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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Oct 30, 2024 | Penn Davis McFarland | - | - | LLYVK, SIRI | - | View | ||
| 2025 Q4 | Jan 29, 2026 | Weitz Multi Cap Equity Fund | -1.5% | 3.2% | ACN, BRK-B, CDW, CHTR, CMCSA, CSGP, DHR, GOOGL, HEI, IDXX, IEX, IT, KMX, LBRDA, LH, LKQ, META, PRM, SIRI, TECH | healthcare, multi-cap, technology, Telecom, underperformance, value | Google's Gemini AI surpassed expectations with latest release, moving to front of pack among frontier models according to industry benchmarks. Investors questioning value of Gartner's research offerings in rapidly evolving GenAI landscape. Heightened competition continues weighing on broadband investments including Liberty Broadband and Charter Communications. Charter's capital investment cycle beginning to ease, expected to improve free cash flow and support share repurchases at depressed prices. CarMax faces challenging environment with constrained availability and affordability of late model used vehicles. Online competitor Carvana taking share while CarMax's omni-channel investments have yet to deliver improvements, leading to strategic changes and CEO departure. | CHTR KMX PRM |
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| 2025 Q4 | Jan 29, 2026 | Weitz Partners III Opportunity Fund | 0.7% | 3.2% | AMZN, AON, BRK-A, CHTR, DHR, EEFT, GOOGL, GPN, IEX, KMX, LBRDA, LH, MA, META, MSFT, ROP, SIRI, TECH, TMO, V | AI, Biotechnology, contrarian, healthcare, Long/Short, technology, value | The fund owned several companies deemed AI Winners including Alphabet, Microsoft, Amazon and Meta Platforms, averaging roughly 16% of Fund assets in 2025. Google's latest Gemini AI release surpassed expectations with benchmarks showing performance moved to the front of the pack. The fund's deep value stocks averaging roughly 16% of portfolio assets had a disproportionately negative impact on returns in 2025. As value-oriented investors, the managers are comfortable taking contrarian positions but must be clear-eyed about how companies' prospects change. The portfolio's life sciences investments representing roughly 18% of average assets experienced a lost year in 2025. The industry began with pressure on research budgets and heightened scrutiny of healthcare apparatus, reorienting around a new normal before organic growth pickup spurred a rally. | BRK.B PRM CHTR KMX GOOGL |
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| 2024 Q2 | Jul 28, 2024 | Weitz Partners III Opportunity Fund | 9.1% | 14.1% | AON, CSGP, GPN, IEX, LYV, ODFL, SIRI | - | View | ||
| 2023 Q2 | Jul 20, 2023 | Weitz Partners Value Fund | 9.2% | 11.3% | CSGP, META, SIRI | - | View | ||
| 2024 Q4 | Jan 29, 2025 | Weitz Multi Cap Equity Fund | -0.6% | 15.6% | AIF CN, LBTYA, SIRI | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 7, 2025 | Seeking Alpha | Steven Fiorillo | Sirius XM Holdings Inc. | Communication Services | Entertainment | Bull | NASDAQ | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| Robert Bruce | Bruce & Co. | $322.5M | $1.1M | 0.35% | 55,784 | +0 | +0.00% | 0.0158% |
| Michael Price | Empyrean Capital Partners | $2.7B | $13.9M | 0.52% | 692,775 | -212,848 | -23.50% | 0.1963% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $2.8M | 0.01% | 137,995 | -390,367 | -73.88% | 0.0391% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $18.9M | 0.02% | 946,100 | -431,151 | -31.31% | 0.2681% |
| Lee Ainslie | Maverick Capital | $9.3B | $5.0M | 0.05% | 248,591 | +98,338 | +65.45% | 0.0704% |
| Ray Dalio | Bridgewater Associates | $27.4B | $1.8M | 0.01% | 88,307 | -138,686 | -61.10% | 0.0250% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $11.6M | 0.02% | 580,841 | +507,950 | +696.86% | 0.1646% |
| Israel Englander | Millennium Management LLC | $233.2B | $7.9M | 0.00% | 395,400 | -87,716 | -26.46% | 0.1120% |
| Aaron Weitman | CastleKnight Management LP | $4.5B | $2.8M | 0.06% | 139,000 | +87,400 | +169.38% | 0.0394% |
| Murray Stahl | Horizon Kinetics | $7.4B | $587,173 | 0.01% | 29,366 | -10,618 | -26.56% | 0.0083% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $50.4M | 0.07% | 2,518,787 | +585,266 | +30.27% | 0.7138% |
| Cliff Asness | AQR Capital Management | $190.6B | $29.0M | 0.02% | 1,449,947 | -1,332,434 | -47.89% | 0.4109% |
| Mario Gabelli | GAMCO Investors | $10.4B | $8.5M | 0.08% | 424,239 | -38,934 | -8.41% | 0.1202% |
| Wallace Weitz | Weitz Investment Management Inc | $1.7B | $27.7M | 1.64% | 1,384,000 | +0 | +0.00% | 0.3922% |
| Warren Buffett | Berkshire Hathaway | $274.2B | $2.5B | 0.91% | 124,807,117 | +124,807,117 | +100.00% | 35.3672% |
| Bob Wyckoff | Tweedy Browne CO LLC | $1.2B | $602,249 | 0.05% | 30,120 | +4,320 | +16.74% | 0.0085% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $8,398 | 0.00% | 420 | +0 | +0.00% | 0.0001% |