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 |
|---|---|---|---|---|---|---|---|
| Q1 2004 | $20.96 | Q1 2004 | $20.96 | +0.00% | Closed | History | |
| Q1 2020 | $20.82 | Q1 2020 | $20.82 | +0.00% | Closed | History | |
| Q2 2000 | $19.21 | Q4 2001 | $19.18 | -0.14% | Closed | History | |
| Q1 2004 | $42.71 | Q1 2006 | $42.62 | -0.21% | Closed | History | |
| Q1 1999 | $18.37 | Q4 1999 | $18.31 | -0.33% | Closed | History | |
| Q1 2004 | $42.18 | Q3 2006 | $42.00 | -0.43% | Closed | History | |
| Q4 2014 | $57.54 | Q3 2015 | $57.23 | -0.54% | Closed | History | |
| Q2 2024 | $71.65 | Open | $71.23 | -0.59% | Open | History | |
| Q1 2018 | $83.22 | Q4 2019 | $82.15 | -1.29% | Closed | History | |
| Q1 2026 | $80.12 | Open | $79.01 | -1.39% | Open | History | |
| Q3 2006 | $33.45 | Q2 2007 | $32.98 | -1.41% | Closed | History | |
| Q1 1999 | $7.25 | Q3 1999 | $7.13 | -1.66% | Closed | History | |
| Q1 1999 | $46.44 | Q3 1999 | $45.63 | -1.74% | Closed | History | |
| Q4 2010 | $29.85 | Q4 2012 | $29.33 | -1.74% | Closed | History | |
| Q4 2019 | $28.85 | Q2 2021 | $28.34 | -1.77% | Closed | History | |
| Q1 2010 | $19.09 | Q2 2010 | $18.73 | -1.89% | Closed | History | |
| Q1 2002 | $2.28 | Q1 2003 | $2.23 | -1.93% | Closed | History | |
| Q2 2005 | $16.07 | Q1 2006 | $15.75 | -1.99% | Closed | History | |
| Q1 1999 | $12.44 | Q4 1999 | $12.19 | -2.01% | Closed | History | |
| Q3 2014 | $236.88 | Q4 2015 | $232.01 | -2.06% | Closed | History | |
| Q2 2005 | $38.34 | Q3 2005 | $37.55 | -2.06% | Closed | History | |
| Q2 2000 | $14.69 | Q3 2000 | $14.37 | -2.18% | Closed | History | |
| Q4 2010 | $39.69 | Q3 2011 | $38.75 | -2.37% | Closed | History | |
| Q3 2015 | $26.03 | Q2 2016 | $25.23 | -3.07% | Closed | History | |
| Q3 2011 | $32.16 | Q4 2011 | $31.17 | -3.08% | Closed | History | |
| Q2 2011 | $14.49 | Q3 2011 | $14.04 | -3.11% | Closed | History | |
| Q4 2021 | $13.89 | Q3 2024 | $13.45 | -3.17% | Closed | History | |
| Q2 2001 | $13.68 | Q4 2002 | $13.23 | -3.29% | Closed | History | |
| Q2 1999 | $10.56 | Q4 1999 | $10.19 | -3.50% | Closed | History | |
| Q1 1999 | $6.00 | Q4 1999 | $5.75 | -4.17% | Closed | History | |
| Q1 1999 | $50.33 | Q4 1999 | $48.19 | -4.26% | Closed | History | |
| Q2 2000 | $34.94 | Q4 2001 | $33.40 | -4.41% | Closed | History | |
| Q1 1999 | $10.50 | Q2 1999 | $10.00 | -4.76% | Closed | History | |
| Q3 2004 | $2,871.00 | Q3 2005 | $2,731.00 | -4.88% | Closed | History | |
| Q1 2010 | $29.84 | Q3 2010 | $28.35 | -4.99% | Closed | History | |
| Q2 2021 | $470.20 | Q4 2025 | $445.13 | -5.33% | Closed | History | |
| Q3 2004 | $86,650.05 | Q3 2005 | $82,000.00 | -5.37% | Closed | History | |
| Q1 1999 | $30.71 | Q4 1999 | $28.86 | -6.04% | Closed | History | |
| Q3 2001 | $15.04 | Q4 2001 | $14.08 | -6.38% | Closed | History | |
| Q1 2014 | $187.14 | Q3 2018 | $174.18 | -6.93% | Closed | History | |
| Q4 2003 | $43.11 | Q4 2004 | $40.00 | -7.21% | Closed | History | |
| Q2 2000 | $65.06 | Q4 2001 | $60.22 | -7.44% | Closed | History | |
| Q2 2000 | $27.56 | Q1 2003 | $25.45 | -7.66% | Closed | History | |
| Q1 2006 | $38.80 | Q2 2006 | $35.80 | -7.73% | Closed | History | |
| Q2 1999 | $27.69 | Q4 1999 | $25.50 | -7.91% | Closed | History | |
| Q2 2005 | $29.20 | Q1 2006 | $26.88 | -7.95% | Closed | History | |
| Q1 2016 | $21.85 | Q3 2016 | $19.99 | -8.51% | Closed | History | |
| Q2 2013 | $14.38 | Q4 2024 | $13.14 | -8.61% | Closed | History | |
| Q1 2008 | $28.38 | Q3 2009 | $25.89 | -8.77% | Closed | History | |
| Q3 2023 | $183.18 | Open | $166.93 | -8.87% | Open | History | |
