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 46 of 62 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | ALPHABET INC | 6.39% | Reduce -3.2% | 59,860 | $150.03M | $2506.31 | |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 5.98% | Reduce -10.8% | 505,150 | $140.39M | No quote | No quote |
| 3 | LBRDK | LIBERTY BROADBAND CORP | 4.55% | - | 615,000 | $106.8M | $173.66 | |
| 4 | LH | LABORATORY CORP AMER HLDGS | 4.35% | Reduce -6.3% | 370,200 | $102.12M | $275.85 | |
| 5 | AON | AON PLC | 4.30% | - | 422,850 | $100.96M | $238.76 | |
| 6 | META | FACEBOOK INC | 4.25% | - | 286,900 | $99.76M | $347.71 | |
| 7 | V | VISA INC | 4.14% | - | 415,500 | $97.15M | $233.82 | |
| 8 | SCHW | SCHWAB CHARLES CORP | 4.11% | Reduce -6.0% | 1,325,000 | $96.47M | $72.81 | |
| 9 | MA | MASTERCARD INCORPORATED | 3.75% | - | 240,850 | $87.93M | $365.09 | |
| 10 | LSXMK | LIBERTY MEDIA CORP DEL | 3.62% | Reduce -2.7% | 1,832,200 | $85M | No quote | No quote |
| 11 | CSGP | COSTAR GROUP INC | 3.17% | Add +7.8%10:1 split | 899,500 | $74.5M | $82.82 | |
| 12 | VMC | VULCAN MATLS CO | 3.11% | Reduce -3.5% | 419,200 | $72.97M | $174.07 | |
| 13 | KMX | CARMAX INC | 3.05% | Reduce -2.6% | 554,700 | $71.64M | $129.15 | |
| 14 | MKL | MARKEL CORP | 2.84% | Reduce -3.4% | 56,200 | $66.69M | $1186.71 | |
| 15 | LBTYK | LIBERTY GLOBAL PLC | 2.43% | - | 2,106,000 | $56.95M | $27.04 | |
| 16 | FIS | FIDELITY NATL INFORMATION SV | 2.31% | Reduce -2.5% | 382,000 | $54.12M | $141.67 | |
| 17 | AZO | AUTOZONE INC | 2.22% | Reduce -12.5% | 34,975 | $52.19M | $1492.21 | |
| 18 | AMZN | AMAZON COM INC | 2.13% | Add +7.4% | 14,500 | $49.88M | $3440.14 | |
| 19 | DHR | DANAHER CORPORATION | 1.89% | - | 165,000 | $44.28M | $268.36 | |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC | 1.78% | - | 83,000 | $41.87M | $504.47 | |
| 21 | ADI | ANALOG DEVICES INC | 1.67% | Reduce -6.2% | 227,500 | $39.17M | $172.16 | |
| 22 | TXN | TEXAS INSTRS INC | 1.52% | Reduce -2.6% | 185,200 | $35.61M | $192.30 | |
| 23 | DNB | DUN & BRADSTREET HLDGS INC | 1.44% | Add +425.3% | 1,576,000 | $33.68M | No quote | No quote |
| 24 | LKQ | LKQ CORP | 1.39% | - | 662,000 | $32.58M | $49.22 | |
| 25 | BKI | BLACK KNIGHT INC | 1.37% | Add +7.8% | 413,000 | $32.21M | No quote | No quote |
| 26 | CMCSA | COMCAST CORP NEW | 1.36% | Reduce -8.2% | 560,000 | $31.93M | $57.02 | |
| 27 | CRM | SALESFORCE COM INC | 1.25% | - | 120,000 | $29.31M | $244.27 | |
| 28 | ACN | ACCENTURE PLC IRELAND | 1.23% | Reduce -4.8% | 98,000 | $28.89M | $294.79 | |
| 29 | ROP | ROPER TECHNOLOGIES INC | 1.22% | New | 61,000 | $28.68M | $470.20 | |
