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 51 of 93 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 8.07% | Reduce -15.3% | 1,222,304 | $199.21M | No quote | No quote |
| 2 | LBRDK | LIBERTY BROADBAND CORP | 7.13% | Reduce -3.1% | 2,376,352 | $176.02M | $74.07 | No quote |
| 3 | LBTYK | LIBERTY GLOBAL PLC | 6.58% | Add +1.4% | 5,473,105 | $162.55M | $29.70 | No quote |
| 4 | AGN | ALLERGAN PLC | 5.43% | Add +4.5% | 637,733 | $133.93M | No quote | No quote |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 4.10% | Reduce -2.6% | 415 | $101.31M | No quote | No quote |
| 6 | LH | LABORATORY CORP AMER HLDGS | 4.05% | Add +1.6% | 778,751 | $99.98M | $128.38 | No quote |
| 7 | FOXA | TWENTY FIRST CENTY FOX INC | 3.58% | Reduce -20.2% | 3,149,250 | $88.31M | $28.04 | No quote |
| 8 | QVCA | LIBERTY INTERACTIVE CORP | 3.49% | Reduce -3.2% | 4,315,740 | $86.23M | No quote | No quote |
| 9 | LSXMK | LIBERTY MEDIA CORP DELAWARE | 3.45% | Reduce -26.4% | 2,514,090 | $85.28M | No quote | No quote |
| 10 | RWT | REDWOOD TR INC | 3.33% | Reduce -10.4% | 5,406,215 | $82.23M | No quote | No quote |
| 11 | MA | MASTERCARD INCORPORATED | 3.31% | Reduce -0.8% | 790,938 | $81.66M | $103.25 | No quote |
| 12 | GOOG | ALPHABET INC | 3.18% | Reduce -4.2% | 101,773 | $78.55M | $771.82 | No quote |
| 13 | CFX | COLFAX CORP | 2.79% | Reduce -12.9% | 1,918,960 | $68.95M | No quote | No quote |
| 14 | V | VISA INC | 2.72% | Add +16443.8% | 860,277 | $67.12M | $78.02 | No quote |
| 15 | TDG | TRANSDIGM GROUP INC | 2.58% | Reduce -1.7% | 255,691 | $63.66M | $248.96 | No quote |
| 16 | DISCK | DISCOVERY COMMUNICATNS NEW | 2.28% | Reduce -3.3% | 2,101,499 | $56.28M | No quote | No quote |
| 17 | WFC | WELLS FARGO & CO NEW | 2.00% | Reduce -40.9% | 898,144 | $49.5M | $55.11 | No quote |
| 18 | AON | AON PLC | 1.99% | Reduce -10.6% | 440,811 | $49.16M | $111.53 | No quote |
| 19 | ORCL | ORACLE CORP | 1.97% | Add +20.8% | 1,266,528 | $48.7M | $38.45 | No quote |
| 20 | ILG | ILG INC | 1.86% | New | 2,529,171 | $45.96M | No quote | No quote |
| 21 | TXN | TEXAS INSTRS INC | 1.74% | Reduce -21.5% | 588,195 | $42.92M | $72.97 | No quote |
| 22 | WAIR | WESCO AIRCRAFT HLDGS INC | 1.60% | - | 2,645,493 | $39.55M | No quote | No quote |
| 23 | RRC | RANGE RES CORP | 1.24% | Reduce -3.8% | 892,669 | $30.67M | $34.36 | No quote |
| 24 | ALSN | ALLISON TRANSMISSION HLDGS I | 1.22% | Reduce -10.6% | 891,857 | $30.05M | $33.69 | No quote |
| 25 | FLIR | FLIR SYS INC | 1.22% | Reduce -10.3% | 829,670 | $30.03M | No quote | No quote |
| 26 | LVNTA | LIBERTY INTERACTIVE CORP | 1.18% | Reduce -18.5% | 786,800 | $29.01M | No quote | No quote |
| 27 | LBRDA | LIBERTY BROADBAND CORP | 1.06% | Reduce -0.9% | 361,335 | $26.18M | $72.46 | No quote |
| 28 | LILAK | LIBERTY GLOBAL PLC | 1.06% | Add +38.3% | 1,236,646 | $26.18M | $21.17 | No quote |
