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 52 of 80 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 8.15% | Reduce -18.4% | 921,538 | $197.31M | No quote | No quote |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 7.46% | - | 564 | $180.48M | No quote | No quote |
| 3 | LBRDK | LIBERTY BROADBAND CORP | 6.69% | Reduce -10.9% | 1,920,627 | $161.91M | $84.30 | No quote |
| 4 | LBTYK | LIBERTY GLOBAL PLC | 5.05% | Add +4.6% | 4,338,707 | $122.18M | $28.16 | No quote |
| 5 | GOOG | ALPHABET INC | 4.71% | Add +0.3% | 95,505 | $113.98M | $1193.47 | No quote |
| 6 | LH | LABORATORY CORP AMER HLDGS | 4.41% | Reduce -0.2% | 613,997 | $106.64M | $173.68 | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 4.21% | Reduce -7.4% | 457,478 | $101.84M | $222.61 | No quote |
| 8 | V | VISA INC | 4.00% | Reduce -17.1% | 644,585 | $96.75M | $150.09 | No quote |
| 9 | AGN | ALLERGAN PLC | 3.98% | Reduce -22.3% | 505,270 | $96.24M | No quote | No quote |
| 10 | ORCL | ORACLE CORP | 2.66% | Reduce -11.7% | 1,250,213 | $64.46M | $51.56 | No quote |
| 11 | META | FACEBOOK INC | 2.59% | Add +36.2% | 380,793 | $62.63M | $164.46 | No quote |
| 12 | LSXMK | LIBERTY MEDIA CORP DELAWARE | 2.58% | - | 1,435,005 | $62.35M | No quote | No quote |
| 13 | CFX | COLFAX CORP | 2.48% | - | 1,664,900 | $60.04M | No quote | No quote |
| 14 | RWT | REDWOOD TR INC | 2.38% | Reduce -5.1% | 3,540,400 | $57.5M | No quote | No quote |
| 15 | DXC | DXC TECHNOLOGY CO | 2.11% | Add +12.1% | 546,852 | $51.14M | No quote | No quote |
| 16 | AON | AON PLC | 2.04% | Reduce -0.6% | 320,841 | $49.34M | $153.78 | No quote |
| 17 | KMX | CARMAX INC | 2.01% | Add +9.9% | 651,870 | $48.68M | $74.67 | No quote |
| 18 | SCHW | SCHWAB CHARLES CORP NEW | 1.70% | New | 839,139 | $41.24M | $49.15 | No quote |
| 19 | TXN | TEXAS INSTRS INC | 1.70% | - | 384,270 | $41.23M | $107.29 | No quote |
| 20 | QRTEA | QURATE RETAIL INC | 1.61% | - | 1,759,250 | $39.07M | No quote | No quote |
| 21 | CMCSA | COMCAST CORP NEW | 1.58% | Add +17.5% | 1,082,098 | $38.32M | $35.41 | No quote |
| 22 | LILAK | LIBERTY LATIN AMERICA LTD | 1.33% | Add +4.3% | 1,557,800 | $32.14M | $20.63 | No quote |
| 23 | SUM | SUMMIT MATLS INC | 1.20% | Add +766.0% | 1,602,200 | $29.13M | No quote | No quote |
| 24 | LBRDA | LIBERTY BROADBAND CORP | 1.18% | Reduce -2.9% | 340,000 | $28.67M | $84.33 | No quote |
| 25 | WFC | WELLS FARGO CO NEW | 1.18% | - | 541,196 | $28.45M | $52.56 | No quote |
| 26 | TMO | THERMO FISHER SCIENTIFIC INC | 1.17% | Reduce -11.8% | 115,924 | $28.3M | $244.08 | No quote |
| 27 | DLTR | DOLLAR TREE INC | 1.16% | - | 343,855 | $28.04M | $81.55 | No quote |
| 28 | MRVL | MARVELL TECHNOLOGY GROUP LTD | 1.15% | Add +802.2% | 1,443,500 | $27.86M | $19.30 | No quote |
| 29 | PX | PRAXAIR INC | 1.14% | Reduce -1.7% | 171,950 | $27.64M | No quote | No quote |
| 30 | CCRD | INTELLIGENT SYS CORP NEW | 0.99% | - | 2,270,000 | $23.99M | No quote | No quote |
| 31 | AXTA | AXALTA COATING SYS LTD | 0.93% | Add +2.3% | 774,950 | $22.6M | $29.16 | No quote |
| 32 | WAIR | WESCO AIRCRAFT HLDGS INC | 0.84% | Reduce -20.3% | 1,800,000 | $20.25M | No quote | No quote |
| 33 | DISCK | DISCOVERY INC | 0.84% | Reduce -44.9% | 684,100 | $20.24M | No quote | No quote |
| 34 | GLIBA | GCI LIBERTY INC | 0.81% | Reduce -37.9% | 385,000 | $19.64M | $51.00 | No quote |
| 35 | DEO | DIAGEO P L C | 0.76% | - | 130,000 | $18.42M | $141.67 | No quote |
| 36 | ACN | ACCENTURE PLC IRELAND | 0.73% | Reduce -8.8% | 104,224 | $17.74M | $170.20 | No quote |
| 37 | MHK | MOHAWK INDS INC | 0.71% | Add +38.2% | 98,080 | $17.2M | $175.35 | No quote |
| 38 | AMZN | AMAZON COM INC | 0.67% | Reduce -30.3% | 8,096 | $16.22M | $2002.96 | No quote |
