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 46 of 49 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.84% | - | 286,850 | $144.21M | $502.74 | |
| 2 | GOOG | ALPHABET INC | 5.83% | Reduce -1.1% | 440,600 | $107.31M | $243.55 | |
| 3 | DHR | DANAHER CORPORATION | 5.68% | - | 526,950 | $104.47M | $198.26 | |
| 4 | V | VISA INC | 5.02% | Reduce -9.2% | 270,580 | $92.37M | $341.38 | |
| 5 | MA | MASTERCARD INCORPORATED | 4.82% | Reduce -5.6% | 155,900 | $88.68M | $568.81 | |
| 6 | META | META PLATFORMS INC | 4.34% | Reduce -6.0% | 108,710 | $79.83M | $734.38 | |
| 7 | MSFT | MICROSOFT CORP | 4.34% | Add +18.9% | 153,975 | $79.75M | $517.95 | |
| 8 | AON | AON PLC | 4.14% | - | 213,450 | $76.11M | $356.58 | |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 3.97% | - | 150,450 | $72.97M | $485.02 | |
| 10 | IEX | IDEX CORP | 3.60% | Add +0.1% | 406,475 | $66.16M | $162.76 | |
| 11 | VMC | VULCAN MATLS CO | 3.56% | Add +0.4% | 212,700 | $65.43M | $307.62 | |
| 12 | CSGP | COSTAR GROUP INC | 3.30% | Reduce -6.0% | 719,850 | $60.73M | $84.37 | |
| 13 | EFX | EQUIFAX INC | 2.99% | Add +2.0% | 214,600 | $55.05M | $256.53 | |
| 14 | AMZN | AMAZON COM INC | 2.66% | - | 222,500 | $48.85M | $219.57 | |
| 15 | GPN | GLOBAL PMTS INC | 2.48% | Reduce -1.8% | 550,000 | $45.69M | $83.08 | |
| 16 | TECH | BIO-TECHNE CORP | 2.43% | - | 802,150 | $44.62M | $55.63 | |
| 17 | HEI-A | HEICO CORP NEW | 2.25% | Reduce -0.1% | 162,779 | $41.36M | $254.09 | |
| 18 | LH | LABCORP HOLDINGS INC | 2.18% | Reduce -1.0% | 139,750 | $40.12M | $287.06 | |
| 19 | ACN | ACCENTURE PLC IRELAND | 2.15% | Add +28.8% | 160,550 | $39.59M | $246.60 | |
| 20 | IDXX | IDEXX LABS INC | 1.97% | Reduce -5.8% | 56,800 | $36.29M | $638.89 | |
| 21 | ADI | ANALOG DEVICES INC | 1.86% | Reduce -1.2% | 139,300 | $34.23M | $245.70 | |
| 22 | SIRI | SIRIUSXM HOLDINGS INC | 1.75% | - | 1,384,000 | $32.21M | $23.27 | |
| 23 | LBRDK | LIBERTY BROADBAND CORP | 1.73% | Reduce -6.4%1.068:1 split | 500,500 | $31.8M | $63.54 | |
| 24 | TXN | TEXAS INSTRS INC | 1.64% | - | 164,575 | $30.24M | $183.73 | |
| 25 | ODFL | OLD DOMINION FREIGHT LINE IN | 1.60% | - | 208,500 | $29.35M | $140.78 | |
| 26 | KMX | CARMAX INC | 1.58% | - | 649,400 | $29.14M | $44.87 | |
| 27 | CHTR | CHARTER COMMUNICATIONS INC | 1.53% | Add +8.6% | 102,605 | $28.23M | $275.11 | |
| 28 | IT | GARTNER INC | 1.53% | Add +22.1% | 107,375 | $28.23M | $262.87 | |
| 29 | MLM | MARTIN MARIETTA MATLS INC | 1.41% | - | 41,275 | $26.01M | $630.28 | |
| 30 | CRM | SALESFORCE COM INC | 1.13% | - | 87,500 | $20.74M | $237.00 | |
| 31 | ORCL | ORACLE CORP | 1.07% | Reduce -58.8% | 70,000 | $19.69M | $281.24 | |
| 32 | ACIW | ACI WORLDWIDE INC | 1.05% | Add +19.9% | 366,800 | $19.36M | $52.77 | |
| 33 | PRM | PERIMETER SOLUTIONS INC | 0.91% | Reduce -62.0% | 744,972 | $16.68M | $22.39 | |
| 34 | LKQ | LKQ CORP | 0.89% | Add +16.5% | 534,000 | $16.31M | $30.54 | |
| 35 | ROP | ROPER TECHNOLOGIES INC | 0.85% | - | 31,425 | $15.67M | $498.69 | |
| 36 | CMCSA | COMCAST CORP NEW | 0.77% | - | 451,500 | $14.19M | $31.42 | |
| 37 | CCRD | CORECARD CORPORATION | 0.75% | - | 515,000 | $13.86M | No quote | No quote |
| 38 | LBRDA | LIBERTY BROADBAND CORP | 0.48% | Reduce -6.3%1.067:1 split | 140,000 | $8.87M | $63.33 | |
| 39 | MELI | MERCADOLIBRE INC | 0.47% | New | 3,700 | $8.65M | $2336.94 | |
| 40 | CDW | CDW CORP | 0.31% | New | 35,650 | $5.68M | $159.28 | |
| 41 | VLTO | VERALTO CORP | 0.22% | - | 37,500 | $4M | $106.61 | |
| 42 | GLIBK | GCI LIBERTY INC | 0.20% | New | 100,100 | $3.73M | $37.27 | |
| 43 | SPGI | S&P GLOBAL INC | 0.19% | - | 7,140 | $3.48M | $486.71 | |
| 44 | LIN | LINDE PLC | 0.18% | - | 6,900 | $3.28M | $475.00 | |
| 45 | DEO | DIAGEO PLC | 0.15% | - | 28,300 | $2.7M | $95.43 | |
| 46 | FTV | FORTIVE CORP | 0.12% | Add +2.1% | 46,400 | $2.27M | $48.99 | |
| 47 | GLIBA | GCI LIBERTY INC | 0.06% | New | 28,000 | $1.05M | $37.55 | |
| 48 | RAL | RALLIANT CORP | - | 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 |