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 44 of 68 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 6.46% | Reduce -9.6% | 566,300 | $144.67M | No quote | No quote |
| 2 | GOOG | ALPHABET INC | 5.71% | Reduce -3.8% | 61,860 | $127.97M | $2068.62 | |
| 3 | LH | LABORATORY CORP AMER HLDGS | 4.50% | Reduce -13.4% | 395,200 | $100.79M | $255.03 | |
| 4 | AON | AON PLC | 4.34% | Add +15.4% | 422,850 | $97.3M | $230.11 | |
| 5 | LBRDK | LIBERTY BROADBAND CORP | 4.12% | Add +1.2% | 615,000 | $92.34M | $150.15 | |
| 6 | SCHW | SCHWAB CHARLES CORP | 4.10% | Reduce -15.2% | 1,410,000 | $91.9M | $65.18 | |
| 7 | V | VISA INC | 3.93% | Reduce -0.1% | 415,500 | $87.97M | $211.73 | |
| 8 | MA | MASTERCARD INCORPORATED | 3.83% | Reduce -0.1% | 240,850 | $85.76M | $356.05 | |
| 9 | META | FACEBOOK INC | 3.77% | Add +13.0% | 286,900 | $84.5M | $294.53 | |
| 10 | LSXMK | LIBERTY MEDIA CORP DEL | 3.70% | - | 1,882,200 | $83.02M | No quote | No quote |
| 11 | KMX | CARMAX INC | 3.37% | Reduce -21.4% | 569,700 | $75.58M | $132.66 | |
| 12 | VMC | VULCAN MATLS CO | 3.27% | Reduce -5.3% | 434,200 | $73.27M | $168.75 | |
| 13 | CSGP | COSTAR GROUP INC | 3.06% | Add +4.4% | 83,450 | $68.59M | $821.89 | |
| 14 | MKL | MARKEL CORP | 2.96% | Add +2.2% | 58,200 | $66.33M | $1139.62 | |
| 15 | AZO | AUTOZONE INC | 2.50% | Add +2184.3% | 39,975 | $56.14M | $1404.30 | |
| 16 | FIS | FIDELITY NATL INFORMATION SV | 2.46% | Add +22.5% | 392,000 | $55.12M | $140.61 | |
| 17 | LBTYK | LIBERTY GLOBAL PLC | 2.40% | - | 2,106,000 | $53.79M | $25.54 | |
| 18 | AMZN | AMAZON COM INC | 1.86% | Add +3.9% | 13,500 | $41.77M | $3094.07 | |
| 19 | ORCL | ORACLE CORP | 1.70% | Reduce -26.1% | 542,500 | $38.07M | $70.17 | |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC | 1.69% | Add +1.8% | 83,000 | $37.88M | $456.39 | |
| 21 | ADI | ANALOG DEVICES INC | 1.68% | Reduce -4.0% | 242,500 | $37.61M | $155.08 | |
| 22 | DHR | DANAHER CORPORATION | 1.66% | Reduce -2.9% | 165,000 | $37.14M | $225.08 | |
| 23 | SUM | SUMMIT MATLS INC | 1.63% | Reduce -24.5% | 1,300,600 | $36.44M | No quote | No quote |
| 24 | TXN | TEXAS INSTRS INC | 1.60% | Reduce -13.7% | 190,200 | $35.95M | $188.99 | |
| 25 | CMCSA | COMCAST CORP NEW | 1.47% | Add +2.5% | 610,000 | $33.01M | $54.11 | |
| 26 | BOX | BOX INC | 1.27% | Add +18.6% | 1,244,000 | $28.56M | No quote | No quote |
| 27 | ACN | ACCENTURE PLC IRELAND | 1.27% | - | 103,000 | $28.45M | $276.25 | |
| 28 | BKI | BLACK KNIGHT INC | 1.26% | Reduce -2.5% | 383,000 | $28.34M | No quote | No quote |
| 29 | LKQ | LKQ CORP | 1.25% | Add +3.9% | 662,000 | $28.02M | $42.33 | |
| 30 | JPM | JPMORGAN CHASE & CO | 1.24% | Reduce -17.1% | 182,500 | $27.78M | $152.23 | |
| 31 | CCRD | INTELLIGENT SYS CORP NEW | 1.18% | Reduce -14.0% | 645,000 | $26.39M | No quote | No quote |
| 32 | CRM | SALESFORCE COM INC | 1.13% | - | 120,000 | $25.42M | $211.87 | |
| 33 | SPGI | S&P GLOBAL INC | 1.08% | - | 68,500 | $24.17M | $352.88 | |
