Weitz Investments
Weitz Investments Short Duration Income Fund
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 1 company. 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.
Performance
as of Jun 30, 2026 · net of fees · USD
Calendar years
- 2025+5.5%index +5.4%
- 2024+5.6%index +4.4%
- 2023+6.3%index +4.7%
- 2022−2.9%index −3.7%
- 2021+1.0%index −0.5%
- 2020+3.3%index +3.1%
- 2019+4.0%index +4.0%
- 2018+1.1%index +1.6%
- 2017+1.3%index +0.9%
- 2016+3.0%index +1.3%
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
- 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);
- AddedZayoJun 2026
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).
- AddedRCERJun 2026
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).