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 2026-06-06 from SEC 13F data.
Live quotes available for 49 of 56 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.99% | Reduce -7.7% | 327,200 | $137.59M | $420.52 | |
| 2 | GOOG | ALPHABET INC | 5.86% | Reduce -11.9% | 758,100 | $115.43M | $152.26 | |
| 3 | V | VISA INC | 5.16% | - | 364,200 | $101.64M | $279.08 | |
| 4 | MA | MASTERCARD INCORPORATED | 4.97% | - | 203,350 | $97.93M | $481.57 | |
| 5 | META | META PLATFORMS INC | 4.96% | Reduce -11.1% | 201,275 | $97.74M | $485.58 | |
| 6 | DHR | DANAHER CORPORATION | 4.45% | Add +0.8% | 350,910 | $87.63M | $249.72 | |
| 7 | CSGP | COSTAR GROUP INC | 4.30% | - | 876,500 | $84.67M | $96.60 | |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | 3.70% | Add +0.1% | 125,200 | $72.77M | $581.21 | |
| 9 | VMC | VULCAN MATLS CO | 3.35% | Reduce -12.9% | 241,550 | $65.92M | $272.92 | |
| 10 | KMX | CARMAX INC | 3.32% | - | 749,500 | $65.29M | $87.11 | |
| 11 | AMZN | AMAZON COM INC | 3.12% | Reduce -4.2% | 340,000 | $61.33M | $180.38 | |
| 12 | LH | LABORATORY CORP AMER HLDGS | 2.84% | Reduce -1.9% | 256,350 | $56M | $218.46 | |
| 13 | AON | AON PLC | 2.68% | Add +9.4% | 158,300 | $52.83M | $333.72 | |
| 14 | LSXMK | LIBERTY MEDIA CORP DEL | 2.64% | Reduce -1.3% | 1,748,000 | $51.93M | No quote | No quote |
| 15 | CHTR | CHARTER COMMUNICATIONS INC | 2.41% | Add +167.1% | 163,200 | $47.43M | $290.63 | |
| 16 | ADI | ANALOG DEVICES INC | 2.30% | - | 229,200 | $45.33M | $197.79 | |
| 17 | GPN | GLOBAL PMTS INC | 2.17% | Add +39.1% | 320,000 | $42.77M | $133.66 | |
| 18 | EFX | EQUIFAX INC | 2.09% | - | 153,500 | $41.06M | $267.52 | |
| 19 | ROP | ROPER TECHNOLOGIES INC | 2.05% | - | 72,100 | $40.44M | $560.84 | |
| 20 | FIS | FIDELITY NATL INFORMATION SV | 1.91% | Add +13.4% | 506,500 | $37.57M | $74.18 | |
| 21 | ORCL | ORACLE CORP | 1.82% | - | 285,500 | $35.86M | $125.61 | |
| 22 | LBRDK | LIBERTY BROADBAND CORP | 1.77% | Reduce -10.9% | 610,500 | $34.94M | $57.23 | |
| 23 | CRM | SALESFORCE COM INC | 1.68% | Reduce -12.0% | 110,000 | $33.13M | $301.18 | |
| 24 | ACN | ACCENTURE PLC IRELAND | 1.66% | Reduce -3.1% | 94,000 | $32.58M | $346.61 | |
| 25 | VLTO | VERALTO CORP | 1.62% | - | 358,699 | $31.8M | $88.66 | |
| 26 | IT | GARTNER INC | 1.56% | Reduce -22.8% | 64,425 | $30.71M | $476.67 | |
| 27 | TXN | TEXAS INSTRS INC | 1.51% | - | 170,101 | $29.63M | $174.21 | |
| 28 | SPGI | S&P GLOBAL INC | 1.49% | Reduce -3.5% | 68,875 | $29.3M | $425.45 | |
| 29 | HEI-A | HEICO CORP NEW | 1.43% | - | 183,300 | $28.22M | $153.94 | |
| 30 | PRM | PERIMETER SOLUTIONS SA | 1.37% | - | 3,635,000 | $26.97M | $7.42 | |
| 31 | MLM | MARTIN MARIETTA MATLS INC | 1.27% | Reduce -17.5% | 40,675 | $24.97M | $613.94 | |
| 32 | LBTYK | LIBERTY GLOBAL LTD | 1.26% | - | 1,406,500 | $24.81M | $17.64 | |
| 33 | MCHP | MICROCHIP TECHNOLOGY INC. | 1.18% | - | 259,600 | $23.29M | $89.71 | |
| 34 | LKQ | LKQ CORP | 1.12% | - | 412,250 | $22.02M | $53.41 | |
| 35 | MSFT | MICROSOFT CORP | 0.94% | Reduce -23.8% | 43,800 | $18.43M | $420.72 | |
| 36 | IEX | IDEX CORP | 0.83% | - | 66,900 | $16.32M | $244.02 | |
| 37 | ADBE | ADOBE SYSTEMS INC | 0.77% | - | 30,000 | $15.14M | $504.60 | |
| 38 | GWRE | GUIDEWIRE SOFTWARE INC | 0.72% | - | 122,100 | $14.25M | $116.71 | |
| 39 | VRSN | VERISIGN INC | 0.71% | New | 73,300 | $13.89M | $189.51 | |
| 40 | LLYVK | LIBERTY MEDIA CORP DEL | 0.70% | - | 315,000 | $13.8M | $43.82 | |
| 41 | ACIW | ACI WORLDWIDE INC | 0.63% | - | 372,000 | $12.35M | $33.21 | |
| 42 | LSXMA | LIBERTY MEDIA CORP DEL | 0.47% | - | 310,000 | $9.21M | No quote | No quote |
| 43 | LBRDA | LIBERTY BROADBAND CORP | 0.41% | - | 140,000 | $8M | $57.12 | |
| 44 | LYV | LIVE NATION ENTERTAINMENT INC | 0.33% | - | 61,000 | $6.45M | $105.77 | |
| 45 | CCRD | CORECARD CORPORATION | 0.29% | Add +1.0% | 515,000 | $5.69M | No quote | No quote |
| 46 | DEO | DIAGEO PLC | 0.21% | Add +38.0% | 28,300 | $4.21M | $148.74 | |
| 47 | JPM | JPMORGAN CHASE & CO | 0.21% | Reduce -12.8% | 20,500 | $4.11M | $200.30 | |
| 48 | FTV | FORTIVE CORP | 0.18% | - | 40,800 | $3.51M | $86.02 | |
| 49 | LLYVA | LIBERTY MEDIA CORP DEL | 0.17% | - | 77,500 | $3.28M | $42.35 | |
| 50 | LIN | LINDE PLC | 0.16% | Reduce -85.9% | 6,900 | $3.2M | $464.32 | |
| 51 | CMCSA | COMCAST CORP NEW | 0.15% | Add +2.9% | 66,500 | $2.88M | $43.35 | |
| 52 | HON | HONEYWELL INTL INC | 0.12% | - | 11,300 | $2.32M | $205.25 | |
| 54 | MKL | MARKEL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 53 | LILAK | LIBERTY LATIN AMERICA 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 | $9.06M |
| 2 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 3,500,000 | $3.4M |