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 49 of 68 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | 8.35% | - | 558 | $194.08M | No quote | No quote |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 6.25% | Reduce -12.0% | 626,521 | $145.27M | No quote | No quote |
| 3 | GOOG | ALPHABET INC | 4.85% | - | 64,270 | $112.59M | $1751.87 | |
| 4 | LBRDK | LIBERTY BROADBAND CORP | 4.14% | Add +5.7% | 607,620 | $96.23M | $158.37 | |
| 5 | LH | LABORATORY CORP AMER HLDGS | 4.00% | Reduce -2.1% | 456,400 | $92.9M | $203.55 | |
| 6 | V | VISA INC | 3.91% | - | 415,800 | $90.95M | $218.73 | |
| 7 | SCHW | SCHWAB CHARLES CORP | 3.80% | Reduce -10.2% | 1,663,000 | $88.21M | $53.04 | |
| 8 | MA | MASTERCARD INCORPORATED | 3.70% | - | 241,065 | $86.05M | $356.94 | |
| 9 | LSXMK | LIBERTY MEDIA CORP DEL | 3.52% | Add +2.7% | 1,882,200 | $81.9M | No quote | No quote |
| 10 | AON | AON PLC | 3.33% | Add +14.2% | 366,550 | $77.44M | $211.27 | |
| 11 | CSGP | COSTAR GROUP INC | 3.18% | Add +0.1% | 79,950 | $73.9M | $924.28 | |
| 12 | META | FACEBOOK INC | 2.99% | - | 253,900 | $69.36M | $273.16 | |
| 13 | KMX | CARMAX INC | 2.95% | Add +14.2% | 725,156 | $68.5M | $94.46 | |
| 14 | VMC | VULCAN MATLS CO | 2.93% | Reduce -2.6% | 458,700 | $68.03M | $148.31 | |
| 15 | MKL | MARKEL CORP | 2.53% | Add +7.0% | 56,950 | $58.85M | $1033.29 | |
| 16 | LBTYK | LIBERTY GLOBAL PLC | 2.14% | Add +1.0% | 2,106,000 | $49.81M | $23.65 | |
| 17 | ORCL | ORACLE CORP | 2.05% | Reduce -4.5% | 734,500 | $47.52M | $64.69 | |
| 18 | FIS | FIDELITY NATL INFORMATION SV | 1.95% | Add +25.0% | 320,000 | $45.27M | $141.46 | |
| 19 | AMZN | AMAZON COM INC | 1.82% | - | 13,000 | $42.34M | $3256.92 | |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC | 1.63% | Reduce -14.2% | 81,500 | $37.96M | $465.78 | |
| 21 | DHR | DANAHER CORPORATION | 1.63% | Reduce -10.5% | 170,000 | $37.76M | $222.14 | |
| 22 | ADI | ANALOG DEVICES INC | 1.61% | Reduce -5.6% | 252,500 | $37.3M | $147.73 | |
| 23 | TXN | TEXAS INSTRS INC | 1.56% | Reduce -11.1% | 220,500 | $36.19M | $164.13 | |
| 24 | BKI | BLACK KNIGHT INC | 1.49% | Reduce -4.2% | 393,000 | $34.72M | No quote | No quote |
| 25 | SUM | SUMMIT MATLS INC | 1.49% | - | 1,722,500 | $34.59M | No quote | No quote |
| 26 | CMCSA | COMCAST CORP NEW | 1.34% | - | 595,000 | $31.18M | $52.40 | |
| 27 | CCRD | INTELLIGENT SYS CORP NEW | 1.29% | Reduce -15.7% | 750,000 | $30.08M | No quote | No quote |
| 28 | JPM | JPMORGAN CHASE & CO | 1.20% | Reduce -16.0% | 220,000 | $27.96M | $127.07 | |
| 29 | ACIW | ACI WORLDWIDE INC | 1.19% | Reduce -13.4% | 721,600 | $27.73M | $38.43 | |
| 30 | ACN | ACCENTURE PLC IRELAND | 1.16% | - | 103,000 | $26.91M | $261.21 | |
| 31 | CRM | SALESFORCE COM INC | 1.15% | - | 120,000 | $26.7M | $222.53 | |
| 32 | LIN | LINDE PLC | 1.12% | Reduce -4.8% | 99,000 | $26.09M | $263.51 | |
