Weitz Investments
Weitz Conservative Allocation Fund
Jun 2025 → Jun 2026
Our archive holds 2 letters from this strategy and positions in 15 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Weitz Investments for every strategy.
What it bought and sold
During the quarter we added to the Fund’s positions in Danaher, Thermo Fisher Scientific, and Martin Marietta Materials at prices we think offer substantial upside with favorable risk profiles.
During the quarter we added to the Fund’s positions in Danaher, Thermo Fisher Scientific, and Martin Marietta Materials at prices we think offer substantial upside with favorable risk profiles.
We sold the Fund’s profitable investment in Old Dominion Freight Line when the stock traded above our business value estimate.
We trimmed the Fund’s holdings of Analog Devices, Texas Instruments, and Alphabet at substantial gains to help manage position sizes after significant rallies in their stocks.
During the quarter we added to the Fund’s positions in Danaher, Thermo Fisher Scientific, and Martin Marietta Materials at prices we think offer substantial upside with favorable risk profiles.
We trimmed the Fund’s holdings of Analog Devices, Texas Instruments, and Alphabet at substantial gains to help manage position sizes after significant rallies in their stocks.
We also pruned the Fund’s position in top holding Berkshire Hathaway as part of our ongoing strategic effort to broaden the portfolio’s equity exposure.
We trimmed the Fund’s holdings of Analog Devices, Texas Instruments, and Alphabet at substantial gains to help manage position sizes after significant rallies in their stocks.