Wallace Weitz - Weitz Investment Management
As of Q2 2026, Wallace Weitz reported 50 long-equity positions worth $1.44B in aggregate.
Copy-investor backtest
- Latest quarter
- +8.76%
- 1-year
- +4.62%
- 3-year
- +27.04%
- 5-year
- +20.42%
- 3-year vs S&P 500
- -46.19%
- 5-year vs S&P 500
- -54.08%
- 5-year top 5
- +54.46%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-09-12 from SEC 13F data.
Live quotes available for 39 of 77 rows. Rows without a quote are marked unavailable.
| 1 | LBTYK | LIBERTY GLOBAL PLC | 6.85% | Add +1.5% | 5,030,900 | $243.04M | $48.31 | No quote |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.07% | Add +1.1% | 1,435,171 | $215.49M | $150.15 | No quote |
| 3 | VRX | VALEANT PHARMACEUTICALS INTL | 5.56% | Reduce -18.5% | 1,378,606 | $197.29M | No quote | No quote |
| 4 | QVCA | LIBERTY INTERACTIVE CORP | 4.39% | Add +1.5% | 5,297,920 | $155.87M | No quote | No quote |
| 5 | ESRX | EXPRESS SCRIPTS HLDG CO | 4.02% | Reduce -5.2% | 1,684,987 | $142.67M | No quote | No quote |
| 6 | LMCK | LIBERTY MEDIA CORP DELAWARE | 3.75% | Add +23.4% | 3,800,017 | $133.12M | No quote | No quote |
| 7 | RWT | REDWOOD TR INC | 3.51% | Add +6.7% | 6,322,495 | $124.55M | No quote | No quote |
| 8 | TDG | TRANSDIGM GROUP INC | 3.32% | Add +1.6% | 600,125 | $117.84M | $196.35 | No quote |
| 9 | RRC | RANGE RES CORP | 3.09% | Add +84.1% | 2,050,560 | $109.6M | $53.45 | No quote |
| 10 | LH | LABORATORY CORP AMER HLDGS | 3.03% | Add +0.8% | 996,606 | $107.53M | $107.90 | No quote |
| 11 | WFC | WELLS FARGO & CO NEW | 2.97% | Reduce -16.0% | 1,925,266 | $105.54M | $54.82 | No quote |
| 12 | MLM | MARTIN MARIETTA MATLS INC | 2.41% | Add +1.8% | 774,072 | $85.4M | $110.32 | No quote |
| 13 | DISCK | DISCOVERY COMMUNICATNS NEW | 2.34% | Add +291.7% | 2,464,118 | $83.09M | No quote | No quote |
| 14 | ICON | ICONIX BRAND GROUP INC | 2.26% | Add +2.2% | 2,373,930 | $80.22M | No quote | No quote |
| 15 | TXN | TEXAS INSTRS INC | 2.25% | Reduce -34.7% | 1,496,447 | $80.01M | $53.47 | No quote |
| 16 | PXD | PIONEER NAT RES CO | 2.19% | Add +621.9% | 522,141 | $77.72M | No quote | No quote |
| 17 | IILG | INTERVAL LEISURE GROUP INC | 1.93% | Add +2.6% | 3,282,388 | $68.57M | No quote | No quote |
| 18 | MSI | MOTOROLA SOLUTIONS INC | 1.92% | New | 1,016,270 | $68.17M | $67.08 | No quote |
| 19 | LYV | LIVE NATION ENTERTAINMENT IN | 1.76% | Reduce -13.1% | 2,394,970 | $62.53M | $26.11 | No quote |
| 20 | AON | AON PLC | 1.75% | Add +1.0% | 654,828 | $62.1M | $94.83 | No quote |
| 21 | FOXA | TWENTY FIRST CENTY FOX INC | 1.73% | New | 1,600,960 | $61.49M | $38.41 | No quote |
| 22 | ADT | THE ADT CORPORATION | 1.73% | Reduce -1.7% | 1,693,060 | $61.34M | $36.23 | No quote |
| 23 | ORCL | ORACLE CORP | 1.70% | Reduce -34.6% | 1,339,517 | $60.24M | $44.97 | No quote |
| 24 | CTRX | CATAMARAN CORP | 1.70% | Add +16.1% | 1,162,989 | $60.19M | No quote | No quote |
| 25 | LBRDK | LIBERTY BROADBAND CORP | 1.69% | New | 1,202,968 | $59.93M | $49.82 | No quote |
| 26 | PCP | PRECISION CASTPARTS CORP | 1.64% | Add +89.2% | 241,278 | $58.12M | No quote | No quote |
| 27 | AVP | AVON PRODS INC | 1.60% | Add +23.1% | 6,043,429 | $56.75M | No quote | No quote |
| 28 | ENDPQ | ENDO INTL PLC | 1.56% | Add +6.3% | 767,530 | $55.35M | No quote | No quote |
| 29 | GOOG | GOOGLE INC | 1.54% | Add +54.3% | 103,871 | $54.68M | $526.40 | No quote |
| 30 | XOXO | XO GROUP INC | 1.28% | Reduce -11.3% | 2,499,115 | $45.51M | No quote | No quote |
| 31 | WAIR | WESCO AIRCRAFT HLDGS INC | 1.23% | Add +37.8% | 3,132,185 | $43.79M | No quote | No quote |
| 32 | NCMI | NATIONAL CINEMEDIA INC | 1.17% | Add +1.3% | 2,891,631 | $41.55M | $14.37 | No quote |
| 33 | LMCAD | LIBERTY MEDIA CORP DELAWARE | 1.10% | Reduce -24.9% | 1,107,317 | $39.06M | No quote | No quote |
| 34 | FIS | FIDELITY NATL INFORMATION SV | 1.01% | Add +0.7% | 578,830 | $36M | $62.20 | No quote |
