Copy Invest | Sonar Terminal

Wallace Weitz - Weitz Investment Management

612 trades · 563 closed · 49 open · Win rate: 52.6% · Avg return: +23.8% · Median return: +3.7%

⚠ 5 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
TXN - Texas Instruments Inc.	Q2 2010	$23.28	Open	$305.55	+1,212.50%	Open	History

GOOG - Alphabet Inc.	Q4 2015	$37.94	Open	$357.33	+841.73%	Open	History

AON - Aon plc	Q2 2012	$46.78	Open	$358.89	+667.19%	Open	History

AMZN - Amazon.com, Inc.	Q4 2015	$33.80	Open	$247.49	+632.22%	Open	History

CCRD - Intelligent Sys Corp New	Q2 2000	$4.25	Q3 2025	$26.92	+533.41%	Closed	History

MA - Mastercard Inc.	Q4 2014	$86.16	Open	$538.02	+524.44%	Open	History

BRK.B - Berkshire Hathaway CL B	Q1 2010	$81.27	Open	$491.09	+504.27%	Open	History

ORCL - Oracle Corp.	Q4 2011	$25.66	Open	$127.94	+398.60%	Open	History

AAPL - Apple Inc.	Q1 2016	$27.26	Q4 2020	$132.14	+384.83%	Closed	History

PBH - Prestige Consumer Healthcare Inc.	Q3 2010	$9.89	Q2 2015	$46.24	+367.54%	Closed	History

ADI - Analog Devices, Inc.	Q4 2018	$85.83	Open	$392.75	+357.59%	Open	History

RBMG - Resource Bancshares Mtg Group	Q2 2000	$4.19	Q1 2002	$19.11	+356.09%	Closed	History

V - Visa Inc.	Q3 2016	$82.69	Open	$356.02	+330.55%	Open	History

META - Meta Platforms, Inc.	Q1 2018	$159.79	Open	$661.04	+313.69%	Open	History

HEI.A - Heico Cl A	Q1 2020	$63.90	Open	$249.70	+290.77%	Open	History

MSFT - Microsoft Corp.	Q2 2018	$98.60	Open	$384.93	+290.40%	Open	History

TMO - Thermo Fisher Scientific Inc.	Q4 2016	$141.10	Open	$534.07	+278.50%	Open	History

ACIW - ACI Worldwide, Inc.	Q2 2013	$15.48	Open	$55.11	+256.08%	Open	History

GWRE - Guidewire Software, Inc.	Q1 2016	$54.43	Q3 2024	$182.94	+236.10%	Closed	History

ACN - Accenture plc	Q1 2010	$41.95	Open	$134.56	+220.76%	Open	History

XOXO - Xo Group Inc	Q2 2011	$9.95	Q2 2018	$31.91	+220.70%	Closed	History

DIS - The Walt Disney Co.	Q3 2011	$30.16	Q4 2014	$94.21	+212.37%	Closed	History

RWT - Redwood Tr Inc	Q2 2000	$14.00	Q3 2003	$42.40	+202.86%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q1 2010	$121,802.08	Q4 2020	$347,815.41	+185.56%	Closed	History

MLM - Martin Marietta Materials, Inc.	Q3 2017	$206.15	Open	$573.75	+178.32%	Open	History

CO8 - Capital Automotive Reit	Q2 2000	$14.12	Q2 2005	$38.17	+170.33%	Closed	History

TYC - Tyco Intl Ltd	Q1 2009	$19.56	Q2 2012	$52.85	+170.19%	Closed	History

DHR - Danaher Corp.	Q3 2017	$76.05	Open	$199.05	+161.75%	Open	History

PRM - Perimeter Solutions, Inc.	Q4 2024	$12.78	Open	$33.32	+160.72%	Open	History

CFC - Countrywide Cr Inds Inc Del	Q2 2000	$30.31	Q3 2003	$78.28	+158.26%	Closed	History

CHTR - Charter Communications, Inc.	Q2 2018	$293.22	Q2 2021	$721.40	+146.03%	Closed	History

OMC - Omnicom Group Inc.	Q2 2010	$34.30	Q1 2016	$83.23	+142.65%	Closed	History

NFB - North Fork Bancorporation Ny	Q2 2000	$15.13	Q1 2002	$35.56	+135.03%	Closed	History