| Q3 2008 | $17.30 | Q4 2008 | $15.73 | -9.08% | Closed | History | |
| Q4 2014 | $120.34 | Q4 2015 | $108.70 | -9.67% | Closed | History | |
| Q1 1999 | $69.25 | Q4 1999 | $62.44 | -9.83% | Closed | History | |
| Q1 2011 | $45.23 | Q3 2012 | $40.65 | -10.13% | Closed | History | |
| Q3 1999 | $19.50 | Q4 1999 | $17.50 | -10.26% | Closed | History | |
| Q2 1999 | $9.62 | Q4 1999 | $8.63 | -10.29% | Closed | History | |
| Q3 2002 | $15.85 | Q3 2003 | $14.12 | -10.91% | Closed | History | |
| Q4 2002 | $6.97 | Q3 2003 | $6.20 | -10.98% | Closed | History | |
| Q4 2009 | $81.75 | Q2 2011 | $72.54 | -11.27% | Closed | History | |
| Q2 2013 | $31.38 | Q3 2014 | $27.74 | -11.60% | Closed | History | |
| Q1 2001 | $52.46 | Q3 2003 | $46.34 | -11.67% | Closed | History | |
| Q4 2008 | $264.80 | Q1 2009 | $232.40 | -12.24% | Closed | History | |
| Q4 2015 | $26.46 | Open | $23.19 | -12.35% | Open | History | |
| Q1 2004 | $53.85 | Q1 2006 | $47.15 | -12.44% | Closed | History | |
| Q3 2025 | $159.28 | Open | $139.38 | -12.49% | Open | History | |
| Q3 1999 | $9.30 | Q4 1999 | $8.08 | -13.16% | Closed | History | |
| Q2 1999 | $26.06 | Q4 1999 | $22.61 | -13.24% | Closed | History | |
| Q4 2009 | $95.96 | Q2 2010 | $83.00 | -13.51% | Closed | History | |
| Q2 2008 | $5.86 | Q3 2009 | $5.04 | -13.99% | Closed | History | |
| Q1 1999 | $7.31 | Q4 1999 | $6.25 | -14.50% | Closed | History | |
| Q4 2014 | $15.15 | Q4 2015 | $12.92 | -14.72% | Closed | History | |
| Q4 2003 | $70.40 | Q4 2011 | $59.85 | -14.99% | Closed | History | |
| Q1 2022 | $297.46 | Q4 2025 | $252.28 | -15.19% | Closed | History | |
| Q4 2008 | $74.42 | Q4 2014 | $63.11 | -15.20% | Closed | History | |
| Q2 2011 | $12.49 | Q4 2011 | $10.59 | -15.21% | Closed | History | |
| Q2 2000 | $22.07 | Q1 2001 | $18.68 | -15.36% | Closed | History | |
| Q4 2008 | $65.65 | Q3 2011 | $55.43 | -15.57% | Closed | History | |
| Q1 1999 | $38.75 | Q4 1999 | $32.63 | -15.79% | Closed | History | |
| Q3 2004 | $39.39 | Q3 2005 | $32.98 | -16.27% | Closed | History | |
| Q3 2016 | $22.18 | Q1 2017 | $18.50 | -16.59% | Closed | History | |
| Q1 1999 | $57.13 | Q4 1999 | $47.06 | -17.63% | Closed | History | |
| Q1 1999 | $22.62 | Q4 1999 | $18.56 | -17.95% | Closed | History | |
| Q1 1999 | $51.75 | Q4 1999 | $42.25 | -18.36% | Closed | History | |
| Q4 2013 | $40.47 | Q4 2015 | $32.98 | -18.51% | Closed | History | |
| Q3 2014 | $46.99 | Q1 2016 | $38.09 | -18.94% | Closed | History | |
| Q3 2012 | $49.64 | Q3 2016 | $39.87 | -19.68% | Closed | History | |
| Q3 2025 | $2,336.94 | Open | $1,873.88 | -19.81% | Open | History | |
| Q3 2007 | $35.74 | Q3 2009 | $28.58 | -20.03% | Closed | History | |
| Q2 2011 | $67.73 | Q2 2013 | $53.81 | -20.55% | Closed | History | |
| Q1 2006 | $37.73 | Q2 2006 | $29.89 | -20.78% | Closed | History | |
| Q3 2019 | $31.45 | Open | $24.86 | -20.95% | Open | History | |
| Q1 1999 | $71,399.70 | Q4 1999 | $56,100.28 | -21.43% | Closed | History | |
| Q2 1999 | $23.63 | Q4 1999 | $18.56 | -21.46% | Closed | History | |
| Q3 2001 | $12.70 | Q3 2003 | $9.97 | -21.50% | Closed | History | |
| Q1 1999 | $16.00 | Q4 1999 | $12.50 | -21.88% | Closed | History | |
| Q1 1999 | $2,350.71 | Q4 1999 | $1,830.00 | -22.15% | Closed | History | |
| Q1 1999 | $22.25 | Q4 1999 | $17.25 | -22.47% | Closed | History | |
| Q1 2008 | $562.20 | Q1 2010 | $432.30 | -23.11% | Closed | History | |
| Q1 1999 | $23.19 | Q4 1999 | $17.81 | -23.20% | Closed | History | |
| Q4 2006 | $31.15 | Q4 2009 | $23.39 | -24.91% | 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.