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 2026-05-10 from SEC 13F data.
Live quotes available for 44 of 54 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.81% | Reduce -0.3% | 372,150 | $126.9M | $341.00 | |
| 2 | GOOG | ALPHABET INC | 6.69% | Reduce -9.6% | 1,030,700 | $124.68M | $120.97 | |
| 3 | CSGP | COSTAR GROUP INC | 5.10% | Reduce -3.0% | 1,068,000 | $95.05M | $89.00 | |
| 4 | V | VISA INC | 4.77% | Reduce -0.4% | 374,200 | $88.87M | $237.48 | |
| 5 | MA | MASTERCARD INCORPORATED | 4.50% | Reduce -0.3% | 213,350 | $83.91M | $393.30 | |
| 6 | DHR | DANAHER CORPORATION | 4.00% | Add +20.2% | 310,310 | $74.47M | $240.00 | |
| 7 | META | META PLATFORMS INC | 3.87% | Reduce -40.5% | 251,500 | $72.18M | $286.98 | |
| 8 | VMC | VULCAN MATLS CO | 3.70% | Reduce -8.7% | 305,500 | $68.87M | $225.44 | |
| 9 | LH | LABORATORY CORP AMER HLDGS | 3.47% | Reduce -0.2% | 268,250 | $64.74M | $241.33 | |
| 10 | LBRDK | LIBERTY BROADBAND CORP | 3.43% | Add +6.3% | 799,000 | $64.01M | $80.11 | |
| 11 | KMX | CARMAX INC | 3.41% | Reduce -4.6% | 759,500 | $63.57M | $83.70 | |
| 12 | LSXMK | LIBERTY MEDIA CORP DEL | 3.14% | Reduce -0.3% | 1,788,000 | $58.52M | No quote | No quote |
| 13 | AMZN | AMAZON COM INC | 3.01% | Add +7.5% | 430,000 | $56.05M | $130.36 | |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | 2.90% | Add +52.6% | 103,700 | $54.11M | $521.75 | |
| 15 | AON | AON PLC | 2.68% | Reduce -0.5% | 144,650 | $49.93M | $345.20 | |
| 16 | ROP | ROPER TECHNOLOGIES INC | 2.64% | Add +10.8% | 102,300 | $49.19M | $480.80 | |
| 17 | IT | GARTNER INC | 2.63% | Reduce -0.2% | 140,050 | $49.06M | $350.31 | |
| 18 | ADI | ANALOG DEVICES INC | 2.51% | - | 240,200 | $46.79M | $194.81 | |
| 19 | MKL | MARKEL CORP | 2.44% | Reduce -0.4% | 32,860 | $45.45M | $1383.18 | |
| 20 | FIS | FIDELITY NATL INFORMATION SV | 1.97% | Add +47.1% | 671,500 | $36.73M | $54.70 | |
| 21 | ORCL | ORACLE CORP | 1.82% | Reduce -34.4% | 285,500 | $34M | $119.09 | |
| 22 | ACN | ACCENTURE PLC IRELAND | 1.69% | Add +0.3% | 102,000 | $31.48M | $308.58 | |
| 23 | TXN | TEXAS INSTRS INC | 1.64% | Reduce -3.5% | 170,101 | $30.62M | $180.02 | |
| 24 | MLM | MARTIN MARIETTA MATLS INC | 1.64% | Reduce -0.7% | 66,100 | $30.52M | $461.69 | |
| 25 | SPGI | S&P GLOBAL INC | 1.59% | - | 73,875 | $29.62M | $400.89 | |
| 26 | ADBE | ADOBE SYSTEMS INC | 1.57% | Reduce -7.7% | 60,000 | $29.34M | $488.99 | |
| 27 | CRM | SALESFORCE COM INC | 1.42% | Reduce -10.7% | 125,000 | $26.41M | $211.26 | |
| 28 | LBTYK | LIBERTY GLOBAL PLC | 1.39% | Reduce -3.6% | 1,456,500 | $25.88M | $17.77 | |
| 29 | HEI-A | HEICO CORP NEW | 1.38% | Reduce -0.2% | 183,100 | $25.74M | $140.60 | |
| 30 | LKQ | LKQ CORP | 1.29% | Reduce -0.4% | 411,900 | $24M | $58.27 | |
| 31 | LIN | LINDE PLC | 1.20% | - | 58,750 | $22.39M | $381.08 | |
| 32 | PRM | PERIMETER SOLUTIONS SA | 1.07% | Add +53.6% | 3,228,000 | $19.85M | $6.15 | |
| 33 | MSFT | MICROSOFT CORP | 1.05% | Reduce -23.6% | 57,700 | $19.65M | $340.54 | |
| 34 | BKI | BLACK KNIGHT INC | 1.00% | Reduce -0.5% | 311,400 | $18.6M | No quote | No quote |
| 35 | GWRE | GUIDEWIRE SOFTWARE INC | 0.88% | Reduce -0.4% | 215,600 | $16.4M | $76.08 | |
| 36 | CHTR | CHARTER COMMUNICATIONS INC | 0.87% | Add +783.4% | 44,171 | $16.23M | $367.37 | |
| 37 | LBRDA | LIBERTY BROADBAND CORP | 0.81% | - | 190,000 | $15.15M | $79.73 | |
| 38 | IEX | IDEX CORP | 0.77% | Reduce -0.5% | 66,800 | $14.38M | $215.26 | |
| 39 | CCRD | CORECARD CORPORATION | 0.68% | Reduce -1.0% | 500,000 | $12.68M | No quote | No quote |
| 40 | LILAK | LIBERTY LATIN AMERICA LTD | 0.67% | Reduce -0.8% | 1,449,000 | $12.49M | $8.62 | |
| 41 | LSXMA | LIBERTY MEDIA CORP DEL | 0.55% | - | 310,000 | $10.17M | No quote | No quote |
| 42 | LYV | LIVE NATION ENTERTAINMENT INC | 0.30% | Reduce -0.8% | 61,000 | $5.56M | $91.11 | |
| 43 | ACIW | ACI WORLDWIDE INC | 0.29% | Add +28.4% | 232,844 | $5.39M | $23.17 | |
| 44 | JPM | JPMORGAN CHASE & CO | 0.18% | - | 23,500 | $3.42M | $145.44 | |
| 45 | FTV | FORTIVE CORP | 0.16% | - | 40,800 | $3.05M | $74.77 | |
| 46 | CMCSA | COMCAST CORP NEW | 0.14% | - | 64,600 | $2.68M | $41.55 | |
| 47 | DEO | DIAGEO PLC | 0.14% | - | 14,700 | $2.55M | $173.48 | |
| 48 | HON | HONEYWELL INTL INC | 0.13% | - | 11,500 | $2.39M | $207.50 | |
| 51 | IR | INGERSOLL RAND INC | - | Sold | 0 | $0 | No quote | No quote |
| 50 | DLB | DOLBY LABORATORIES INC | - | Sold | 0 | $0 | No quote | No quote |
| 49 | AXTA | AXALTA COATING SYS LTD | - | 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 | $8.63M |
| 2 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 3,500,000 | $3.06M |
| 3 | - | REDWOOD TR INCNOTE 4.750% 8/1 | OTHER | 850,000 | $848.97K |