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
WMT - Walmart Inc.	Q1 1999	$15.37	Q4 1999	$23.04	+49.95%	Closed	History

OCR - Omnicare Inc	Q3 2004	$28.36	Q2 2005	$42.43	+49.61%	Closed	History

EXPE - Expedia Group, Inc.	Q3 2006	$31.36	Q1 2007	$46.36	+47.83%	Closed	History

LVNTB - Liberty Interactive Corp	Q4 2016	$36.87	Q4 2017	$54.24	+47.11%	Closed	History

CNA - CNA Financial Corp.	Q2 2011	$29.05	Q1 2014	$42.72	+47.06%	Closed	History

LIN - Linde plc	Q1 2023	$355.44	Open	$522.54	+47.01%	Open	History

ASCMA - Ascent Media Corp	Q1 2010	$27.25	Q1 2015	$39.81	+46.09%	Closed	History

2758954Q - Triad Hospitals Inc	Q3 2004	$34.44	Q1 2005	$50.10	+45.47%	Closed	History

WFC - Wells Fargo & Co.	Q2 2000	$19.38	Q3 2009	$28.18	+45.45%	Closed	History

GGQ1 - Google Inc	Q1 2008	$440.27	Q3 2015	$638.38	+45.00%	Closed	History

OUTR - Outerwall Inc	Q3 2013	$49.99	Q1 2014	$72.45	+44.93%	Closed	History

AZO - AutoZone, Inc.	Q4 2009	$158.07	Q3 2010	$228.92	+44.82%	Closed	History

329802Q - Midamerican Energy Hldgs New	Q1 1999	$28.00	Q4 1999	$40.53	+44.75%	Closed	History

LM09 - Liberty Media Corp Delaware	Q2 2016	$18.97	Q1 2020	$27.24	+43.60%	Closed	History

HET - Harrahs Entmt Inc	Q1 2004	$54.89	Q1 2006	$77.96	+42.03%	Closed	History

BRYG - Berkshire Hathaway Inc Del	Q2 2000	$1,760.00	Q3 2003	$2,496.00	+41.82%	Closed	History

AXP - American Express Co.	Q1 1999	$34.28	Q4 1999	$48.51	+41.49%	Closed	History

USB - U.S. Bancorp	Q2 2016	$38.10	Q4 2016	$53.66	+40.84%	Closed	History

SLM - SLM Corp.	Q1 2007	$14.62	Q2 2007	$20.58	+40.78%	Closed	History

COP - ConocoPhillips	Q4 2008	$39.49	Q4 2011	$55.55	+40.68%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q2 2000	$53,800.10	Q3 2003	$75,000.00	+39.40%	Closed	History

CHUBA - Commercehub Inc	Q3 2016	$15.80	Q4 2017	$22.00	+39.24%	Closed	History

HET - Harrahs Entmt Inc	Q1 1999	$19.06	Q4 1999	$26.44	+38.72%	Closed	History

1011185D - Ps Group Hldg Inc	Q1 1999	$8.12	Q4 1999	$11.25	+38.55%	Closed	History

SLCA - U S Silica Hldgs Inc	Q4 2014	$25.70	Q1 2015	$35.60	+38.52%	Closed	History

CTRX - Catamaran Corp	Q2 2014	$44.16	Q2 2015	$61.08	+38.32%	Closed	History

LMDIA - Liberty Media Corp New	Q1 2008	$22.64	Q3 2009	$31.11	+37.41%	Closed	History

ANQ - Applebees Intl Inc	Q3 2000	$23.00	Q4 2000	$31.44	+36.70%	Closed	History

SJFC - South Jersey Finl Corp Inc	Q1 1999	$11.44	Q4 1999	$15.63	+36.63%	Closed	History

UNP - Union Pacific Corp.	Q2 2000	$9.30	Q4 2000	$12.69	+36.46%	Closed	History

WAMUQ - Washington Mut Inc	Q2 2000	$28.88	Q3 2003	$39.37	+36.32%	Closed	History

IRM* - Iron Mtn Inc	Q4 2010	$25.01	Q2 2011	$34.09	+36.31%	Closed	History

KNOL - Knology Inc	Q3 2010	$13.43	Q1 2012	$18.20	+35.52%	Closed	History

LH - Labcorp Holdings Inc.	Q2 2024	$203.51	Open	$275.68	+35.46%	Open	History

CSCO - Cisco Systems, Inc.	Q2 2011	$15.64	Q1 2012	$21.15	+35.23%	Closed	History

LM05 - Liberty Media Corp Delaware	Q2 2016	$19.14	Q1 2020	$25.82	+34.90%	Closed	History

