Wallace Weitz - Weitz Investment Management
As of Q1 2026, this manager reported 49 long-equity positions worth $1.43B in aggregate.
As of Q1 2026, Wallace Weitz's Weitz Investment Management held 49 long-equity positions with a reported value of $1.43B.
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Updated 2026-05-10 from SEC 13F data.
Live quotes available for 48 of 57 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | ALPHABET INC | 7.18% | Reduce -4.6% | 983,200 | $129.63M | $131.85 | |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.02% | Reduce -2.7% | 361,950 | $126.79M | $350.30 | |
| 3 | V | VISA INC | 4.77% | - | 374,200 | $86.07M | $230.01 | |
| 4 | MA | MASTERCARD INCORPORATED | 4.68% | - | 213,350 | $84.47M | $395.91 | |
| 5 | DHR | DANAHER CORPORATION | 4.50% | Add +5.6% | 327,760 | $81.32M | $248.10 | |
| 6 | CSGP | COSTAR GROUP INC | 4.03% | Reduce -11.3% | 947,000 | $72.81M | $76.89 | |
| 7 | META | META PLATFORMS INC | 3.84% | Reduce -8.0% | 231,275 | $69.43M | $300.21 | |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | 3.51% | Add +20.6% | 125,080 | $63.31M | $506.17 | |
| 9 | VMC | VULCAN MATLS CO | 3.39% | Reduce -0.9% | 302,800 | $61.17M | $202.02 | |
| 10 | LBRDK | LIBERTY BROADBAND CORP | 3.36% | Reduce -16.7% | 665,500 | $60.77M | $91.32 | |
| 11 | LH | LABORATORY CORP AMER HLDGS | 3.15% | Reduce -9.3%1.164:1 split | 283,350 | $56.97M | $201.05 | |
| 12 | KMX | CARMAX INC | 2.82% | Reduce -5.3% | 719,500 | $50.89M | $70.73 | |
| 13 | AMZN | AMAZON COM INC | 2.78% | Reduce -8.1% | 395,000 | $50.21M | $127.12 | |
| 14 | ROP | ROPER TECHNOLOGIES INC | 2.74% | - | 102,300 | $49.54M | $484.28 | |
| 15 | IT | GARTNER INC | 2.66% | - | 140,050 | $48.12M | $343.61 | |
| 16 | AON | AON PLC | 2.60% | - | 144,650 | $46.9M | $324.22 | |
| 17 | LSXMK | LIBERTY MEDIA CORP DEL | 2.52% | New | 1,788,000 | $45.52M | No quote | No quote |
| 18 | MKL | MARKEL CORP | 2.38% | Reduce -11.2% | 29,190 | $42.98M | $1472.49 | |
| 19 | ADI | ANALOG DEVICES INC | 2.33% | - | 240,200 | $42.06M | $175.09 | |
| 20 | ACN | ACCENTURE PLC IRELAND | 1.73% | - | 102,000 | $31.33M | $307.11 | |
| 21 | ORCL | ORACLE CORP | 1.67% | - | 285,500 | $30.24M | $105.92 | |
| 22 | ADBE | ADOBE SYSTEMS INC | 1.62% | Reduce -4.2% | 57,500 | $29.32M | $509.90 | |
| 23 | FIS | FIDELITY NATL INFORMATION SV | 1.53% | Reduce -25.3% | 501,500 | $27.72M | $55.27 | |
| 24 | TXN | TEXAS INSTRS INC | 1.50% | - | 170,101 | $27.05M | $159.01 | |
| 25 | EFX | EQUIFAX INC | 1.48% | New | 146,000 | $26.74M | $183.18 | |