| 29 | PXD | PIONEER NAT RES CO | 1.03% | Reduce -6.7% | 141,228 | $25.43M | No quote | No quote |
| 30 | PX | PRAXAIR INC | 1.00% | Add +6.4% | 210,317 | $24.65M | No quote | No quote |
| 31 | WTW | WILLIS TOWERS WATSON PUB LTD | 0.91% | Reduce -9.7% | 183,633 | $22.46M | $122.28 | No quote |
| 32 | CMCSA | COMCAST CORP NEW | 0.87% | Reduce -2.0% | 312,170 | $21.56M | $69.05 | No quote |
| 33 | MON | MONSANTO CO NEW | 0.86% | Reduce -0.8% | 200,634 | $21.11M | No quote | No quote |
| 34 | ACN | ACCENTURE PLC IRELAND | 0.79% | Reduce -10.2% | 167,068 | $19.57M | $117.13 | No quote |
| 35 | TMO | THERMO FISHER SCIENTIFIC INC | 0.76% | New | 132,160 | $18.65M | $141.10 | No quote |
| 36 | UPS | UNITED PARCEL SERVICE INC | 0.73% | Reduce -20.4% | 157,510 | $18.06M | $114.64 | No quote |
| 37 | FOSL | FOSSIL GROUP INC | 0.70% | Reduce -16.7% | 667,600 | $17.26M | $25.86 | No quote |
| 38 | XOXO | XO GROUP INC | 0.62% | Reduce -16.4% | 783,586 | $15.24M | No quote | No quote |
| 39 | LSXMA | LIBERTY MEDIA CORP DELAWARE | 0.57% | Reduce -4.7% | 410,000 | $14.15M | No quote | No quote |
| 40 | DEO | DIAGEO P L C | 0.56% | - | 132,495 | $13.77M | $103.94 | No quote |
| 41 | MSI | MOTOROLA SOLUTIONS INC | 0.55% | Reduce -31.2% | 164,458 | $13.63M | $82.89 | No quote |
| 42 | LEXEA | LIBERTY EXPEDIA HOLDINGS | 0.51% | New | 318,160 | $12.62M | No quote | No quote |
| 43 | NCMI | NATIONAL CINEMEDIA INC | 0.50% | Reduce -52.3% | 845,573 | $12.46M | $14.73 | No quote |
| 44 | AVP | AVON PRODS INC | 0.49% | Reduce -9.8% | 2,382,690 | $12.01M | No quote | No quote |
| 45 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.45% | Reduce -40.9% | 357,900 | $11.21M | $31.33 | No quote |
| 46 | MUSA | MURPHY USA INC | 0.41% | Add +10.2% | 165,244 | $10.16M | $61.47 | No quote |
| 47 | CVS | CVS HEALTH CORP | 0.39% | New | 121,162 | $9.56M | $78.91 | No quote |
| 48 | AMZN | AMAZON COM INC | 0.38% | Add +2392.0% | 12,460 | $9.34M | $749.84 | No quote |
| 49 | CCRD | INTELLIGENT SYS CORP NEW | 0.37% | - | 2,270,000 | $9.19M | No quote | No quote |
| 50 | FOX | TWENTY FIRST CENTY FOX INC | 0.34% | Add +20.9% | 310,505 | $8.46M | $27.25 | No quote |
| 51 | EQC | EQUITY COMWLTH | 0.31% | - | 256,000 | $7.74M | No quote | No quote |
| 52 | HAL | HALLIBURTON CO | 0.28% | Reduce -37.2% | 127,157 | $6.88M | $54.09 | No quote |
| 53 | BATRK | LIBERTY MEDIA CORP DELAWARE | 0.18% | - | 220,700 | $4.54M | $20.59 | No quote |
| 54 | LGFB | LIONS GATE ENTMNT CORP | 0.15% | New | 150,000 | $3.68M | No quote | No quote |
| 55 | LGFA | LIONS GATE ENTMNT CORP | 0.14% | New | 125,000 | $3.36M | No quote | No quote |
| 56 | ACIW | ACI WORLDWIDE INC | 0.12% | Add +46.9% | 167,000 | $3.03M | $18.15 | No quote |
| 57 | CHUBK | COMMERCEHUB INC | 0.12% | - | 192,780 | $2.9M | No quote | No quote |
| 58 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.10% | - | 77,500 | $2.43M | $31.35 | No quote |