FNMA - Federal Natl Mtg Assn	Q2 2000	$52.19	Q3 2003	$70.20	+34.51%	Closed	History

ASML - ASML Holdings N.V.	Q1 2026	$1,320.83	Open	$1,775.64	+34.43%	Open	History

JOE - The St. Joe Co.	Q3 2004	$47.76	Q4 2004	$64.20	+34.42%	Closed	History

PG - The Procter & Gamble Co.	Q1 2009	$47.10	Q3 2011	$63.20	+34.18%	Closed	History

DD - DuPont de Nemours, Inc.	Q2 2020	$66.06	Q4 2020	$88.21	+33.52%	Closed	History

EOG - EOG Resources, Inc.	Q3 2015	$72.80	Q3 2016	$96.71	+32.84%	Closed	History

LM0H - Liberty Media Corp Del	Q3 2023	$31.92	Q1 2024	$42.35	+32.68%	Closed	History

3692470Q - Alltel Corp	Q1 1999	$62.37	Q4 1999	$82.69	+32.58%	Closed	History

BKI - Black Knight Inc	Q4 2018	$45.06	Q2 2023	$59.73	+32.56%	Closed	History

ITB - iShares U.S. Home Construction ETF	Q3 2011	$8.96	Q4 2011	$11.87	+32.48%	Closed	History

AON-W - Aon Corp	Q2 2010	$37.12	Q1 2012	$49.06	+32.17%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2016	$222.78	Q3 2019	$294.44	+32.17%	Closed	History

2942739Q - Port Finl Corp	Q2 2000	$13.88	Q1 2001	$18.25	+31.48%	Closed	History

SAPE - Sapient Corp	Q3 2012	$10.66	Q3 2014	$14.00	+31.33%	Closed	History

PGR - The Progressive Corp.	Q2 2000	$6.17	Q1 2001	$8.09	+31.14%	Closed	History

FCYA - Forest City Enterprises Inc	Q2 2000	$33.37	Q3 2003	$43.75	+31.11%	Closed	History

CMCSK - Comcast Corp New	Q4 2002	$22.59	Q3 2003	$29.54	+30.77%	Closed	History

ESRX - Express Scripts Hldg Co	Q4 2012	$54.00	Q3 2016	$70.53	+30.61%	Closed	History

ALSN - Allison Transmission Holdings, Inc.	Q1 2014	$29.93	Q1 2018	$39.06	+30.50%	Closed	History

BNI - Burlington Northn SAnta Fe C	Q4 2008	$75.71	Q4 2009	$98.62	+30.26%	Closed	History

WTW - Willis Towers Watson Public Ltd. Co.	Q1 2016	$118.66	Q3 2017	$154.29	+30.03%	Closed	History

IAAI - Insurance Auto Auctions Inc	Q1 1999	$12.13	Q4 1999	$15.75	+29.84%	Closed	History

DLB - Dolby Laboratories, Inc.	Q2 2020	$65.88	Q1 2023	$85.42	+29.66%	Closed	History

NWS - News Corp.	Q4 2014	$36.89	Q4 2018	$47.79	+29.55%	Closed	History

CACI - CACI International Inc	Q4 2012	$55.03	Q3 2014	$71.27	+29.51%	Closed	History

ODFL - Old Dominion Freight Line, Inc.	Q2 2024	$176.60	Open	$228.61	+29.45%	Open	History

CHUBK - Commercehub Inc	Q3 2016	$15.91	Q4 2017	$20.59	+29.42%	Closed	History

VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares	Q4 2016	$36.52	Q4 2020	$47.24	+29.35%	Closed	History

FMCC - Federal Home Ln Mtg Corp	Q2 2000	$40.50	Q3 2003	$52.35	+29.26%	Closed	History

CMCSK - Comcast Corp New	Q1 2004	$27.88	Q4 2012	$35.96	+28.98%	Closed	History

IDXX - IDEXX Laboratories, Inc.	Q1 2025	$419.95	Open	$540.68	+28.75%	Open	History

