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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
NFB - North Fork Bancorporation Ny	Q4 2004	$28.85	Q2 2006	$30.17	+4.58%	Closed	History

BSV - Vanguard Short-Term Bond Index Fund ETF Shares	Q4 2016	$79.41	Q4 2020	$82.91	+4.41%	Closed	History

AAPL - Apple Inc.	Q4 2010	$11.51	Q2 2011	$11.99	+4.20%	Closed	History

ADELQ - Adelphia Communications Corp	Q1 1999	$63.00	Q4 1999	$65.62	+4.16%	Closed	History

POOL - Pool Corp.	Q1 2026	$202.33	Open	$210.07	+3.83%	Open	History

BECN - Beacon Roofing Supply Inc Co	Q3 2007	$10.22	Q2 2008	$10.61	+3.82%	Closed	History

JNS - Janus Cap Group Inc	Q1 2005	$13.95	Q3 2005	$14.45	+3.58%	Closed	History

USB - U.S. Bancorp	Q1 2001	$23.20	Q3 2003	$23.99	+3.41%	Closed	History

CVS - CVS Health Corp.	Q4 2016	$78.91	Q3 2017	$81.32	+3.05%	Closed	History

MCHP - Microchip Technology Inc.	Q3 2023	$78.05	Q3 2024	$80.29	+2.87%	Closed	History

SRW - Smith Charles E Resdntl Rlty	Q2 2001	$50.15	Q3 2001	$51.50	+2.69%	Closed	History

WCOEQ - Worldcom Inc Ga New	Q2 2000	$18.76	Q1 2001	$19.25	+2.61%	Closed	History

APOL - Apollo Group Inc	Q1 2008	$43.20	Q2 2008	$44.26	+2.45%	Closed	History

EXPE - Expedia Group, Inc.	Q3 2005	$39.62	Q1 2006	$40.54	+2.32%	Closed	History

CMSV - Community Svgs Bankshares New	Q1 1999	$12.50	Q2 1999	$12.75	+2.00%	Closed	History

3161655Q - Mandalay Resort Group	Q3 1999	$19.75	Q4 1999	$20.13	+1.92%	Closed	History

PZZA - Papa Johns Intl Inc	Q1 2004	$8.46	Q4 2004	$8.61	+1.77%	Closed	History

EBAY - eBay Inc.	Q1 2014	$23.25	Q4 2014	$23.62	+1.57%	Closed	History

EEFT - Euronet Worldwide, Inc.	Q4 2025	$76.11	Open	$77.22	+1.46%	Open	History

FERG - Ferguson Enterprises Inc.	Q1 2026	$233.26	Open	$234.68	+0.61%	Open	History

V9F - Archstone Smith Tr	Q4 2001	$26.30	Q3 2003	$26.38	+0.30%	Closed	History

VRSN - VeriSign, Inc.	Q1 2024	$189.51	Q3 2024	$189.96	+0.24%	Closed	History

2302427Q - United Asset Mgmt Corp	Q2 2000	$23.37	Q2 2000	$23.37	+0.00%	Closed	History

2758954Q - Triad Hospitals Inc	Q3 2003	$30.28	Q3 2003	$30.28	+0.00%	Closed	History

2758954Q - Triad Hospitals Inc	Q1 2004	$30.82	Q1 2004	$30.82	+0.00%	Closed	History

2777284Z - Dr Pepper Snapple Group Inc	Q1 2009	$17.00	Q1 2009	$17.00	+0.00%	Closed	History

306240Q - Chris Craft Inds Inc	Q2 2000	$66.06	Q2 2000	$66.06	+0.00%	Closed	History

3161655Q - Mandalay Resort Group	Q2 2000	$20.00	Q2 2000	$20.00	+0.00%	Closed	History

364730Q - Transportation Tech Inds Inc	Q2 1999	$13.26	Q2 1999	$13.26	+0.00%	Closed	History

597730Q - Extended Stay Amer Inc	Q4 1999	$7.63	Q4 1999	$7.63	+0.00%	Closed	History

597730Q - Extended Stay Amer Inc	Q1 2004	$19.37	Q1 2004	$19.37	+0.00%	Closed	History

696500Q - Troy Finl Corp	Q2 2000	$9.87	Q2 2000	$9.87	+0.00%	Closed	History

735609Q - Healthcare Financial Partners	Q2 1999	$34.37	Q2 1999	$34.37	+0.00%	Closed	History

