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 54 of 86 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 8.17% | Reduce -6.8% | 858,421 | $175.27M | No quote | No quote |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 7.96% | Reduce -1.1% | 558 | $170.75M | No quote | No quote |
| 3 | LBRDK | LIBERTY BROADBAND CORP | 6.21% | Reduce -3.6% | 1,851,476 | $133.36M | $72.03 | No quote |
| 4 | GOOG | ALPHABET INC | 4.81% | Add +4.3% | 99,645 | $103.19M | $1035.61 | No quote |
| 5 | LH | LABORATORY CORP AMER HLDGS | 4.06% | Add +12.3% | 689,325 | $87.1M | $126.36 | No quote |
| 6 | MA | MASTERCARD INCORPORATED | 3.97% | Reduce -1.2% | 452,151 | $85.3M | $188.65 | No quote |
| 7 | LBTYK | LIBERTY GLOBAL PLC | 3.94% | Reduce -5.6% | 4,096,255 | $84.55M | $20.64 | No quote |
| 8 | V | VISA INC | 3.90% | Reduce -1.6% | 634,219 | $83.68M | $131.94 | No quote |
| 9 | META | FACEBOOK INC | 2.85% | Add +22.4% | 465,907 | $61.08M | $131.09 | No quote |
| 10 | ORCL | ORACLE CORP | 2.62% | Reduce -0.2% | 1,247,237 | $56.31M | $45.15 | No quote |
| 11 | SCHW | SCHWAB CHARLES CORP NEW | 2.56% | Add +57.6% | 1,322,364 | $54.92M | $41.53 | No quote |
| 12 | KMX | CARMAX INC | 2.55% | Add +33.7% | 871,674 | $54.68M | $62.73 | No quote |
| 13 | LSXMK | LIBERTY MEDIA CORP DELAWARE | 2.50% | Add +1.1% | 1,450,447 | $53.64M | No quote | No quote |
| 14 | AGN | ALLERGAN PLC | 2.39% | Reduce -24.1% | 383,236 | $51.22M | No quote | No quote |
| 15 | RWT | REDWOOD TR INC | 1.98% | Reduce -20.4% | 2,816,300 | $42.44M | No quote | No quote |
| 16 | AON | AON PLC | 1.81% | Reduce -16.8% | 266,899 | $38.8M | $145.36 | No quote |
| 17 | CFX | COLFAX CORP | 1.78% | Add +9.5% | 1,823,450 | $38.11M | No quote | No quote |
| 18 | TXN | TEXAS INSTRS INC | 1.75% | Add +3.5% | 397,700 | $37.58M | $94.50 | No quote |
| 19 | CMCSA | COMCAST CORP NEW | 1.69% | Reduce -1.6% | 1,064,955 | $36.26M | $34.05 | No quote |
| 20 | DXC | DXC TECHNOLOGY CO | 1.66% | Add +22.9% | 671,900 | $35.73M | No quote | No quote |
| 21 | QRTEA | QURATE RETAIL INC | 1.51% | Reduce -5.9% | 1,655,950 | $32.32M | No quote | No quote |
| 22 | BKI | BLACK KNIGHT INC | 1.47% | New | 702,100 | $31.64M | No quote | No quote |
| 23 | DLTR | DOLLAR TREE INC | 1.44% | Reduce -0.3% | 342,700 | $30.95M | $90.32 | No quote |
| 24 | SUM | SUMMIT MATLS INC | 1.37% | Add +47.8% | 2,367,300 | $29.36M | No quote | No quote |
| 25 | CCRD | INTELLIGENT SYS CORP NEW | 1.37% | - | 2,270,000 | $29.33M | No quote | No quote |
| 26 | VMC | VULCAN MATLS CO | 1.26% | Add +109.8% | 273,540 | $27.03M | $98.80 | No quote |
| 27 | LIN | LINDE PLC | 1.25% | New | 171,376 | $26.74M | $156.04 | No quote |
