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 46 of 83 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 9.65% | Reduce -0.6% | 1,137,308 | $225.44M | No quote | No quote |
| 2 | LBRDK | LIBERTY BROADBAND CORP | 7.85% | Add +0.7% | 2,152,971 | $183.35M | $85.16 | No quote |
| 3 | LBTYK | LIBERTY GLOBAL PLC | 7.11% | - | 4,913,185 | $166.26M | $33.84 | No quote |
| 4 | LH | LABORATORY CORP AMER HLDGS | 5.18% | Reduce -0.3% | 758,675 | $121.02M | $159.51 | No quote |
| 5 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 4.97% | - | 390 | $116.06M | No quote | No quote |
| 6 | AGN | ALLERGAN PLC | 4.55% | Add +24.1% | 650,315 | $106.38M | No quote | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 4.35% | Reduce -5.4% | 671,134 | $101.58M | $151.36 | No quote |
| 8 | GOOG | ALPHABET INC | 4.24% | Reduce -1.2% | 94,781 | $99.18M | $1046.40 | No quote |
| 9 | V | VISA INC | 3.85% | Reduce -1.0% | 789,802 | $90.05M | $114.02 | No quote |
| 10 | LSXMK | LIBERTY MEDIA CORP DELAWARE | 2.95% | Add +0.2% | 1,737,512 | $68.91M | No quote | No quote |
| 11 | RWT | REDWOOD TR INC | 2.87% | Add +9.3% | 4,519,250 | $66.98M | No quote | No quote |
| 12 | QVCA | LIBERTY INTERACTIVE CORP | 2.69% | Reduce -22.7% | 2,578,580 | $62.97M | No quote | No quote |
| 13 | FOXA | TWENTY FIRST CENTY FOX INC | 2.44% | Reduce -13.2% | 1,650,500 | $56.99M | $34.53 | No quote |
| 14 | ORCL | ORACLE CORP | 2.39% | Add +2.4% | 1,182,892 | $55.93M | $47.28 | No quote |
| 15 | CFX | COLFAX CORP | 2.36% | Reduce -1.9% | 1,390,500 | $55.09M | No quote | No quote |
| 16 | TXN | TEXAS INSTRS INC | 2.26% | Reduce -5.7% | 505,270 | $52.77M | $104.44 | No quote |
| 17 | AON | AON PLC | 1.84% | Reduce -0.1% | 321,720 | $43.11M | $134.00 | No quote |
| 18 | LVNTA | LIBERTY INTERACTIVE CORP | 1.82% | - | 785,000 | $42.58M | No quote | No quote |
| 19 | DXC | DXC TECHNOLOGY CO | 1.81% | Add +0.3% | 445,340 | $42.26M | No quote | No quote |
| 20 | ALSN | ALLISON TRANSMISSION HLDGS I | 1.41% | - | 765,100 | $32.95M | $43.07 | No quote |
| 21 | WFC | WELLS FARGO CO NEW | 1.40% | Reduce -35.0% | 540,932 | $32.82M | $60.67 | No quote |
| 22 | PX | PRAXAIR INC | 1.34% | Reduce -0.0% | 202,592 | $31.34M | No quote | No quote |
| 23 | LILAK | LIBERTY GLOBAL PLC | 1.31% | Add +0.1% | 1,537,874 | $30.59M | $19.89 | No quote |
| 24 | LBRDA | LIBERTY BROADBAND CORP | 1.27% | - | 350,000 | $29.77M | $85.05 | No quote |
| 25 | DISCK | DISCOVERY COMMUNICATNS NEW | 1.12% | Add +67.5% | 1,241,300 | $26.28M | No quote | No quote |
| 26 | CMCSA | COMCAST CORP NEW | 1.07% | Add +2.1% | 625,520 | $25.05M | $40.05 | No quote |
| 27 | TMO | THERMO FISHER SCIENTIFIC INC | 1.07% | - | 131,725 | $25.01M | $189.88 | No quote |
| 28 | DLTR | DOLLAR TREE INC | 1.05% | Reduce -25.1% | 228,070 | $24.47M | $107.31 | No quote |
| 29 | MON | MONSANTO CO NEW | 0.96% | - | 192,022 | $22.42M | No quote | No quote |
| 30 | DHR | DANAHER CORP DEL | 0.95% | Add +14.3% | 239,870 | $22.27M | $92.82 | No quote |
| 31 | WAIR | WESCO AIRCRAFT HLDGS INC | 0.95% | Add +0.8% | 3,000,000 | $22.2M | No quote | No quote |
| 32 | PXD | PIONEER NAT RES CO | 0.92% | - | 124,098 | $21.45M | No quote | No quote |
| 33 | FLIR | FLIR SYS INC | 0.84% | Reduce -40.2% | 421,615 | $19.66M | No quote | No quote |
| 34 | AMZN | AMAZON COM INC | 0.83% | Add +42.8% | 16,650 | $19.47M | $1169.49 | No quote |
| 35 | DEO | DIAGEO P L C | 0.81% | Reduce -0.8% | 130,000 | $18.98M | $146.03 | No quote |
| 36 | ACN | ACCENTURE PLC IRELAND | 0.75% | Reduce -31.4% | 114,467 | $17.52M | $153.09 | No quote |
| 37 | LSXMA | LIBERTY MEDIA CORP DELAWARE | 0.67% | - | 395,000 | $15.67M | No quote | No quote |
| 38 | RRC | RANGE RES CORP | 0.59% | - | 814,184 | $13.89M | $17.06 | No quote |
| 39 | XOXO | XO GROUP INC | 0.53% | Reduce -9.1% | 675,000 | $12.46M | No quote | No quote |
