Weitz Investments
Weitz Investments Short Duration Income Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 8 investment theses and positions in 2 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
- AddedFortressJun 2026
We invested in several senior securities in the quarter, including Fortress (FCO), Cerberus (CERB), Silver Point (SPCSL), Audax (AUDAX), Deer Path (DPATH), Eldridge (ELDMM), and Madison Capital (MCFCL).
- AddedDeer PathJun 2026
We invested in several senior securities in the quarter, including Fortress (FCO), Cerberus (CERB), Silver Point (SPCSL), Audax (AUDAX), Deer Path (DPATH), Eldridge (ELDMM), and Madison Capital (MCFCL).
- AddedMadison CapitalJun 2026
We invested in several senior securities in the quarter, including Fortress (FCO), Cerberus (CERB), Silver Point (SPCSL), Audax (AUDAX), Deer Path (DPATH), Eldridge (ELDMM), and Madison Capital (MCFCL).
- AddedGoldman SachsJun 2026
New investments included ‘non-QM’ (non-qualified mortgages) RMBS from SG Capital Partners (SGR), JPMorgan (JPMMT), Goldman Sachs (GSMBS), AmWest Funding Corp. (PRKCM), Aspire Mortgage Trust (SPIRE), and A&D Mortgage (ADMT).
- AddedFirst HelpJun 2026
During the quarter, we added securities backed by auto receivables – First Help (FHF);
- AddedSilver PointJun 2026
We invested in several senior securities in the quarter, including Fortress (FCO), Cerberus (CERB), Silver Point (SPCSL), Audax (AUDAX), Deer Path (DPATH), Eldridge (ELDMM), and Madison Capital (MCFCL).
- AddedPagayaJun 2026
During the quarter, we added securities backed by auto receivables – First Help (FHF); consumer receivables – Pagaya (PAID);
During the quarter, we added securities backed by auto receivables – First Help (FHF); consumer receivables – Pagaya (PAID); equipment – RCER; and fiber – ZAYO.
- AddedAmWest Funding Corp.Jun 2026
New investments included ‘non-QM’ (non-qualified mortgages) RMBS from SG Capital Partners (SGR), JPMorgan (JPMMT), Goldman Sachs (GSMBS), AmWest Funding Corp. (PRKCM), Aspire Mortgage Trust (SPIRE), and A&D Mortgage (ADMT).
- AddedEldridgeJun 2026
We invested in several senior securities in the quarter, including Fortress (FCO), Cerberus (CERB), Silver Point (SPCSL), Audax (AUDAX), Deer Path (DPATH), Eldridge (ELDMM), and Madison Capital (MCFCL).
During the quarter, we added securities backed by auto receivables – First Help (FHF); consumer receivables – Pagaya (PAID); equipment – RCER;
- AddedSG Capital PartnersJun 2026
New investments included ‘non-QM’ (non-qualified mortgages) RMBS from SG Capital Partners (SGR), JPMorgan (JPMMT), Goldman Sachs (GSMBS), AmWest Funding Corp. (PRKCM), Aspire Mortgage Trust (SPIRE), and A&D Mortgage (ADMT).
- AddedJPMorganJun 2026
New investments included ‘non-QM’ (non-qualified mortgages) RMBS from SG Capital Partners (SGR), JPMorgan (JPMMT), Goldman Sachs (GSMBS), AmWest Funding Corp. (PRKCM), Aspire Mortgage Trust (SPIRE), and A&D Mortgage (ADMT).
- AddedCerberusJun 2026
We invested in several senior securities in the quarter, including Fortress (FCO), Cerberus (CERB), Silver Point (SPCSL), Audax (AUDAX), Deer Path (DPATH), Eldridge (ELDMM), and Madison Capital (MCFCL).
- AddedA&D MortgageJun 2026
New investments included ‘non-QM’ (non-qualified mortgages) RMBS from SG Capital Partners (SGR), JPMorgan (JPMMT), Goldman Sachs (GSMBS), AmWest Funding Corp. (PRKCM), Aspire Mortgage Trust (SPIRE), and A&D Mortgage (ADMT).
- AddedAudaxJun 2026
We invested in several senior securities in the quarter, including Fortress (FCO), Cerberus (CERB), Silver Point (SPCSL), Audax (AUDAX), Deer Path (DPATH), Eldridge (ELDMM), and Madison Capital (MCFCL).
- AddedAspire Mortgage TrustJun 2026
New investments included ‘non-QM’ (non-qualified mortgages) RMBS from SG Capital Partners (SGR), JPMorgan (JPMMT), Goldman Sachs (GSMBS), AmWest Funding Corp. (PRKCM), Aspire Mortgage Trust (SPIRE), and A&D Mortgage (ADMT).
Its investment theses
- FortressJun 2026Fortress is held as a senior security in a middle-market CLO for diversification and floating-rate exposure.
- Silver PointJun 2026Silver Point is held as a middle-market CLO senior security for diversification benefits and floating-rate characteristics.
- AudaxJun 2026Audax is included in the fund’s middle-market CLO senior securities for diversification and floating-rate exposure.
- Deer PathJun 2026Deer Path is held as a senior security in a middle-market CLO to diversify the fund and complement its fixed-rate portfolio.
- EldridgeJun 2026Eldridge is held as a middle-market CLO senior security for diversification and floating-rate income.
- Madison CapitalJun 2026Madison Capital is held as a middle-market CLO senior security for diversification and floating-rate exposure.
- JPMorganJun 2026JPMorgan is included via non-QM RMBS that provide credit support and good relative value.
- Goldman SachsJun 2026Goldman Sachs is held through non-QM RMBS with subordination-based credit support and attractive relative value.