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Brad Hinton — Institutional Investor Profile | Buyside Digest

Brad Hinton

Institutional Investor • Weitz Large Cap Equity Fund

Value

$821M

Stocks

42 Stocks (42 new)

Turnover

N/A

CIK

SEC FilingsEDGAR ↗

Website ↗

Top Holdings

BRK.B(10.29%) GOOGL(7.22%) DHR(6.97%) V(6.17%) MA(5.65%)

About Investor

The fund is managed by experienced investment professionals Brad Hinton and Nathan Ritz. Brad Hinton serves as Executive Vice President and Co-Chief Investment Officer since 2017 with investment experience since 1990. He joined Weitz Investment Management in 2001 as a research analyst, advanced to portfolio manager in 2003, director of research in 2004, and co-CIO in 2017. Nathan Ritz serves as Portfolio Manager and Equity Analyst since August 2025 with experience since 2008, joining the firm in 2011 and becoming portfolio manager in early 2025. Both managers hold CFA designations and strong academic credentials from respected institutions including Dartmouth Tuck School of Business and University of Nebraska-Lincoln.

Investor Philosophy

Investment philosophy details pending verification.

Brad Hinton Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
BRK.B	None	Berkshire Hathaway, Inc.	General	$133.6M	10.3%	No Change
GOOGL	None	Alphabet Inc.	Information Technology	$93.7M	7.2%	No Change
DHR	None	Danaher Corp.	Health Care	$90.6M	7.0%	No Change
V	None	Visa Inc.	Financials	$80.2M	6.2%	No Change
MA	None	Mastercard Incorporated	Financials	$73.5M	5.7%	No Change
AON	None	Aon	Financials	$69.0M	5.3%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$62.7M	4.8%	No Change
META	None	Meta Platforms, Inc.	Communication Services	$60.5M	4.7%	No Change
TMO	None	Thermo Fisher Scientific Inc.	Health Care	$59.5M	4.6%	No Change
VMC	None	Vulcan Materials Company	Materials	$58.3M	4.5%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Information Technology25.4%

Health Care18.0%

Financials17.4%

General10.3%

Industrials8.3%

Sector	Stocks	Value	Exposure
Information Technology	14	$329.9M	25.4%
Health Care	6	$233.5M	18.0%
Financials	4	$225.7M	17.4%
General	1	$133.6M	10.3%
Industrials	4	$107.6M	8.3%
Communication Services	5	$98.3M	7.6%
Consumer Discretionary	4	$75.2M	5.8%
Materials	3	$74.3M	5.7%
Real Estate	1	$20.9M	1.6%