| 28 | MRVL | MARVELL TECHNOLOGY GROUP LTD | 1.24% | Add +13.9% | 1,644,000 | $26.62M | $16.19 | No quote |
| 29 | TDG | TRANSDIGM GROUP INC | 1.22% | Add +152.7% | 77,052 | $26.2M | $340.06 | No quote |
| 30 | TMO | THERMO FISHER SCIENTIFIC INC | 1.10% | Reduce -8.7% | 105,873 | $23.69M | $223.79 | No quote |
| 31 | LILAK | LIBERTY LATIN AMERICA LTD | 1.06% | - | 1,557,800 | $22.7M | $14.57 | No quote |
| 32 | LBRDA | LIBERTY BROADBAND CORP | 1.02% | Reduce -10.3% | 305,000 | $21.9M | $71.81 | No quote |
| 33 | ADI | ANALOG DEVICES INC | 0.97% | New | 241,825 | $20.76M | $85.83 | No quote |
| 34 | AMZN | AMAZON COM INC | 0.97% | Add +70.7% | 13,817 | $20.75M | $1501.99 | No quote |
| 35 | AXTA | AXALTA COATING SYS LTD | 0.89% | Add +5.4% | 816,675 | $19.13M | $23.42 | No quote |
| 36 | DEO | DIAGEO P L C | 0.86% | - | 130,000 | $18.43M | $141.80 | No quote |
| 37 | DHR | DANAHER CORP DEL | 0.82% | Add +47.5% | 171,200 | $17.65M | $103.12 | No quote |
| 38 | MHK | MOHAWK INDS INC | 0.74% | Add +38.7% | 136,075 | $15.92M | $116.96 | No quote |
| 39 | GLIBA | GCI LIBERTY INC | 0.74% | - | 385,000 | $15.85M | $41.16 | No quote |
| 40 | ACN | ACCENTURE PLC IRELAND | 0.68% | Reduce -0.3% | 103,864 | $14.65M | $141.01 | No quote |
| 41 | LSXMA | LIBERTY MEDIA CORP DELAWARE | 0.68% | Add +6.8% | 395,000 | $14.54M | No quote | No quote |
| 42 | SWK | STANLEY BLACK & DECKER INC | 0.66% | New | 118,595 | $14.2M | $119.74 | No quote |
| 43 | FOXA | TWENTY FIRST CENTY FOX INC | 0.65% | Reduce -10.8% | 290,000 | $13.96M | $48.12 | No quote |
| 44 | BKNG | BOOKING HLDGS INC | 0.65% | Add +69.6% | 8,070 | $13.9M | $1722.43 | No quote |
| 45 | WAIR | WESCO AIRCRAFT HLDGS INC | 0.63% | Reduce -5.6% | 1,700,000 | $13.43M | No quote | No quote |
| 46 | MLM | MARTIN MARIETTA MATLS INC | 0.54% | Add +795.1% | 67,130 | $11.54M | $171.88 | No quote |
| 47 | MKL | MARKEL CORP | 0.48% | Add +66.7% | 10,000 | $10.38M | $1038.10 | No quote |
| 48 | ACIW | ACI WORLDWIDE INC | 0.42% | Reduce -13.3% | 325,000 | $8.99M | $27.67 | No quote |
| 49 | GWRE | GUIDEWIRE SOFTWARE INC | 0.41% | Add +57.1% | 110,000 | $8.83M | $80.23 | No quote |
| 50 | FWONK | LIBERTY MEDIA CORP DELAWARE | 0.39% | - | 275,000 | $8.44M | $30.70 | No quote |
| 51 | PRSP | PERSPECTA INC | 0.39% | Add +24.7% | 480,000 | $8.27M | No quote | No quote |
| 52 | EQC | EQUITY COMWLTH | 0.35% | - | 250,000 | $7.5M | No quote | No quote |
| 53 | CMP | COMPASS MINERALS INTL INC | 0.30% | Add +8.4% | 155,000 | $6.46M | No quote | No quote |
| 54 | BATRK | LIBERTY MEDIA CORP DELAWARE | 0.28% | - | 245,000 | $6.1M | $24.89 | No quote |
| 55 | LEXEA | LIBERTY EXPEDIA HOLDINGS | 0.23% | Reduce -44.4% | 125,000 | $4.89M | No quote | No quote |
