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 | $10.95 | Q1 2006 | $8.21 | -25.02% | Closed | History | |
| Q2 1999 | $14.58 | Q4 1999 | $10.91 | -25.19% | Closed | History | |
| Q2 2016 | $74.19 | Q2 2019 | $54.95 | -25.93% | Closed | History | |
| Q1 2011 | $15.88 | Q3 2011 | $11.72 | -26.20% | Closed | History | |
| Q1 2004 | $21.86 | Q3 2004 | $16.09 | -26.40% | Closed | History | |
| Q3 1999 | $9.37 | Q4 1999 | $6.88 | -26.57% | Closed | History | |
| Q3 2006 | $40.85 | Q3 2009 | $29.68 | -27.34% | Closed | History | |
| Q1 2018 | $61.94 | Q3 2025 | $44.87 | -27.56% | Closed | History | |
| Q1 1999 | $23.87 | Q4 1999 | $17.25 | -27.73% | Closed | History | |
| Q2 2009 | $71.12 | Q3 2010 | $51.35 | -27.80% | Closed | History | |
| Q3 2007 | $34.40 | Q1 2009 | $24.75 | -28.05% | Closed | History | |
| Q2 2016 | $30.87 | Q2 2024 | $22.16 | -28.22% | Closed | History | |
| Q2 2001 | $21.36 | Q3 2003 | $15.10 | -29.31% | Closed | History | |
| Q2 2016 | $31.36 | Q2 2024 | $22.15 | -29.37% | Closed | History | |
| Q2 2005 | $46.67 | Q1 2007 | $32.93 | -29.44% | Closed | History | |
| Q2 2008 | $50.38 | Q4 2008 | $35.50 | -29.54% | Closed | History | |
| Q2 2012 | $4.29 | Q3 2012 | $3.00 | -30.07% | Closed | History | |
| Q1 1999 | $34.06 | Q4 1999 | $23.81 | -30.09% | Closed | History | |
| Q1 2004 | $62.17 | Q1 2006 | $43.32 | -30.32% | Closed | History | |
| Q1 2008 | $55.00 | Q2 2009 | $38.27 | -30.42% | Closed | History | |
| Q1 1999 | $59.44 | Q4 1999 | $41.19 | -30.70% | Closed | History | |
| Q1 2004 | $74.35 | Q1 2006 | $51.40 | -30.87% | Closed | History | |
| Q4 2008 | $35.27 | Q1 2010 | $24.36 | -30.93% | Closed | History | |
| Q2 2000 | $21.12 | Q1 2004 | $14.53 | -31.20% | Closed | History | |
| Q3 2006 | $11.51 | Q4 2008 | $7.91 | -31.29% | Closed | History | |
| Q1 1999 | $34.75 | Q4 1999 | $23.81 | -31.48% | Closed | History | |
| Q1 1999 | $14.06 | Q4 1999 | $9.63 | -31.51% | Closed | History | |
| Q2 2000 | $38.12 | Q2 2003 | $25.72 | -32.53% | Closed | History | |
| Q1 1999 | $37.50 | Q4 1999 | $25.25 | -32.67% | Closed | History | |
| Q3 2006 | $28.76 | Q2 2008 | $19.28 | -32.96% | Closed | History | |
| Q2 2008 | $51.60 | Q4 2008 | $34.47 | -33.20% | Closed | History | |
| Q2 2000 | $44.63 | Q4 2002 | $29.72 | -33.41% | Closed | History | |
| Q3 2013 | $99.23 | Q4 2018 | $65.80 | -33.69% | Closed | History | |
| Q2 2000 | $17.25 | Q3 2003 | $11.21 | -35.01% | Closed | History | |
| Q4 2014 | $46.65 | Open | $30.03 | -35.62% | Open | History | |
| Q4 2014 | $46.94 | Open | $29.95 | -36.20% | Open | History | |
| Q2 2000 | $45.63 | Q1 2003 | $29.09 | -36.26% | Closed | History | |
| Q1 1999 | $40.88 | Q4 1999 | $26.00 | -36.40% | Closed | History | |
| Q2 2008 | $11.50 | Q2 2009 | $7.21 | -37.32% | Closed | History | |
| Q1 2006 | $472.00 | Q4 2007 | $294.70 | -37.56% | Closed | History | |
| Q3 2014 | $37.28 | Q4 2018 | $23.08 | -38.09% | Closed | History | |
| Q2 2000 | $15.62 | Q3 2003 | $9.52 | -39.05% | Closed | History | |
| Q1 1999 | $50.00 | Q4 1999 | $30.44 | -39.12% | Closed | History | |
| Q4 2016 | $24.54 | Q4 2018 | $14.88 | -39.36% | Closed | History | |
| Q2 2021 | $463.60 | Q4 2022 | $278.89 | -39.84% | Closed | History | |
| Q1 2007 | $56.40 | Q3 2009 | $33.90 | -39.89% | Closed | History | |
| Q4 2016 | $26.90 | Q4 2018 | $16.10 | -40.15% | Closed | History | |
| Q4 2023 | $127.00 | Open | $75.89 | -40.24% | Open | History | |
| Q2 2000 | $38.29 | Q1 2002 | $22.77 | -40.53% | Closed | History | |
| Q2 2005 | $24.67 | Q2 2006 | $14.66 | -40.58% | Closed | History | |
