Mutual Funds - Profile

Weitz Partners III Opportunity Fund

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Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in long positions in stocks and other securities, when it is estimated that the value of such securities will increase.

In addition, the team also invests in short positions in stocks and other securities, including short sales of exchange traded funds, when it is estimated More

Price

  • Last Close
  • $15.24
    +0.1
  • 52 Week HL
  • $15.91 - $13.57
  • Net Assets
  • $633 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Berkshire Hathaway 10.0
Markel Corporation 5.9
Liberty SiriusXM 5.7
Liberty Broadband 5.2
Alphabet, Inc 5.0
Company Holding
Visa Inc. 4.6
Mastercard Incorporated 4.6
Liberty Global 4.4
Facebook Inc 4.3
Intelligent Systems 4.3
Total 54%

Manager

  • Name
  • Wallace Weitz
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
-3.7 % YTD

  • 3 Year
  • -6.62%
  • 5 Year
  • 11.34%
  • Best
  • 42.05%
    2009
  • Worst
  • -34.54%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
WPOPX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.3% 7.3% -16.2% 19.5% 1.8% 5.2% 2.1% 4.3% 1.2% 13.8% -
Q2 - 3.9% 6% 0.9% 2% 0.6% -1.4% -3.6% 2.4% 4.7% -
Q3 - 2.9% 7.6% 2.1% 4.1% 2.1% 4.1% -7.7% -2.3% 4.8% -
Q4 - -10.8% 1.1% -0.1% -11.4% -2.9% 1.5% -0.2% 3.2% 6.2% -

Returns +
M

J F M A M J J A S O N D
2022 -3.7% - - - - - - - - - - -
2021 -1.3% 5.5% 3% 3.6% 0.1% 0.2% 1.7% 1.1% 0.1% -0.2% -5.4% -7.3%

Annual
Return

Index Comparison

Alpha

NAV