838852Q - Heller Financial Inc	Q3 1999	$22.50	Q3 1999	$22.50	+0.00%	Closed	History

ARE - Alexandria Real Estate Equities, Inc.	Q2 2004	$56.86	Q2 2004	$56.86	+0.00%	Closed	History

AVB - AvalonBay Communities, Inc.	Q3 2004	$60.23	Q3 2004	$60.23	+0.00%	Closed	History

AVP - Avon Prods Inc	Q1 2009	$19.23	Q1 2009	$19.23	+0.00%	Closed	History

BHI - Baker Hughes Inc	Q2 2015	$61.70	Q2 2015	$61.70	+0.00%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q1 2004	$93,300.17	Q1 2004	$93,300.17	+0.00%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q1 2006	$90,349.90	Q1 2006	$90,349.90	+0.00%	Closed	History

BRYG - Berkshire Hathaway Inc Del	Q1 2004	$3,111.01	Q1 2004	$3,111.01	+0.00%	Closed	History

BRYG - Berkshire Hathaway Inc Del	Q1 2006	$3,012.00	Q1 2006	$3,012.00	+0.00%	Closed	History

CAG - Conagra Brands, Inc.	Q3 1999	$17.56	Q4 1999	$17.56	+0.00%	Closed	History

CBR$ - Cadbury Schweppes Plc	Q1 2008	$44.23	Q1 2008	$44.23	+0.00%	Closed	History

CFC - Countrywide Financial Corp	Q1 2004	$95.90	Q1 2004	$95.90	+0.00%	Closed	History

CFC - Countrywide Financial Corp	Q1 2006	$36.70	Q1 2006	$36.70	+0.00%	Closed	History

CMCSA - Comcast Corp.	Q1 2006	$8.17	Q1 2006	$8.17	+0.00%	Closed	History

CMG - Chipotle Mexican Grill, Inc.	Q4 2016	$7.55	Q4 2016	$7.55	+0.00%	Closed	History

CNC - Centene Corp.	Q4 2005	$6.57	Q4 2005	$6.57	+0.00%	Closed	History

COF - Capital One Financial Corp.	Q2 2005	$80.00	Q2 2005	$80.00	+0.00%	Closed	History

COST - Costco Wholesale Corp.	Q3 2003	$31.08	Q3 2003	$31.08	+0.00%	Closed	History

COX - Cox Communications Inc New	Q2 2004	$27.79	Q2 2004	$27.79	+0.00%	Closed	History

CRI - Carter's, Inc.	Q4 2007	$19.37	Q4 2007	$19.37	+0.00%	Closed	History

CZN - Citizens Communications Co	Q1 2004	$12.94	Q1 2005	$12.94	+0.00%	Closed	History

DB5 - Dun & Bradstreet Corp Del New	Q4 2000	$25.88	Q4 2000	$25.88	+0.00%	Closed	History

DFIN - Donnelley Financial Solutions, Inc.	Q1 2017	$19.30	Q1 2017	$19.30	+0.00%	Closed	History

DISCA - Discovery Communicatns New	Q3 2017	$21.29	Q3 2017	$21.29	+0.00%	Closed	History

DISCK - Discovery Communicatns New	Q3 2009	$26.03	Q3 2009	$26.03	+0.00%	Closed	History

DME - Dime Bancorp Inc New	Q2 2000	$15.75	Q2 2000	$15.75	+0.00%	Closed	History

EOP - Equity Office Properties Trust	Q4 1999	$24.63	Q4 1999	$24.63	+0.00%	Closed	History

EQR - Equity Residential	Q4 1999	$21.35	Q4 1999	$21.35	+0.00%	Closed	History

ESINQ - Itt Educational Services Inc	Q4 2008	$94.99	Q4 2008	$94.99	+0.00%	Closed	History

ESINQ - Itt Educational Services Inc	Q4 2010	$63.60	Q4 2010	$63.60	+0.00%	Closed	History

FOC - Forest Oil Corp	Q1 1999	$7.50	Q1 1999	$7.50	+0.00%	Closed	History

FPFCQ - First Pl Finl Corp	Q2 2000	$10.75	Q2 2000	$10.75	+0.00%	Closed	History

GLBAV -	Q3 2025	$37.55	Q3 2025	$37.55	+0.00%	Closed	History

GLIBK - Liberty Capital Corp.	Q3 2025	$37.27	Q3 2025	$37.27	+0.00%	Closed	History

