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Weitz Partners III Opportunity Instl WPOPX

Medalist Rating as of | See Weitz Investment Hub
  • NAV / 1-Day Return 13.13  /  +0.84 %
  • Total Assets 419.1 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.190%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.09%
  • Turnover 26%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 11:56 PM GMT+0

Morningstar’s Analysis WPOPX

Will WPOPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weitz Partners III Opportunity Instl's recent fee cut underpins an upgrade to this strategy's Morningstar Medalist Rating to Bronze from Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings WPOPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 45.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

10.37 41.9 Mil
Financial Services

Alphabet Inc Class C

6.28 25.4 Mil
Communication Services

Futures Collateral - Tco

5.36 21.7 Mil
Cash and Equivalents

Thermo Fisher Scientific Inc

5.25 21.2 Mil
Healthcare

Visa Inc Class A

5.15 20.8 Mil
Financial Services

JPMorgan US Government MMkt Instl

4.96 20.1 Mil
Cash and Equivalents

Amazon.com Inc

4.89 19.8 Mil
Consumer Cyclical

Mastercard Inc Class A

4.75 19.2 Mil
Financial Services

Liberty Broadband Corp Registered Shs Series -C-

4.69 18.9 Mil
Communication Services

Danaher Corp

4.58 18.5 Mil
Healthcare