What did Wallace Weitz actually do?

A source-backed history of material decisions from Weitz Investment Management. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 12
Stocks observed: 10
Outcomes observed: 12

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 12, 2026
43d lag
TXNTRIM-51.3%
Wallace Weitz · 2.2% of reported portfolio
Original SEC filing ↗
+8.3% vs SPY
36 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 12, 2026
43d lag
CRMTRIM-39.5%
Wallace Weitz · 1.1% of reported portfolio
Original SEC filing ↗
+17.6% vs SPY
36 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 12, 2026
43d lag
COFNEWNEW
Wallace Weitz · 0.6% of reported portfolio
Original SEC filing ↗
-11.9% vs SPY
36 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
ORCLTRIM-21.4%
Wallace Weitz · 0.8% of reported portfolio
Original SEC filing ↗
-27.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 12, 2026
43d lag
GOOGTRIM-21.0%
Wallace Weitz · 5.8% of reported portfolio
Original SEC filing ↗
+19.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 12, 2026
43d lag
CMCSATRIM-81.2%
Wallace Weitz · 0.8% of reported portfolio
Original SEC filing ↗
-29.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 10, 2025
41d lag
ORCLTRIM-58.8%
Wallace Weitz · 2.0% of reported portfolio
Original SEC filing ↗
-34.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 9, 2025
39d lag
METATRIM-23.9%
Wallace Weitz · 4.8% of reported portfolio
Original SEC filing ↗
+10.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 9, 2025
39d lag
MSFTADD+193.3%
Wallace Weitz · 2.7% of reported portfolio
Original SEC filing ↗
+7.0% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 9, 2025
39d lag
ADBEADD+106.3%
Wallace Weitz · 1.7% of reported portfolio
Original SEC filing ↗
-25.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 9, 2025
39d lag
SPGITRIM-84.8%
Wallace Weitz · 1.2% of reported portfolio
Original SEC filing ↗
-2.0% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 9, 2025
39d lag
CMCSAADD+375.3%
Wallace Weitz · 0.9% of reported portfolio
Original SEC filing ↗
-18.1% vs SPY
63 sessions after disclosure
direction not supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.