Weitz Investment Management, Inc. 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
Following Baseline means accepting the manager's disclosed sizing almost directly. Here that means moderate concentration rather than broad index-like exposure: top 5 33.55%, top 10 55.79%, top 20 82.74%, with BRK.A 8.72%, DHR 7.11%, GOOGL 6.60%, V 5.74%, MA 5.38%, TMO 4.74%. The baseline result is return 8.37%, alpha -2.63%, beta 0.85, Sharpe 0.57, Sortino 0.72, max drawdown -28.59%. That is the right reference case, but it is not automatically the safest case because the largest names and sector mix (Financials 27.85%, Health Care 17.67%, Information Technology 15.90%, Communication Services 13.18%) still dominate the realized path.
The period rows show the character of the baseline. The strongest relative period was 2025-09-30 (3.27% vs SPY 1.49%, excess 1.78%, turnover 9.93%); the weakest was 2025-03-31 (1.19% vs SPY 9.22%, excess -8.03%, turnover 21.63%). The latest rows (2025-03-31 (1.19% vs SPY 9.22%, excess -8.03%, turnover 21.63%); 2025-06-30 (-2.64% vs SPY 4.20%, excess -6.84%, turnover 12.27%); 2025-09-30 (3.27% vs SPY 1.49%, excess 1.78%, turnover 9.93%)) show whether recent results are confirming or reversing the long-term profile.
Before accepting Baseline, I would inspect three things: whether BRK.A 8.72%, DHR 7.11%, GOOGL 6.60%, V 5.74% still have current theses, whether recent changes such as no large named moves and no large named moves indicate a shift, and whether max drawdown of -28.59% is acceptable for the user's risk budget.