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 36 of 71 rows. Rows without a quote are marked unavailable.
| 1 | LBTYK | LIBERTY GLOBAL PLC | 6.91% | Add +1.2% | 5,091,325 | $253.6M | $49.81 | No quote |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.70% | Add +1.0% | 1,449,433 | $209.18M | $144.32 | No quote |
| 3 | VRX | VALEANT PHARMACEUTICALS INTL | 4.96% | Reduce -33.5% | 917,261 | $182.19M | No quote | No quote |
| 4 | LMCK | LIBERTY MEDIA CORP DELAWARE | 4.18% | Add +5.7% | 4,014,666 | $153.36M | No quote | No quote |
| 5 | QVCA | LIBERTY INTERACTIVE CORP | 4.05% | Reduce -3.9% | 5,090,990 | $148.61M | No quote | No quote |
| 6 | ESRX | EXPRESS SCRIPTS HLDG CO | 3.38% | Reduce -15.2% | 1,429,702 | $124.06M | No quote | No quote |
| 7 | TDG | TRANSDIGM GROUP INC | 3.30% | Reduce -7.8% | 553,592 | $121.08M | $218.72 | No quote |
| 8 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 3.10% | Add +658.0% | 523 | $113.75M | $217500.96 | No quote |
| 9 | RRC | RANGE RES CORP | 3.03% | Add +4.2% | 2,136,130 | $111.16M | $52.04 | No quote |
| 10 | MLM | MARTIN MARIETTA MATLS INC | 2.94% | Reduce -0.1% | 773,116 | $108.08M | $139.80 | No quote |
| 11 | WFC | WELLS FARGO & CO NEW | 2.73% | Reduce -4.2% | 1,844,267 | $100.33M | $54.40 | No quote |
| 12 | RWT | REDWOOD TR INC | 2.69% | Reduce -12.6% | 5,528,454 | $98.79M | No quote | No quote |
| 13 | DISCK | DISCOVERY COMMUNICATNS NEW | 2.60% | Add +31.6% | 3,244,064 | $95.62M | No quote | No quote |
| 14 | LH | LABORATORY CORP AMER HLDGS | 2.56% | Reduce -25.1% | 746,258 | $94.1M | $126.09 | No quote |
| 15 | LBRDK | LIBERTY BROADBAND CORP | 2.41% | Add +30.1% | 1,564,892 | $88.57M | $56.60 | No quote |
| 16 | PXD | PIONEER NAT RES CO | 2.35% | Add +1.0% | 527,311 | $86.22M | No quote | No quote |
| 17 | ICON | ICONIX BRAND GROUP INC | 2.20% | Add +0.9% | 2,394,755 | $80.63M | No quote | No quote |
| 18 | PCP | PRECISION CASTPARTS CORP | 2.16% | Add +56.6% | 377,852 | $79.35M | No quote | No quote |
| 19 | CTRX | CATAMARAN CORP | 1.91% | Add +1.3% | 1,177,876 | $70.13M | No quote | No quote |
| 20 | IILG | INTERVAL LEISURE GROUP INC | 1.88% | Reduce -19.9% | 2,629,001 | $68.91M | No quote | No quote |
| 21 | ENDPQ | ENDO INTL PLC | 1.83% | Reduce -2.6% | 747,530 | $67.05M | No quote | No quote |
| 22 | ADT | THE ADT CORPORATION | 1.75% | Reduce -8.4% | 1,551,470 | $64.42M | $41.52 | No quote |
| 23 | AON | AON PLC | 1.74% | Add +1.6% | 665,145 | $63.93M | $96.12 | No quote |
| 24 | ORCL | ORACLE CORP | 1.59% | Add +0.8% | 1,349,737 | $58.24M | $43.15 | No quote |
| 25 | GOOG | GOOGLE INC | 1.58% | Add +2.2% | 106,150 | $58.17M | $548.00 | No quote |
| 26 | MSI | MOTOROLA SOLUTIONS INC | 1.50% | Reduce -18.6% | 827,724 | $55.18M | $66.67 | No quote |
| 27 | TXN | TEXAS INSTRS INC | 1.50% | Reduce -35.6% | 963,736 | $55.11M | $57.18 | No quote |
| 28 | AVP | AVON PRODS INC | 1.50% | Add +14.1% | 6,895,500 | $55.1M | No quote | No quote |
| 29 | FOXA | TWENTY FIRST CENTY FOX INC | 1.35% | Reduce -8.4% | 1,465,880 | $49.61M | $33.84 | No quote |
| 30 | LYV | LIVE NATION ENTERTAINMENT IN | 1.32% | Reduce -19.9% | 1,919,085 | $48.42M | $25.23 | No quote |
| 31 | WAIR | WESCO AIRCRAFT HLDGS INC | 1.23% | Reduce -5.7% | 2,954,705 | $45.27M | No quote | No quote |
| 32 | NCMI | NATIONAL CINEMEDIA INC | 1.19% | - | 2,891,631 | $43.66M | $15.10 | No quote |
