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 48 of 57 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.94% | Reduce -1.2% | 323,200 | $131.48M | $406.80 | |
| 2 | GOOG | ALPHABET INC | 6.00% | Reduce -18.4% | 618,975 | $113.53M | $183.42 | |
| 3 | META | META PLATFORMS INC | 5.03% | Reduce -6.2% | 188,775 | $95.18M | $504.22 | |
| 4 | V | VISA INC | 4.98% | Reduce -1.4% | 359,200 | $94.28M | $262.47 | |
| 5 | MA | MASTERCARD INCORPORATED | 4.74% | - | 203,350 | $89.71M | $441.16 | |
| 6 | DHR | DANAHER CORPORATION | 4.63% | - | 350,910 | $87.67M | $249.85 | |
| 7 | AON | AON PLC | 4.05% | Add +64.8% | 260,950 | $76.61M | $293.58 | |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | 3.66% | - | 125,200 | $69.24M | $553.00 | |
| 9 | CSGP | COSTAR GROUP INC | 3.47% | Add +1.1% | 886,500 | $65.73M | $74.14 | |
| 10 | KMX | CARMAX INC | 3.35% | Add +15.4% | 865,200 | $63.45M | $73.34 | |
| 11 | GPN | GLOBAL PMTS INC | 2.71% | Add +65.5% | 529,600 | $51.21M | $96.70 | |
| 12 | LH | LABCORP HOLDINGS INC | 2.59% | New | 241,350 | $49.12M | $203.51 | |
| 13 | AMZN | AMAZON COM INC | 2.58% | Reduce -25.7% | 252,500 | $48.8M | $193.25 | |
| 14 | IEX | IDEX CORP | 2.52% | Add +254.9% | 237,400 | $47.76M | $201.20 | |
| 15 | VMC | VULCAN MATLS CO | 2.52% | Reduce -20.7% | 191,550 | $47.63M | $248.68 | |
| 16 | CHTR | CHARTER COMMUNICATIONS INC | 2.26% | Reduce -12.4% | 142,950 | $42.74M | $298.96 | |
| 17 | EFX | EQUIFAX INC | 2.25% | Add +14.7% | 176,000 | $42.67M | $242.46 | |
| 18 | ROP | ROPER TECHNOLOGIES INC | 1.98% | Reduce -7.8% | 66,500 | $37.48M | $563.66 | |
| 19 | ODFL | OLD DOMINION FREIGHT LINE IN | 1.96% | New | 209,900 | $37.07M | $176.60 | |
| 20 | FIS | FIDELITY NATL INFORMATION SV | 1.75% | Reduce -13.3% | 439,000 | $33.08M | $75.36 | |
| 21 | TXN | TEXAS INSTRS INC | 1.74% | Reduce -0.3% | 169,575 | $32.99M | $194.53 | |
| 22 | ACN | ACCENTURE PLC IRELAND | 1.71% | Add +13.7% | 106,850 | $32.42M | $303.41 | |
| 23 | ADI | ANALOG DEVICES INC | 1.70% | Reduce -38.5% | 141,000 | $32.18M | $228.26 | |
| 24 | SPGI | S&P GLOBAL INC | 1.62% | - | 68,875 | $30.72M | $446.00 | |
| 25 | ORCL | ORACLE CORP | 1.60% | Reduce -24.8% | 214,700 | $30.32M | $141.20 | |
| 26 | LBRDK | LIBERTY BROADBAND CORP | 1.54% | Reduce -13.1% | 530,500 | $29.08M | $54.82 | |
| 27 | IT | GARTNER INC | 1.53% | - | 64,425 | $28.93M | $449.06 | |
| 28 | HEI-A | HEICO CORP NEW | 1.53% | Reduce -11.1% | 162,900 | $28.92M | $177.52 | |
| 29 | VLTO | VERALTO CORP | 1.51% | Reduce -16.7% | 298,699 | $28.52M | $95.47 | |
| 30 | PRM | PERIMETER SOLUTIONS SA | 1.48% | Reduce -1.4% | 3,585,000 | $28.07M | $7.83 | |
| 31 | LBTYK | LIBERTY GLOBAL LTD | 1.31% | Reduce -1.4% | 1,386,500 | $24.75M | $17.85 | |
| 32 | CRM | SALESFORCE COM INC | 1.29% | Reduce -13.6% | 95,000 | $24.42M | $257.10 | |
| 33 | LSXMK | LIBERTY MEDIA CORP DEL | 1.27% | Reduce -37.8% | 1,088,000 | $24.11M | No quote | No quote |
| 34 | MCHP | MICROCHIP TECHNOLOGY INC. | 1.25% | - | 259,600 | $23.75M | $91.50 | |
| 35 | ADBE | ADOBE SYSTEMS INC | 1.17% | Add +33.3% | 40,000 | $22.22M | $555.54 | |
| 36 | MLM | MARTIN MARIETTA MATLS INC | 1.16% | - | 40,675 | $22.04M | $541.80 | |
| 37 | LKQ | LKQ CORP | 1.01% | Add +11.1% | 458,100 | $19.05M | $41.59 | |
| 38 | MSFT | MICROSOFT CORP | 0.97% | Reduce -6.5% | 40,950 | $18.3M | $446.95 | |
| 39 | VRSN | VERISIGN INC | 0.81% | Add +18.0% | 86,500 | $15.38M | $177.80 | |
| 40 | ACIW | ACI WORLDWIDE INC | 0.78% | - | 372,000 | $14.73M | $39.59 | |
| 41 | GWRE | GUIDEWIRE SOFTWARE INC | 0.74% | Reduce -16.6% | 101,800 | $14.04M | $137.89 | |
| 42 | LBRDA | LIBERTY BROADBAND CORP | 0.40% | - | 140,000 | $7.64M | $54.60 | |
| 43 | CCRD | CORECARD CORPORATION | 0.40% | - | 515,000 | $7.51M | No quote | No quote |
| 44 | LSXMA | LIBERTY MEDIA CORP DEL | 0.36% | - | 310,000 | $6.87M | No quote | No quote |
| 45 | CMCSA | COMCAST CORP NEW | 0.20% | Add +42.9% | 95,000 | $3.72M | $39.16 | |
| 46 | DEO | DIAGEO PLC | 0.19% | - | 28,300 | $3.57M | $126.08 | |
| 47 | TECH | BIO-TECHNE CORP | 0.17% | New | 44,100 | $3.16M | $71.65 | |
| 48 | LIN | LINDE PLC | 0.16% | - | 6,900 | $3.03M | $438.81 | |
| 49 | FTV | FORTIVE CORP | 0.16% | - | 40,800 | $3.02M | $74.10 | |
| 50 | LLYVK | LIBERTY MEDIA CORP DEL | 0.15% | Reduce -76.2% | 75,000 | $2.87M | $38.27 | |
| 51 | HON | HONEYWELL INTL INC | 0.13% | - | 11,300 | $2.41M | $213.54 | |
| 55 | LYV | LIVE NATION ENTERTAINMENT INC | - | Sold | 0 | $0 | No quote | No quote |
| 54 | LLYVA | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 53 | LH | LABORATORY CORP AMER HLDGS | - | Sold | 0 | $0 | No quote | No quote |
| 52 | JPM | JPMORGAN CHASE & CO | - | 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 | $9M |
| 2 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 3,500,000 | $3.41M |