Wallace Weitz - Weitz Investment Management, Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
Holdings Activity Buys Sells    History
Period Portfolio
Value		 Top 20 holdings history (left to right)
2026   Q1 $1.43 B BRK.B GOOG DHR V MA AON MSFT META TMO VMC IEX AMZN HEI.A TECH ACN ADI EFX TXN SIRI LBRDK
2025   Q4 $1.69 B BRK.B DHR GOOG V MA TMO AON META MSFT IEX VMC AMZN CSGP TECH EFX ACN HEI.A GPN ADI ODFL
2025   Q3 $1.84 B BRK.B GOOG DHR V MA META MSFT AON TMO IEX VMC CSGP EFX AMZN GPN TECH HEI.A LH ACN IDXX
2025   Q2 $1.86 B BRK.B V DHR MA META GOOG AON IEX MSFT CSGP TMO VMC EFX LBRDK AMZN GPN KMX HEI.A TECH CHTR
2025   Q1 $1.88 B BRK.B V DHR MA AON IEX CSGP GOOG META KMX TMO GPN EFX MSFT VMC TECH LBRDK ACN CHTR AMZN
2024   Q4 $1.94 B BRK.B V GOOG MA AON META DHR IEX KMX GPN CSGP TMO AMZN LH VMC EFX CHTR LBRDK ACN ORCL
2024   Q3 $2.03 B BRK.B MA V DHR META GOOG AON TMO CSGP KMX GPN IEX LH EFX VMC AMZN CHTR ODFL LBRDK ACN
2024   Q2 $1.89 B BRK.B GOOG META V MA DHR AON TMO CSGP KMX GPN LH AMZN IEX VMC CHTR EFX ROP ODFL FIS
2024   Q1 $1.97 B BRK.B GOOG V MA META DHR CSGP TMO VMC KMX AMZN LAB AON LSXMK CHTR ADI GPN EFX ROP FIS
2023   Q4 $1.89 B BRK.B GOOG V MA DHR META CSGP TMO VMC LAB KMX LBRDK AMZN LSXMK ADI AON ROP EFX IT MKL
2023   Q3 $1.81 B GOOG BRK.B V MA DHR CSGP META TMO VMC LBRDK LAB KMX AMZN ROP IT AON LSXMK MKL ADI ACN
2023   Q2 $1.86 B BRK.B GOOG CSGP V MA DHR META VMC LAB LBRDK KMX LSXMK AMZN TMO AON ROP IT ADI MKL FIS
2023   Q1 $1.72 B GOOG BRK.B META V MA CSGP DHR LAB LBRDK VMC KMX LSXMK ADI AON IT MKL AMZN ROP ORCL TMO
2022   Q4 $1.75 B BRK.B GOOG CSGP V MA DHR LSXMK LAB SCHW META VMC LBRDK KMX MKL IT FIS AON ROP ADI TMO
2022   Q3 $1.68 B GOOG BRK.B CSGP V MA DHR LSXMK META LBRDK SCHW LAB VMC KMX FIS AMZN MKL AON IT ROP TMO
2022   Q2 $1.89 B GOOG BRK.B CSGP V LBRDK MA KMX META LAB DHR LSXMK FIS MKL SCHW VMC LBTYK AMZN TMO ROP AON
2022   Q1 $2.23 B GOOG BRK.B V CSGP MA LBRDK META LSXMK MKL LAB KMX VMC SCHW FIS AMZN LBTYK AON AZO DHR TMO
2021   Q4 $2.47 B GOOG BRK.B LBRDK SCHW META V LSXMK MA LAB CSGP AON KMX VMC MKL AZO FIS LBTYK TMO DHR AMZN
2021   Q3 $2.36 B GOOG BRK.B AON LBRDK LAB META SCHW V LSXMK MA CSGP VMC KMX MKL LBTYK AZO FIS AMZN TMO DHR
2021   Q2 $2.35 B GOOG BRK.B LBRDK LAB AON META V SCHW MA LSXMK CSGP VMC KMX MKL LBTYK FIS AZO AMZN DHR TMO
2021   Q1 $2.24 B BRK.B GOOG LAB AON LBRDK SCHW V MA META LSXMK KMX VMC CSGP MKL AZO FIS LBTYK AMZN ORCL TMO
2020   Q4 $2.32 B BRK.A BRK.B GOOG LBRDK LAB V SCHW MA LSXMK AON CSGP META KMX VMC MKL LBTYK ORCL FIS AMZN DHR
2020   Q3 $2.12 B BRK.A BRK.B GOOG LAB V LBRDK MA CSGP SCHW META AON VMC LSXMK KMX MKL ORCL LBTYK TMO AMZN DHR
2020   Q2 $2.00 B BRK.A BRK.B GOOG LBRDK V MA META LAB KMX LSXMK SCHW CSGP AON VMC MKL LBTYK AMZN ORCL TMO DHR
