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 48 of 71 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 7.47% | - | 558 | $149.15M | No quote | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 7.08% | - | 791,771 | $141.34M | No quote | No quote |
| 3 | GOOG | ALPHABET INC | 6.04% | Reduce -5.1% | 85,300 | $120.58M | $1413.61 | |
| 4 | LBRDK | LIBERTY BROADBAND CORP | 4.59% | Reduce -18.4% | 738,800 | $91.58M | $123.96 | |
| 5 | V | VISA INC | 4.15% | Reduce -10.4% | 428,300 | $82.74M | $193.17 | |
| 6 | MA | MASTERCARD INCORPORATED | 3.94% | Reduce -9.4% | 266,065 | $78.68M | $295.70 | |
| 7 | META | FACEBOOK INC | 3.84% | Reduce -11.3% | 337,200 | $76.57M | $227.07 | |
| 8 | LH | LABORATORY CORP AMER HLDGS | 3.75% | Reduce -14.4% | 450,900 | $74.9M | $166.11 | |
| 9 | KMX | CARMAX INC | 2.92% | Reduce -5.3% | 650,000 | $58.21M | $89.55 | |
| 10 | LSXMK | LIBERTY MEDIA CORP DEL | 2.86% | Reduce -0.0% | 1,657,200 | $57.09M | No quote | No quote |
| 11 | SCHW | SCHWAB CHARLES CORP | 2.85% | Add +33.6% | 1,687,300 | $56.93M | $33.74 | |
| 12 | CSGP | COSTAR GROUP INC | 2.85% | Add +23.1% | 79,900 | $56.78M | $710.68 | |
| 13 | AON | AON PLC | 2.77% | Add +21.9% | 287,350 | $55.34M | $192.60 | |
| 14 | VMC | VULCAN MATLS CO | 2.74% | Add +6.0% | 471,200 | $54.59M | $115.85 | |
| 15 | MKL | MARKEL CORP | 2.52% | Reduce -1.0% | 54,450 | $50.27M | $923.18 | |
| 16 | LBTYK | LIBERTY GLOBAL PLC | 2.25% | Reduce -42.3% | 2,086,000 | $44.87M | $21.51 | |
| 17 | ORCL | ORACLE CORP | 2.21% | Reduce -6.0% | 799,500 | $44.19M | $55.27 | |
| 18 | AMZN | AMAZON COM INC | 2.21% | Reduce -17.9% | 16,000 | $44.14M | $2758.81 | |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC | 2.00% | - | 110,000 | $39.86M | $362.34 | |
| 20 | DHR | DANAHER CORPORATION | 1.77% | - | 200,000 | $35.37M | $176.83 | |
| 21 | CCRD | INTELLIGENT SYS CORP NEW | 1.71% | Reduce -35.1% | 998,497 | $34.03M | No quote | No quote |
| 22 | ADI | ANALOG DEVICES INC | 1.64% | - | 267,500 | $32.81M | $122.64 | |
| 23 | TXN | TEXAS INSTRS INC | 1.63% | Reduce -15.1% | 255,700 | $32.47M | $126.97 | |
| 24 | BKI | BLACK KNIGHT INC | 1.60% | Reduce -24.6% | 440,500 | $31.96M | No quote | No quote |
| 25 | SUM | SUMMIT MATLS INC | 1.39% | Reduce -5.4% | 1,722,500 | $27.7M | No quote | No quote |
| 26 | CRM | SALESFORCE COM INC | 1.31% | - | 140,000 | $26.23M | $187.33 | |
| 27 | GWRE | GUIDEWIRE SOFTWARE INC | 1.25% | Add +3.1% | 225,800 | $25.03M | $110.85 | |
| 28 | JPM | JPMORGAN CHASE & CO | 1.23% | Reduce -16.0% | 262,000 | $24.64M | $94.06 | |
| 29 | CMCSA | COMCAST CORP NEW | 1.18% | - | 605,000 | $23.58M | $38.98 | |
| 30 | LIN | LINDE PLC | 1.17% | - | 110,000 | $23.33M | $212.11 | |
| 31 | RWT | REDWOOD TR INC | 1.14% | Reduce -9.1% | 3,260,850 | $22.83M | No quote | No quote |
| 32 | SPGI | S&P GLOBAL INC | 1.13% | - | 68,500 | $22.57M | $329.47 | |
| 33 | ACIW | ACI WORLDWIDE INC | 1.13% | Reduce -0.7% | 833,585 | $22.5M | $26.99 | |
| 34 | ACN | ACCENTURE PLC IRELAND | 1.11% | - | 103,000 | $22.12M | $214.72 | |
