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 37 of 74 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 7.75% | Reduce -0.9% | 1,533,279 | $217.54M | No quote | No quote |
| 2 | LBTYK | LIBERTY GLOBAL PLC | 7.19% | Reduce -0.6% | 5,376,338 | $201.94M | $37.56 | No quote |
| 3 | LMCK | LIBERTY MEDIA CORP DELAWARE | 5.91% | Reduce -0.6% | 4,351,543 | $165.75M | No quote | No quote |
| 4 | LBRDK | LIBERTY BROADBAND CORP | 4.54% | Add +29.9% | 2,199,666 | $127.47M | $57.95 | No quote |
| 5 | QVCA | LIBERTY INTERACTIVE CORP | 3.94% | Reduce -2.3% | 4,379,665 | $110.59M | No quote | No quote |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 3.88% | - | 510 | $108.86M | No quote | No quote |
| 7 | FOXA | TWENTY FIRST CENTY FOX INC | 3.80% | Add +126.0% | 3,827,710 | $106.72M | $27.88 | No quote |
| 8 | RWT | REDWOOD TR INC | 3.37% | Add +16.2% | 7,239,004 | $94.69M | No quote | No quote |
| 9 | LH | LABORATORY CORP AMER HLDGS | 3.25% | Add +11.1% | 777,949 | $91.12M | $117.13 | No quote |
| 10 | AGN | ALLERGAN PLC | 2.91% | Add +55.3% | 304,722 | $81.68M | No quote | No quote |
| 11 | GOOG | ALPHABET INC | 2.78% | Reduce -2.3% | 104,914 | $78.16M | $744.95 | No quote |
| 12 | RRC | RANGE RES CORP | 2.75% | Reduce -26.0% | 2,387,244 | $77.3M | $32.38 | No quote |
| 13 | ESRX | EXPRESS SCRIPTS HLDG CO | 2.59% | Reduce -0.1% | 1,057,939 | $72.67M | No quote | No quote |
| 14 | AON | AON PLC | 2.43% | Reduce -1.6% | 652,296 | $68.13M | $104.45 | No quote |
| 15 | TDG | TRANSDIGM GROUP INC | 2.35% | Reduce -20.8% | 298,775 | $65.83M | $220.34 | No quote |
| 16 | MA | MASTERCARD INC | 2.25% | Add +68.7% | 667,634 | $63.09M | $94.50 | No quote |
| 17 | CFX | COLFAX CORP | 2.22% | Add +11.4% | 2,178,240 | $62.28M | No quote | No quote |
| 18 | MSI | MOTOROLA SOLUTIONS INC | 2.22% | Reduce -1.9% | 821,450 | $62.18M | $75.70 | No quote |
| 19 | WFC | WELLS FARGO & CO NEW | 2.08% | Add +1.8% | 1,207,587 | $58.4M | $48.36 | No quote |
| 20 | PXD | PIONEER NAT RES CO | 1.84% | Reduce -15.1% | 367,264 | $51.69M | No quote | No quote |
| 21 | TXN | TEXAS INSTRS INC | 1.81% | Reduce -12.1% | 882,533 | $50.68M | $57.42 | No quote |
| 22 | IILG | INTERVAL LEISURE GROUP INC | 1.77% | Add +11.9% | 3,431,474 | $49.55M | No quote | No quote |
| 23 | DISCA | DISCOVERY COMMUNICATNS NEW | 1.76% | Reduce -21.1% | 1,729,700 | $49.52M | No quote | No quote |
| 24 | FOSL | FOSSIL GROUP INC | 1.64% | Reduce -18.1% | 1,034,911 | $45.97M | $44.42 | No quote |
| 25 | WAIR | WESCO AIRCRAFT HLDGS INC | 1.50% | Reduce -10.0% | 2,918,000 | $41.99M | No quote | No quote |
| 26 | LVNTA | LIBERTY INTERACTIVE CORP | 1.35% | Add +2.4% | 969,900 | $37.94M | No quote | No quote |
| 27 | NCMI | NATIONAL CINEMEDIA INC | 1.23% | - | 2,276,632 | $34.63M | $15.21 | No quote |
| 28 | FLIR | FLIR SYS INC | 1.23% | Reduce -2.3% | 1,044,795 | $34.43M | No quote | No quote |
| 29 | ALSN | ALLISON TRANSMISSION HLDGS I | 1.13% | Reduce -1.4% | 1,179,987 | $31.84M | $26.98 | No quote |
| 30 | BRO | BROWN & BROWN INC | 1.09% | Reduce -18.7% | 852,743 | $30.53M | $35.80 | No quote |
| 31 | WTW | WILLIS TOWERS WATSON PUB LTD | 1.00% | New | 237,378 | $28.17M | $118.66 | No quote |
| 32 | AVP | AVON PRODS INC | 0.99% | Reduce -17.7% | 5,775,120 | $27.78M | No quote | No quote |
| 33 | ENDPQ | ENDO INTL PLC | 0.97% | Add +41.3% | 968,093 | $27.25M | No quote | No quote |
| 34 | LBRDA | LIBERTY BROADBAND CORP | 0.84% | Add +0.5% | 404,504 | $23.53M | $58.16 | No quote |