| 39 | LSXMA | LIBERTY MEDIA CORP DELAWARE | 0.66% | Reduce -6.3% | 370,000 | $16.07M | No quote | No quote |
| 40 | FOXA | TWENTY FIRST CENTY FOX INC | 0.62% | - | 325,000 | $15.06M | $46.33 | No quote |
| 41 | TUP | TUPPERWARE BRANDS CORP | 0.62% | Reduce -40.5% | 445,000 | $14.89M | No quote | No quote |
| 42 | VMC | VULCAN MATLS CO | 0.60% | Add +1085.2% | 130,366 | $14.5M | $111.20 | No quote |
| 43 | DHR | DANAHER CORP DEL | 0.52% | Reduce -51.6% | 116,077 | $12.61M | $108.66 | No quote |
| 44 | TDG | TRANSDIGM GROUP INC | 0.47% | - | 30,489 | $11.35M | $372.30 | No quote |
| 45 | LEXEA | LIBERTY EXPEDIA HOLDINGS | 0.44% | Reduce -25.0% | 225,000 | $10.58M | No quote | No quote |
| 46 | ACIW | ACI WORLDWIDE INC | 0.44% | - | 375,000 | $10.55M | $28.14 | No quote |
| 47 | CHTR | CHARTER COMMUNICATIONS INC N | 0.43% | - | 32,000 | $10.43M | $325.88 | No quote |
| 48 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.42% | - | 275,000 | $10.23M | $37.19 | No quote |
| 49 | PXD | PIONEER NAT RES CO | 0.42% | - | 58,668 | $10.22M | No quote | No quote |
| 50 | PRSP | PERSPECTA INC | 0.41% | Reduce -27.2% | 385,000 | $9.9M | No quote | No quote |
| 51 | CMP | COMPASS MINERALS INTL INC | 0.40% | - | 143,000 | $9.61M | No quote | No quote |
| 52 | BKNG | BOOKING HLDGS INC | 0.39% | - | 4,757 | $9.44M | $1984.02 | No quote |
| 53 | EQC | EQUITY COMWLTH | 0.33% | Reduce -1.6% | 250,000 | $8.02M | No quote | No quote |
| 54 | MKL | MARKEL CORP | 0.29% | - | 6,000 | $7.13M | $1188.50 | No quote |
| 55 | GWRE | GUIDEWIRE SOFTWARE INC | 0.29% | - | 70,000 | $7.07M | $101.01 | No quote |
| 56 | BATRK | LIBERTY MEDIA CORP DELAWARE | 0.28% | - | 245,000 | $6.68M | $27.25 | No quote |
| 57 | LGFB | LIONS GATE ENTMNT CORP | 0.14% | - | 150,000 | $3.5M | No quote | No quote |
| 58 | LGFA | LIONS GATE ENTMNT CORP | 0.13% | - | 125,000 | $3.05M | No quote | No quote |
| 59 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.11% | - | 77,500 | $2.76M | $35.57 | No quote |
| 60 | FBIN | FORTUNE BRANDS HOME & SEC IN | 0.11% | - | 50,000 | $2.62M | $52.36 | No quote |
| 61 | MUSA | MURPHY USA INC | 0.11% | Reduce -48.6% | 30,000 | $2.56M | $85.47 | No quote |
| 62 | MSFT | MICROSOFT CORP | 0.07% | - | 15,000 | $1.72M | $114.40 | No quote |
| 63 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.06% | - | 17,000 | $1.49M | $87.59 | No quote |
| 64 | JPM | JPMORGAN CHASE & CO | 0.06% | - | 12,500 | $1.41M | $112.88 | No quote |
| 65 | MLM | MARTIN MARIETTA MATLS INC | 0.06% | Add +15.4% | 7,500 | $1.37M | $182.00 | No quote |
| 66 | MDLZ | MONDELEZ INTL INC | 0.05% | - | 30,000 | $1.29M | $42.97 | No quote |
| 67 | VTI | VANGUARD INDEX FDS | 0.05% | - | 8,068 | $1.21M | $149.60 | No quote |
| 68 | BATRA | LIBERTY MEDIA CORP DELAWARE | 0.04% | - | 31,000 | $846K | $27.29 | No quote |
| 69 | VEA | VANGUARD TAX MANAGED INTL FD | 0.03% | - | 16,555 | $716K | $43.25 | No quote |
| 70 | IWB | ISHARES TR | 0.01% | - | 1,898 | $307K | $161.75 | No quote |
| 71 | FOX | TWENTY FIRST CENTY FOX INC | 0.01% | - | 5,808 | $266K | $45.80 | No quote |
| 72 | BIV | VANGUARD BD INDEX FD INC | 0.01% | - | 2,371 | $191K | No quote | No quote |
| 73 | GOOGL | ALPHABET INC | 0.01% | Add +16.7% | 147 | $177K | $1204.08 | No quote |
| 74 | SPY | SPDR S&P 500 ETF TR | 0.00% | - | 180 | $52K | $288.89 | No quote |
| 75 | AAPL | APPLE INC | 0.00% | - | 140 | $32K | $228.57 | No quote |
| 76 | XOXO | XO GROUP INC | - | 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 | $16.23M |
| 2 | - | REDWOOD TR INCNOTE 4.750% 8/1 | OTHER | 15,000,000 | $14.39M |
| 3 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 6,000,000 | $5.94M |
| 4 | BSV | VANGUARD BD INDEX FD INCSHORT TRM BOND | OTHER | 4,692 | $366K |