IR - Ingersoll Rand Inc.	Q1 2020	$24.80	Q1 2023	$58.18	+134.60%	Closed	History

HET - Harrahs Entmt Inc	Q2 2000	$20.94	Q3 2002	$48.21	+130.23%	Closed	History

AD - Array Digital Infrastructure, Inc.	Q1 1999	$44.00	Q4 1999	$100.94	+129.41%	Closed	History

DJCO - Daily Journal Corp.	Q2 2000	$29.25	Q1 2010	$66.77	+128.27%	Closed	History

VMC - Vulcan Materials Co.	Q4 2017	$128.40	Open	$291.89	+127.33%	Open	History

2773205Q - Quanex Corp	Q2 2000	$14.87	Q4 2002	$33.50	+125.29%	Closed	History

AMCVQ - American Classic Voyages Co	Q1 1999	$16.25	Q4 1999	$35.00	+115.38%	Closed	History

PX - Praxair Inc	Q2 2010	$75.99	Q3 2018	$160.73	+111.51%	Closed	History

LINEUR - Linde Plc	Q4 2018	$156.04	Q4 2022	$326.18	+109.04%	Closed	History

CVS - CVS Health Corp.	Q1 2011	$34.32	Q4 2013	$71.60	+108.62%	Closed	History

ESINQ - Itt Educational Services Inc	Q1 2004	$31.20	Q1 2006	$64.05	+105.29%	Closed	History

DISCA - Discovery Communications	Q3 2008	$14.25	Q3 2009	$28.89	+102.74%	Closed	History

BRO - Brown & Brown, Inc.	Q3 2009	$9.58	Q3 2016	$18.86	+96.92%	Closed	History

FIS - Fidelity National Information Services, Inc.	Q4 2012	$34.86	Q1 2015	$68.06	+95.24%	Closed	History

BATRA - Atlanta Braves Holdings, Inc.	Q2 2016	$15.03	Q1 2022	$28.82	+91.75%	Closed	History

BATRK - Atlanta Braves Holdings, Inc.	Q2 2016	$14.66	Q1 2022	$27.91	+90.38%	Closed	History

MSFT - Microsoft Corp.	Q1 2010	$29.27	Q4 2015	$55.48	+89.55%	Closed	History

SPGI - S&P Global Inc.	Q1 2020	$231.84	Open	$438.87	+89.30%	Open	History

WFC - Wells Fargo & Co.	Q2 2011	$28.06	Q3 2018	$52.56	+87.31%	Closed	History

JPM - JPMorgan Chase & Co.	Q4 2017	$106.96	Q1 2024	$200.30	+87.27%	Closed	History

WR - Westar Energy Inc	Q3 2002	$10.06	Q3 2003	$18.45	+83.40%	Closed	History

TDG - TransDigm Group Inc.	Q4 2012	$136.37	Q4 2016	$248.96	+82.56%	Closed	History

TDG - TransDigm Group Inc.	Q1 2018	$306.94	Q4 2019	$560.01	+82.45%	Closed	History

GDI-W - Gardner Denver Hldgs Inc	Q4 2018	$20.45	Q4 2019	$36.68	+79.36%	Closed	History

POST - Post Holdings, Inc.	Q3 2014	$21.71	Q3 2015	$38.65	+78.00%	Closed	History

CCRD - Intelligent Sys Corp New	Q1 1999	$2.25	Q4 1999	$4.00	+77.78%	Closed	History

DHI - D.R. Horton, Inc.	Q3 2002	$9.31	Q3 2003	$16.35	+75.62%	Closed	History

CYCL - Centennial Cellular Corp	Q1 1999	$47.25	Q4 1999	$82.88	+75.41%	Closed	History

FTV - Fortive Corp.	Q1 2020	$34.81	Open	$60.68	+74.32%	Open	History

EXP - Eagle Materials Inc.	Q1 2010	$26.54	Q3 2012	$46.26	+74.30%	Closed	History

0910150D - Hilton Hotels Corp	Q2 2000	$9.38	Q3 2003	$16.22	+72.92%	Closed	History

AZO - AutoZone, Inc.	Q4 2020	$1,185.71	Q1 2022	$2,044.57	+72.43%	Closed	History

FLIR - Flir Sys Inc	Q2 2010	$29.09	Q1 2018	$50.01	+71.91%	Closed	History

UPS - United Parcel Service, Inc.	Q1 2007	$70.10	Q3 2017	$120.09	+71.31%	Closed	History

