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.
Get email alerts when Wallace Weitz files a new 13F — sign in or create a free account.
Updated 2026-09-12 from SEC 13F data.
Live quotes available for 37 of 70 rows. Rows without a quote are marked unavailable.
| 1 | LBTYK | LIBERTY GLOBAL PLC | 7.37% | Add +1.0% | 5,143,263 | $260.4M | $50.63 | No quote |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.67% | Add +1.6% | 1,472,149 | $200.37M | $136.11 | No quote |
| 3 | VRX | VALEANT PHARMACEUTICALS INTL | 4.51% | Reduce -21.9% | 716,730 | $159.22M | No quote | No quote |
| 4 | LMCK | LIBERTY MEDIA CORP DELAWARE | 4.35% | Add +6.7% | 4,283,793 | $153.79M | No quote | No quote |
| 5 | QVCA | LIBERTY INTERACTIVE CORP | 4.05% | Add +1.2% | 5,151,430 | $142.95M | No quote | No quote |
| 6 | TDG | TRANSDIGM GROUP INC | 3.54% | Add +0.7% | 557,220 | $125.19M | $224.67 | No quote |
| 7 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 3.03% | Reduce -0.2% | 522 | $106.93M | $204850.57 | No quote |
| 8 | RRC | RANGE RES CORP | 3.01% | Add +0.7% | 2,150,589 | $106.2M | $49.38 | No quote |
| 9 | DISCK | DISCOVERY COMMUNICATNS NEW | 2.91% | Add +1.8% | 3,303,594 | $102.68M | No quote | No quote |
| 10 | ESRX | EXPRESS SCRIPTS HLDG CO | 2.84% | Reduce -21.1% | 1,127,519 | $100.28M | No quote | No quote |
| 11 | MLM | MARTIN MARIETTA MATLS INC | 2.81% | Reduce -9.4% | 700,680 | $99.15M | $141.51 | No quote |
| 12 | RWT | REDWOOD TR INC | 2.54% | Add +3.4% | 5,716,779 | $89.75M | No quote | No quote |
| 13 | LH | LABORATORY CORP AMER HLDGS | 2.47% | Reduce -3.4% | 720,849 | $87.38M | $121.22 | No quote |
| 14 | LBRDK | LIBERTY BROADBAND CORP | 2.33% | Add +2.8% | 1,608,773 | $82.31M | $51.16 | No quote |
| 15 | FOX | TWENTY FIRST CENTY FOX INC | 2.25% | Add +92.2% | 2,468,453 | $79.53M | $32.22 | No quote |
| 16 | PCP | PRECISION CASTPARTS CORP | 2.24% | Add +4.9% | 396,524 | $79.25M | No quote | No quote |
| 17 | ENDPQ | ENDO INTL PLC | 2.17% | Add +28.6% | 961,135 | $76.55M | No quote | No quote |
| 18 | ICON | ICONIX BRAND GROUP INC | 2.00% | Add +17.9% | 2,824,438 | $70.53M | No quote | No quote |
| 19 | WFC | WELLS FARGO & CO NEW | 1.97% | Reduce -33.1% | 1,234,400 | $69.42M | $56.24 | No quote |
| 20 | PXD | PIONEER NAT RES CO | 1.92% | Reduce -7.3% | 488,883 | $67.8M | No quote | No quote |
| 21 | GOOG | GOOGLE INC | 1.83% | Add +17.2% | 124,403 | $64.75M | $520.51 | No quote |
| 22 | AON | AON PLC | 1.82% | Reduce -2.9% | 646,113 | $64.41M | $99.68 | No quote |
| 23 | MSI | MOTOROLA SOLUTIONS INC | 1.72% | Add +28.0% | 1,059,244 | $60.74M | $57.34 | No quote |
| 24 | FOSL | FOSSIL GROUP INC | 1.64% | New | 835,483 | $57.95M | $69.36 | No quote |
| 25 | IILG | INTERVAL LEISURE GROUP INC | 1.62% | Reduce -4.6% | 2,506,936 | $57.28M | No quote | No quote |
| 26 | AVP | AVON PRODS INC | 1.57% | Add +28.5% | 8,858,890 | $55.46M | No quote | No quote |
| 27 | ORCL | ORACLE CORP | 1.57% | Add +1.7% | 1,372,317 | $55.3M | $40.30 | No quote |
| 28 | TXN | TEXAS INSTRS INC | 1.43% | Add +1.8% | 981,251 | $50.54M | $51.51 | No quote |
| 29 | ADT | THE ADT CORPORATION | 1.31% | Reduce -10.9% | 1,383,008 | $46.43M | $33.57 | No quote |
| 30 | WAIR | WESCO AIRCRAFT HLDGS INC | 1.22% | Reduce -3.9% | 2,838,205 | $43M | No quote | No quote |
| 31 | LMCAD | LIBERTY MEDIA CORP DELAWARE | 1.13% | Reduce -0.0% | 1,103,272 | $39.76M | No quote | No quote |
| 32 | NCMI | NATIONAL CINEMEDIA INC | 1.11% | Reduce -15.1% | 2,455,667 | $39.19M | $15.96 | No quote |
