Weitz Investments
Weitz Investments Multi Cap Equity Fund
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 26 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 · Institutional Class
- YTD−1.0%index +11.1%
- 1Y−2.2%index +23.1%
- 3Y · /yr+7.8%index +20.4%
- 5Y · /yr+3.2%index +12.2%
- 10Y · /yr+7.5%index +15.1%
- Inception · /yr+10.8%
Index: Bloomberg U.S. 3000 Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Weitz Investments Multi Cap Equity Fund | −1.0% | −2.2% | +7.8% | +3.2% | +7.5% | +10.8% |
| Bloomberg U.S. 3000 Index | +11.1% | +23.1% | +20.4% | +12.2% | +15.1% | — |
Since inception: Since Inception (6/1/1983)
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 positionHoneywell Aerospace Inc.Sep 2026
Honeywell Aerospace is a provider of integrated systems for all manner of aircraft.
We also sold our final shares of rural telecom provider LICT Corp, while purchasing small initial positions in two businesses.
we elected to manage our position sizes and took profits in ACI Worldwide, Alphabet and Perimeter Solutions, offset by harvesting losses in CoStar Group and Accenture.
we elected to manage our position sizes and took profits in ACI Worldwide, Alphabet and Perimeter Solutions, offset by harvesting losses in CoStar Group and Accenture.
we elected to manage our position sizes and took profits in ACI Worldwide, Alphabet and Perimeter Solutions, offset by harvesting losses in CoStar Group and Accenture.
we elected to manage our position sizes and took profits in ACI Worldwide, Alphabet and Perimeter Solutions, offset by harvesting losses in CoStar Group and Accenture.
we elected to manage our position sizes and took profits in ACI Worldwide, Alphabet and Perimeter Solutions, offset by harvesting losses in CoStar Group and Accenture.
As previously mentioned, Charter completed its acquisition of Liberty Broadband, and our holdings of the broadband provider are now fully reflected in Charter shares.
We have long admired Mettler’s business and purchased a small position during a brief period of price dislocation during the quarter.
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.
Also held
Its investment theses
- Ferguson Enterprises Inc.Sep 2026Ferguson's balanced residential/non-residential exposure and healthy non-residential demand position it for upside from an eventual residential recovery.
- Mettler-Toledo International Inc.Jun 2026Mettler-Toledo is a precision measurement supplier with a specialized sales and service organization that supports long-term customer relationships.