Breaking News

Weitz Large Cap Equity Fund - Investor Class (WVALX)

US Funds

Add to/Remove from a Portfolio Add to Watchlist

53.57 -0.07 -0.13%

25/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 537.95M

Type: Fund

Market: United States

Issuer: Weitz

Asset Class: Equity

General
Chart
- Streaming Chart
- Interactive Chart
Technical
- Technical Analysis
Forum

WVALX Holdings

Comprehensive information about top holdings and Key Holding Information for the Weitz Value Investor (WVALX) fund. Our Weitz Value Investor portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert

Add to Watchlist

Add to/Remove from a Portfolio

Name	Net %	Long %	Short %
Cash	1.40	1.42	0.02
Shares	98.60	98.60	0.00

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.94	20.34
Price to Book	3.82	3.96
Price to Sales	3.24	2.62
Price to Cash Flow	13.50	14.37
Dividend Yield	0.64	1.54
5 Years Earnings Growth	10.53	10.93

Sector Allocation

Name	Net %	Category Average
Financial Services	22.91	14.50
Technology	22.17	28.76
Industrials	16.53	9.57
Communication Services	13.50	8.55
Healthcare	11.36	12.17
Consumer Cyclical	7.26	10.61
Real Estate	3.44	2.25
Basic Materials	2.82	2.35

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 29

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Visa A	US92826C8394	5.56	352.09	+0.64%
Berkshire Hathaway B	US0846707026	5.27	499.82	+0.28%
Global Payments	US37940X1028	5.15	103.43	-0.39%
Danaher	US2358511028	5.12	210.41	-0.35%
Mastercard	US57636Q1040	4.84	564.03	+0.90%
Aon	IE00BLP1HW54	4.76	397.57	+1.37%
Meta Platforms	US30303M1027	4.75	657.50	-1.59%
Alphabet C	US02079K1079	4.48	177.37	-2.11%
Thermo Fisher Scientific	US8835561023	4.22	539.55	+0.75%
Charter Communications	US16119P1084	4.08	358.73	-1.93%

Top Equity Funds by Weitz

Name	Total Assets	YTD%	3Y%	10Y%
Weitz Partners III Opportunity Inst	423.8M	4.45	3.89	6.32
Weitz Value Institutional	382.67M	5.45	8.23	10.54
Weitz Partners Value Institutional	350.65M	4.59	6.23	7.16
Weitz Partners Value Investor	227.54M	4.59	6.04	6.93
Weitz Balanced	50.71M	1.90	3.64	6.00

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically.
Use standard writing style. Include punctuation and upper and lower cases.
NOTE: Spam and/or promotional messages and links within a comment will be removed
Avoid profanity, slander or personal attacks directed at an author or another user.
Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read and understood Investing.com UK's comment guidelines and agree to the terms described.

I Agree

WVALX Comments

Write your thoughts about Weitz Large Cap Equity Fund - Investor Class

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d51-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d51-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d51-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

FTSE 100	8,668.67	+9.69	+0.11%
DAX	22,410.27	-15.66	-0.07%
Euro Stoxx 50	5,452.55	+4.60	+0.08%
S&P 500	5,955.25	-28.00	-0.47%
Nikkei 225	37,886.50	-339.00	-0.89%
Dow Jones	43,621.16	+159.95	+0.37%
FTSE 100 Futures	8,679.7	+63.7	+0.74%

Brent Oil	72.66	+0.16	+0.22%
Crude Oil WTI	69.08	+0.15	+0.22%
Gold	2,932.49	+13.69	+0.47%
Silver	32.145	+0.319	+1.00%
Copper	4.7150	+0.0182	+0.39%
London Cocoa	7,042.00	+294.00	+4.36%
London Wheat	174.50	-3.55	-1.99%

U.K. 10Y	4.5090	-0.0550	-1.31%
U.K. 5Y	4.1815	-0.0655	-1.65%
U.K. 2Y	4.1725	-0.0515	-1.18%
Germany 10Y	2.4510	-0.0185	-0.81%
U.S. 10Y	4.326	+0.028	+0.65%
U.S. 5Y	4.154	+0.022	+0.53%
U.S. 2Y	4.121	+0.025	+0.61%

Lloyds Banking	68.62	+1.30	+1.93%
Vodafone Group PLC	69.240	+0.840	+1.23%
Barclays	296.85	-1.90	-0.64%
BT Group	154.30	+1.50	+0.98%
HSBC	899.50	+21.80	+2.48%
BHP Group Ltd	1,992.50	-41.50	-2.04%
Exxon Mobil	109.73	-1.54	-1.38%

Recent Quotes

	Name	Price	Chg.	Chg. %
	Weitz Value Inves.	53.57	-0.07	-0.13%