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 60 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | ALPHABET INC | 6.75% | - | 59,860 | $159.55M | $2665.30 | |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 5.83% | - | 505,150 | $137.88M | No quote | No quote |
| 3 | AON | AON PLC | 4.77% | Reduce -6.6% | 395,060 | $112.9M | $285.77 | |
| 4 | LBRDK | LIBERTY BROADBAND CORP | 4.59% | Add +2.1% | 628,000 | $108.46M | $172.70 | |
| 5 | LH | LABORATORY CORP AMER HLDGS | 4.30% | Reduce -2.5% | 361,000 | $101.6M | $281.44 | |
| 6 | META | FACEBOOK INC | 4.12% | - | 286,900 | $97.37M | $339.39 | |
| 7 | SCHW | SCHWAB CHARLES CORP | 4.08% | - | 1,325,000 | $96.51M | $72.84 | |
| 8 | V | VISA INC | 4.03% | Add +2.9% | 427,500 | $95.23M | $222.75 | |
| 9 | LSXMK | LIBERTY MEDIA CORP DEL | 3.68% | - | 1,832,200 | $86.98M | No quote | No quote |
| 10 | MA | MASTERCARD INCORPORATED | 3.63% | Add +2.4% | 246,600 | $85.74M | $347.68 | |
| 11 | CSGP | COSTAR GROUP INC | 3.42% | Add +4.5% | 939,500 | $80.85M | $86.06 | |
| 12 | VMC | VULCAN MATLS CO | 3.00% | - | 419,200 | $70.91M | $169.16 | |
| 13 | KMX | CARMAX INC | 2.95% | Reduce -1.8% | 544,700 | $69.7M | $127.96 | |
| 14 | MKL | MARKEL CORP | 2.84% | - | 56,200 | $67.17M | $1195.12 | |
| 15 | LBTYK | LIBERTY GLOBAL PLC | 2.55% | Reduce -2.9% | 2,046,000 | $60.28M | $29.46 | |
| 16 | AZO | AUTOZONE INC | 2.46% | Reduce -2.0% | 34,275 | $58.2M | $1698.00 | |
| 17 | FIS | FIDELITY NATL INFORMATION SV | 2.12% | Add +7.8% | 412,000 | $50.13M | $121.68 | |
| 18 | AMZN | AMAZON COM INC | 2.01% | - | 14,500 | $47.63M | $3285.03 | |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC | 2.01% | - | 83,000 | $47.42M | $571.33 | |
| 20 | DHR | DANAHER CORPORATION | 2.00% | Reduce -6.1% | 155,000 | $47.19M | $304.44 | |
| 21 | ADI | ANALOG DEVICES INC | 1.61% | - | 227,500 | $38.1M | $167.48 | |
| 22 | TXN | TEXAS INSTRS INC | 1.51% | - | 185,200 | $35.6M | $192.21 | |
| 23 | LKQ | LKQ CORP | 1.41% | - | 662,000 | $33.31M | $50.32 | |
| 24 | CRM | SALESFORCE COM INC | 1.38% | - | 120,000 | $32.55M | $271.22 | |
| 25 | ORCL | ORACLE CORP | 1.34% | - | 362,500 | $31.59M | $87.13 | |
| 26 | ACN | ACCENTURE PLC IRELAND | 1.33% | - | 98,000 | $31.35M | $319.92 | |
| 27 | CMCSA | COMCAST CORP NEW | 1.32% | - | 560,000 | $31.32M | $55.93 | |
| 28 | DNB | DUN & BRADSTREET HLDGS INC | 1.31% | Add +16.5% | 1,836,000 | $30.86M | No quote | No quote |
| 29 | BKI | BLACK KNIGHT INC | 1.26% | - | 413,000 | $29.74M | No quote | No quote |
| 30 | SPGI | S&P GLOBAL INC | 1.23% | - | 68,500 | $29.11M | $424.89 | |
| 31 | ROP | ROPER TECHNOLOGIES INC | 1.15% | - | 61,000 | $27.21M | $446.13 | |
| 32 | JPM | JPMORGAN CHASE & CO | 1.11% | - | 160,000 | $26.19M | $163.69 | |
| 33 | LBRDA | LIBERTY BROADBAND CORP | 1.09% | - | 153,750 | $25.88M | $168.35 | |
| 34 | CCRD | INTELLIGENT SYS CORP NEW | 1.08% | - | 630,000 | $25.58M | No quote | No quote |
| 35 | LIN | LINDE PLC | 1.04% | - | 84,000 | $24.64M | $293.38 | |
| 36 | MLM | MARTIN MARIETTA MATLS INC | 1.02% | - | 70,450 | $24.07M | $341.67 | |
| 37 | LILAK | LIBERTY LATIN AMERICA LTD | 0.98% | - | 1,768,620 | $23.2M | $13.12 | |
| 38 | GWRE | GUIDEWIRE SOFTWARE INC | 0.91% | - | 180,800 | $21.49M | $118.87 | |
| 39 | AXTA | AXALTA COATING SYS LTD | 0.91% | - | 733,500 | $21.41M | $29.19 | |
| 40 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 0.88% | - | 175,500 | $20.78M | No quote | No quote |
| 41 | LSXMA | LIBERTY MEDIA CORP DEL | 0.84% | - | 420,000 | $19.81M | No quote | No quote |
| 42 | FRCB | FIRST REP BK SAN FRANCISCO C | 0.81% | - | 99,050 | $19.11M | No quote | No quote |
| 43 | MKTX | MARKETAXESS HLDGS INC | 0.73% | Add +7.9% | 40,800 | $17.16M | $420.69 | |
| 44 | IEX | IDEX CORP | 0.61% | - | 69,700 | $14.42M | $206.94 | |
| 45 | QRTEA | QURATE RETAIL INC | 0.47% | - | 1,100,000 | $11.21M | No quote | No quote |
| 46 | ACIW | ACI WORLDWIDE INC | 0.38% | - | 295,700 | $9.09M | $30.73 | |
| 47 | IR | INGERSOLL RAND INC | 0.28% | - | 130,000 | $6.55M | $50.41 | |
| 48 | MSFT | MICROSOFT CORP | 0.21% | - | 17,500 | $4.93M | $281.94 | |
| 49 | DLB | DOLBY LABORATORIES INC | 0.19% | - | 50,000 | $4.4M | No quote | No quote |
| 50 | DEO | DIAGEO PLC | 0.12% | - | 15,000 | $2.9M | $193.00 | |
| 51 | BATRK | LIBERTY MEDIA CORP DEL | 0.12% | - | 105,000 | $2.77M | $26.42 | |
| 52 | HON | HONEYWELL INTL INC | 0.10% | - | 11,000 | $2.34M | $212.27 | |
| 53 | FTV | FORTIVE CORP | 0.09% | - | 30,000 | $2.12M | $70.57 | |
| 54 | RWT | REDWOOD TR INC | 0.07% | Reduce -76.6% | 125,000 | $1.61M | No quote | No quote |
| 55 | BATRA | LIBERTY MEDIA CORP DEL | 0.01% | - | 11,000 | $296K | $26.91 | |
| 57 | FHB | FIRST HAWAIIAN INC | - | Sold | 0 | $0 | No quote | No quote |
| 56 | CHTR | CHARTER COMMUNICATIONS INC N | - | 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 | $11.12M |
| 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 | $3.59M |