| 33 | GWRE | GUIDEWIRE SOFTWARE INC | 1.04% | Reduce -9.6% | 188,300 | $24.24M | $128.73 | |
| 34 | DEO | DIAGEO PLC | 0.99% | Reduce -8.5% | 144,600 | $22.96M | $158.81 | |
| 35 | SPGI | S&P GLOBAL INC | 0.97% | - | 68,500 | $22.52M | $328.73 | |
| 36 | LKQ | LKQ CORP | 0.97% | Add +4.1% | 637,000 | $22.45M | $35.24 | |
| 37 | LBRDA | LIBERTY BROADBAND CORP | 0.91% | - | 133,750 | $21.08M | $157.58 | |
| 38 | AXTA | AXALTA COATING SYS LTD | 0.90% | - | 733,500 | $20.94M | $28.55 | |
| 39 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 0.88% | - | 175,500 | $20.54M | No quote | No quote |
| 40 | LILAK | LIBERTY LATIN AMERICA LTD | 0.88% | - | 1,846,395 | $20.48M | $11.09 | |
| 41 | MLM | MARTIN MARIETTA MATLS INC | 0.86% | - | 70,450 | $20.01M | $283.97 | |
| 42 | BOX | BOX INC | 0.81% | - | 1,049,000 | $18.93M | No quote | No quote |
| 43 | LSXMA | LIBERTY MEDIA CORP DEL | 0.78% | - | 420,000 | $18.14M | No quote | No quote |
| 44 | QRTEA | QURATE RETAIL INC | 0.76% | Reduce -16.2% | 1,600,000 | $17.55M | No quote | No quote |
| 45 | FRCB | FIRST REP BK SAN FRANCISCO C | 0.63% | Add +8.8% | 99,050 | $14.55M | No quote | No quote |
| 46 | IEX | IDEX CORP | 0.60% | - | 69,700 | $13.88M | $199.20 | |
| 47 | IR | INGERSOLL RAND INC | 0.29% | Reduce -21.1% | 150,000 | $6.83M | $45.56 | |
| 48 | RWT | REDWOOD TR INC | 0.21% | Reduce -68.0% | 568,850 | $5M | No quote | No quote |
| 49 | DLB | DOLBY LABORATORIES INC | 0.21% | - | 50,000 | $4.86M | No quote | No quote |
| 50 | FHB | FIRST HAWAIIAN INC | 0.20% | Reduce -16.7% | 200,000 | $4.72M | $23.58 | |
| 51 | MSFT | MICROSOFT CORP | 0.17% | - | 17,500 | $3.89M | $222.40 | |
| 52 | CHTR | CHARTER COMMUNICATIONS INC N | 0.14% | - | 5,000 | $3.31M | $661.60 | |
| 53 | BATRK | LIBERTY MEDIA CORP DEL | 0.11% | - | 105,000 | $2.61M | $24.88 | |
| 54 | HON | HONEYWELL INTL INC | 0.10% | - | 11,000 | $2.34M | $212.73 | |
| 55 | AZO | AUTOZONE INC | 0.09% | New | 1,750 | $2.08M | $1185.71 | |
| 56 | FTV | FORTIVE CORP | 0.08% | Reduce -16.3%1.195:1 split | 25,000 | $1.77M | $70.84 | |
| 57 | VTI | VANGUARD INDEX FDS | 0.07% | - | 8,068 | $1.57M | $194.60 | |
| 58 | VEA | VANGUARD TAX-MANAGED INTL FD | 0.03% | - | 16,555 | $782K | $47.24 | |
| 59 | IWB | ISHARES TR | 0.01% | - | 1,648 | $349K | $211.77 | |
| 60 | BATRA | LIBERTY MEDIA CORP DEL | 0.01% | - | 11,000 | $274K | $24.91 | |
| 61 | BIV | VANGUARD BD INDEX FDS | 0.01% | - | 2,371 | $220K | No quote | No quote |
| 62 | AAPL | APPLE INC | 0.00% | - | 560 | $74K | $132.14 | |
| 63 | DD | DUPONT DE NEMOURS INC | 0.00% | Add +94.7% | 185 | $13K | $70.27 | |
| 64 | GLIBA | GCI LIBERTY INC | - | 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 | 10,850,000 | $10.29M |
| 2 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 9,000,000 | $8.56M |
| 3 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 3,500,000 | $3.34M |
| 4 | BSV | VANGUARD BD INDEX FDSSHORT TRM BOND | OTHER | 4,692 | $389K |