| 30 | ORCL | ORACLE CORP | 1.20% | Reduce -33.2% | 362,500 | $28.22M | $77.84 | |
| 31 | SPGI | S&P GLOBAL INC | 1.20% | - | 68,500 | $28.12M | $410.45 | |
| 32 | LBRDA | LIBERTY BROADBAND CORP | 1.10% | - | 153,750 | $25.86M | $168.17 | |
| 33 | LILAK | LIBERTY LATIN AMERICA LTD | 1.06% | - | 1,768,620 | $24.94M | $14.10 | |
| 34 | JPM | JPMORGAN CHASE & CO | 1.06% | Reduce -12.3% | 160,000 | $24.89M | $155.54 | |
| 35 | MLM | MARTIN MARIETTA MATLS INC | 1.06% | - | 70,450 | $24.79M | $351.81 | |
| 36 | LIN | LINDE PLC | 1.03% | - | 84,000 | $24.28M | $289.10 | |
| 37 | AXTA | AXALTA COATING SYS LTD | 0.95% | - | 733,500 | $22.36M | $30.49 | |
| 38 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 0.93% | - | 175,500 | $21.79M | No quote | No quote |
| 39 | GWRE | GUIDEWIRE SOFTWARE INC | 0.87% | - | 180,800 | $20.38M | $112.72 | |
| 40 | CCRD | INTELLIGENT SYS CORP NEW | 0.84% | Reduce -2.3% | 630,000 | $19.82M | No quote | No quote |
| 41 | LSXMA | LIBERTY MEDIA CORP DEL | 0.83% | - | 420,000 | $19.56M | No quote | No quote |
| 42 | FRCB | FIRST REP BK SAN FRANCISCO C | 0.79% | - | 99,050 | $18.54M | No quote | No quote |
| 43 | MKTX | MARKETAXESS HLDGS INC | 0.75% | New | 37,800 | $17.52M | $463.60 | |
| 44 | IEX | IDEX CORP | 0.65% | - | 69,700 | $15.34M | $220.04 | |
| 45 | QRTEA | QURATE RETAIL INC | 0.61% | - | 1,100,000 | $14.4M | No quote | No quote |
| 46 | ACIW | ACI WORLDWIDE INC | 0.47% | Reduce -43.3% | 295,700 | $10.98M | $37.14 | |
| 47 | RWT | REDWOOD TR INC | 0.28% | Reduce -4.8% | 535,000 | $6.46M | No quote | No quote |
| 48 | IR | INGERSOLL RAND INC | 0.27% | - | 130,000 | $6.35M | $48.81 | |
| 49 | DLB | DOLBY LABORATORIES INC | 0.21% | - | 50,000 | $4.92M | No quote | No quote |
| 50 | MSFT | MICROSOFT CORP | 0.20% | - | 17,500 | $4.74M | $270.91 | |
| 51 | FHB | FIRST HAWAIIAN INC | 0.18% | - | 150,000 | $4.25M | $28.34 | |
| 52 | CHTR | CHARTER COMMUNICATIONS INC N | 0.15% | - | 5,000 | $3.61M | $721.40 | |
| 53 | BATRK | LIBERTY MEDIA CORP DEL | 0.12% | - | 105,000 | $2.92M | $27.77 | |
| 54 | DEO | DIAGEO PLC | 0.12% | Reduce -16.7% | 15,000 | $2.88M | $191.67 | |
| 55 | HON | HONEYWELL INTL INC | 0.10% | - | 11,000 | $2.41M | $219.36 | |
| 56 | FTV | FORTIVE CORP | 0.09% | - | 30,000 | $2.09M | $69.73 | |
| 57 | BATRA | LIBERTY MEDIA CORP DEL | 0.01% | - | 11,000 | $310K | $28.18 | |
| 59 | SUM | SUMMIT MATLS INC | - | Sold | 0 | $0 | No quote | No quote |
| 58 | BOX | BOX 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 | $10.9M |
| 2 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 9,000,000 | $9.34M |
| 3 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 3,500,000 | $3.55M |