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 42 of 72 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 7.99% | Reduce -2.2% | 1,443,797 | $208.59M | No quote | No quote |
| 2 | LBTYK | LIBERTY GLOBAL PLC | 6.83% | Add +1.1% | 5,399,355 | $178.4M | $33.04 | No quote |
| 3 | LBRDK | LIBERTY BROADBAND CORP | 6.71% | Add +4.8% | 2,452,674 | $175.32M | $71.48 | No quote |
| 4 | AGN | ALLERGAN PLC | 5.38% | Add +2.4% | 609,963 | $140.48M | No quote | No quote |
| 5 | LSXMK | LIBERTY MEDIA CORP DELAWARE | 4.37% | Reduce -20.0% | 3,416,684 | $114.15M | No quote | No quote |
| 6 | LH | LABORATORY CORP AMER HLDGS | 4.03% | Reduce -4.9% | 766,205 | $105.34M | $137.48 | No quote |
| 7 | FOXA | TWENTY FIRST CENTY FOX INC | 3.66% | Add +3.0% | 3,946,645 | $95.59M | $24.22 | No quote |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 3.53% | Reduce -13.4% | 426 | $92.11M | No quote | No quote |
| 9 | QVCA | LIBERTY INTERACTIVE CORP | 3.42% | Add +4.0% | 4,457,390 | $89.19M | No quote | No quote |
| 10 | RWT | REDWOOD TR INC | 3.27% | Reduce -10.2% | 6,037,413 | $85.49M | No quote | No quote |
| 11 | GOOG | ALPHABET INC | 3.16% | Reduce -1.3% | 106,209 | $82.56M | $777.29 | No quote |
| 12 | MA | MASTERCARD INCORPORATED | 3.11% | Add +9.5% | 797,039 | $81.12M | $101.77 | No quote |
| 13 | TDG | TRANSDIGM GROUP INC | 2.88% | Reduce -9.3% | 260,112 | $75.2M | $289.12 | No quote |
| 14 | ESRX | EXPRESS SCRIPTS HLDG CO | 2.70% | Reduce -4.4% | 1,000,693 | $70.58M | No quote | No quote |
| 15 | CFX | COLFAX CORP | 2.65% | Reduce -3.3% | 2,202,667 | $69.23M | No quote | No quote |
| 16 | WFC | WELLS FARGO & CO NEW | 2.58% | Add +19.5% | 1,520,533 | $67.33M | $44.28 | No quote |
| 17 | DISCK | DISCOVERY COMMUNICATNS NEW | 2.19% | Add +172.4% | 2,174,044 | $57.2M | No quote | No quote |
| 18 | AON | AON PLC | 2.12% | Reduce -11.9% | 493,197 | $55.48M | $112.49 | No quote |
| 19 | TXN | TEXAS INSTRS INC | 2.01% | Reduce -10.3% | 748,885 | $52.56M | $70.18 | No quote |
| 20 | IILG | INTERVAL LEISURE GROUP INC | 1.92% | Reduce -24.5% | 2,914,327 | $50.04M | No quote | No quote |
| 21 | ORCL | ORACLE CORP | 1.58% | Add +147.5% | 1,048,288 | $41.18M | $39.28 | No quote |
| 22 | LVNTA | LIBERTY INTERACTIVE CORP | 1.47% | Add +0.2% | 965,400 | $38.49M | No quote | No quote |
| 23 | RRC | RANGE RES CORP | 1.38% | Reduce -11.3% | 928,339 | $35.97M | $38.75 | No quote |
| 24 | WAIR | WESCO AIRCRAFT HLDGS INC | 1.36% | Reduce -7.9% | 2,645,493 | $35.53M | No quote | No quote |
| 25 | FLIR | FLIR SYS INC | 1.11% | Reduce -3.0% | 924,955 | $29.06M | No quote | No quote |
| 26 | ALSN | ALLISON TRANSMISSION HLDGS I | 1.10% | Reduce -11.0% | 997,727 | $28.62M | $28.68 | No quote |
| 27 | PXD | PIONEER NAT RES CO | 1.08% | Reduce -16.5% | 151,333 | $28.1M | No quote | No quote |
| 28 | WTW | WILLIS TOWERS WATSON PUB LTD | 1.03% | Reduce -13.5% | 203,319 | $27M | $132.77 | No quote |
| 29 | NCMI | NATIONAL CINEMEDIA INC | 1.00% | Reduce -22.4% | 1,774,191 | $26.12M | $14.72 | No quote |
| 30 | LBRDA | LIBERTY BROADBAND CORP | 0.98% | Reduce -1.1% | 364,636 | $25.58M | $70.16 | No quote |
| 31 | LILAK | LIBERTY GLOBAL PLC | 0.96% | Reduce -6.8% | 894,112 | $25.08M | $28.05 | No quote |
| 32 | PX | PRAXAIR INC | 0.91% | Add +1.8% | 197,606 | $23.88M | No quote | No quote |
| 33 | ACN | ACCENTURE PLC IRELAND | 0.87% | Add +0.1% | 186,068 | $22.73M | $122.17 | No quote |
| 34 | FOSL | FOSSIL GROUP INC | 0.85% | Reduce -10.1% | 801,746 | $22.26M | $27.77 | No quote |