| 35 | LBRDA | LIBERTY BROADBAND CORP | 1.09% | Reduce -7.1% | 178,750 | $21.84M | $122.19 | |
| 36 | BOX | BOX INC | 1.09% | Reduce -16.3% | 1,049,000 | $21.78M | No quote | No quote |
| 37 | DEO | DIAGEO P L C | 0.94% | - | 139,000 | $18.68M | $134.39 | |
| 38 | AXTA | AXALTA COATING SYS LTD | 0.83% | Reduce -8.2% | 733,500 | $16.54M | $22.55 | |
| 39 | LKQ | LKQ CORP | 0.80% | Reduce -11.2% | 612,000 | $16.03M | $26.20 | |
| 40 | MLM | MARTIN MARIETTA MATLS INC | 0.73% | Add +29.4% | 70,450 | $14.55M | $206.57 | |
| 41 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 0.71% | Add +10.6% | 175,500 | $14.26M | No quote | No quote |
| 42 | LILAK | LIBERTY LATIN AMERICA LTD | 0.69% | Reduce -20.7% | 1,455,000 | $13.74M | $9.44 | |
| 43 | LSXMA | LIBERTY MEDIA CORP DEL | 0.64% | - | 370,000 | $12.77M | No quote | No quote |
| 44 | IEX | IDEX CORP | 0.55% | Add +9.9% | 69,700 | $11.02M | $158.03 | |
| 45 | QRTEA | QURATE RETAIL INC | 0.52% | Reduce -30.2% | 1,100,000 | $10.45M | No quote | No quote |
| 46 | GLIBA | GCI LIBERTY INC | 0.32% | Reduce -47.6% | 89,000 | $6.33M | $71.12 | No quote |
| 47 | IR | INGERSOLL RAND INC | 0.28% | Reduce -13.0% | 200,000 | $5.62M | $28.12 | |
| 48 | FHB | FIRST HAWAIIAN INC | 0.26% | Add +15.4% | 300,000 | $5.17M | $17.24 | |
| 49 | EQC | EQUITY COMWLTH | 0.23% | Reduce -42.0% | 145,000 | $4.67M | No quote | No quote |
| 50 | MSFT | MICROSOFT CORP | 0.18% | - | 17,500 | $3.56M | $203.49 | |
| 51 | DLB | DOLBY LABORATORIES INC | 0.17% | New | 50,000 | $3.29M | No quote | No quote |
| 52 | CHTR | CHARTER COMMUNICATIONS INC N | 0.13% | Reduce -9.1% | 5,000 | $2.55M | $510.00 | |
| 53 | BATRK | LIBERTY MEDIA CORP DEL | 0.10% | - | 105,000 | $2.07M | $19.74 | |
| 54 | FTV | FORTIVE CORP | 0.08% | - | 25,000 | $1.69M | $67.68 | |
| 55 | HON | HONEYWELL INTL INC | 0.08% | Add +10.0% | 11,000 | $1.59M | $144.55 | |
| 56 | VTI | VANGUARD INDEX FDS | 0.06% | - | 8,068 | $1.26M | $156.54 | |
| 57 | VEA | VANGUARD TAX-MANAGED FDS | 0.03% | - | 16,555 | $642K | $38.78 | |
| 58 | IWB | ISHARES TR | 0.01% | - | 1,648 | $283K | $171.72 | |
| 60 | BIV | VANGUARD BD INDEX FDS | 0.01% | - | 2,371 | $221K | No quote | No quote |
| 59 | BATRA | LIBERTY MEDIA CORP DEL | 0.01% | - | 11,000 | $221K | $20.09 | |
| 61 | AAPL | APPLE INC | 0.00% | - | 140 | $51K | $364.29 | |
| 62 | DD | DUPONT DE NEMOURS INC | 0.00% | New | 95 | $5K | $52.63 | |
| 68 | XLF | SELECT SECTOR SPDR TR | - | Sold | 0 | $0 | No quote | No quote |
| 67 | MRVL | MARVELL TECHNOLOGY GROUP LTD | - | Sold | 0 | $0 | No quote | No quote |
| 66 | FWONA | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 65 | FWONK | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 64 | EXPE | EXPEDIA GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 63 | DXC | DXC TECHNOLOGY CO | - | 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 4.750% 8/1 | OTHER | 13,350,000 | $12.06M |
| 2 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 7,000,000 | $6.07M |
| 3 | BSV | VANGUARD BD INDEX FDSSHORT TRM BOND | OTHER | 4,692 | $390K |