| 40 | CCRD | INTELLIGENT SYS CORP NEW | 0.44% | - | 2,270,000 | $10.35M | No quote | No quote |
| 41 | PCLN | PRICELINE GRP INC | 0.41% | New | 5,520 | $9.59M | No quote | No quote |
| 42 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.40% | Reduce -21.4% | 275,000 | $9.39M | $34.16 | No quote |
| 43 | LEXEA | LIBERTY EXPEDIA HOLDINGS | 0.39% | - | 208,000 | $9.22M | No quote | No quote |
| 44 | ACIW | ACI WORLDWIDE INC | 0.34% | Add +32.1% | 350,000 | $7.94M | $22.67 | No quote |
| 45 | CMP | COMPASS MINERALS INTL INC | 0.33% | - | 108,000 | $7.8M | No quote | No quote |
| 46 | EQC | EQUITY COMWLTH | 0.33% | - | 254,000 | $7.75M | No quote | No quote |
| 47 | AXTA | AXALTA COATING SYS LTD | 0.27% | Add +160.0% | 195,000 | $6.31M | $32.36 | No quote |
| 48 | HAL | HALLIBURTON CO | 0.27% | - | 126,980 | $6.21M | $48.87 | No quote |
| 49 | BATRK | LIBERTY MEDIA CORP DELAWARE | 0.23% | - | 245,000 | $5.44M | $22.22 | No quote |
| 50 | MUSA | MURPHY USA INC | 0.22% | Reduce -48.0% | 65,000 | $5.22M | $80.35 | No quote |
| 51 | GWRE | GUIDEWIRE SOFTWARE INC | 0.21% | Add +160.0% | 65,000 | $4.83M | $74.26 | No quote |
| 52 | LGFB | LIONS GATE ENTMNT CORP | 0.20% | - | 150,000 | $4.76M | No quote | No quote |
| 53 | LGFA | LIONS GATE ENTMNT CORP | 0.18% | - | 125,000 | $4.23M | No quote | No quote |
| 54 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.11% | - | 77,500 | $2.54M | $32.72 | No quote |
| 55 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.08% | - | 17,000 | $1.9M | $111.59 | No quote |
| 56 | MLM | MARTIN MARIETTA MATLS INC | 0.06% | - | 6,500 | $1.44M | $221.08 | No quote |
| 57 | JPM | JPMORGAN CHASE & CO | 0.06% | New | 12,500 | $1.34M | $106.96 | No quote |
| 58 | MRVL | MARVELL TECHNOLOGY GROUP LTD | 0.06% | New | 60,000 | $1.29M | $21.47 | No quote |
| 59 | VMC | VULCAN MATLS CO | 0.05% | New | 10,000 | $1.28M | $128.40 | No quote |
| 60 | VTI | VANGUARD INDEX FDS | 0.05% | Add +0.5% | 9,058 | $1.24M | $137.23 | No quote |
| 61 | CHUBK | COMMERCEHUB INC | 0.05% | Reduce -71.3% | 54,000 | $1.11M | No quote | No quote |
| 62 | NCMI | NATIONAL CINEMEDIA INC | 0.04% | Reduce -75.0% | 150,000 | $1.03M | $6.86 | No quote |
| 63 | VEA | VANGUARD TAX MANAGED INTL FD | 0.04% | Add +0.8% | 19,604 | $879K | $44.84 | No quote |
| 64 | BATRA | LIBERTY MEDIA CORP DELAWARE | 0.03% | - | 31,000 | $684K | $22.06 | No quote |
| 65 | CHUBA | COMMERCEHUB INC | 0.03% | Reduce -71.3% | 27,000 | $594K | No quote | No quote |
| 66 | FOX | TWENTY FIRST CENTY FOX INC | 0.02% | Reduce -7.3% | 13,801 | $471K | $34.13 | No quote |
| 67 | IWB | ISHARES TR | 0.01% | - | 1,898 | $282K | $148.58 | No quote |
| 68 | GOOGL | ALPHABET INC | 0.01% | - | 190 | $200K | $1052.63 | No quote |
| 69 | BIV | VANGUARD BD INDEX FD INC | 0.01% | Add +0.6% | 2,358 | $198K | No quote | No quote |
| 70 | DG | DOLLAR GEN CORP NEW | 0.01% | - | 1,430 | $133K | $93.01 | No quote |
| 71 | SPY | SPDR S&P 500 ETF TR | 0.00% | - | 395 | $105K | $265.82 | No quote |
| 72 | VIG | VANGUARD SPECIALIZED FUNDS | 0.00% | - | 430 | $44K | $102.33 | No quote |
| 73 | AAPL | APPLE INC | 0.00% | - | 140 | $24K | $171.43 | No quote |
| 79 | WTW | WILLIS TOWERS WATSON PUB LTD | - | Sold | 0 | $0 | No quote | No quote |
| 78 | UPS | UNITED PARCEL SERVICE INC | - | Sold | 0 | $0 | No quote | No quote |
| 77 | MTW | MANITOWOC INC | - | Sold | 0 | $0 | No quote | No quote |
| 76 | OEF | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 75 | DISCA | DISCOVERY COMMUNICATNS NEW | - | Sold | 0 | $0 | No quote | No quote |
| 74 | CVS | CVS HEALTH CORP | - | 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 | $33.03M |
| 2 | - | RTW HLDGS INCNOTE 5.625%11/1 | OTHER | 16,000,000 | $16.2M |
| 3 | - | REDWOOD TR INCNOTE 4.750% 8/1 | OTHER | 15,000,000 | $14.51M |
| 4 | BSV | VANGUARD BD INDEX FD INCSHORT TRM BOND | OTHER | 4,679 | $370K |