2020   Q1 $1.87 B BRK.A BRK.B GOOG LBRDK V MA LAB META LBTYK LSXMK CCRD MKL VMC SCHW ORCL AON CSGP AMZN KMX BKI
2019   Q4 $2.49 B BRK.A BRK.B LBRDK GOOG LAB V MA LSXMK LBTYK META CCRD SCHW KMX MKL RWT BKNG VMC AON BKI ORCL
2019   Q3 $2.39 B BRK.A BRK.B LBRDK GOOG LAB MA V CCRD LBTYK META KMX LSXMK SCHW RWT BKNG VMC ORCL TXN BKI SUM
2019   Q2 $2.44 B BRK.A BRK.B LBRDK GOOG LAB MA V LBTYK META KMX CCRD LSXMK SCHW RWT BKNG SUM TXN BKI ORCL VMC
2019   Q1 $2.33 B BRK.A BRK.B LBRDK GOOG LAB MA V LBTYK KMX CCRD META LSXMK SCHW RWT ORCL TXN BKI CMCSA DXC TDG
2018   Q4 $2.11 B BRK.B BRK.A LBRDK GOOG LAB MA LBTYK V META ORCL SCHW KMX LSXMK AGN RWT AON TXN CMCSA DXC QVCAQ
2018   Q3 $2.36 B BRK.B BRK.A LBRDK LBTYK GOOG LAB MA V AGN ORCL META LSXMK RWT DXC AON KMX SCHW TXN QVCAQ CMCSA
2018   Q2 $2.26 B BRK.B LBRDK BRK.A LBTYK LAB AGN GOOG V MA LSXMK ORCL RWT META AON KMX TXN DXC QVCAQ DISCK TUPBQ
2018   Q1 $2.21 B BRK.B LBRDK BRK.A LBTYK LAB AGN GOOG V MA RWT LSXMK ORCL AON DXC TXN LBRDA LILAK WFC GLIBA ALSN
2017   Q4 $2.22 B BRK.B LBRDK LBTYK LAB BRK.A AGN MA GOOG V LSXMK RWT NWS.A ORCL TXN AON LVNTB DXC ALSN WFC PX
2017   Q3 $2.23 B BRK.B LBRDK LBTYK LAB AGN BRK.A MA GOOG V LSXMK RWT ORCL NWS.A TXN AON WFC LVNTB DXC 1LGE LBRDA
2017   Q2 $2.11 B BRK.B LBRDK LBTYK LAB AGN BRK.A MA GOOG V RWT LSXMK ORCL NWS.A AON WFC TXN LVNTB 1LGE WAIR DISCK
2017   Q1 $2.23 B LBRDK BRK.B LBTYK AGN LAB BRK.A MA NWS.A GOOG RWT V LSXMK ORCL DISCK AON ILE WFC TXN LVNTB WAIR
2016   Q4 $2.31 B BRK.B LBRDK LBTYK AGN BRK.A LAB NWS.A LSXMK RWT MA GOOG V TDG DISCK WFC AON ORCL ILE TXN WAIR
2016   Q3 $2.45 B BRK.B LBTYK LBRDK AGN LSXMK LAB NWS.A BRK.A RWT GOOG MA TDG ESRX WFC DISCK AON TXN IILGV ORCL LVNTA
2016   Q2 $2.49 B BRK.B LBTYK LBRDK AGN LSXMK BRK.A LAB NWS.A RWT ESRX TDG GOOG MA IILGV AON WFC TXN MSI RRC WAIR
2016   Q1 $2.63 B BRK.B LBTYK LM02 LBRDK BRK.A NWS.A RWT LAB AGN GOOG RRC ESRX AON TDG MA MSI WFC PXD TXN DISCA
2015   Q4 $2.71 B LBTYK BRK.B LM02 BRK.A PCP ESRX LBRDK LAB TDG RWT GOOG RRC WFC AGN AON DISCA MSI NWS TXN PXD
2015   Q3 $2.93 B LBTYK BRK.B LM02 TDG BRK.A PCP RRC ESRX LBRDK RWT LAB GGQ7 DISCA MSI ENDPQ FOSL WFC NWS AON IILGV
2015   Q2 $3.20 B LBTYK BRK.B LM02 TDG BRK.A RRC DISCK ESRX MLM RWT LAB LBRDK NWS PCP ENDPQ ICON* WFC PXD GGQ7 AON
2015   Q1 $3.31 B LBTYK BRK.B LM02 ESRX TDG BRK.A RRC MLM WFC RWT DISCK LAB LBRDK PXD ICON* PCP CTRX IILGV ENDPQ ADT
2014   Q4 $3.17 B LBTYK BRK.B ESRX LM02 RWT TDG RRC LAB WFC MLM DISCK ICON* TXN PXD IILGV MSI LYV AON ADT NWS.A
2014   Q3 $2.98 B LBTYK BRK.B LM02 DIG1 ESRX WFC TXN TDG LAB RWT MLM ICON* ORCL RRC LM0 APA MSFT LYV AVP ADT
2014   Q2 $2.94 B LM0 LBTYK BRK.B DIG1 WFC ESRX RWT TXN APA ICON* LAB MLM TDG ORCL MSFT ADT IILGV RRC LYV ENDPQ