| 35 | UPS | UNITED PARCEL SERVICE INC | 0.83% | Reduce -5.7% | 197,840 | $21.64M | $109.36 | No quote |
| 36 | CMCSA | COMCAST CORP NEW | 0.81% | Add +0.3% | 318,440 | $21.13M | $66.34 | No quote |
| 37 | MON | MONSANTO CO NEW | 0.79% | Add +0.1% | 202,305 | $20.68M | No quote | No quote |
| 38 | MSI | MOTOROLA SOLUTIONS INC | 0.70% | Reduce -65.9% | 239,010 | $18.23M | $76.28 | No quote |
| 39 | XOXO | XO GROUP INC | 0.69% | Reduce -15.2% | 936,783 | $18.11M | No quote | No quote |
| 40 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.65% | Reduce -41.0% | 605,700 | $17.04M | $28.14 | No quote |
| 41 | DEO | DIAGEO P L C | 0.59% | Add +0.1% | 132,495 | $15.38M | $116.04 | No quote |
| 42 | AVP | AVON PRODS INC | 0.57% | Reduce -48.6% | 2,640,575 | $14.95M | No quote | No quote |
| 43 | LSXMA | LIBERTY MEDIA CORP DELAWARE | 0.56% | Reduce -28.7% | 430,000 | $14.61M | No quote | No quote |
| 44 | MUSA | MURPHY USA INC | 0.41% | Reduce -14.3% | 150,000 | $10.7M | $71.36 | No quote |
| 45 | MCK | MCKESSON CORP | 0.37% | Add +0.7% | 58,080 | $9.69M | $166.75 | No quote |
| 46 | LGF | LIONS GATE ENTMNT CORP | 0.35% | Add +38.5% | 457,400 | $9.14M | No quote | No quote |
| 47 | HAL | HALLIBURTON CO | 0.35% | - | 202,487 | $9.09M | $44.88 | No quote |
| 48 | EOG | EOG RES INC | 0.34% | Reduce -45.4% | 91,270 | $8.83M | $96.71 | No quote |
| 49 | CCRD | INTELLIGENT SYS CORP NEW | 0.32% | - | 2,270,000 | $8.29M | No quote | No quote |
| 50 | EQC | EQUITY COMWLTH | 0.30% | Reduce -56.5% | 256,000 | $7.74M | No quote | No quote |
| 51 | FOX | TWENTY FIRST CENTY FOX INC | 0.24% | Reduce -30.1% | 256,878 | $6.36M | $24.74 | No quote |
| 52 | BATRK | LIBERTY MEDIA CORP DELAWARE | 0.15% | - | 220,700 | $3.84M | $17.38 | No quote |
| 53 | CHUBK | COMMERCEHUB INC | 0.12% | New | 192,780 | $3.07M | No quote | No quote |
| 54 | BRO | BROWN & BROWN INC | 0.12% | Reduce -46.7% | 80,000 | $3.02M | $37.71 | No quote |
| 55 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.09% | Reduce -48.1% | 77,500 | $2.22M | $28.65 | No quote |
| 56 | ACIW | ACI WORLDWIDE INC | 0.08% | Add +22.6% | 113,696 | $2.2M | $19.38 | No quote |
| 57 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.08% | - | 15,000 | $1.97M | $131.40 | No quote |
| 58 | CHUBA | COMMERCEHUB INC | 0.06% | New | 96,390 | $1.52M | No quote | No quote |
| 59 | AAPL | APPLE INC | 0.05% | Reduce -18.6% | 11,934 | $1.35M | $113.04 | No quote |
| 60 | CMP | COMPASS MINERALS INTL INC | 0.05% | - | 16,000 | $1.18M | No quote | No quote |
| 61 | ODFL | OLD DOMINION FGHT LINES INC | 0.04% | Reduce -12.3% | 13,480 | $925K | $68.62 | No quote |
| 62 | BATRA | LIBERTY MEDIA CORP DELAWARE | 0.02% | - | 31,000 | $541K | $17.45 | No quote |
| 63 | ZOES | ZOES KITCHEN INC | 0.02% | New | 22,140 | $491K | No quote | No quote |
| 64 | V | VISA INC | 0.02% | New | 5,200 | $430K | $82.69 | No quote |
| 65 | GWRE | GUIDEWIRE SOFTWARE INC | 0.02% | - | 7,000 | $420K | $60.00 | No quote |
| 66 | AMZN | AMAZON COM INC | 0.02% | - | 500 | $419K | $838.00 | No quote |
| 67 | SUM | SUMMIT MATLS INC | 0.01% | - | 21,000 | $390K | No quote | No quote |
| 68 | GOOGL | ALPHABET INC | 0.01% | - | 190 | $153K | $805.26 | No quote |
| 69 | USB | US BANCORP DEL | 0.00% | Add +50.0% | 315 | $14K | $44.44 | No quote |
| 70 | DISCA | DISCOVERY COMMUNICATNS NEW | - | 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 | $33.09M |
| 2 | - | RTW HLDGS INCNOTE 5.625%11/1 | OTHER | 16,000,000 | $16.28M |