| Q3 2015 | $34.24 | Q4 2017 | $19.89 | -41.91% | Closed | History | |
| Q3 2006 | $49.20 | Q2 2010 | $28.40 | -42.28% | Closed | History | |
| Q2 1999 | $16.81 | Q4 1999 | $9.70 | -42.30% | Closed | History | |
| Q4 2007 | $46.58 | Q4 2008 | $26.75 | -42.57% | Closed | History | |
| Q2 2000 | $13.23 | Q3 2003 | $7.49 | -43.42% | Closed | History | |
| Q2 2000 | $47.50 | Q3 2002 | $26.67 | -43.85% | Closed | History | |
| Q3 2020 | $147.21 | Q4 2024 | $80.77 | -45.13% | Closed | History | |
| Q2 2018 | $214.27 | Q4 2018 | $116.96 | -45.41% | Closed | History | |
| Q3 2006 | $35.04 | Q3 2007 | $19.01 | -45.75% | Closed | History | |
| Q1 2018 | $48.38 | Q1 2019 | $25.58 | -47.13% | Closed | History | |
| Q1 2021 | $23.81 | Q3 2022 | $12.39 | -47.96% | Closed | History | |
| Q1 2002 | $45.02 | Q3 2003 | $22.94 | -49.04% | Closed | History | |
| Q1 1999 | $11.96 | Q4 1999 | $6.09 | -49.05% | Closed | History | |
| Q1 2014 | $22.01 | Q2 2019 | $11.10 | -49.57% | Closed | History | |
| Q3 2015 | $271.81 | Q4 2018 | $133.66 | -50.83% | Closed | History | |
| Q3 2007 | $44.34 | Q4 2008 | $21.60 | -51.29% | Closed | History | |
| Q1 1999 | $4.00 | Q4 1999 | $1.94 | -51.50% | Closed | History | |
| Q1 2020 | $58.72 | Open | $27.68 | -52.86% | Open | History | |
| Q3 2008 | $11.01 | Q1 2009 | $5.14 | -53.32% | Closed | History | |
| Q2 2000 | $17.00 | Q4 2002 | $7.74 | -54.47% | Closed | History | |
| Q2 2012 | $212.60 | Q3 2012 | $95.20 | -55.22% | Closed | History | |
| Q3 2006 | $22.84 | Q4 2012 | $10.13 | -55.65% | Closed | History | |
| Q2 2014 | $11.94 | Q3 2015 | $5.04 | -57.79% | Closed | History | |
| Q3 2019 | $134.41 | Q1 2020 | $56.27 | -58.14% | Closed | History | |
| Q3 2008 | $38.16 | Q1 2009 | $15.85 | -58.46% | Closed | History | |
| Q1 2014 | $68.65 | Q1 2016 | $28.15 | -58.99% | Closed | History | |
| Q3 2000 | $29.37 | Q3 2002 | $12.01 | -59.11% | Closed | History | |
| Q1 2018 | $12.21 | Q4 2023 | $4.99 | -59.17% | Closed | History | |
| Q2 2011 | $169.10 | Q4 2017 | $68.60 | -59.43% | Closed | History | |
| Q3 2006 | $66.26 | Q2 2008 | $26.46 | -60.07% | Closed | History | |
| Q2 2000 | $63.00 | Q4 2002 | $25.02 | -60.29% | Closed | History | |
| Q3 2010 | $17.50 | Q4 2015 | $6.83 | -60.97% | Closed | History | |
| Q2 2000 | $13.75 | Q4 2003 | $5.26 | -61.75% | Closed | History | |
| Q4 2022 | $339.10 | Open | $127.91 | -62.28% | Open | History | |
| Q1 2007 | $46.68 | Q3 2009 | $17.18 | -63.20% | Closed | History | |
| Q2 2011 | $78.26 | Q1 2014 | $28.67 | -63.37% | Closed | History | |
| Q1 2002 | $11.29 | Q3 2003 | $4.12 | -63.51% | Closed | History | |
| Q1 1999 | $12.87 | Q4 1999 | $4.53 | -64.80% | Closed | History | |
| Q3 2006 | $55.91 | Q2 2008 | $19.51 | -65.10% | Closed | History | |
| Q2 2000 | $12.19 | Q4 2002 | $4.22 | -65.38% | Closed | History | |
| Q1 2013 | $111.63 | Q1 2016 | $38.63 | -65.39% | Closed | History | |
| Q1 2004 | $4.71 | Q1 2005 | $1.60 | -66.03% | Closed | History | |
| Q3 2000 | $15.50 | Q3 2003 | $5.26 | -66.06% | Closed | History | |
| Q2 2000 | $46.87 | Q1 2002 | $14.90 | -68.21% | Closed | History | |
| Q2 2008 | $2.95 | Q1 2009 | $0.92 | -68.81% | Closed | History | |
| Q3 2007 | $89.15 | Q3 2011 | $27.56 | -69.09% | Closed | History | |
| Q3 2007 | $22.73 | Q4 2008 | $6.95 | -69.44% | Closed | History | |
| Q1 2012 | $58.14 | Q4 2017 | $17.06 | -70.66% | Closed | History | |
| Q1 2004 | $59.06 | Q2 2008 | $16.40 | -72.23% | Closed | History | |
| Q3 2001 | $14.94 | Q3 2002 | $4.12 | -72.42% | 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.