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 2026-06-06 from SEC 13F data.
Live quotes available for 43 of 48 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.13% | Reduce -11.3% | 286,850 | $152.77M | $532.58 | |
| 2 | V | VISA INC | 6.05% | Reduce -6.5% | 324,200 | $113.62M | $350.46 | |
| 3 | DHR | DANAHER CORPORATION | 5.42% | Add +23.2% | 496,650 | $101.81M | $205.00 | |
| 4 | MA | MASTERCARD INCORPORATED | 5.22% | Reduce -4.3% | 179,070 | $98.15M | $548.12 | |
| 5 | AON | AON PLC | 4.53% | Reduce -18.2% | 213,450 | $85.19M | $399.09 | |
| 6 | IEX | IDEX CORP | 3.86% | Add +21.4% | 401,225 | $72.61M | $180.97 | |
| 7 | CSGP | COSTAR GROUP INC | 3.84% | Add +2.4% | 911,600 | $72.23M | $79.23 | |
| 8 | GOOG | ALPHABET INC | 3.71% | Reduce -14.1% | 445,600 | $69.62M | $156.23 | |
| 9 | META | META PLATFORMS INC | 3.70% | Reduce -23.9% | 120,760 | $69.6M | $576.36 | |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | 3.34% | Add +5.0% | 126,150 | $62.77M | $497.60 | |
| 11 | KMX | CARMAX INC | 3.34% | Reduce -2.4% | 805,200 | $62.74M | $77.92 | |
| 12 | GPN | GLOBAL PMTS INC | 3.02% | Reduce -1.6% | 580,000 | $56.79M | $97.92 | |
| 13 | EFX | EQUIFAX INC | 2.73% | Add +11.6% | 210,350 | $51.23M | $243.56 | |
| 14 | MSFT | MICROSOFT CORP | 2.69% | Add +193.3% | 134,475 | $50.48M | $375.39 | |
| 15 | VMC | VULCAN MATLS CO | 2.63% | Add +10.7% | 211,900 | $49.44M | $233.30 | |
| 16 | TECH | BIO-TECHNE CORP | 2.47% | Add +107.7% | 791,650 | $46.41M | $58.63 | |
| 17 | LBRDK | LIBERTY BROADBAND CORP | 2.40% | - | 530,500 | $45.12M | $85.05 | |
| 18 | ACN | ACCENTURE PLC IRELAND | 2.32% | Add +30.7% | 139,650 | $43.58M | $312.04 | |
| 19 | CHTR | CHARTER COMMUNICATIONS INC | 2.26% | Reduce -14.8% | 115,450 | $42.55M | $368.53 | |
| 20 | AMZN | AMAZON COM INC | 2.25% | Reduce -10.1% | 222,500 | $42.33M | $190.26 | |
| 21 | IT | GARTNER INC | 1.96% | Add +36.5% | 87,925 | $36.91M | $419.74 | |
| 22 | LH | LABCORP HOLDINGS INC | 1.87% | Reduce -36.0% | 151,175 | $35.18M | $232.74 | |
| 23 | ODFL | OLD DOMINION FREIGHT LINE IN | 1.84% | Add +9.8% | 208,500 | $34.5M | $165.45 | |
| 24 | HEI-A | HEICO CORP NEW | 1.83% | - | 162,900 | $34.37M | $210.97 | |
| 25 | SIRI | SIRIUSXM HOLDINGS INC | 1.76% | - | 1,465,500 | $33.04M | $22.55 | |
| 26 | ADBE | ADOBE SYSTEMS INC | 1.68% | Add +106.3% | 82,500 | $31.64M | $383.53 | |
| 27 | TXN | TEXAS INSTRS INC | 1.62% | - | 169,575 | $30.47M | $179.70 | |
| 28 | ADI | ANALOG DEVICES INC | 1.51% | - | 141,000 | $28.44M | $201.67 | |
| 29 | IDXX | IDEXX LABS INC | 1.35% | New | 60,300 | $25.32M | $419.95 | |
| 30 | ORCL | ORACLE CORP | 1.27% | Reduce -18.1% | 170,075 | $23.78M | $139.81 | |
| 31 | CRM | SALESFORCE COM INC | 1.25% | Reduce -7.9% | 87,500 | $23.48M | $268.36 | |
| 32 | PRM | PERIMETER SOLUTIONS INC | 1.10% | Reduce -2.4% | 2,057,291 | $20.72M | $10.07 | |
| 33 | MLM | MARTIN MARIETTA MATLS INC | 1.05% | Add +1.5% | 41,275 | $19.73M | $478.13 | |
| 34 | ACIW | ACI WORLDWIDE INC | 1.04% | - | 356,600 | $19.51M | $54.71 | |
| 35 | LKQ | LKQ CORP | 1.04% | - | 458,300 | $19.5M | $42.54 | |
| 36 | ROP | ROPER TECHNOLOGIES INC | 0.99% | - | 31,425 | $18.53M | $589.58 | |
| 37 | CMCSA | COMCAST CORP NEW | 0.89% | Add +375.3% | 451,500 | $16.66M | $36.90 | |
| 38 | LBRDA | LIBERTY BROADBAND CORP | 0.63% | - | 140,000 | $11.9M | $85.00 | |
| 39 | CCRD | CORECARD CORPORATION | 0.51% | - | 515,000 | $9.64M | No quote | No quote |
| 40 | VLTO | VERALTO CORP | 0.19% | Reduce -87.5% | 37,500 | $3.65M | $97.45 | |
| 41 | SPGI | S&P GLOBAL INC | 0.19% | Reduce -84.8% | 7,140 | $3.63M | $508.10 | |
| 42 | LIN | LINDE PLC | 0.17% | - | 6,900 | $3.21M | $465.64 | |
| 43 | FTV | FORTIVE CORP | 0.16% | - | 40,800 | $2.99M | $73.18 | |
| 44 | DEO | DIAGEO PLC | 0.16% | - | 28,300 | $2.97M | $104.79 | |
| 47 | LBTYK | LIBERTY GLOBAL LTD | - | Sold | 0 | $0 | No quote | No quote |
| 46 | HON | HONEYWELL INTL INC | - | Sold | 0 | $0 | No quote | No quote |
| 45 | FIS | FIDELITY NATL INFORMATION SV | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | RWT HLDGS INCNOTE 5.750%10/0 | OTHER | 3,500,000 | $3.5M |