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Weitz Large Cap Equity Fund - Investor Class (WVALX)

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53.52 +0.68 +1.29%

28/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 538.04M

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WVALX Holdings

Comprehensive information about top holdings and Key Holding Information for the Weitz Value Investor (WVALX) fund. Our Weitz Value Investor portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.40	1.42	0.02
Stocks	98.60	98.60	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.94	20.41
Price to Book	3.82	3.97
Price to Sales	3.24	2.63
Price to Cash Flow	13.50	14.40
Dividend Yield	0.64	1.54
5 Years Earnings Growth	10.53	10.88

Sector Allocation

Name	Net %	Category Average
Financial Services	22.91	14.55
Technology	22.17	28.63
Industrials	16.53	9.58
Communication Services	13.50	8.61
Healthcare	11.36	12.22
Consumer Cyclical	7.26	10.64
Real Estate	3.44	2.24
Basic Materials	2.82	2.36

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 29

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Visa A	US92826C8394	5.56	362.71	+1.96%
Berkshire Hathaway B	US0846707026	5.27	513.83	+2.27%
Global Payments	US37940X1028	5.15	105.28	+1.97%
Danaher	US2358511028	5.12	207.76	+1.00%
Mastercard	US57636Q1040	4.84	576.31	+2.03%
Aon	IE00BLP1HW54	4.76	409.12	+1.27%
Meta Platforms	US30303M1027	4.75	668.20	+1.51%
Alphabet C	US02079K1079	4.48	172.22	+1.18%
Thermo Fisher Scientific	US8835561023	4.22	528.96	+1.10%
Charter Communications	US16119P1084	4.08	363.57	+1.26%

Top Equity Funds by Weitz

Name	Total Assets	YTD%	3Y%	10Y%
Weitz Partners III Opportunity Inst	427.61M	4.45	3.89	6.32
Weitz Value Institutional	383.16M	5.45	8.23	10.54
Weitz Partners Value Institutional	357.69M	4.59	6.23	7.16
Weitz Partners Value Investor	231.65M	4.59	6.04	6.93
Weitz Balanced	50.51M	1.90	3.64	6.00

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Weitz Value Inves.	53.52	+0.68	+1.29%