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 2026-06-06 from SEC 13F data.
Live quotes available for 36 of 74 rows. Rows without a quote are marked unavailable.
| 1 | LBTYK | LIBERTY GLOBAL PLC | 7.59% | Add +2.5% | 5,408,393 | $220.5M | $40.77 | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 7.03% | Reduce -2.1% | 1,547,537 | $204.34M | No quote | No quote |
| 3 | LMCK | LIBERTY MEDIA CORP DELAWARE | 5.74% | Reduce -7.6% | 4,377,106 | $166.68M | No quote | No quote |
| 4 | QVCA | LIBERTY INTERACTIVE CORP | 4.21% | Reduce -2.2% | 4,481,769 | $122.44M | No quote | No quote |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 3.47% | Reduce -1.9% | 510 | $100.88M | No quote | No quote |
| 6 | PCP | PRECISION CASTPARTS CORP | 3.42% | Reduce -2.7% | 428,851 | $99.5M | No quote | No quote |
| 7 | ESRX | EXPRESS SCRIPTS HLDG CO | 3.18% | Reduce -0.7% | 1,058,456 | $92.52M | No quote | No quote |
| 8 | LBRDK | LIBERTY BROADBAND CORP | 3.02% | Add +1.0% | 1,692,987 | $87.8M | $51.86 | No quote |
| 9 | LH | LABORATORY CORP AMER HLDGS | 2.98% | Reduce -4.8% | 700,037 | $86.55M | $123.64 | No quote |
| 10 | TDG | TRANSDIGM GROUP INC | 2.96% | Reduce -21.5% | 377,079 | $86.14M | $228.45 | No quote |
| 11 | RWT | REDWOOD TR INC | 2.83% | Add +2.5% | 6,229,870 | $82.23M | No quote | No quote |
| 12 | GOOG | ALPHABET INC | 2.80% | New | 107,352 | $81.47M | $758.88 | No quote |
| 13 | RRC | RANGE RES CORP | 2.73% | Add +17.9% | 3,225,425 | $79.38M | $24.61 | No quote |
| 14 | WFC | WELLS FARGO & CO NEW | 2.22% | Reduce -1.5% | 1,186,467 | $64.5M | $54.36 | No quote |
| 15 | AGN | ALLERGAN PLC | 2.11% | Add +4.6% | 196,170 | $61.3M | No quote | No quote |
| 16 | AON | AON PLC | 2.10% | Add +0.2% | 662,933 | $61.13M | $92.21 | No quote |
| 17 | DISCA | DISCOVERY COMMUNICATNS NEW | 2.01% | Reduce -23.7% | 2,192,659 | $58.5M | No quote | No quote |
| 18 | MSI | MOTOROLA SOLUTIONS INC | 1.97% | Reduce -23.3% | 837,746 | $57.34M | $68.45 | No quote |
| 19 | FOX | TWENTY FIRST CENTY FOX INC | 1.97% | Reduce -4.2% | 2,103,476 | $57.28M | $27.23 | No quote |
| 20 | TXN | TEXAS INSTRS INC | 1.89% | Reduce -1.8% | 1,003,480 | $55M | $54.81 | No quote |
| 21 | PXD | PIONEER NAT RES CO | 1.87% | Reduce -4.1% | 432,348 | $54.21M | No quote | No quote |
| 22 | IILG | INTERVAL LEISURE GROUP INC | 1.65% | Add +2.0% | 3,065,336 | $47.85M | No quote | No quote |
| 23 | FOSL | FOSSIL GROUP INC | 1.59% | Add +9.2% | 1,263,758 | $46.2M | $36.56 | No quote |
| 24 | FOXA | TWENTY FIRST CENTY FOX INC | 1.58% | Add +5.8% | 1,693,300 | $45.99M | $27.16 | No quote |
| 25 | CFX | COLFAX CORP | 1.57% | New | 1,955,069 | $45.65M | No quote | No quote |
| 26 | LVNTA | LIBERTY INTERACTIVE CORP | 1.47% | Add +3.1% | 946,856 | $42.71M | No quote | No quote |
| 27 | ADT | THE ADT CORPORATION | 1.45% | Reduce -10.7% | 1,275,483 | $42.07M | $32.98 | No quote |
| 28 | ENDPQ | ENDO INTL PLC | 1.44% | Reduce -29.6% | 684,923 | $41.93M | No quote | No quote |
| 29 | MON | MONSANTO CO NEW | 1.36% | Reduce -0.5% | 399,838 | $39.39M | No quote | No quote |
| 30 | WAIR | WESCO AIRCRAFT HLDGS INC | 1.34% | Reduce -5.9% | 3,241,900 | $38.81M | No quote | No quote |
| 31 | MA | MASTERCARD INC | 1.33% | Add +7.1% | 395,874 | $38.54M | $97.36 | No quote |
| 32 | NCMI | NATIONAL CINEMEDIA INC | 1.23% | Reduce -16.2% | 2,276,632 | $35.77M | $15.71 | No quote |
| 33 | BRO | BROWN & BROWN INC | 1.16% | Reduce -6.1% | 1,048,360 | $33.65M | $32.10 | No quote |
| 34 | ALSN | ALLISON TRANSMISSION HLDGS I | 1.07% | Reduce -0.7% | 1,196,422 | $30.98M | $25.89 | No quote |