| 34 | MLM | MARTIN MARIETTA MATLS INC | 1.06% | - | 70,450 | $23.66M | $335.83 | |
| 35 | LIN | LINDE PLC | 1.05% | Reduce -15.2% | 84,000 | $23.53M | $280.14 | |
| 36 | LILAK | LIBERTY LATIN AMERICA LTD | 1.02% | Reduce -4.2% | 1,768,620 | $22.96M | $12.98 | |
| 37 | LBRDA | LIBERTY BROADBAND CORP | 1.00% | Add +14.9% | 153,750 | $22.32M | $145.15 | |
| 38 | AXTA | AXALTA COATING SYS LTD | 0.97% | - | 733,500 | $21.7M | $29.58 | |
| 39 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 0.89% | - | 175,500 | $19.94M | No quote | No quote |
| 40 | ACIW | ACI WORLDWIDE INC | 0.89% | Reduce -27.8% | 521,300 | $19.84M | $38.05 | |
| 41 | LSXMA | LIBERTY MEDIA CORP DEL | 0.83% | - | 420,000 | $18.51M | No quote | No quote |
| 42 | GWRE | GUIDEWIRE SOFTWARE INC | 0.82% | Reduce -4.0% | 180,800 | $18.38M | $101.63 | |
| 43 | FRCB | FIRST REP BK SAN FRANCISCO C | 0.74% | - | 99,050 | $16.52M | No quote | No quote |
| 44 | IEX | IDEX CORP | 0.65% | - | 69,700 | $14.59M | $209.33 | |
| 45 | QRTEA | QURATE RETAIL INC | 0.58% | Reduce -31.3% | 1,100,000 | $12.94M | No quote | No quote |
| 46 | DNB | DUN & BRADSTREET HLDGS INC | 0.32% | New | 300,000 | $7.14M | No quote | No quote |
| 47 | IR | INGERSOLL RAND INC | 0.29% | Reduce -13.3% | 130,000 | $6.4M | $49.21 | |
| 48 | RWT | REDWOOD TR INC | 0.26% | Reduce -1.2% | 562,000 | $5.85M | No quote | No quote |
| 49 | DLB | DOLBY LABORATORIES INC | 0.22% | - | 50,000 | $4.94M | No quote | No quote |
| 50 | MSFT | MICROSOFT CORP | 0.18% | - | 17,500 | $4.13M | $235.77 | |
| 51 | FHB | FIRST HAWAIIAN INC | 0.18% | Reduce -25.0% | 150,000 | $4.11M | $27.37 | |
| 52 | CHTR | CHARTER COMMUNICATIONS INC N | 0.14% | - | 5,000 | $3.09M | $617.00 | |
| 53 | DEO | DIAGEO PLC | 0.13% | Reduce -87.5% | 18,000 | $2.96M | $164.22 | |
| 54 | BATRK | LIBERTY MEDIA CORP DEL | 0.13% | - | 105,000 | $2.92M | $27.82 | |
| 55 | HON | HONEYWELL INTL INC | 0.11% | - | 11,000 | $2.39M | $217.09 | |
| 56 | FTV | FORTIVE CORP | 0.09% | Add +20.0% | 30,000 | $2.12M | $70.63 | |
| 57 | BATRA | LIBERTY MEDIA CORP DEL | 0.01% | - | 11,000 | $314K | $28.55 | |
| 64 | VEA | VANGUARD TAX-MANAGED INTL FD | - | Sold | 0 | $0 | No quote | No quote |
| 63 | VTI | VANGUARD INDEX FDS | - | Sold | 0 | $0 | No quote | No quote |
| 62 | BIV | VANGUARD BD INDEX FDS | - | Sold | 0 | $0 | No quote | No quote |
| 61 | IWB | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 60 | DD | DUPONT DE NEMOURS INC | - | Sold | 0 | $0 | No quote | No quote |
| 59 | BRK/A | BERKSHIRE HATHAWAY INC DELCUSIP 084670108 | - | Sold | 0 | $0 | No quote | No quote |
| 58 | AAPL | APPLE 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 | $10.88M |
| 2 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 9,000,000 | $8.95M |
| 3 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 3,500,000 | $3.51M |
| 4 | BSV | VANGUARD BD INDEX FDSSHORT TRM BOND | OTHER | 0 | $0 |