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 |
|---|---|---|---|---|---|---|---|
| Q4 2011 | $17.47 | Q1 2017 | $4.40 | -74.81% | Closed | History | |
| Q3 2001 | $16.70 | Q3 2003 | $3.40 | -79.64% | Closed | History | |
| Q2 2017 | $66.37 | Q1 2020 | $13.05 | -80.34% | Closed | History | |
| Q3 2001 | $33.78 | Q1 2003 | $5.62 | -83.36% | Closed | History | |
| Q4 2000 | $32.81 | Q4 2002 | $4.90 | -85.07% | Closed | History | |
| Q2 2015 | $69.36 | Q2 2017 | $10.35 | -85.08% | Closed | History | |
| Q1 2004 | $7.85 | Q2 2008 | $1.15 | -85.35% | Closed | History | |
| Q3 2006 | $50.37 | Q4 2022 | $6.76 | -86.58% | Closed | History | |
| Q2 2018 | $1,061.00 | Q4 2022 | $81.50 | -92.32% | Closed | History | |
| Q2 2000 | $20.62 | Q3 2001 | $1.36 | -93.40% | Closed | History | |
| Q3 2004 | $14.39 | Q3 2015 | $0.70 | -95.14% | Closed | History | |
| Q1 2006 | $7.47 | Q4 2009 | $0.24 | -96.79% | Closed | History | |
| Q1 2004 | $39.25 | Q1 2024 | $218.46 | data error | Closed | History | |
| Q1 2002 | $0.04 | Q1 2002 | $0.04 | data error | Closed | History | |
| Q1 2001 | $26.94 | Q4 2002 | $0.85 | data error | Closed | History | |
| Q4 2000 | $4.95 | Q1 2002 | $0.10 | data error | Closed | History | |
| Q2 2000 | $4.25 | Q1 2002 | $0.06 | data error | 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.