| 35 | WSH | WILLIS GROUP HOLDINGS PUBLIC | 1.06% | Reduce -8.6% | 635,992 | $30.89M | No quote | No quote |
| 36 | FLIR | FLIR SYS INC | 1.03% | Add +3.7% | 1,069,115 | $30.01M | No quote | No quote |
| 37 | AVP | AVON PRODS INC | 0.98% | Reduce -14.6% | 7,018,220 | $28.42M | No quote | No quote |
| 38 | LMCAD | LIBERTY MEDIA CORP DELAWARE | 0.84% | Reduce -43.8% | 619,523 | $24.32M | No quote | No quote |
| 39 | XOXO | XO GROUP INC | 0.79% | Reduce -24.1% | 1,426,958 | $22.92M | No quote | No quote |
| 40 | ACN | ACCENTURE PLC IRELAND | 0.76% | Reduce -8.6% | 210,545 | $22M | $104.50 | No quote |
| 41 | DISCK | DISCOVERY COMMUNICATNS NEW | 0.74% | Add +27.3% | 851,409 | $21.47M | No quote | No quote |
| 42 | OMC | OMNICOM GROUP INC | 0.74% | Reduce -2.3% | 283,273 | $21.43M | $75.66 | No quote |
| 43 | EOG | EOG RES INC | 0.73% | Add +4.7% | 300,080 | $21.24M | $70.79 | No quote |
| 44 | LBRDA | LIBERTY BROADBAND CORP | 0.72% | Reduce -0.6% | 402,351 | $20.78M | $51.65 | No quote |
| 45 | UPS | UNITED PARCEL SERVICE INC | 0.69% | Reduce -9.3% | 209,629 | $20.17M | $96.23 | No quote |
| 46 | PX | PRAXAIR INC | 0.57% | Reduce -23.7% | 162,686 | $16.66M | No quote | No quote |
| 47 | EQC | EQUITY COMWLTH | 0.56% | Reduce -31.2% | 588,000 | $16.31M | No quote | No quote |
| 48 | ORCL | ORACLE CORP | 0.54% | Reduce -69.9% | 427,498 | $15.62M | $36.53 | No quote |
| 49 | ICON | ICONIX BRAND GROUP INC | 0.52% | Reduce -29.0% | 2,228,265 | $15.22M | No quote | No quote |
| 50 | DEO | DIAGEO P L C | 0.50% | Add +0.4% | 132,265 | $14.43M | $109.07 | No quote |
| 51 | LILAK | LIBERTY GLOBAL PLC | 0.41% | Reduce -6.2% | 273,780 | $11.77M | $43.00 | No quote |
| 52 | HAL | HALLIBURTON CO | 0.34% | Add +0.5% | 293,367 | $9.99M | $34.04 | No quote |
| 53 | MUSA | MURPHY USA INC | 0.32% | - | 155,000 | $9.42M | $60.74 | No quote |
| 54 | CCRD | INTELLIGENT SYS CORP NEW | 0.25% | - | 2,270,000 | $7.33M | No quote | No quote |
| 55 | IWV | ISHARES TR | 0.17% | New | 41,515 | $5M | No quote | No quote |
| 56 | LYV | LIVE NATION ENTERTAINMENT IN | 0.13% | Reduce -73.2% | 150,000 | $3.69M | $24.57 | No quote |
| 57 | ACIW | ACI WORLDWIDE INC | 0.07% | Reduce -74.7% | 92,696 | $1.98M | $21.40 | No quote |
| 58 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.06% | - | 15,000 | $1.88M | $125.00 | No quote |
| 59 | MSFT | MICROSOFT CORP | 0.05% | Reduce -16.7% | 25,000 | $1.39M | $55.48 | No quote |
| 60 | CLB | CORE LABORATORIES N V | 0.04% | Reduce -95.6% | 10,000 | $1.09M | $108.70 | No quote |
| 61 | CMCSA | COMCAST CORP NEW | 0.01% | New | 6,500 | $367K | $56.46 | No quote |
| 62 | AMZN | AMAZON COM INC | 0.01% | New | 500 | $338K | $676.00 | No quote |
| 63 | MRC | MRC GLOBAL INC | 0.01% | Reduce -62.7% | 23,530 | $304K | No quote | No quote |
| 64 | CPGX | COLUMBIA PIPELINE GROUP INC | 0.01% | Add +22.5% | 12,250 | $245K | No quote | No quote |
| 66 | MNR | MONMOUTH REAL ESTATE INVT CO | 0.01% | - | 15,200 | $159K | No quote | No quote |
| 65 | GOOGL | ALPHABET INC | 0.01% | New | 205 | $159K | $775.61 | No quote |
| 73 | VRX | VALEANT PHARMACEUTICALS INTL | - | Sold | 0 | $0 | No quote | No quote |
| 72 | POST | POST HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 71 | GOOG | GOOGLE INC | - | Sold | 0 | $0 | No quote | No quote |
| 70 | GOOGL | GOOGLE INC | - | Sold | 0 | $0 | No quote | No quote |
| 69 | CMLS | CUMULUS MEDIA INC | - | Sold | 0 | $0 | No quote | No quote |
| 68 | CMCSK | COMCAST CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 67 | ANGI | ANGIES LIST 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 | $30.73M |