Wallace Weitz - Weitz Investment Management
As of Q1 2026, Wallace Weitz reported 49 long-equity positions worth $1.43B in aggregate.
Copy-investor backtest
- Latest quarter
- -2.66%
- 1-year
- -1.30%
- 3-year
- +29.43%
- 3-year top 5
- +46.35%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 44 of 61 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | ALPHABET INC | 6.71% | Reduce -1.6% | 58,003 | $126.88M | $2187.46 | |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 5.92% | Reduce -5.7% | 410,450 | $112.06M | No quote | No quote |
| 3 | CSGP | COSTAR GROUP INC | 4.67% | Add +1.4% | 1,463,600 | $88.42M | $60.41 | |
| 4 | V | VISA INC | 4.53% | Reduce -2.2% | 435,600 | $85.77M | $196.89 | |
| 5 | LBRDK | LIBERTY BROADBAND CORP | 4.35% | Add +4.5% | 711,700 | $82.3M | $115.64 | |
| 6 | MA | MASTERCARD INCORPORATED | 3.90% | Reduce -9.7% | 234,050 | $73.84M | $315.48 | |
| 7 | KMX | CARMAX INC | 3.76% | Add +9.1% | 785,300 | $71.05M | $90.48 | |
| 8 | META | META PLATFORMS INC | 3.60% | Add +6.3% | 422,250 | $68.09M | $161.25 | |
| 9 | LH | LABORATORY CORP AMER HLDGS | 3.39% | - | 273,469 | $64.09M | $234.36 | |
| 10 | DHR | DANAHER CORPORATION | 3.32% | Add +57.3% | 247,532 | $62.75M | $253.52 | |
| 11 | LSXMK | LIBERTY MEDIA CORP DEL | 3.27% | Reduce -5.0% | 1,717,200 | $61.91M | No quote | No quote |
| 12 | FIS | FIDELITY NATL INFORMATION SV | 3.23% | Add +10.3% | 665,900 | $61.04M | $91.67 | |
| 13 | MKL | MARKEL CORP | 2.69% | Reduce -20.8% | 39,340 | $50.88M | $1293.24 | |
| 14 | VMC | VULCAN MATLS CO | 2.58% | Add +0.4% | 343,100 | $48.76M | $142.10 | |
| 15 | SCHW | SCHWAB CHARLES CORP | 2.58% | Add +5.5% | 771,650 | $48.75M | $63.18 | |
| 16 | LBTYK | LIBERTY GLOBAL PLC | 2.37% | Reduce -1.0% | 2,026,000 | $44.75M | $22.09 | |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | 2.25% | - | 78,342 | $42.56M | $543.28 | |
| 18 | AMZN | AMAZON COM INC | 2.25% | Add +21.2%20:1 split | 400,000 | $42.48M | $106.21 | |
| 19 | ROP | ROPER TECHNOLOGIES INC | 2.13% | Add +32.3% | 102,300 | $40.37M | $394.65 | |
| 20 | AON | AON PLC | 2.11% | Reduce -6.3% | 147,900 | $39.89M | $269.68 | |
| 21 | ADI | ANALOG DEVICES INC | 1.97% | Add +9.5% | 255,400 | $37.31M | $146.09 | |
| 22 | IT | GARTNER INC | 1.79% | Add +9.3% | 139,890 | $33.83M | $241.83 | |
| 23 | TXN | TEXAS INSTRS INC | 1.51% | - | 186,201 | $28.61M | $153.65 | |
| 24 | BKI | BLACK KNIGHT INC | 1.50% | Add +3.6% | 433,000 | $28.31M | No quote | No quote |
| 25 | SPGI | S&P GLOBAL INC | 1.41% | Add +6.2% | 78,875 | $26.59M | $337.06 | |
| 26 | DNB | DUN & BRADSTREET HLDGS INC | 1.38% | Reduce -5.5% | 1,736,000 | $26.09M | No quote | No quote |
| 27 | ORCL | ORACLE CORP | 1.33% | - | 360,500 | $25.19M | $69.87 | |