| 35 | LMCAD | LIBERTY MEDIA CORP DELAWARE | 0.83% | Reduce -2.5% | 603,782 | $23.32M | No quote | No quote |
| 36 | DISCK | DISCOVERY COMMUNICATNS NEW | 0.80% | Reduce -2.0% | 834,644 | $22.54M | No quote | No quote |
| 37 | PX | PRAXAIR INC | 0.79% | Add +19.3% | 194,126 | $22.22M | No quote | No quote |
| 38 | UPS | UNITED PARCEL SERVICE INC | 0.79% | Add +0.1% | 209,840 | $22.13M | $105.47 | No quote |
| 39 | ACN | ACCENTURE PLC IRELAND | 0.76% | Reduce -11.7% | 185,973 | $21.46M | $115.40 | No quote |
| 40 | EOG | EOG RES INC | 0.71% | Reduce -8.4% | 274,920 | $19.95M | $72.58 | No quote |
| 41 | OMC | OMNICOM GROUP INC | 0.71% | Reduce -15.7% | 238,783 | $19.87M | $83.23 | No quote |
| 42 | CMCSA | COMCAST CORP NEW | 0.69% | Add +4783.1% | 317,400 | $19.39M | $61.08 | No quote |
| 43 | XOXO | XO GROUP INC | 0.65% | Reduce -20.9% | 1,129,198 | $18.12M | No quote | No quote |
| 44 | MON | MONSANTO CO NEW | 0.63% | Reduce -49.4% | 202,190 | $17.74M | No quote | No quote |
| 45 | ORCL | ORACLE CORP | 0.60% | Reduce -4.5% | 408,323 | $16.7M | $40.91 | No quote |
| 46 | EQC | EQUITY COMWLTH | 0.59% | - | 588,000 | $16.59M | No quote | No quote |
| 47 | DEO | DIAGEO P L C | 0.51% | Add +0.1% | 132,365 | $14.28M | $107.87 | No quote |
| 48 | LILAK | LIBERTY GLOBAL PLC | 0.39% | Add +6.5% | 291,530 | $11.04M | $37.88 | No quote |
| 49 | FOX | TWENTY FIRST CENTY FOX INC | 0.38% | Reduce -82.0% | 378,788 | $10.68M | $28.20 | No quote |
| 50 | MUSA | MURPHY USA INC | 0.34% | - | 155,000 | $9.53M | $61.45 | No quote |
| 51 | HAL | HALLIBURTON CO | 0.33% | Reduce -11.7% | 259,047 | $9.25M | $35.72 | No quote |
| 52 | MCK | MCKESSON CORP | 0.32% | New | 57,675 | $9.07M | $157.24 | No quote |
| 53 | CCRD | INTELLIGENT SYS CORP NEW | 0.28% | - | 2,270,000 | $7.95M | No quote | No quote |
| 54 | LGF | LIONS GATE ENTMNT CORP | 0.22% | New | 278,500 | $6.09M | No quote | No quote |
| 55 | LYV | LIVE NATION ENTERTAINMENT IN | 0.12% | - | 150,000 | $3.35M | $22.31 | No quote |
| 56 | ACIW | ACI WORLDWIDE INC | 0.07% | - | 92,696 | $1.93M | $20.79 | No quote |
| 57 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.07% | - | 15,000 | $1.87M | $124.67 | No quote |
| 58 | AAPL | APPLE INC | 0.03% | New | 6,439 | $702K | $109.02 | No quote |
| 59 | SUM | SUMMIT MATLS INC | 0.01% | New | 21,000 | $408K | No quote | No quote |
| 60 | GWRE | GUIDEWIRE SOFTWARE INC | 0.01% | New | 7,000 | $381K | $54.43 | No quote |
| 61 | AMZN | AMAZON COM INC | 0.01% | - | 500 | $297K | $594.00 | No quote |
| 62 | GOOGL | ALPHABET INC | 0.01% | Reduce -7.3% | 190 | $145K | $763.16 | No quote |
| 63 | MNR | MONMOUTH REAL ESTATE INVT CO | 0.00% | Reduce -67.8% | 4,893 | $58K | No quote | No quote |
| 72 | WSH | WILLIS GROUP HOLDINGS PUBLIC | - | Sold | 0 | $0 | No quote | No quote |
| 71 | ADT | THE ADT CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 70 | PCP | PRECISION CASTPARTS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 69 | MRC | MRC GLOBAL INC | - | Sold | 0 | $0 | No quote | No quote |
| 68 | MSFT | MICROSOFT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 67 | IWV | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 66 | ICON | ICONIX BRAND GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 65 | CLB | CORE LABORATORIES N V | - | Sold | 0 | $0 | No quote | No quote |
| 64 | CPGX | COLUMBIA PIPELINE 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 | $30.9M |
| 2 | - | RTW HLDGS INCNOTE 5.625%11/1 | OTHER | 16,000,000 | $14.55M |