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.
Get email alerts when Wallace Weitz files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 51 of 83 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 9.10% | Reduce -0.0% | 1,129,192 | $210.76M | No quote | No quote |
| 2 | LBRDK | LIBERTY BROADBAND CORP | 7.05% | Add +5.0% | 2,155,002 | $163.18M | $75.72 | No quote |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 6.87% | - | 564 | $159.07M | No quote | No quote |
| 4 | LH | LABORATORY CORP AMER HLDGS | 4.77% | Reduce -17.7% | 615,247 | $110.46M | $179.53 | No quote |
| 5 | LBTYK | LIBERTY GLOBAL PLC | 4.77% | Reduce -0.1% | 4,149,207 | $110.41M | $26.61 | No quote |
| 6 | AGN | ALLERGAN PLC | 4.68% | Reduce -3.0% | 650,041 | $108.38M | No quote | No quote |
| 7 | GOOG | ALPHABET INC | 4.59% | Add +0.3% | 95,233 | $106.25M | $1115.65 | No quote |
| 8 | V | VISA INC | 4.45% | Reduce -0.7% | 777,456 | $102.97M | $132.45 | No quote |
| 9 | MA | MASTERCARD INCORPORATED | 4.19% | Reduce -6.8% | 494,105 | $97.1M | $196.52 | No quote |
| 10 | LSXMK | LIBERTY MEDIA CORP DELAWARE | 2.81% | Reduce -6.6% | 1,435,005 | $65.09M | No quote | No quote |
| 11 | ORCL | ORACLE CORP | 2.69% | Add +6.0% | 1,415,363 | $62.36M | $44.06 | No quote |
| 12 | RWT | REDWOOD TR INC | 2.65% | Reduce -21.9% | 3,731,100 | $61.45M | No quote | No quote |
| 13 | META | FACEBOOK INC | 2.35% | Add +176.1% | 279,493 | $54.31M | $194.32 | No quote |
| 14 | CFX | COLFAX CORP | 2.20% | Add +1.5% | 1,664,900 | $51.03M | No quote | No quote |
| 15 | AON | AON PLC | 1.91% | Reduce -0.1% | 322,841 | $44.28M | $137.17 | No quote |
| 16 | KMX | CARMAX INC | 1.87% | Add +46.5% | 593,150 | $43.22M | $72.87 | No quote |
| 17 | TXN | TEXAS INSTRS INC | 1.83% | Reduce -2.5% | 384,270 | $42.37M | $110.25 | No quote |
| 18 | DXC | DXC TECHNOLOGY CO | 1.70% | Add +9.0% | 487,852 | $39.33M | No quote | No quote |
| 19 | QRTEA | QURATE RETAIL INC | 1.61% | New | 1,759,250 | $37.33M | No quote | No quote |
| 20 | DISCK | DISCOVERY INC | 1.37% | Add +0.1% | 1,242,300 | $31.68M | No quote | No quote |
| 21 | TUP | TUPPERWARE BRANDS CORP | 1.33% | Add +60.9% | 748,500 | $30.87M | No quote | No quote |
| 22 | CMCSA | COMCAST CORP NEW | 1.31% | Add +47.4% | 920,897 | $30.22M | $32.81 | No quote |
| 23 | WFC | WELLS FARGO CO NEW | 1.30% | Add +0.1% | 541,196 | $30M | $55.44 | No quote |
| 24 | DLTR | DOLLAR TREE INC | 1.26% | Add +17.4% | 343,855 | $29.23M | $85.00 | No quote |
| 25 | LILAK | LIBERTY LATIN AMERICA LTD | 1.25% | - | 1,492,800 | $28.93M | $19.38 | No quote |
| 26 | GLIBA | GCI LIBERTY INC | 1.21% | Add +16.9% | 619,700 | $27.94M | $45.08 | No quote |
| 27 | PX | PRAXAIR INC | 1.20% | Reduce -0.1% | 174,950 | $27.67M | No quote | No quote |
| 28 | TMO | THERMO FISHER SCIENTIFIC INC | 1.18% | Reduce -0.1% | 131,424 | $27.22M | $207.14 | No quote |
| 29 | LBRDA | LIBERTY BROADBAND CORP | 1.14% | - | 350,000 | $26.47M | $75.64 | No quote |
| 30 | WAIR | WESCO AIRCRAFT HLDGS INC | 1.10% | Reduce -13.1% | 2,258,238 | $25.41M | No quote | No quote |
| 31 | DHR | DANAHER CORP DEL | 1.02% | Reduce -0.1% | 239,637 | $23.65M | $98.68 | No quote |
| 32 | AXTA | AXALTA COATING SYS LTD | 0.99% | - | 757,450 | $22.96M | $30.31 | No quote |
| 33 | AMZN | AMAZON COM INC | 0.85% | Reduce -0.1% | 11,620 | $19.75M | $1699.83 | No quote |
| 34 | CCRD | INTELLIGENT SYS CORP NEW | 0.85% | - | 2,270,000 | $19.68M | No quote | No quote |
| 35 | DEO | DIAGEO P L C | 0.81% | - | 130,000 | $18.72M | $144.01 | No quote |
| 36 | ACN | ACCENTURE PLC IRELAND | 0.81% | Reduce -0.1% | 114,224 | $18.69M | $163.59 | No quote |
| 37 | LSXMA | LIBERTY MEDIA CORP DELAWARE | 0.77% | - | 395,000 | $17.8M | No quote | No quote |
| 38 | FOXA | TWENTY FIRST CENTY FOX INC | 0.70% | Reduce -27.8% | 325,000 | $16.15M | $49.69 | No quote |
| 39 | MHK | MOHAWK INDS INC | 0.66% | New | 70,990 | $15.21M | $214.27 | No quote |
