WEITZ INVESTMENT Overview
Weitz Investment Management Inc. is an investment advisor that manages 6 BN dollars in regulatory AUM and has 38 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 2BN in positions, representing 39% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 2BN in positions, representing 39% of the manager's regulatory AUM.
WEITZ INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEITZ INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.A | 8.35% | Financials | 23.81% | 0.24% | 2 | 15% | ||
| BRK.B | 6.25% | Financials | 23.73% | 0.11% | 0 | 36% | ||
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FEATURED IN
WEITZ INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Wallace R. Weitz | Chairman Of The Board | March-1983 |
| Kenneth R. Stoll | President And Chief Financial Officer | February-2015 |
| Bradley P. Hinton | Vice President | July-2006 |
| John R. Detisch | Vice President, Chief Compliance Officer | February-2011 |
| Barbara Veach Weitz | Director | March-1983 |
| Martha J. Gilchrist | Vice President | February-2015 |
| Jo A. Quinif | Vice President | February-2015 |
WEITZ INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
WEITZ INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
This Item 8 describes the general investment strategies employed by Weitz Inc. in managing client accounts as well as the primary risks associated with these investment strategies, although it is not possible to identify all of the risks associated with investing and the particular risks applicable to a client account will depend on the nature of the account, its investment strategy or strategies and the types of securities held.
While Weitz Inc. seeks to manage accounts so that risks are appropriate to the return potential for the investment strategy, it is often not possible or desirable to fully mitigate risks. Any investment includes the risk of loss and there can be no guarantee that a particular level of return will be achieved. Clients should understand that they could lose some or all of their investment and should be prepared to bear the risk of such potential losses.
Client accounts gene...
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This Item 8 describes the general investment strategies employed by Weitz Inc. in managing client accounts as well as the primary risks associated with these investment strategies, although it is not possible to identify all of the risks associated with investing and the particular risks applicable to a client account will depend on the nature of the account, its investment strategy or strategies and the types of securities held.
While Weitz Inc. seeks to manage accounts so that risks are appropriate to the return potential for the investment strategy, it is often not possible or desirable to fully mitigate risks. Any investment includes the risk of loss and there can be no guarantee that a particular level of return will be achieved. Clients should understand that they could lose some or all of their investment and should be prepared to bear the risk of such potential losses.
Client accounts gene...
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WEITZ INVESTMENT Portfolio Concentration
WEITZ INVESTMENT Location
1125 SOUTH 103RD STREET
SUITE 200
OMAHA, Nebraska
UNITED STATES, 68124-1071
SUITE 200
OMAHA, Nebraska
UNITED STATES, 68124-1071
WEITZ INVESTMENT Contact Information
Phone Number: 402-391-1980
Fax Number: 402-393-6495
Website: http://www.weitzinvestments.com
Fax Number: 402-393-6495
Website: http://www.weitzinvestments.com
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