PRSP - Perspecta Inc	Q2 2018	$20.55	Q4 2019	$26.44	+28.66%	Closed	History

SIRI - Sirius XM Holdings Inc.	Q3 2024	$23.65	Open	$30.39	+28.50%	Open	History

EWBC - East West Bancorp, Inc.	Q1 1999	$4.47	Q4 1999	$5.72	+27.96%	Closed	History

LNCR - Lincare Hldgs Inc	Q2 2000	$24.63	Q2 2003	$31.51	+27.93%	Closed	History

VCAP - Virginia Cap Bancshares Inc	Q1 1999	$12.62	Q4 1999	$16.12	+27.73%	Closed	History

SUM - Summit Matls Inc	Q1 2016	$19.43	Q1 2017	$24.73	+27.28%	Closed	History

EQR - Equity Residential	Q2 2000	$23.00	Q3 2001	$29.20	+26.96%	Closed	History

DG - Dollar General Corp.	Q4 2016	$74.10	Q4 2017	$93.01	+25.52%	Closed	History

BKE - The Buckle, Inc.	Q4 2009	$28.59	Q1 2010	$35.89	+25.51%	Closed	History

EQC - Equity Comwlth	Q2 2015	$25.67	Q2 2020	$32.20	+25.44%	Closed	History

APH - Amphenol Corp.	Q1 2026	$126.35	Open	$158.37	+25.34%	Open	History

NWS.A - Twenty First Centy Fox Inc	Q4 2014	$38.41	Q4 2018	$48.12	+25.28%	Closed	History

769050Q - Commercial Federal Corporation	Q2 2000	$15.56	Q4 2000	$19.44	+24.94%	Closed	History

RGEN - Repligen Corp.	Q1 2026	$117.82	Open	$147.13	+24.88%	Open	History

HET - Harrahs Entmt Inc	Q3 2006	$66.43	Q4 2006	$82.72	+24.52%	Closed	History

TSM - Taiwan Semiconductor	Q1 2026	$337.95	Open	$420.39	+24.39%	Open	History

DISCK - Discovery Communicatns New	Q1 2010	$29.41	Q2 2011	$36.55	+24.28%	Closed	History

WMT - Walmart Inc.	Q3 2006	$16.44	Q1 2012	$20.40	+24.09%	Closed	History

HSNI - Hsn Inc	Q3 2009	$16.23	Q4 2009	$20.12	+23.97%	Closed	History

ACF - Americredit Corp	Q3 1999	$14.94	Q4 1999	$18.50	+23.83%	Closed	History

LWI - Leap Wireless Intl Inc	Q3 2005	$35.20	Q1 2006	$43.58	+23.81%	Closed	History

RSG - Republic Services, Inc.	Q1 2004	$18.05	Q1 2005	$22.31	+23.61%	Closed	History

MSI - Motorola Solutions, Inc.	Q4 2014	$67.08	Q4 2016	$82.89	+23.57%	Closed	History

8215820Q - Allied Cap Corp New	Q2 2000	$17.00	Q4 2000	$20.88	+22.82%	Closed	History

WW - Weight Watchers Intl Inc New	Q1 2010	$25.53	Q3 2010	$31.19	+22.17%	Closed	History

MDLZ - Mondelez International, Inc.	Q2 2018	$41.00	Q1 2019	$49.93	+21.78%	Closed	History

FCN - FTI Consulting, Inc.	Q2 2012	$28.75	Q3 2014	$35.00	+21.74%	Closed	History

FBIN - Fortune Brands Innovations, Inc.	Q2 2018	$45.90	Q4 2019	$55.85	+21.69%	Closed	History

AMTD - Td Ameritrade Hldg Corp	Q1 2007	$89.28	Q2 2008	$108.54	+21.57%	Closed	History

NVDA - NVIDIA Corp.	Q1 2026	$174.40	Open	$211.80	+21.44%	Open	History

MKL - Markel Group Inc.	Q1 2018	$1,170.40	Q4 2023	$1,419.90	+21.32%	Closed	History

VNO - Vornado Realty Trust	Q3 2001	$29.04	Q3 2003	$35.15	+21.01%	Closed	History

UMGI - Mediaone Group Inc	Q1 1999	$63.50	Q4 1999	$76.81	+20.96%	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.