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Weitz Investment Management, Inc. - Wallace Weitz
Weitz Investment Management, Inc. a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
81 Followers
Wallace Weitz Weitz Investment Management, Inc.
Hedge Fund Manager
Ranked #128 out of 487 Hedge Fund Managers
Portfolio Gain
+130.75%
Since Jan 2016
Sharpe Ratio
2.21
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$1.91B
Wallace Weitz manages more assets than 51% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+14.72%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
22.14% Financial
19.38% Technology
17.75% Communication Services
12.49% Industrial Goods
10.96% Healthcare
6.87% Consumer Cyclical
5.28% Basic Materials
3.45% Real Estate
0.18% Consumer Defensive
A breakdown of Weitz Investment Management, Inc.'s portfolio by sector
Weitz Investment Management, Inc. Portfolio Activity
Alphabet Class C
Reduced
Communication Services
$169.29
($151.08-$187.50)
-3.48%
-18.35%
113.53M
5.95%
Liberty Global C
Reduced
Communication Services
$17.42
($16.03-$18.81)
+31.56%
-1.42%
24.75M
0.68%
Veralto Corporation
Reduced
Industrial Goods
$94.25
($85.91-$102.58)
+7.81%
-16.73%
28.52M
1.50%
Global Payments
Added
Industrial Goods
$112.61
($91.60-$133.63)
+20.30%
+65.50%
51.21M
2.68%
JPMorgan Chase & Co.
Sold Out
Financial
$192.54
($179.20-$205.88)
+22.56%
-100.00%
0.00
0.00%
Liberty Media Corp. Series A Liberty Live
Sold Out
Communication Services
$37.71
($32.55-$42.87)
+74.86%
-100.00%
0.00
0.00%
Live Nation Entertainment
Sold Out
Communication Services
$96.76
($86.81-$106.71)
+41.46%
-100.00%
0.00
0.00%
Amazon
Reduced
Consumer Cyclical
$183.08
($166.32-$199.84)
+4.37%
-25.74%
48.80M
2.56%
Analog Devices
Reduced
Technology
$212.22
($182.57-$241.88)
-7.79%
-38.48%
32.18M
1.68%
Visa
Reduced
Financial
$272.13
($261.25-$283.00)
+19.40%
-1.37%
94.28M
4.93%
See a list of Weitz Investment Management, Inc.'s holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details
Measured Performance
Compare Weitz Investment Management, Inc.'s performance with other Hedge Funds and the S&P 500
Weitz Investment Management, Inc. activity FAQ
What is Weitz Investment Management, Inc.’s portfolio gain since Jun 2013?
Weitz Investment Management, Inc.’s portfolio gain since Jun 2013 was 130.75%.
What is Weitz Investment Management, Inc.’s Sharpe Ratio?
Weitz Investment Management, Inc.’s Sharpe Ratio is 2.21.
What is Weitz Investment Management, Inc.’s portfolio value?
Weitz Investment Management, Inc.’s portfolio value is $1.91B.
What is Weitz Investment Management, Inc.’s average return since the fund’s last 13F filing?
Weitz Investment Management, Inc.’s average return since the fund’s last 13F filing is 10.16%.
What was Weitz Investment Management, Inc.’s average return in the last 12 months?
Weitz Investment Management, Inc.’s average return in the last 12 months was 23.10%.
What was Weitz Investment Management, Inc.’s average return in the last 3 years?
Weitz Investment Management, Inc.’s average return in the last 3 years was 14.72%.
When was the most recent most recent 13F form submitted by Weitz Investment Management, Inc.?
Weitz Investment Management, Inc.'s most recent 13F form was submitted on Jun 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Wallace Weitz Net Worth?
Wallace Weitz is Managing Weitz Investment Management, Inc. which has a net worth of $1.91B.
TipRanks & Hedge Funds: TipRanks measures the performance of Wallace Weitz and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.