2014   Q1 $2.75 B LBTYK DIG1 BRK.B LM0 WFC RWT TDG TXN MLM LAB ICON* ESRX APA ADT ORCL MSFT FLIR RRC IILGV GGQ1
2013   Q4 $2.57 B LBTYK DIG1 BRK.B RWT WFC TXN ICON* TDG APA MLM LM0 ESRX LAB GGQ1 FLIR IILGV AON RRC MSFT ORCL
2013   Q3 $2.33 B AON BRK.B DIG1 RWT LBTYK TXN WFC APA ICON* FLIR LM0 GGQ1 MLM TDG LAB LYV MSFT IILGV ESRX RRC
2013   Q2 $2.14 B DIG1 AON BRK.B WFC LBTYK TXN RWT ICON* APA FLIR GGQ1 LM0 MLM MSFT LAB ESRX TGT LYV IILGV RRC
2012   Q3 $2.15 B XOXO
2012   Q2 $2.20 B XOXO
2011   Q3 $1.51 B AON-W WFC DLCA TXN RWT GGQ1 TGT COP TYC MLM OCR LAB CMCSK LYV CVS UPS LOPE IILGV SWN WMT
2011   Q2 $1.89 B AON-W MSFT DLCA WFC RWT BRK.B TXN COP GGQ1 OCR TYC TGT MLM CMCSK LAB LYV UPS SWN LOPE MHK
2011   Q1 $1.79 B AON-W OCR MSFT RWT DLCA TXN BRK.B COP ACN MLM GGQ1 TYC CMCSK LAB UPS SWN LYV TGT LOPE MHK
2010   Q4 $1.68 B OCR AON-W MSFT RWT TXN BRK.B COP DLCA ACN MLM GGQ1 TYC CMCSK LAB MOO LOPE UPS LYV MHK WMT
2010   Q3 $1.61 B OCR RWT BRK.B MSFT DLCA TXN ACN AON-W COP GGQ1 MLM LOPE TYC APOL CMCSK UPS LAB LYV MOO WMT
2010   Q2 $1.32 B BRK.B OCR MSFT DLCA ACN COP TYC MLM AON-W CMCSK GGQ1 UPS TDS/S AZO TXN MOO APOL LAB WMT EXP
2010   Q1 $1.85 B XTO
2009   Q4 $2.47 B XTO RWT DLCA CMCSK OCR MLM TYC UPS CAB VMC MHK COP LAB BNI TKTM WMT APOL IILGV LOW LOPE
2009   Q3 $1.27 B BRYG RWT DLCA TDS/S CMCSK MSFT LMDIA OCR TYC MLM BRK.A UPS LOW EXP UNH CAB MHK VMC NCRA COP
2009   Q2 $2.74 B XTO BRYG RWT TDS/S DLCA CMCSK MSFT LMDIA OCR AXP UNH TYC BRK.A MLM LOW UPS CAB EXP DISCA NCRA
2009   Q1 $1.12 B BRYG RWT TDS/S CMCSK LMDIA OCR DLCA MSFT UNH LOW AXP BRK.A MLM CAB TYC UPS EXP MHK VMC DISCA
2006   Q4 $4.09 B CFC BRYG UNH TYI RWT AAIG WMT FNMA TDS/S DLCA CMCSA EXPE APOL NCRA IAC BRK.A WAMUQ CAB MHK FMCC
2005   Q4 $9.37 B WFC FNMA TYI CMCSK 2860436Q WMT RWT WAMUQ AAIG HST CAH IAC EXPE NCRA FMCC SIXFQ USB LMIG 3393199Q CAB
2004   Q4 $727 M WFC
2004   Q2 $9.68 B WFC CMCSK 4612775Q 2860436Q HST CZN FMCC FNMA WAMUQ 0910150D RWT QWC CHTRQ 582663Q 3692470Q SIXFQ 612939Q ICCI LAB USB
2002   Q3 $619 M 3242107Q
2002   Q1 $689 M 3242107Q
2001   Q2 $3.10 B ADELQ BRYG 3692470Q 1030770Q 612939Q CFC WAMUQ VCI BRK.A SIXFQ NFB USB BIGGQ ICCI SPNT RWT FCYA AF CO8 597730Q
2000   Q4 $3.75 B ADELQ HST BRYG CFC 1030770Q 612939Q NFB CZN 9489 WAMUQ 0910150D VCI BRK.A SIXFQ ICCI 3346Q RWT 597730Q AMCVQ CYCL
2000   Q3 $7.93 B WCOEQ CFC HST BRYG ADELQ 1030770Q WAMUQ 612939Q NFB CZN 0910150D BRK.A SIXFQ 9489 VCI 3346Q CYCL 769050Q HET ICCI
2000   Q2 $7.11 B WCOEQ CFC HST BRYG ADELQ CZN WAMUQ 1030770Q 612939Q NFB PPMIQ VCI 0910150D BRK.A 3346Q ORB AMCVQ 769050Q 597730Q IAAI
1999   Q3 $2.32 B CFC CTYA 1030770Q PPMIQ BRYG VCI WAMUQ AD 612939Q BRK.A 8215820Q DTLN 0910150D AMCVQ HST 769050Q HET LBFC 3346Q ADELQ
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