Weitz Investments
Weitz Investments Core Plus Income Fund
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Weitz Investments for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD
Calendar years
- 2025+7.4%index +7.3%
- 2024+3.1%index +1.3%
- 2023+7.0%index +5.5%
- 2022−9.9%index −13.0%
- 2021+1.6%index −1.5%
- 2020+10.2%index +7.5%
- 2019+7.4%index +8.7%
- 2018+1.5%index +0.0%
- 2017+2.8%index +3.5%
- 2016+7.1%index +2.6%
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
- New positionGolub CapitalJun 2026
We purchased the most senior tranche of two seasoned recurring-revenue ABS deals issued by Golub Capital with decades of software lending experience.