DEO - Diageo plc	Q3 2004	$50.40	Q4 2025	$86.27	+71.17%	Closed	History

IWB - iShares Russell 1000 ETF	Q4 2016	$124.52	Q4 2020	$211.77	+70.07%	Closed	History

SCHW - The Charles Schwab Corp.	Q3 2018	$49.15	Q4 2022	$83.26	+69.40%	Closed	History

HON - Honeywell International Inc.	Q1 2020	$132.26	Q4 2024	$223.29	+68.83%	Closed	History

VTI - Vanguard Total Stock Market Index Fund ETF Shares	Q4 2016	$115.29	Q4 2020	$194.60	+68.79%	Closed	History

HST - Host Hotels & Resorts, Inc.	Q1 2004	$12.51	Q1 2006	$20.95	+67.45%	Closed	History

AZO - AutoZone, Inc.	Q3 2004	$77.25	Q1 2007	$128.14	+65.88%	Closed	History

DIG1 - Directv	Q3 2012	$52.46	Q4 2014	$86.70	+65.27%	Closed	History

IILGV - Interval Leisure Group Inc	Q3 2008	$10.40	Q3 2016	$17.17	+65.10%	Closed	History

1030770Q - Golden St Bancorp Inc	Q2 2000	$18.00	Q1 2002	$29.69	+64.94%	Closed	History

ACIW - ACI Worldwide, Inc.	Q1 2010	$6.87	Q2 2011	$11.26	+63.90%	Closed	History

LBFC - Long Beach Finl Cor	Q1 1999	$9.63	Q3 1999	$15.77	+63.76%	Closed	History

597730Q - Extended Stay Amer Inc	Q2 2000	$9.25	Q3 2003	$14.93	+61.41%	Closed	History

IEX - IDEX Corp.	Q1 2020	$138.10	Open	$222.74	+61.29%	Open	History

1562297D - Local Finl Corp	Q2 2000	$8.34	Q3 2001	$13.37	+60.31%	Closed	History

CMCSA - Comcast Corp.	Q1 2010	$8.80	Q1 2012	$14.06	+59.83%	Closed	History

612939Q - Greenpoint Finl Corp	Q2 2000	$18.75	Q3 2003	$29.86	+59.25%	Closed	History

UPFC - United Panam Financial Cp	Q2 2000	$1.03	Q1 2001	$1.63	+58.25%	Closed	History

306240Q - Chris Craft Inds Inc	Q1 1999	$45.63	Q4 1999	$72.12	+58.05%	Closed	History

GGT - Gabelli Global Multimedia Tr	Q1 1999	$11.43	Q4 1999	$18.05	+57.83%	Closed	History

6684 - Hewlett Packard Co	Q3 2011	$22.45	Q3 2014	$35.43	+57.82%	Closed	History

QWC - Qwest Communications Intl In	Q1 2004	$4.31	Q1 2006	$6.80	+57.77%	Closed	History

CAH - Cardinal Health, Inc.	Q3 2004	$43.77	Q4 2005	$68.75	+57.07%	Closed	History

USB - U.S. Bancorp	Q1 2004	$27.65	Q2 2014	$43.33	+56.71%	Closed	History

0910150D - Hilton Hotels Corp	Q1 2004	$16.25	Q1 2006	$25.46	+56.68%	Closed	History

MUSA - Murphy USA Inc.	Q3 2015	$54.95	Q1 2019	$85.63	+55.83%	Closed	History

GOOGL - Alphabet Inc.	Q4 2015	$38.78	Q3 2018	$60.20	+55.24%	Closed	History

GLIBA - Liberty Capital Corp.	Q1 2018	$52.86	Q3 2020	$81.96	+55.05%	Closed	History

LYV - Live Nation Entertainment, Inc.	Q1 2010	$14.50	Q1 2016	$22.31	+53.86%	Closed	History

BUD - Anheuser-Busch InBev SA/NV	Q1 2011	$57.17	Q4 2012	$87.41	+52.89%	Closed	History

4612775Q - Caesars Entmt Inc	Q1 2004	$13.04	Q1 2005	$19.79	+51.76%	Closed	History

3346Q - Us Bancorp Del	Q2 2000	$19.25	Q4 2000	$29.19	+51.64%	Closed	History

LYV - Live Nation Entertainment, Inc.	Q1 2023	$70.00	Q1 2024	$105.77	+51.10%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.