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Weitz Large Cap Equity Fund - Investor Class (WVALX)

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52.14 +0.15 +0.29%

27/06 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Weitz

Asset Class: Equity

Morningstar Rating:
Total Assets: 500.17M

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WVALX Holdings

Comprehensive information about top holdings and Key Holding Information for the Weitz Value Investor (WVALX) fund. Our Weitz Value Investor portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.58	1.73	0.15
Shares	98.42	98.42	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.50	20.17
Price to Book	3.96	3.87
Price to Sales	3.36	2.57
Price to Cash Flow	13.57	13.63
Dividend Yield	0.60	1.58
5 Years Earnings Growth	10.27	10.75

Sector Allocation

Name	Net %	Category Average
Technology	23.97	28.02
Financial Services	19.61	14.98
Industrials	15.46	9.77
Healthcare	15.30	12.33
Communication Services	11.26	8.50
Consumer Cyclical	6.76	10.35
Real Estate	4.32	2.31
Basic Materials	3.32	2.39

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 28

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Danaher	US2358511028	6.45	198.80	-1.32%
Visa A	US92826C8394	5.92	348.61	+0.75%
Mastercard	US57636Q1040	4.92	550.32	+0.83%
Global Payments	US37940X1028	4.57	78.72	+0.61%
Berkshire Hathaway B	US0846707026	4.50	485.68	+0.13%
Thermo Fisher Scientific	US8835561023	4.35	408.28	-0.93%
CoStar	US22160N1090	4.25	80.76	-0.91%
IDEX	US45167R1041	4.22	176.32	-0.02%
Equifax	US2944291051	4.05	256.14	+0.07%
Meta Platforms	US30303M1027	4.03	733.63	+1.04%

Top Equity Funds by Weitz

Name	Total Assets	YTD%	3Y%	10Y%
Weitz Partners III Opportunity Inst	407.97M	-0.23	5.69	5.14
Weitz Value Institutional	343.76M	-2.93	9.33	8.73
Weitz Partners Value Institutional	353.16M	2.46	9.01	6.32
Weitz Partners Value Investor	223.22M	4.59	6.04	6.93
Weitz Balanced	47.21M	1.90	3.64	6.00

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Recent Quotes

Name	Price	Chg.	Chg. %
Weitz Value Inves.	52.14	+0.15	+0.29%
Jyske Invest Glob.	541.620	+3.830	+0.71%
Incometric Fund N.	121.830	+0.030	+0.02%
Fidelity Funds .	38.700	+0.330	+0.86%
Goldman Sachs US .	37.610	+0.520	+1.40%
JGP LONG ONLY FUN.	474.466	+3.355	+0.71%
Oppenheim Rentens.	57.910	0.000	0.00%
Old Mutual UK Dyn.	4.631	+0.047	+1.03%