| 33 | CTRX | CATAMARAN CORP | 1.09% | Reduce -46.5% | 630,219 | $38.49M | No quote | No quote |
| 34 | BRO | BROWN & BROWN INC | 1.02% | Add +1.9% | 1,100,179 | $36.15M | $32.86 | No quote |
| 35 | LVNTA | LIBERTY INTERACTIVE CORP | 1.02% | Add +4.7% | 917,129 | $36.02M | No quote | No quote |
| 36 | CLB | CORE LABORATORIES N V | 0.99% | Reduce -7.3% | 305,200 | $34.81M | $114.04 | No quote |
| 37 | FOXA | TWENTY FIRST CENTY FOX INC | 0.92% | Reduce -31.7% | 1,000,880 | $32.57M | $32.55 | No quote |
| 38 | WSH | WILLIS GROUP HOLDINGS PUBLIC | 0.90% | Add +1.9% | 675,747 | $31.69M | No quote | No quote |
| 39 | XOXO | XO GROUP INC | 0.87% | Reduce -11.6% | 1,870,815 | $30.59M | No quote | No quote |
| 40 | FLIR | FLIR SYS INC | 0.85% | Add +3.0% | 971,785 | $29.95M | No quote | No quote |
| 41 | MA | MASTERCARD INC | 0.83% | Add +3.4% | 315,120 | $29.46M | $93.48 | No quote |
| 42 | GOOGL | GOOGLE INC | 0.82% | - | 53,650 | $28.97M | $540.04 | No quote |
| 43 | ALSN | ALLISON TRANSMISSION HLDGS I | 0.75% | Add +6.8% | 903,856 | $26.45M | $29.26 | No quote |
| 44 | MON | MONSANTO CO NEW | 0.69% | New | 227,760 | $24.28M | No quote | No quote |
| 45 | UPS | UNITED PARCEL SERVICE INC | 0.63% | - | 231,150 | $22.4M | $96.91 | No quote |
| 46 | ACN | ACCENTURE PLC IRELAND | 0.63% | - | 230,400 | $22.3M | $96.78 | No quote |
| 47 | ANGI | ANGIES LIST INC | 0.63% | Reduce -7.8% | 3,598,562 | $22.17M | $6.16 | No quote |
| 48 | EQC | EQUITY COMWLTH | 0.62% | New | 847,000 | $21.74M | No quote | No quote |
| 49 | POST | POST HLDGS INC | 0.60% | Add +170.9% | 392,860 | $21.19M | $53.93 | No quote |
| 50 | LBRDA | LIBERTY BROADBAND CORP | 0.58% | Add +14.3% | 403,581 | $20.57M | $50.97 | No quote |
| 51 | OMC | OMNICOM GROUP INC | 0.57% | Add +1.8% | 289,636 | $20.13M | $69.49 | No quote |
| 52 | LYV | LIVE NATION ENTERTAINMENT IN | 0.55% | Reduce -63.0% | 710,500 | $19.53M | $27.49 | No quote |
| 53 | DEO | DIAGEO P L C | 0.43% | Add +0.1% | 131,695 | $15.28M | $116.04 | No quote |
| 54 | PX | PRAXAIR INC | 0.43% | - | 125,745 | $15.03M | No quote | No quote |
| 55 | ACIW | ACI WORLDWIDE INC | 0.31% | Reduce -40.3% | 445,000 | $10.93M | $24.57 | No quote |
| 56 | WKC | WORLD FUEL SVCS CORP | 0.27% | - | 200,000 | $9.59M | No quote | No quote |
| 57 | CMLS | CUMULUS MEDIA INC | 0.21% | Add +3.3% | 3,670,000 | $7.45M | No quote | No quote |
| 58 | PBH | PRESTIGE BRANDS HLDGS INC | 0.21% | - | 160,000 | $7.4M | $46.24 | No quote |
| 59 | CCRD | INTELLIGENT SYS CORP NEW | 0.19% | - | 2,270,000 | $6.74M | No quote | No quote |
| 60 | BHI | BAKER HUGHES INC | 0.16% | New | 90,550 | $5.59M | No quote | No quote |
| 61 | HAL | HALLIBURTON CO | 0.16% | New | 128,780 | $5.55M | $43.07 | No quote |
| 62 | MSFT | MICROSOFT CORP | 0.05% | - | 40,000 | $1.77M | $44.15 | No quote |
| 63 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.04% | - | 13,000 | $1.57M | $120.69 | No quote |
| 64 | MRC | MRC GLOBAL INC | 0.03% | Reduce -3.1% | 63,110 | $974K | No quote | No quote |
| 65 | CMCSK | COMCAST CORP NEW | 0.01% | - | 6,500 | $390K | No quote | No quote |
| 66 | MNR | MONMOUTH REAL ESTATE INVT CO | 0.00% | Add +123.5% | 15,200 | $148K | No quote | No quote |
| 69 | SLCA | U S SILICA HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 68 | FIS | FIDELITY NATL INFORMATION SV | - | Sold | 0 | $0 | No quote | No quote |
| 67 | ASCMA | ASCENT CAP GROUP 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 | $31.64M |