| 59 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.06% | - | 15,000 | $1.58M | $105.47 | No quote |
| 60 | CMP | COMPASS MINERALS INTL INC | 0.06% | Add +23.6% | 19,778 | $1.55M | No quote | No quote |
| 61 | IWV | ISHARES TR | 0.06% | New | 11,000 | $1.46M | No quote | No quote |
| 62 | CHUBA | COMMERCEHUB INC | 0.06% | - | 96,390 | $1.45M | No quote | No quote |
| 63 | AAPL | APPLE INC | 0.04% | Reduce -35.1% | 7,745 | $897K | $115.82 | No quote |
| 64 | VTI | VANGUARD INDEX FDS | 0.04% | New | 7,772 | $896K | $115.29 | No quote |
| 65 | VEA | VANGUARD TAX MANAGED INTL FD | 0.03% | New | 19,138 | $699K | $36.52 | No quote |
| 66 | ZOES | ZOES KITCHEN INC | 0.03% | Add +20.4% | 26,667 | $640K | No quote | No quote |
| 67 | BATRA | LIBERTY MEDIA CORP DELAWARE | 0.03% | - | 31,000 | $635K | $20.48 | No quote |
| 68 | CRM | SALESFORCE COM INC | 0.03% | New | 9,000 | $616K | $68.44 | No quote |
| 69 | FIS | FIDELITY NATL INFORMATION SV | 0.02% | New | 8,000 | $605K | $75.63 | No quote |
| 70 | CMG | CHIPOTLE MEXICAN GRILL INC | 0.02% | New | 1,553 | $586K | $377.33 | No quote |
| 71 | GWRE | GUIDEWIRE SOFTWARE INC | 0.02% | Add +57.1% | 11,000 | $543K | $49.36 | No quote |
| 72 | SUM | SUMMIT MATLS INC | 0.02% | Reduce -10.8% | 18,722 | $445K | No quote | No quote |
| 73 | THR | THERMON GROUP HLDGS INC | 0.01% | New | 16,868 | $322K | $19.09 | No quote |
| 74 | AMT | AMERICAN TOWER CORP NEW | 0.01% | New | 2,828 | $299K | $105.73 | No quote |
| 75 | DG | DOLLAR GEN CORP NEW | 0.01% | New | 3,873 | $287K | $74.10 | No quote |
| 76 | VHT | VANGUARD WORLD FDS | 0.01% | New | 2,076 | $263K | No quote | No quote |
| 77 | IWB | ISHARES TR | 0.01% | New | 1,550 | $193K | $124.52 | No quote |
| 78 | BIV | VANGUARD BD INDEX FD INC | 0.01% | New | 2,303 | $191K | No quote | No quote |
| 79 | GOOGL | ALPHABET INC | 0.01% | - | 190 | $151K | $794.74 | No quote |
| 80 | SPY | SPDR S&P 500 ETF TR | 0.00% | New | 395 | $88K | $222.78 | No quote |
| 81 | VIG | VANGUARD SPECIALIZED PORTFOL | 0.00% | New | 430 | $37K | $86.05 | No quote |
| 82 | OEF | ISHARES TR | 0.00% | New | 128 | $13K | No quote | No quote |
| 83 | USB | US BANCORP DEL | 0.00% | Reduce -34.9% | 205 | $11K | $53.66 | No quote |
| 90 | ODFL | OLD DOMINION FGHT LINES INC | - | Sold | 0 | $0 | No quote | No quote |
| 89 | MCK | MCKESSON CORP | - | Sold | 0 | $0 | No quote | No quote |
| 88 | LGF | LIONS GATE ENTMNT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 87 | IILG | INTERVAL LEISURE GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 86 | ESRX | EXPRESS SCRIPTS HLDG CO | - | Sold | 0 | $0 | No quote | No quote |
| 85 | EOG | EOG RES INC | - | Sold | 0 | $0 | No quote | No quote |
| 84 | BRO | BROWN & BROWN 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 | $32.93M |
| 2 | - | RTW HLDGS INCNOTE 5.625%11/1 | OTHER | 16,000,000 | $16.2M |
| 3 | BSV | VANGUARD BD INDEX FD INCSHORT TRM BOND | OTHER | 4,609 | $366K |