Weitz Investments
Weitz Investments Multi Cap Equity Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 14 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Weitz Investments for every strategy.
What it bought and sold
We have long admired Mettler’s business and purchased a small position during a brief period of price dislocation during the quarter.
- TrimmedBerkshire Hathaway Inc.Jun 2026
Other material trims included Alphabet, Berkshire Hathaway, CoStar Group, Perimeter Solutions and Texas Instruments.
Other material trims included Alphabet, Berkshire Hathaway, CoStar Group, Perimeter Solutions and Texas Instruments.
We also exited our position in CDW, an information technology solutions provider, realizing losses to offset gains elsewhere in the portfolio.
Other material trims included Alphabet, Berkshire Hathaway, CoStar Group, Perimeter Solutions and Texas Instruments.
Other material trims included Alphabet, Berkshire Hathaway, CoStar Group, Perimeter Solutions and Texas Instruments.
Other material trims included Alphabet, Berkshire Hathaway, CoStar Group, Perimeter Solutions and Texas Instruments.
On the other side of the ledger, we sold our holdings of Old Dominion Freight Line as shares approached our base case business value.