| 28 | ACN | ACCENTURE PLC IRELAND | 1.31% | - | 89,400 | $24.82M | $277.65 | |
| 29 | LIN | LINDE PLC | 1.21% | Reduce -5.9% | 79,386 | $22.83M | $287.53 | |
| 30 | PRM | PERIMETER SOLUTIONS SA | 1.20% | Add +4.5% | 2,100,000 | $22.76M | $10.84 | |
| 31 | LBRDA | LIBERTY BROADBAND CORP | 1.20% | Add +22.1% | 200,000 | $22.71M | $113.55 | |
| 32 | ADBE | ADOBE SYSTEMS INC | 1.16% | New | 60,000 | $21.96M | $366.07 | |
| 33 | LKQ | LKQ CORP | 1.13% | - | 433,700 | $21.29M | $49.09 | |
| 34 | MLM | MARTIN MARIETTA MATLS INC | 1.09% | Add +2.7% | 69,050 | $20.66M | $299.25 | |
| 35 | CRM | SALESFORCE COM INC | 1.09% | Add +4.2% | 125,000 | $20.63M | $165.04 | |
| 36 | CMCSA | COMCAST CORP NEW | 1.07% | Reduce -4.3% | 514,600 | $20.19M | $39.24 | |
| 37 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 1.02% | Add +4.6% | 183,500 | $19.34M | No quote | No quote |
| 38 | AXTA | AXALTA COATING SYS LTD | 0.86% | - | 733,500 | $16.22M | $22.11 | |
| 39 | LSXMA | LIBERTY MEDIA CORP DEL | 0.84% | Add +4.8% | 440,000 | $15.86M | No quote | No quote |
| 40 | CCRD | CORECARD CORPORATION | 0.79% | - | 610,000 | $14.89M | No quote | No quote |
| 41 | MKTX | MARKETAXESS HLDGS INC | 0.76% | Add +30.8% | 56,000 | $14.34M | $256.02 | |
| 42 | FRCB | FIRST REP BK SAN FRANCISCO C | 0.76% | - | 99,050 | $14.28M | No quote | No quote |
| 43 | LILAK | LIBERTY LATIN AMERICA LTD | 0.73% | - | 1,768,620 | $13.78M | $7.79 | |
| 44 | GWRE | GUIDEWIRE SOFTWARE INC | 0.73% | Add +3.8% | 193,300 | $13.72M | $70.99 | |
| 45 | IEX | IDEX CORP | 0.70% | Add +1.7% | 73,100 | $13.28M | $181.63 | |
| 46 | ACIW | ACI WORLDWIDE INC | 0.46% | - | 335,700 | $8.69M | $25.89 | |
| 47 | DLB | DOLBY LABORATORIES INC | 0.31% | - | 81,000 | $5.8M | No quote | No quote |
| 48 | IR | INGERSOLL RAND INC | 0.29% | - | 130,000 | $5.47M | $42.08 | |
| 49 | MSFT | MICROSOFT CORP | 0.28% | Add +12.5% | 20,500 | $5.27M | $256.83 | |
| 50 | JPM | JPMORGAN CHASE & CO | 0.12% | Add +20.5% | 20,000 | $2.25M | $112.60 | |
| 51 | FTV | FORTIVE CORP | 0.12% | Add +6.5% | 40,800 | $2.22M | $54.39 | |
| 52 | HON | HONEYWELL INTL INC | 0.11% | - | 11,944 | $2.08M | $173.81 | |
| 53 | DEO | DIAGEO PLC | 0.11% | - | 11,700 | $2.04M | $174.10 | |
| 54 | RWT | REDWOOD TR INC | 0.05% | - | 125,485 | $967K | No quote | No quote |
| 55 | QRTEA | QURATE RETAIL INC | 0.05% | Reduce -60.5% | 300,000 | $861K | No quote | No quote |
| 58 | BATRK | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 57 | BATRA | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 56 | AZO | AUTOZONE 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 | $10.32M |
| 2 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 9,000,000 | $8.15M |
| 3 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 3,500,000 | $3.13M |