| 40 | LEXEA | LIBERTY EXPEDIA HOLDINGS | 0.57% | - | 300,000 | $13.18M | No quote | No quote |
| 41 | PXD | PIONEER NAT RES CO | 0.48% | Reduce -27.8% | 58,668 | $11.1M | No quote | No quote |
| 42 | PRSP | PERSPECTA INC | 0.47% | New | 528,926 | $10.87M | No quote | No quote |
| 43 | TDG | TRANSDIGM GROUP INC | 0.45% | Reduce -0.2% | 30,489 | $10.52M | $345.14 | No quote |
| 44 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.44% | - | 275,000 | $10.21M | $37.13 | No quote |
| 45 | BKNG | BOOKING HLDGS INC | 0.42% | Reduce -0.1% | 4,757 | $9.64M | $2027.12 | No quote |
| 46 | CMP | COMPASS MINERALS INTL INC | 0.41% | - | 143,000 | $9.4M | No quote | No quote |
| 47 | CHTR | CHARTER COMMUNICATIONS INC N | 0.41% | New | 32,000 | $9.38M | $293.22 | No quote |
| 48 | ACIW | ACI WORLDWIDE INC | 0.40% | - | 375,000 | $9.25M | $24.67 | No quote |
| 49 | EQC | EQUITY COMWLTH | 0.35% | - | 254,000 | $8M | No quote | No quote |
| 50 | MKL | MARKEL CORP | 0.28% | Add +140.0% | 6,000 | $6.51M | $1084.33 | No quote |
| 51 | BATRK | LIBERTY MEDIA CORP DELAWARE | 0.27% | - | 245,000 | $6.34M | $25.86 | No quote |
| 52 | GWRE | GUIDEWIRE SOFTWARE INC | 0.27% | Reduce -2.8% | 70,000 | $6.22M | $88.79 | No quote |
| 53 | SUM | SUMMIT MATLS INC | 0.21% | New | 185,000 | $4.86M | No quote | No quote |
| 54 | MUSA | MURPHY USA INC | 0.19% | Add +29.8% | 58,400 | $4.34M | $74.30 | No quote |
| 55 | LGFB | LIONS GATE ENTMNT CORP | 0.15% | - | 150,000 | $3.52M | No quote | No quote |
| 56 | MRVL | MARVELL TECHNOLOGY GROUP LTD | 0.15% | Add +166.7% | 160,000 | $3.43M | $21.44 | No quote |
| 57 | LGFA | LIONS GATE ENTMNT CORP | 0.13% | - | 125,000 | $3.1M | No quote | No quote |
| 58 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.12% | - | 77,500 | $2.74M | $35.32 | No quote |
| 59 | FBIN | FORTUNE BRANDS HOME & SEC IN | 0.12% | New | 50,000 | $2.69M | $53.70 | No quote |
| 60 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.07% | - | 17,000 | $1.71M | $100.76 | No quote |
| 61 | MSFT | MICROSOFT CORP | 0.06% | New | 15,000 | $1.48M | $98.60 | No quote |
| 62 | MLM | MARTIN MARIETTA MATLS INC | 0.06% | - | 6,500 | $1.45M | $223.38 | No quote |
| 63 | VMC | VULCAN MATLS CO | 0.06% | - | 11,000 | $1.42M | $129.09 | No quote |
| 64 | JPM | JPMORGAN CHASE & CO | 0.06% | - | 12,500 | $1.3M | $104.24 | No quote |
| 65 | MDLZ | MONDELEZ INTL INC | 0.05% | New | 30,000 | $1.23M | $41.00 | No quote |
| 66 | VTI | VANGUARD INDEX FDS | 0.05% | - | 8,068 | $1.13M | $140.43 | No quote |
| 67 | BATRA | LIBERTY MEDIA CORP DELAWARE | 0.03% | - | 31,000 | $797K | $25.71 | No quote |
| 68 | VEA | VANGUARD TAX MANAGED INTL FD | 0.03% | - | 16,555 | $710K | $42.89 | No quote |
| 69 | IWB | ISHARES TR | 0.01% | - | 1,898 | $288K | $151.74 | No quote |
| 70 | FOX | TWENTY FIRST CENTY FOX INC | 0.01% | Reduce -33.6% | 5,808 | $286K | $49.24 | No quote |
| 71 | BIV | VANGUARD BD INDEX FD INC | 0.01% | - | 2,371 | $192K | No quote | No quote |
| 72 | GOOGL | ALPHABET INC | 0.01% | Reduce -21.3% | 126 | $142K | $1126.98 | No quote |
| 73 | XOXO | XO GROUP INC | 0.01% | Reduce -99.4% | 4,137 | $132K | No quote | No quote |
| 74 | SPY | SPDR S&P 500 ETF TR | 0.00% | - | 180 | $49K | $272.22 | No quote |
| 75 | AAPL | APPLE INC | 0.00% | - | 140 | $26K | $185.71 | No quote |
| 79 | MON | MONSANTO CO NEW | - | Sold | 0 | $0 | No quote | No quote |
| 78 | QVCA | LIBERTY INTERACTIVE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 77 | FLIR | FLIR SYS INC | - | Sold | 0 | $0 | No quote | No quote |
| 76 | ALSN | ALLISON TRANSMISSION HLDGS I | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | RTW HLDGS INCNOTE 5.625%11/1 | OTHER | 16,000,000 | $16.25M |
| 2 | - | REDWOOD TR INCNOTE 4.750% 8/1 | OTHER | 15,000,000 | $14.58M |
| 3 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 6,000,000 | $5.95M |
| 4 | BSV | VANGUARD BD INDEX FD INCSHORT TRM BOND | OTHER | 4,692 | $367K |