| 56 | TUP | TUPPERWARE BRANDS CORP | 0.22% | Reduce -66.3% | 150,000 | $4.74M | No quote | No quote |
| 57 | DISCK | DISCOVERY INC | 0.22% | Reduce -70.8% | 200,000 | $4.62M | No quote | No quote |
| 58 | GDI | GARDNER DENVER HLDGS INC | 0.19% | New | 200,000 | $4.09M | No quote | No quote |
| 59 | MUSA | MURPHY USA INC | 0.14% | Add +33.3% | 40,000 | $3.07M | $76.65 | No quote |
| 60 | FBIN | FORTUNE BRANDS HOME & SEC IN | 0.13% | Add +50.0% | 75,000 | $2.85M | $37.99 | No quote |
| 61 | CHTR | CHARTER COMMUNICATIONS INC N | 0.12% | Reduce -71.9% | 9,000 | $2.57M | $285.00 | No quote |
| 62 | FWONA | LIBERTY MEDIA CORP DELAWARE | 0.11% | - | 77,500 | $2.3M | $29.72 | No quote |
| 63 | LGFB | LIONS GATE ENTMNT CORP | 0.10% | - | 150,000 | $2.23M | No quote | No quote |
| 64 | MYE | MYERS INDS INC | 0.10% | New | 140,000 | $2.12M | $15.11 | No quote |
| 65 | LGFA | LIONS GATE ENTMNT CORP | 0.09% | - | 125,000 | $2.01M | No quote | No quote |
| 66 | MSFT | MICROSOFT CORP | 0.07% | - | 15,000 | $1.52M | $101.60 | No quote |
| 67 | JPM | JPMORGAN CHASE & CO | 0.07% | Add +20.0% | 15,000 | $1.46M | $97.60 | No quote |
| 68 | BUD | ANHEUSER BUSCH INBEV SA/NV | 0.06% | Add +17.6% | 20,000 | $1.32M | $65.80 | No quote |
| 69 | MDLZ | MONDELEZ INTL INC | 0.06% | - | 30,000 | $1.2M | $40.03 | No quote |
| 70 | VTI | VANGUARD INDEX FDS | 0.05% | - | 8,068 | $1.03M | $127.66 | No quote |
| 71 | BATRA | LIBERTY MEDIA CORP DELAWARE | 0.04% | - | 31,000 | $773K | $24.94 | No quote |
| 72 | VEA | VANGUARD TAX MANAGED INTL FD | 0.03% | - | 16,555 | $614K | $37.09 | No quote |
| 73 | IWB | ISHARES TR | 0.01% | - | 1,898 | $263K | $138.57 | No quote |
| 74 | BIV | VANGUARD BD INDEX FD INC | 0.01% | - | 2,371 | $193K | No quote | No quote |
| 75 | FOX | TWENTY FIRST CENTY FOX INC | 0.01% | Reduce -32.3% | 3,934 | $188K | $47.79 | No quote |
| 76 | SPY | SPDR S&P 500 ETF TR | 0.00% | - | 180 | $45K | $250.00 | No quote |
| 77 | AAPL | APPLE INC | 0.00% | - | 140 | $22K | $157.14 | No quote |
| 78 | DWDP | DOWDUPONT INC | 0.00% | New | 117 | $6K | No quote | No quote |
| 82 | WFC | WELLS FARGO CO NEW | - | Sold | 0 | $0 | No quote | No quote |
| 81 | PX | PRAXAIR INC | - | Sold | 0 | $0 | No quote | No quote |
| 80 | PXD | PIONEER NAT RES CO | - | Sold | 0 | $0 | No quote | No quote |
| 79 | GOOGL | ALPHABET 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 | $16.11M |
| 2 | - | REDWOOD TR INCNOTE 4.750% 8/1 | OTHER | 15,000,000 | $13.78M |
| 3 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 6,000,000 | $5.65M |
| 4 | BSV | VANGUARD BD INDEX FD INCSHORT TRM BOND | OTHER | 4,692 | $369K |