| 33 | LMCAD | LIBERTY MEDIA CORP DELAWARE | 1.16% | Reduce -0.3% | 1,103,472 | $42.54M | No quote | No quote |
| 34 | FOX | TWENTY FIRST CENTY FOX INC | 1.15% | Add +549.9% | 1,284,233 | $42.23M | $32.88 | No quote |
| 35 | FIS | FIDELITY NATL INFORMATION SV | 1.09% | Add +1.6% | 587,966 | $40.02M | $68.06 | No quote |
| 36 | XOXO | XO GROUP INC | 1.02% | Reduce -15.3% | 2,115,990 | $37.39M | No quote | No quote |
| 37 | LVNTA | LIBERTY INTERACTIVE CORP | 1.00% | Add +4.4% | 875,856 | $36.8M | No quote | No quote |
| 38 | BRO | BROWN & BROWN INC | 0.97% | Add +2.0% | 1,079,259 | $35.73M | $33.11 | No quote |
| 39 | CLB | CORE LABORATORIES N V | 0.94% | Add +121.7% | 329,200 | $34.4M | $104.49 | No quote |
| 40 | WSH | WILLIS GROUP HOLDINGS PUBLIC | 0.87% | Add +1.9% | 662,985 | $31.94M | No quote | No quote |
| 41 | GOOGL | GOOGLE INC | 0.81% | - | 53,650 | $29.76M | $554.71 | No quote |
| 42 | FLIR | FLIR SYS INC | 0.80% | Add +2.9% | 943,515 | $29.51M | No quote | No quote |
| 43 | ALSN | ALLISON TRANSMISSION HLDGS I | 0.74% | Reduce -11.8% | 846,541 | $27.04M | $31.94 | No quote |
| 44 | MA | MASTERCARD INC | 0.72% | Add +7.3% | 304,820 | $26.33M | $86.39 | No quote |
| 45 | ANGI | ANGIES LIST INC | 0.62% | Add +6.0% | 3,903,562 | $22.91M | $5.87 | No quote |
| 46 | UPS | UNITED PARCEL SERVICE INC | 0.61% | - | 231,150 | $22.41M | $96.94 | No quote |
| 47 | OMC | OMNICOM GROUP INC | 0.60% | Reduce -1.6% | 284,430 | $22.18M | $77.98 | No quote |
| 48 | ACN | ACCENTURE PLC IRELAND | 0.59% | - | 230,400 | $21.59M | $93.69 | No quote |
| 49 | LBRDA | LIBERTY BROADBAND CORP | 0.54% | Add +2.0% | 353,113 | $19.94M | $56.48 | No quote |
| 50 | ACIW | ACI WORLDWIDE INC | 0.44% | Add +0.3% | 745,000 | $16.14M | $21.66 | No quote |
| 51 | PX | PRAXAIR INC | 0.41% | Add +0.1% | 125,745 | $15.18M | No quote | No quote |
| 52 | DEO | DIAGEO P L C | 0.40% | - | 131,595 | $14.55M | $110.57 | No quote |
| 53 | WKC | WORLD FUEL SVCS CORP | 0.31% | Reduce -41.5% | 200,000 | $11.5M | No quote | No quote |
| 54 | CMLS | CUMULUS MEDIA INC | 0.24% | - | 3,553,400 | $8.78M | No quote | No quote |
| 55 | PBH | PRESTIGE BRANDS HLDGS INC | 0.19% | - | 160,000 | $6.86M | $42.89 | No quote |
| 56 | POST | POST HLDGS INC | 0.18% | - | 145,000 | $6.79M | $46.84 | No quote |
| 57 | CCRD | INTELLIGENT SYS CORP NEW | 0.18% | - | 2,270,000 | $6.54M | No quote | No quote |
| 58 | ASCMA | ASCENT CAP GROUP INC | 0.15% | - | 140,000 | $5.57M | No quote | No quote |
| 59 | MSFT | MICROSOFT CORP | 0.04% | - | 40,000 | $1.63M | $40.65 | No quote |
| 60 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.04% | - | 13,000 | $1.59M | $121.92 | No quote |
| 61 | SLCA | U S SILICA HLDGS INC | 0.03% | - | 30,000 | $1.07M | No quote | No quote |
| 62 | MRC | MRC GLOBAL INC | 0.02% | Reduce -26.4% | 65,110 | $772K | No quote | No quote |
| 63 | CMCSK | COMCAST CORP NEW | 0.01% | - | 6,500 | $364K | No quote | No quote |
| 64 | MNR | MONMOUTH REAL ESTATE INVT CO | 0.00% | - | 6,800 | $76K | No quote | No quote |
| 70 | LBRKR | LIBERTY BROADBAND CORP | - | Sold | 0 | $0 | No quote | No quote |
| 69 | IWV | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 68 | EBAY | EBAY INC | - | Sold | 0 | $0 | No quote | No quote |
| 67 | DIS | DISNEY WALT CO | - | Sold | 0 | $0 | No quote | No quote |
| 66 | DTV | DIRECTV | - | Sold | 0 | $0 | No quote | No quote |
| 65 | APA | APACHE CORP | - | 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 | $32.64M |