LongMLMJul 2026
Martin Marietta Materials, Inc.
The fund repurchased Martin Marietta Materials opportunistically at what it considered a favorable price. The company is a leading aggregates producer with high-quality assets…
Weitz Large Cap Equity Fund
Concentrated large-cap equity strategy focused on owning quality companies at discounts to estimated business value.$626M AUM10 published ideas
Weitz Large Cap Equity Fund is a concentrated large-cap equity strategy managed by Brad Hinton and Nathan Ritz. Its philosophy is to own quality companies at discounts to what the managers believe they are worth. At quarter-end the portfolio held 30 companies, with the top ten accounting for well over half of assets, and the managers estimated its aggregate price-to-value in the upper-70s.
Ideas from Weitz Large Cap Equity Fund
LongCSGPJul 2026
CoStar Group, Inc.
CoStar Group has been caught in the market's broad reassessment of software and information-services businesses exposed to potential AI disruption. The fund materially trimmed…
LongMSFTJul 2026
Microsoft Corporation
Microsoft is one of the fund's large hyperscaler cloud and AI service-provider positions. Its shares lagged during the quarter as investors became more selective about companies…
LongACNJul 2026
Accenture plc
Accenture has been penalized as investors assess the potential impact of AI on software and information-services business models. The fund materially reduced its position during…
LongVLTOJul 2026
Veralto Corporation
The fund initiated a new position in Veralto at what it considered a favorable price. Veralto has leading market positions and attractive economics across water quality…
LongAMZNJul 2026
Amazon.com, Inc.
Amazon is one of the fund's large hyperscaler positions and remained in favor during the second quarter. The investment case rests partly on its competitive positioning as a…
LongCRMJul 2026
Salesforce, Inc.
Salesforce has been pressured by concerns that AI could disrupt established software business models. The fund reduced the holding materially during the quarter as part of its…
LongGOOGJul 2026
Alphabet Inc.
Alphabet is one of the fund's large positions among hyperscale cloud and AI service providers. Its shares remained in favor during the second quarter as investors differentiated…
LongMETAJul 2026
Meta Platforms, Inc.
Meta is a major hyperscaler and AI service-provider holding in the portfolio. The shares lagged in the second quarter as investors became more discerning about the buyers of AI…
LongORCLJul 2026
Oracle Corporation
Oracle is held as one of the portfolio's major hyperscaler cloud and AI service providers. Its shares lagged during the second quarter while investors focused more closely on the…
Letters covered
- Large Cap Equity Fund 2Q 2026July 15, 2026
Source PDFs are not republished here; only extracted ideas and quotes.