Weitz Investment Management: Partners Value and Hickory Fund's Portfolio Update


Weitz Investment Management’s Partners Value and Hickory Fund’s portfolio update.

H/T dataroma

Typically, Weitz Funds discloses portfolio holdings only on a quarterly basis (or, for the Government Money Market Fund, on a monthly basis as required by law). On November 13, 2014, Weitz Funds disclosed additional portfolio information by announcing that, after the most-recent quarter end and for the Funds listed below: (1) the following new holdings had been purchased, (2) the following holdings had been eliminated and (3) the current holdings of cash and cash equivalents were as follows:

Here’s what Charlie Munger had to say at the Daily Journal meeting

Charlie MungerCharlie Munger spoke at the Daily Journal Corporation's Annual Meeting of Shareholders today. Although Warren Buffett is the more well-known Berkshire Hathaway chief, Munger has been at his side through much of his investing career. Q4 2020 hedge fund letters, conferences and more Charlie Munger's speech at the Daily Journal meeting was live-streamed on Yahoo Read More

Weitz Investment Management

*Added to the portfolio due to Liberty Media Corp. spinoff

Weitz Funds undertakes no obligation to update the information above, or to make additional portfolio disclosures, except in accordance with its usual procedures. Portfolio composition is subject to change at any time and references to specific securities, industries and sectors are not recommendations to purchase any particular security. Current and future portfolio holdings are subject to risk.

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