Weitz Investments
Weitz Investments Partners III Opportunity Fund
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 24 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−0.6%index +11.1%
- 1Y+0.2%index +23.1%
- 3Y · /yr+7.9%index +20.4%
- 5Y · /yr+1.8%index +12.2%
- 10Y · /yr+6.6%index +15.1%
- Inception · /yr+11.1%
Index: Bloomberg U.S. 3000 Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Weitz Investments Partners III Opportunity Fund | −0.6% | +0.2% | +7.9% | +1.8% | +6.6% | +11.1% |
| 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
Elsewhere in the portfolio, we made additional purchases of Aon, Netflix and Vulcan Materials, partially offset by trims of Euronet, Global Payments and Mastercard.
We also purchased initial positions in two new businesses this quarter, MercadoLibre and Ferguson.
Elsewhere in the portfolio, we made additional purchases of Aon, Netflix and Vulcan Materials, partially offset by trims of Euronet, Global Payments and Mastercard.
We also purchased initial positions in two new businesses this quarter, MercadoLibre and Ferguson.
Elsewhere in the portfolio, we made additional purchases of Aon, Netflix and Vulcan Materials, partially offset by trims of Euronet, Global Payments and Mastercard.
Elsewhere in the portfolio, we made additional purchases of Aon, Netflix and Vulcan Materials, partially offset by trims of Euronet, Global Payments and Mastercard.
Elsewhere in the portfolio, we made additional purchases of Aon, Netflix and Vulcan Materials, partially offset by trims of Euronet, Global Payments and Mastercard.
Elsewhere in the portfolio, we made additional purchases of Aon, Netflix and Vulcan Materials, partially offset by trims of Euronet, Global Payments and Mastercard.
As previously mentioned, Charter completed its acquisition of Liberty Broadband, and our holdings of the broadband provider are now fully reflected in our new Charter shares.
Our Ferguson purchase was partially funded by the sale of our shares of Pool Corp, a swap we elected to make given Ferguson’s more balanced exposure to both residential and non-residential end markets.
Beyond the exits of Accenture and Salesforce, we also trimmed our holdings of Alphabet, Amazon, Bio-Techne, SiriusXM and Thermo Fisher, partially offset by additions to Danaher and Global Payments.
Beyond the exits of Accenture and Salesforce, we also trimmed our holdings of Alphabet, Amazon, Bio-Techne, SiriusXM and Thermo Fisher, partially offset by additions to Danaher and Global Payments.
Beyond the exits of Accenture and Salesforce, we also trimmed our holdings of Alphabet, Amazon, Bio-Techne, SiriusXM and Thermo Fisher, partially offset by additions to Danaher and Global Payments.
Beyond the exits of Accenture and Salesforce, we also trimmed our holdings of Alphabet, Amazon, Bio-Techne, SiriusXM and Thermo Fisher, partially offset by additions to Danaher and Global Payments.
Beyond the exits of Accenture and Salesforce, we also trimmed our holdings of Alphabet, Amazon, Bio-Techne, SiriusXM and Thermo Fisher, partially offset by additions to Danaher and Global Payments.
Beyond the exits of Accenture and Salesforce, we also trimmed our holdings of Alphabet, Amazon, Bio-Techne, SiriusXM and Thermo Fisher, partially offset by additions to Danaher and Global Payments.
Beyond the exits of Accenture and Salesforce, we also trimmed our holdings of Alphabet, Amazon, Bio-Techne, SiriusXM and Thermo Fisher, partially offset by additions to Danaher and Global Payments.
Also held
Its investment theses
- MercadoLibreSep 2026MercadoLibre operates a scaled Latin American e-commerce platform and fintech (Pago), with significant growth opportunities across Brazil, Mexico and Argentina and management investing aggressively to press its advantages and capture share.
- Capital One FinancialJun 2026Capital One Financial has evolved into a broad consumer banking franchise, and the fund is attracted by Discover integration, network economics, and higher earnings potential.