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 50 of 56 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.71% | Reduce -2.1% | 354,450 | $126.42M | $356.66 | |
| 2 | GOOG | ALPHABET INC | 6.44% | Reduce -12.4% | 860,950 | $121.33M | $140.93 | |
| 3 | V | VISA INC | 5.03% | Reduce -2.7% | 364,200 | $94.82M | $260.35 | |
| 4 | MA | MASTERCARD INCORPORATED | 4.60% | Reduce -4.7% | 203,350 | $86.73M | $426.51 | |
| 5 | DHR | DANAHER CORPORATION | 4.27% | Reduce -5.9%1.128:1 split | 348,010 | $80.51M | $231.34 | |
| 6 | META | META PLATFORMS INC | 4.25% | Reduce -2.2% | 226,275 | $80.09M | $353.96 | |
| 7 | CSGP | COSTAR GROUP INC | 4.06% | Reduce -7.4% | 876,500 | $76.6M | $87.39 | |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | 3.52% | - | 125,080 | $66.39M | $530.79 | |
| 9 | VMC | VULCAN MATLS CO | 3.34% | Reduce -8.4% | 277,300 | $62.95M | $227.01 | |
| 10 | LH | LABORATORY CORP AMER HLDGS | 3.15% | Reduce -7.8% | 261,350 | $59.4M | $227.29 | |
| 11 | KMX | CARMAX INC | 3.05% | Add +4.2% | 749,500 | $57.52M | $76.74 | |
| 12 | LBRDK | LIBERTY BROADBAND CORP | 2.93% | Add +3.0% | 685,500 | $55.24M | $80.59 | |
| 13 | AMZN | AMAZON COM INC | 2.86% | Reduce -10.1% | 355,000 | $53.94M | $151.94 | |
| 14 | LSXMK | LIBERTY MEDIA CORP DEL | 2.70% | Reduce -0.9% | 1,771,813 | $50.99M | No quote | No quote |
| 15 | ADI | ANALOG DEVICES INC | 2.41% | Reduce -4.6% | 229,200 | $45.51M | $198.56 | |
| 16 | AON | AON PLC | 2.23% | - | 144,650 | $42.1M | $291.02 | |
| 17 | ROP | ROPER TECHNOLOGIES INC | 2.08% | Reduce -29.5% | 72,100 | $39.31M | $545.17 | |
| 18 | EFX | EQUIFAX INC | 2.01% | Add +5.1% | 153,500 | $37.96M | $247.29 | |
| 19 | IT | GARTNER INC | 2.00% | Reduce -40.4% | 83,500 | $37.67M | $451.11 | |
| 20 | MKL | MARKEL CORP | 1.90% | Reduce -13.7% | 25,190 | $35.77M | $1419.90 | |
| 21 | ACN | ACCENTURE PLC IRELAND | 1.81% | Reduce -4.9% | 97,000 | $34.04M | $350.91 | |
| 22 | CRM | SALESFORCE COM INC | 1.74% | - | 125,000 | $32.89M | $263.14 | |
| 23 | SPGI | S&P GLOBAL INC | 1.67% | - | 71,375 | $31.44M | $440.52 | |
| 24 | ORCL | ORACLE CORP | 1.60% | - | 285,500 | $30.1M | $105.43 | |
| 25 | VLTO | VERALTO CORP | 1.57% | New | 358,699 | $29.51M | $82.26 | |
| 26 | GPN | GLOBAL PMTS INC | 1.55% | New | 230,000 | $29.21M | $127.00 | |
| 27 | TXN | TEXAS INSTRS INC | 1.54% | - | 170,101 | $29M | $170.46 | |
| 28 | FIS | FIDELITY NATL INFORMATION SV | 1.42% | Reduce -11.0% | 446,500 | $26.82M | $60.07 | |
| 29 | LBTYK | LIBERTY GLOBAL LTD | 1.39% | New | 1,406,500 | $26.22M | $18.64 | |
| 30 | HEI-A | HEICO CORP NEW | 1.38% | - | 183,300 | $26.11M | $142.44 | |
| 31 | MLM | MARTIN MARIETTA MATLS INC | 1.30% | Reduce -20.5% | 49,300 | $24.6M | $498.91 | |
| 32 | CHTR | CHARTER COMMUNICATIONS INC | 1.26% | Add +19.6% | 61,100 | $23.75M | $388.68 | |
| 33 | MCHP | MICROCHIP TECHNOLOGY INC. | 1.24% | - | 259,600 | $23.41M | $90.18 | |
| 34 | MSFT | MICROSOFT CORP | 1.15% | Reduce -0.3% | 57,500 | $21.62M | $376.04 | |
| 35 | LIN | LINDE PLC | 1.07% | Reduce -16.8% | 48,900 | $20.08M | $410.71 | |
| 36 | LKQ | LKQ CORP | 1.04% | - | 412,250 | $19.7M | $47.79 | |
| 37 | ADBE | ADOBE SYSTEMS INC | 0.95% | Reduce -47.8% | 30,000 | $17.9M | $596.60 | |
| 38 | PRM | PERIMETER SOLUTIONS SA | 0.89% | - | 3,635,000 | $16.72M | $4.60 | |
| 39 | IEX | IDEX CORP | 0.77% | - | 66,900 | $14.52M | $217.11 | |
| 40 | GWRE | GUIDEWIRE SOFTWARE INC | 0.71% | Reduce -43.4% | 122,100 | $13.31M | $109.04 | |
| 41 | LLYVK | LIBERTY MEDIA CORP DEL | 0.62% | Reduce -35.7% | 315,000 | $11.78M | $37.39 | |
| 42 | ACIW | ACI WORLDWIDE INC | 0.60% | Add +30.5% | 372,000 | $11.38M | $30.60 | |
| 43 | LBRDA | LIBERTY BROADBAND CORP | 0.60% | - | 140,000 | $11.29M | $80.64 | |
| 44 | LILAK | LIBERTY LATIN AMERICA LTD | 0.48% | - | 1,221,500 | $8.97M | $7.34 | |
| 45 | LSXMA | LIBERTY MEDIA CORP DEL | 0.47% | - | 310,000 | $8.91M | No quote | No quote |
| 46 | CCRD | CORECARD CORPORATION | 0.37% | - | 510,000 | $7.05M | No quote | No quote |
| 47 | LYV | LIVE NATION ENTERTAINMENT INC | 0.30% | - | 61,000 | $5.71M | $93.60 | |
| 48 | JPM | JPMORGAN CHASE & CO | 0.21% | - | 23,500 | $4M | $170.10 | |
| 49 | FTV | FORTIVE CORP | 0.16% | - | 40,800 | $3M | $73.63 | |
| 50 | DEO | DIAGEO PLC | 0.16% | Add +17.1% | 20,500 | $2.99M | $145.66 | |
| 51 | CMCSA | COMCAST CORP NEW | 0.15% | - | 64,600 | $2.83M | $43.85 | |
| 52 | LLYVA | LIBERTY MEDIA CORP DEL | 0.15% | - | 77,500 | $2.83M | $36.55 | |
| 53 | HON | HONEYWELL INTL INC | 0.13% | - | 11,300 | $2.37M | $209.71 | |
| 54 | LBTYK | LIBERTY GLOBAL PLC | - | 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 | $8.91M |
| 2 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 3,500,000 | $3.29M |