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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 43 of 46 rows. Rows without a quote are marked unavailable.


1	BRK-B	BERKSHIRE HATHAWAY INC DEL	7.51%	-	286,850	$139.34M	$485.77
2	V	VISA INC	5.70%	Reduce -8.1%	298,075	$105.83M	$355.05
3	DHR	DANAHER CORPORATION	5.61%	Add +6.1%	526,950	$104.09M	$197.54
4	MA	MASTERCARD INCORPORATED	5.00%	Reduce -7.8%	165,070	$92.76M	$561.94
5	META	META PLATFORMS INC	4.60%	Reduce -4.2%	115,710	$85.4M	$738.09
6	GOOG	ALPHABET INC	4.26%	-	445,600	$79.04M	$177.39
7	AON	AON PLC	4.10%	-	213,450	$76.15M	$356.76
8	IEX	IDEX CORP	3.84%	Add +1.3%	406,225	$71.32M	$175.57
9	MSFT	MICROSOFT CORP	3.47%	Reduce -3.7%	129,475	$64.4M	$497.41
10	CSGP	COSTAR GROUP INC	3.32%	Reduce -16.0%	765,600	$61.55M	$80.40
11	TMO	THERMO FISHER SCIENTIFIC INC	3.29%	Add +19.3%	150,450	$61M	$405.46
12	VMC	VULCAN MATLS CO	2.98%	-	211,900	$55.27M	$260.82
13	EFX	EQUIFAX INC	2.94%	-	210,350	$54.56M	$259.37
14	LBRDK	LIBERTY BROADBAND CORP	2.65%	Reduce -5.7%	500,500	$49.24M	$98.38
15	AMZN	AMAZON COM INC	2.63%	-	222,500	$48.81M	$219.39
16	GPN	GLOBAL PMTS INC	2.41%	Reduce -3.5%	560,000	$44.82M	$80.04
17	KMX	CARMAX INC	2.35%	Reduce -19.4%	649,400	$43.65M	$67.21
18	HEI-A	HEICO CORP NEW	2.27%	-	162,900	$42.15M	$258.75
19	TECH	BIO-TECHNE CORP	2.22%	Add +1.3%	802,150	$41.27M	$51.45
20	CHTR	CHARTER COMMUNICATIONS INC	2.08%	Reduce -18.2%	94,450	$38.61M	$408.81
21	ACN	ACCENTURE PLC IRELAND	2.01%	Reduce -10.7%	124,650	$37.26M	$298.89
22	ORCL	ORACLE CORP	2.00%	-	170,075	$37.18M	$218.63
23	LH	LABCORP HOLDINGS INC	2.00%	Reduce -6.6%	141,175	$37.06M	$262.51
24	IT	GARTNER INC	1.91%	-	87,925	$35.54M	$404.22
25	TXN	TEXAS INSTRS INC	1.84%	Reduce -3.0%	164,575	$34.17M	$207.62
26	ODFL	OLD DOMINION FREIGHT LINE IN	1.82%	-	208,500	$33.84M	$162.30
27	ADI	ANALOG DEVICES INC	1.81%	-	141,000	$33.56M	$238.02
28	IDXX	IDEXX LABS INC	1.74%	-	60,300	$32.34M	$536.34
29	SIRI	SIRIUSXM HOLDINGS INC	1.71%	Reduce -5.6%	1,384,000	$31.79M	$22.97
30	PRM	PERIMETER SOLUTIONS INC	1.47%	Reduce -4.7%	1,960,900	$27.3M	$13.92
31	CRM	SALESFORCE COM INC	1.29%	-	87,500	$23.86M	$272.69
32	MLM	MARTIN MARIETTA MATLS INC	1.22%	-	41,275	$22.66M	$548.96
33	ROP	ROPER TECHNOLOGIES INC	0.96%	-	31,425	$17.81M	$566.84
34	LKQ	LKQ CORP	0.91%	-	458,300	$16.96M	$37.01
35	CMCSA	COMCAST CORP NEW	0.87%	-	451,500	$16.11M	$35.69
36	CCRD	CORECARD CORPORATION	0.80%	-	515,000	$14.92M	No quote	No quote
37	ACIW	ACI WORLDWIDE INC	0.76%	Reduce -14.2%	306,000	$14.05M	$45.91
38	LBRDA	LIBERTY BROADBAND CORP	0.74%	-	140,000	$13.69M	$97.82
39	VLTO	VERALTO CORP	0.20%	-	37,500	$3.79M	$100.95
40	SPGI	S&P GLOBAL INC	0.20%	-	7,140	$3.76M	$527.29
41	LIN	LINDE PLC	0.17%	-	6,900	$3.24M	$469.18
42	DEO	DIAGEO PLC	0.15%	-	28,300	$2.85M	$100.84
43	FTV	FORTIVE CORP	0.13%	Reduce -16.1%1.327:1 split	45,450	$2.37M	$52.13
44	RAL	RALLIANT CORP	0.04%	New	15,150	$734.62K	$48.49
45	ADBE	ADOBE SYSTEMS INC	-	Sold	0	$0	No quote	No quote

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.


1	-	RWT HLDGS INCNOTE 5.750%10/0	OTHER	3,500,000	$3.51M