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 58 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | ALPHABET INC | 6.53% | Reduce -1.7%20:1 split | 1,140,060 | $109.62M | $96.15 | |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 6.37% | Reduce -2.4% | 400,450 | $106.93M | No quote | No quote |
| 3 | CSGP | COSTAR GROUP INC | 5.18% | Reduce -14.8% | 1,247,700 | $86.9M | $69.65 | |
| 4 | V | VISA INC | 4.40% | Reduce -4.6% | 415,600 | $73.83M | $177.65 | |
| 5 | MA | MASTERCARD INCORPORATED | 3.97% | - | 234,050 | $66.55M | $284.34 | |
| 6 | DHR | DANAHER CORPORATION | 3.81% | - | 247,532 | $63.94M | $258.29 | |
| 7 | LSXMK | LIBERTY MEDIA CORP DEL | 3.75% | Reduce -2.9% | 1,667,200 | $62.87M | No quote | No quote |
| 8 | META | META PLATFORMS INC | 3.41% | - | 422,250 | $57.29M | $135.68 | |
| 9 | LBRDK | LIBERTY BROADBAND CORP | 3.39% | Add +8.4% | 771,700 | $56.95M | $73.80 | |
| 10 | SCHW | SCHWAB CHARLES CORP | 3.31% | - | 771,650 | $55.46M | $71.87 | |
| 11 | LH | LABORATORY CORP AMER HLDGS | 3.25% | Reduce -2.7% | 266,050 | $54.49M | $204.81 | |
| 12 | VMC | VULCAN MATLS CO | 3.23% | - | 343,100 | $54.11M | $157.71 | |
| 13 | KMX | CARMAX INC | 3.13% | Add +1.3% | 795,300 | $52.51M | $66.02 | |
| 14 | FIS | FIDELITY NATL INFORMATION SV | 3.04% | Add +1.5% | 675,900 | $51.08M | $75.57 | |
| 15 | AMZN | AMAZON COM INC | 2.69% | - | 400,000 | $45.2M | $113.00 | |
| 16 | MKL | MARKEL CORP | 2.54% | - | 39,340 | $42.65M | $1084.21 | |
| 17 | AON | AON PLC | 2.36% | - | 147,900 | $39.62M | $267.87 | |
| 18 | IT | GARTNER INC | 2.31% | - | 139,890 | $38.71M | $276.69 | |
| 19 | ROP | ROPER TECHNOLOGIES INC | 2.30% | Add +4.9% | 107,300 | $38.59M | $359.64 | |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC | 2.21% | Reduce -6.9% | 72,960 | $37.01M | $507.20 | |
| 21 | ADI | ANALOG DEVICES INC | 2.12% | - | 255,400 | $35.59M | $139.34 | |
| 22 | LBTYK | LIBERTY GLOBAL PLC | 1.89% | Reduce -5.2% | 1,921,000 | $31.7M | $16.50 | |
| 23 | TXN | TEXAS INSTRS INC | 1.67% | Reduce -2.7% | 181,201 | $28.05M | $154.78 | |
| 24 | BKI | BLACK KNIGHT INC | 1.44% | Reduce -13.9% | 373,000 | $24.14M | No quote | No quote |
| 25 | ACN | ACCENTURE PLC IRELAND | 1.37% | - | 89,400 | $23M | $257.30 | |
| 26 | SPGI | S&P GLOBAL INC | 1.34% | Reduce -6.3% | 73,875 | $22.56M | $305.35 | |
| 27 | MLM | MARTIN MARIETTA MATLS INC | 1.33% | - | 69,050 | $22.24M | $322.09 | |
| 28 | ORCL | ORACLE CORP | 1.31% | - | 360,500 | $22.02M | $61.07 | |
| 29 | HEI/A | HEICO CORP NEWCUSIP 422806208 | 1.25% | - | 183,500 | $21.03M | No quote | No quote |
| 30 | LKQ | LKQ CORP | 1.22% | - | 433,700 | $20.45M | $47.15 | |
| 31 | LIN | LINDE PLC | 1.20% | Reduce -6.3% | 74,386 | $20.05M | $269.59 | |
| 32 | CRM | SALESFORCE COM INC | 1.07% | - | 125,000 | $17.98M | $143.84 | |
| 33 | ADBE | ADOBE SYSTEMS INC | 1.07% | Add +8.3% | 65,000 | $17.89M | $275.20 | |
| 34 | PRM | PERIMETER SOLUTIONS SA | 0.98% | Reduce -2.4% | 2,050,000 | $16.42M | $8.01 | |
| 35 | AXTA | AXALTA COATING SYS LTD | 0.92% | - | 733,500 | $15.45M | $21.06 | |
| 36 | IEX | IDEX CORP | 0.86% | Reduce -1.4% | 72,100 | $14.41M | $199.85 | |
| 37 | LSXMA | LIBERTY MEDIA CORP DEL | 0.85% | Reduce -14.8% | 375,000 | $14.28M | No quote | No quote |
| 38 | LBRDA | LIBERTY BROADBAND CORP | 0.84% | Reduce -5.0% | 190,000 | $14.17M | $74.60 | |
| 39 | CCRD | CORECARD CORPORATION | 0.82% | Add +3.3% | 630,000 | $13.72M | No quote | No quote |
| 40 | FRCB | FIRST REP BK SAN FRANCISCO C | 0.77% | - | 99,050 | $12.93M | No quote | No quote |
| 41 | MKTX | MARKETAXESS HLDGS INC | 0.74% | - | 56,000 | $12.46M | $222.48 | |
| 42 | GWRE | GUIDEWIRE SOFTWARE INC | 0.71% | - | 193,300 | $11.9M | $61.58 | |
| 43 | LILAK | LIBERTY LATIN AMERICA LTD | 0.60% | Reduce -7.8% | 1,631,300 | $10.03M | $6.15 | |
| 44 | DNB | DUN & BRADSTREET HLDGS INC | 0.53% | Reduce -58.9% | 713,383 | $8.84M | No quote | No quote |
| 45 | ACIW | ACI WORLDWIDE INC | 0.42% | - | 335,700 | $7.02M | $20.90 | |
| 46 | DLB | DOLBY LABORATORIES INC | 0.31% | Reduce -1.9% | 79,500 | $5.18M | No quote | No quote |
| 47 | MSFT | MICROSOFT CORP | 0.28% | - | 20,500 | $4.77M | $232.88 | |
| 48 | IR | INGERSOLL RAND INC | 0.21% | Reduce -38.5% | 80,000 | $3.46M | $43.26 | |
| 49 | FTV | FORTIVE CORP | 0.14% | - | 40,800 | $2.38M | $58.31 | |
| 50 | JPM | JPMORGAN CHASE & CO | 0.12% | - | 20,000 | $2.09M | $104.50 | |
| 51 | HON | HONEYWELL INTL INC | 0.12% | - | 11,944 | $1.99M | $166.95 | |
| 52 | DEO | DIAGEO PLC | 0.12% | - | 11,700 | $1.99M | $169.83 | |
| 53 | CMCSA | COMCAST CORP NEW | 0.11% | Reduce -87.5% | 64,600 | $1.9M | $29.33 | |
| 54 | RWT | REDWOOD TR INC | 0.04% | - | 125,485 | $720K | No quote | No quote |
| 55 | QRTEA | QURATE RETAIL INC | 0.04% | - | 300,000 | $603K | 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 | $10.71M |
| 2 | - | REDWOOD TR INCNOTE 5.625% 7/1 | OTHER | 9,000,000 | $8.17M |
| 3 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 3,500,000 | $3.01M |