| 26 | LBTYK | LIBERTY GLOBAL PLC | 1.48% | Reduce -1.4% | 1,436,500 | $26.66M | $18.56 | |
| 27 | SPGI | S&P GLOBAL INC | 1.44% | Reduce -3.4% | 71,375 | $26.08M | $365.41 | |
| 28 | MLM | MARTIN MARIETTA MATLS INC | 1.41% | Reduce -6.2% | 62,000 | $25.45M | $410.48 | |
| 29 | CRM | SALESFORCE COM INC | 1.40% | - | 125,000 | $25.35M | $202.78 | |
| 30 | HEI-A | HEICO CORP NEW | 1.31% | Add +0.1% | 183,300 | $23.69M | $129.22 | |
| 31 | CHTR | CHARTER COMMUNICATIONS INC | 1.24% | Add +15.7% | 51,100 | $22.47M | $439.82 | |
| 32 | LIN | LINDE PLC | 1.21% | - | 58,750 | $21.88M | $372.35 | |
| 33 | LKQ | LKQ CORP | 1.13% | Add +0.1% | 412,250 | $20.41M | $49.51 | |
| 34 | MCHP | MICROCHIP TECHNOLOGY INC. | 1.12% | New | 259,600 | $20.26M | $78.05 | |
| 35 | GWRE | GUIDEWIRE SOFTWARE INC | 1.07% | - | 215,600 | $19.4M | $90.00 | |
| 36 | MSFT | MICROSOFT CORP | 1.01% | - | 57,700 | $18.22M | $315.75 | |
| 37 | PRM | PERIMETER SOLUTIONS SA | 0.91% | Add +12.6% | 3,635,000 | $16.5M | $4.54 | |
| 38 | LLYVK | LIBERTY MEDIA CORP DEL | 0.87% | New | 490,000 | $15.73M | $32.10 | |
| 39 | IEX | IDEX CORP | 0.77% | Add +0.1% | 66,900 | $13.92M | $208.02 | |
| 40 | LBRDA | LIBERTY BROADBAND CORP | 0.70% | Reduce -26.3% | 140,000 | $12.73M | $90.91 | |
| 41 | CCRD | CORECARD CORPORATION | 0.56% | Add +2.0% | 510,000 | $10.2M | No quote | No quote |
| 42 | LILAK | LIBERTY LATIN AMERICA LTD | 0.55% | Reduce -15.7% | 1,221,500 | $9.97M | $8.16 | |
| 43 | LSXMA | LIBERTY MEDIA CORP DEL | 0.44% | New | 310,000 | $7.89M | No quote | No quote |
| 44 | ACIW | ACI WORLDWIDE INC | 0.36% | Add +22.4% | 285,000 | $6.43M | $22.56 | |
| 45 | LYV | LIVE NATION ENTERTAINMENT INC | 0.28% | - | 61,000 | $5.07M | $83.04 | |
| 46 | JPM | JPMORGAN CHASE & CO | 0.19% | - | 23,500 | $3.41M | $145.02 | |
| 47 | FTV | FORTIVE CORP | 0.17% | - | 40,800 | $3.03M | $74.16 | |
| 48 | CMCSA | COMCAST CORP NEW | 0.16% | - | 64,600 | $2.86M | $44.34 | |
| 49 | DEO | DIAGEO PLC | 0.14% | Add +19.1% | 17,500 | $2.61M | $149.18 | |
| 50 | LLYVA | LIBERTY MEDIA CORP DEL | 0.14% | New | 77,500 | $2.47M | $31.92 | |
| 51 | HON | HONEYWELL INTL INC | 0.12% | Reduce -1.7% | 11,300 | $2.09M | $184.74 | |
| 54 | LSXMK | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 53 | LSXMA | LIBERTY MEDIA CORP DEL | - | Sold | 0 | $0 | No quote | No quote |
| 52 | BKI | BLACK KNIGHT 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 5.625% 7/1 | OTHER | 9,000,000 | $8.91M |
| 2 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 3,500,000 | $3.26M |
| 3 | - | REDWOOD TR INCNOTE 4.750% 8/1 | OTHER | 0 | $0 |