HEW - Hewitt Assocs Inc	Q2 2010	$34.46	Q2 2010	$34.46	+0.00%	Closed	History

HSNI - Hsn Inc	Q2 2010	$24.00	Q2 2010	$24.00	+0.00%	Closed	History

IAAI - Insurance Auto Auctions Inc	Q3 2004	$17.15	Q3 2004	$17.15	+0.00%	Closed	History

IWV - iShares Russell 3000 ETF	Q4 2014	$122.08	Q4 2014	$122.08	+0.00%	Closed	History

IWV - iShares Russell 3000 ETF	Q4 2015	$120.32	Q4 2015	$120.32	+0.00%	Closed	History

IWV - iShares Russell 3000 ETF	Q4 2016	$133.00	Q4 2016	$133.00	+0.00%	Closed	History

KW - Kennedy-Wilson Holdings, Inc.	Q3 2010	$10.60	Q3 2011	$10.60	+0.00%	Closed	History

LAB - Standard BioTools Inc.	Q3 2003	$28.70	Q3 2003	$28.70	+0.00%	Closed	History

LBRKR - Liberty Broadband Corp	Q4 2014	$9.50	Q4 2014	$9.50	+0.00%	Closed	History

LNCR - Lincare Hldgs Inc	Q4 1999	$34.69	Q4 1999	$34.69	+0.00%	Closed	History

LSTZA - Liberty Media Corp New	Q3 2011	$63.57	Q3 2011	$63.57	+0.00%	Closed	History

LTRPA - Liberty Tripadvisor Hldgs In	Q3 2014	$33.90	Q3 2014	$33.90	+0.00%	Closed	History

LVNAR - Liberty Interactive Corp	Q3 2012	$13.53	Q3 2012	$13.53	+0.00%	Closed	History

MAR - Marriott International, Inc.	Q3 2001	$15.57	Q3 2001	$15.57	+0.00%	Closed	History

MCO - Moody's Corp.	Q4 2000	$12.85	Q4 2000	$12.85	+0.00%	Closed	History

MEDI - Medimmune Inc	Q4 2003	$25.40	Q4 2003	$25.40	+0.00%	Closed	History

PCLN - Priceline Grp Inc	Q4 2017	$1,737.68	Q4 2017	$1,737.68	+0.00%	Closed	History

PFE - Pfizer Inc.	Q4 2004	$25.51	Q4 2004	$25.51	+0.00%	Closed	History

PRU - Prudential Financial, Inc.	Q4 2001	$33.19	Q4 2001	$33.19	+0.00%	Closed	History

RAL - Ralliant Corp.	Q2 2025	$48.49	Q2 2025	$48.49	+0.00%	Closed	History

SKX - Skechers U S A Inc	Q4 2010	$20.00	Q4 2010	$20.00	+0.00%	Closed	History

SLCA - U S Silica Hldgs Inc	Q2 2012	$11.26	Q2 2012	$11.26	+0.00%	Closed	History

STRZA - Starz	Q1 2013	$22.15	Q1 2013	$22.15	+0.00%	Closed	History

SWY - Safeway Inc	Q1 2004	$20.58	Q1 2004	$20.58	+0.00%	Closed	History

TBI - TrueBlue, Inc.	Q4 2007	$14.52	Q4 2007	$14.52	+0.00%	Closed	History

TDS.S - Telephone & Data Sys Inc	Q1 2006	$37.75	Q1 2006	$37.75	+0.00%	Closed	History

TEL - TE Connectivity plc	Q3 2007	$35.43	Q3 2007	$35.43	+0.00%	Closed	History

V9F - Archstone Smith Tr	Q1 2004	$29.51	Q1 2004	$29.51	+0.00%	Closed	History

V9F - Archstone Smith Tr	Q3 2004	$31.65	Q3 2004	$31.65	+0.00%	Closed	History

VCAP - Virginia Cap Bancshares Inc	Q2 2000	$15.25	Q2 2000	$15.25	+0.00%	Closed	History

VCELA - Vanguard Cellular Sys Inc	Q1 1999	$27.32	Q1 1999	$27.32	+0.00%	Closed	History

VIA.B - Viacom Inc	Q4 2005	$32.60	Q4 2005	$32.60	+0.00%	Closed	History

WCIIQ - Winstar Communications Inc	Q1 2001	$2.16	Q1 2001	$2.16	+0.00%	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.