| 35 | BRO | BROWN & BROWN INC | 0.98% | Add +1.0% | 1,057,814 | $34.81M | $32.91 | No quote |
| 36 | ALSN | ALLISON TRANSMISSION HLDGS I | 0.92% | Add +6296.9% | 959,529 | $32.53M | $33.90 | No quote |
| 37 | LVNTA | LIBERTY INTERACTIVE CORP | 0.89% | Add +78.5% | 838,983 | $31.65M | No quote | No quote |
| 38 | FLIR | FLIR SYS INC | 0.83% | Add +2.3% | 917,135 | $29.63M | No quote | No quote |
| 39 | WSH | WILLIS GROUP HOLDINGS PUBLIC | 0.82% | Add +10.5% | 650,695 | $29.16M | No quote | No quote |
| 40 | GOOGL | GOOGLE INC | 0.80% | - | 53,650 | $28.47M | $530.66 | No quote |
| 41 | UPS | UNITED PARCEL SERVICE INC | 0.72% | Reduce -3.4% | 231,150 | $25.7M | $111.17 | No quote |
| 42 | MA | MASTERCARD INC | 0.69% | New | 284,120 | $24.48M | $86.16 | No quote |
| 43 | DTV | DIRECTV | 0.66% | Reduce -83.5% | 268,570 | $23.29M | No quote | No quote |
| 44 | ANGI | ANGIES LIST INC | 0.65% | Add +0.2% | 3,682,062 | $22.94M | $6.23 | No quote |
| 45 | OMC | OMNICOM GROUP INC | 0.63% | Reduce -0.8% | 289,075 | $22.4M | $77.47 | No quote |
| 46 | ACN | ACCENTURE PLC IRELAND | 0.58% | - | 230,400 | $20.58M | $89.31 | No quote |
| 47 | CLB | CORE LABORATORIES N V | 0.50% | New | 148,500 | $17.87M | $120.34 | No quote |
| 48 | LBRDA | LIBERTY BROADBAND CORP | 0.49% | New | 346,083 | $17.34M | $50.09 | No quote |
| 49 | PX | PRAXAIR INC | 0.46% | - | 125,645 | $16.28M | No quote | No quote |
| 50 | WKC | WORLD FUEL SVCS CORP | 0.45% | Reduce -8.2% | 341,591 | $16.03M | No quote | No quote |
| 51 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.44% | - | 69 | $15.59M | $226000.00 | No quote |
| 52 | CMLS | CUMULUS MEDIA INC | 0.42% | Add +7.4% | 3,553,400 | $15.03M | No quote | No quote |
| 53 | DEO | DIAGEO P L C | 0.42% | - | 131,595 | $15.01M | $114.09 | No quote |
| 54 | ACIW | ACI WORLDWIDE INC | 0.42% | Add +15.6% | 743,000 | $14.99M | $20.17 | No quote |
| 55 | ASCMA | ASCENT CAP GROUP INC | 0.21% | - | 140,000 | $7.41M | No quote | No quote |
| 56 | FOX | TWENTY FIRST CENTY FOX INC | 0.21% | New | 197,613 | $7.29M | $36.89 | No quote |
| 57 | POST | POST HLDGS INC | 0.17% | Reduce -40.3% | 145,000 | $6.07M | $41.89 | No quote |
| 58 | PBH | PRESTIGE BRANDS HLDGS INC | 0.16% | - | 160,000 | $5.56M | $34.72 | No quote |
| 59 | CCRD | INTELLIGENT SYS CORP NEW | 0.10% | - | 2,270,000 | $3.66M | No quote | No quote |
| 60 | LBRKR | LIBERTY BROADBAND CORP | 0.07% | New | 272,778 | $2.59M | No quote | No quote |
| 61 | MSFT | MICROSOFT CORP | 0.05% | Reduce -97.2% | 40,000 | $1.86M | $46.45 | No quote |
| 62 | DIS | DISNEY WALT CO | 0.05% | Reduce -93.3% | 19,000 | $1.79M | $94.21 | No quote |
| 63 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.04% | - | 13,000 | $1.46M | $112.31 | No quote |
| 64 | MRC | MRC GLOBAL INC | 0.04% | New | 88,470 | $1.34M | No quote | No quote |
| 65 | SLCA | U S SILICA HLDGS INC | 0.02% | New | 30,000 | $771K | No quote | No quote |
| 66 | EBAY | EBAY INC | 0.01% | Reduce -98.6% | 9,500 | $533K | $56.11 | No quote |
| 67 | CMCSK | COMCAST CORP NEW | 0.01% | New | 6,500 | $374K | No quote | No quote |
| 68 | IWV | ISHARES TR | 0.01% | New | 2,310 | $282K | No quote | No quote |
| 69 | MNR | MONMOUTH REAL ESTATE INVT CO | 0.00% | - | 6,800 | $75K | No quote | No quote |
| 70 | APA | APACHE CORP | 0.00% | Reduce -99.9% | 1,030 | $65K | $63.11 | No quote |
| 76 | SAPE | SAPIENT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 75 | TBF | PROSHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 74 | LTRPA | LIBERTY TRIPADVISOR HLDGS IN | - | Sold | 0 | $0 | No quote | No quote |
| 73 | HPQ | HEWLETT PACKARD CO | - | Sold | 0 | $0 | No quote | No quote |
| 72 | FCN | FTI CONSULTING INC | - | Sold | 0 | $0 | No quote | No quote |
| 71 | CACI | CACI INTL INC | - | 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 4.625% 4/1 | OTHER | 32,825,000 | $32.46M |