $363.41 | |
| 6 | CSGP | COSTAR GROUP INC | 4.40% | Reduce -0.5% | 1,100,800 | $75.79M | $68.85 | |
| 7 | DHR | DANAHER CORPORATION | 3.78% | Add +7.3% | 258,210 | $65.08M | $252.04 | |
| 8 | LH | LABORATORY CORP AMER HLDGS | 3.58% | Add +2.0% | 268,900 | $61.69M | $229.42 | |
| 9 | LBRDK | LIBERTY BROADBAND CORP | 3.56% | Add +0.2% | 751,400 | $61.39M | $81.70 | |
| 10 | VMC | VULCAN MATLS CO | 3.33% | Add +0.3% | 334,600 | $57.4M | $171.56 | |
| 11 | KMX | CARMAX INC | 2.97% | Reduce -5.3% | 795,997 | $51.17M | $64.28 | |
| 12 | LSXMK | LIBERTY MEDIA CORP DEL | 2.92% | Add +10.9% | 1,794,200 | $50.22M | No quote | No quote |
| 13 | ADI | ANALOG DEVICES INC | 2.75% | Reduce -0.1% | 240,200 | $47.37M | $197.22 | |
| 14 | AON | AON PLC | 2.66% | Reduce -1.7% | 145,400 | $45.84M | $315.29 | |
| 15 | IT | GARTNER INC | 2.65% | Add +0.3% | 140,290 | $45.7M | $325.77 | |
| 16 | MKL | MARKEL CORP | 2.45% | Reduce -11.8% | 32,990 | $42.14M | $1277.41 | |
| 17 | AMZN | AMAZON COM INC | 2.40% | - | 400,000 | $41.32M | $103.29 | |
| 18 | ROP | ROPER TECHNOLOGIES INC | 2.36% | - | 92,300 | $40.68M | $440.69 | |
| 19 | ORCL | ORACLE CORP | 2.35% | - | 435,500 | $40.47M | $92.92 | |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC | 2.27% | - | 67,960 | $39.17M | $576.37 | |
| 21 | TXN | TEXAS INSTRS INC | 1.90% | Reduce -2.8% | 176,201 | $32.78M | $186.01 | |
| 22 | LBTYK | LIBERTY GLOBAL PLC | 1.79% | Reduce -11.7% | 1,510,500 | $30.78M | $20.38 | |
| 23 | ACN | ACCENTURE PLC IRELAND | 1.69% | Add +13.8% | 101,700 | $29.07M | $285.81 | |
| 24 | CRM | SALESFORCE COM INC | 1.62% | - | 140,000 | $27.97M | $199.78 | |
| 25 | SPGI | S&P GLOBAL INC | 1.48% | - | 73,875 | $25.47M | $344.77 | |
| 26 | ADBE | ADOBE SYSTEMS INC | 1.45% | - | 65,000 | $25.05M | $385.37 | |
| 27 | HEI-A | HEICO CORP NEW | 1.45% | - | 183,500 | $24.94M | $135.90 | |
| 28 | FIS | FIDELITY NATL INFORMATION SV | 1.44% | Reduce -32.5% | 456,500 | $24.8M | $54.33 | |
| 29 | MLM | MARTIN MARIETTA MATLS INC | 1.37% | Add +0.8% | 66,550 | $23.63M | $355.06 | |
| 30 | LKQ | LKQ CORP | 1.36% | - | 413,700 | $23.48M | $56.76 | |
| 31 | MSFT | MICROSOFT CORP | 1.26% | Add +24.8% | 75,500 | $21.77M | $288.30 | |
| 32 | LIN | LINDE PLC | 1.21% | New | 58,750 | $20.88M | $355.44 | |
| 33 | BKI | BLACK KNIGHT INC | 1.05% | Reduce -6.0% | 313,000 | $18.02M | No quote | No quote |
| 34 | GWRE | GUIDEWIRE SOFTWARE INC | 1.03% | - | 216,500 | $17.76M | $82.05 | |
| 35 | PRM | PERIMETER SOLUTIONS SA | 0.99% | Add +5.1% | 2,101,739 | $16.98M | $8.08 | |
| 36 | LBRDA | LIBERTY BROADBAND CORP | 0.91% | - | 190,000 | $15.6M | $82.12 | |
| 37 | IEX | IDEX CORP | 0.90% | - | 67,100 | $15.5M | $231.03 | |
| 38 | CCRD | CORECARD CORPORATION | 0.88% | Reduce -13.3% | 505,000 | $15.22M | No quote | No quote |
| 39 | LILAK | LIBERTY LATIN AMERICA LTD | 0.70% | Reduce -6.4% | 1,461,300 | $12.07M | $8.26 | |
| 40 | LSXMA | LIBERTY MEDIA CORP DEL | 0.51% | - | 310,000 | $8.71M | No quote | No quote |
| 41 | DLB | DOLBY LABORATORIES INC | 0.39% | - | 79,500 | $6.79M | No quote | No quote |
| 42 | AXTA | AXALTA COATING SYS LTD | 0.29% | Reduce -68.6% | 163,377 | $4.95M | $30.29 | |
| 43 | ACIW | ACI WORLDWIDE INC | 0.28% | Add +2.8% | 181,306 | $4.89M | $26.98 | |
| 44 | IR | INGERSOLL RAND INC | 0.27% | - | 80,000 | $4.65M | $58.18 | |
| 45 | LYV | LIVE NATION ENTERTAINMENT INC | 0.25% | New | 61,500 | $4.31M | $70.00 | |
| 46 | JPM | JPMORGAN CHASE & CO | 0.18% | Add +17.5% | 23,500 | $3.06M | $130.31 | |
| 47 | FTV | FORTIVE CORP | 0.16% | - | 40,800 | $2.78M | $68.17 | |
| 48 | DEO | DIAGEO PLC | 0.15% | Add +25.6% | 14,700 | $2.66M | $181.18 | |
| 49 | CMCSA | COMCAST CORP NEW | 0.14% | - | 64,600 | $2.45M | $37.91 | |
| 50 | HON | HONEYWELL INTL INC | 0.13% | - | 11,500 | $2.2M | $191.12 | |
| 51 | CHTR | CHARTER COMMUNICATIONS INC | 0.10% | - | 5,000 | $1.79M | $357.61 | |
| 57 | SCHW | SCHWAB CHARLES CORP | - | Sold | 0 | $0 | No quote | No quote |
| 56 | RWT | REDWOOD TR INC | - | Sold | 0 | $0 | No quote | No quote |
| 55 | QRTEA | QURATE RETAIL INC | - | Sold | 0 | $0 | No quote | No quote |
| 54 | MKTX | MARKETAXESS HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 53 | LIN | LINDE PLC | - | Sold | 0 | $0 | No quote | No quote |
| 52 | FRCB | FIRST REP BK SAN FRANCISCO C | - | 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 | $8.56M |
| 2 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 3,500,000 | $3.18M |
| 3 | - | REDWOOD TR INCNOTE 4.750% 8/1 | OTHER | 850,000 | $835.13K |