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.
The latest change list shows DHR unchanged to 8.10%; V unchanged to 7.17%; MA unchanged to 6.57%. Combined with top 5 33.62%, top 10 58.18%, top 20 85.10%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The strongest recent period was 2023-03-31 (8.98% strategy return, 7.90% benchmark, 1.08% excess, 13.01% turnover), while the weakest was 2025-12-31 (-1.93% strategy return, 9.57% benchmark, -11.49% excess, 20.43% turnover). Those periods should be read alongside baseline metrics of return 7.48%, alpha -4.34%, beta 0.90, Sharpe 0.51, Sortino 0.64, and max drawdown -31.26% to judge whether returns came from persistent exposure or a narrow timing window.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by DHR (Danaher Corporation) 8.10%, V 7.17%, and MA (Mastercard Incorporated) 6.57%, with sector exposure of Financials 22.20%, Health Care 20.60%, and Information Technology 18.91%. The baseline metrics show return 7.48%, alpha -4.34%, beta 0.90, Sharpe 0.51, Sortino 0.64, and max drawdown -31.26%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.