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Video Insights

Weitz 2021 Annual Shareholder Meeting

The Weitz 2021 Annual Shareholder Meeting featured a review of recent fund performance, thoughts on the current issues in the markets including interest rates and inflation, our expectations going forward, and more. The discussion was followed by a question-and-answer session, which begins at 1:02:36 in the video below.

For any additional questions, feel free to contact our client services team at clientservices@weitzinvestments.com or 800-304-9745.

View the full transcript here.

For your convenience, Weitz Fund's performance for 12/31/20 and 03/31/21 are available through the links below. Please refer to these documents as needed for fund performance and related information.

12.31.2020 Weitz Fund Performance
03.31.2021 Weitz Fund Performance

 


 

As of 03/31/2021, the following portfolio company constituted a portion of the net assets of Balanced Fund, Hickory Fund, Partners III Opportunity Fund, Partners Value Fund, and Value Fund as follows:

Alphabet, Inc. —Class C (GOOG): 1.9%, 0.0%, 5.0%, 5.9%, 6.7%
Amazon.com, Inc. (AMZN): 0.0%, 0.0%, 2.5%, 0.0%, 2.8%
Analog Devices, Inc. (ADI): 1.3%, 0.0%, 0.0%, 0.0%, 3.8%
AutoZone, Inc. (AZO): 1.7%, 4.1%, 1.1%, 2.3%, 2.7%
Black Knight, Inc. (BKI): 0.0%, 2.3%, 1.8%, 2.3%, 0.0%
Charter Communications, Inc. —Class A (CHTR): 1.5%, 0.0%, 0.0%, 0.0%, 0.0%
Comcast Corporation —Class A (CMCSA): 1.6%, 0.0%, 0.0%, 0.0%, 3.2%
Discovery Communications Inc. (DISCA): 0.0%, 0.0%, 0.0%, 0.0%, 0.0%
Dun & Bradstreet Holdings Inc. (DNB): 0.0%, 0.0%, 1.2%, 0.0%, 0.0%
Facebook, Inc. —Class A (FB): 0.0%, 0.0%, 4.3%, 3.2%, 4.4%
Intel Corporation (INTC): 0.0%, 0.0%, 0.0%, 0.0%, 0.0%
JPMorgan Chase & Co. (JPM): 1.5%, 0.0%, 0.0%, 0.0%, 2.6%
Liberty Broadband Corp. -Series A & C (LBRDA/K): 0.0%, 8.0%, 5.1%, 4.7%, 4.5%
Liberty Media Formula One -Series A (FWONA): 0.0%, 0.0%, 0.0%, 0.0%, 0.0%
Linde PLC (LIN): 1.2%, 0.0%, 0.0%, 0.0%, 2.3%
Mastercard Inc. —Class A (MA): 1.6%, 0.0%, 4.6%, 3.5%, 3.8%
Microsoft Corporation (MSFT): 2.0%, 0.0%, 0.0%, 0.0%, 0.0%
Moody's Corporation (MCO): 0.0%, 0.0%, 0.0%, 0.0%, 0.0%
Oracle Corp. (ORCL): 1.5%, 0.0%, 0.0%, 0.0%, 3.8%
Samsung Electronics Co Ltd (KRW): 0.0%, 0.0%, 0.0%, 0.0%, 0.0%
Taiwan Semiconductor Mfg. Co. Ltd. (TSM): 0.0%, 0.0%, 0.0%, 0.0%, 0.0%
Texas Instruments, Inc. (TXN): 1.1%, 0.0%, 2.8%, 3.2%, 0.0%
TWC Enterprises Ltd (TWC): 0.0%, 0.0%, 0.0%, 0.0%, 0.0%
Verizon Communications Inc. (VZ): 0.0%, 0.0%, 0.0%, 0.0%, 0.0%
Visa Inc. —Class A (V): 1.5%, 0.0%, 4.6%, 3.9%, 3.9%
Vulcan Materials Co. (VMC): 1.8%, 2.4%, 1.3%, 3.7%, 4.0%
Walt Disney Co. (DIS): 0.0%, 0.0%, 0.0%, 0.0%, 0.0%
Zoom Video Communications Inc. (ZM): 0.0%, 0.0%, 0.0%, 0.0%, 0.0%

 

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