Weitz: Build A Portfolio Where Each Position Is Significant Enough To Matter, Yet None Can Individually Make Or Break Your Results

Johnny HopkinsWally WeitzLeave a Comment

In their latest Q3 2021 Market Commentary, Weitz Investment says build a portfolio where each position is significant enough to matter, yet none can individually make or break your results. Here’s an excerpt from the commentary:

The portfolio is focused and well-aligned with our vision for successful large-cap investing. We have concentrated ownership stakes in 27 companies, with the top ten representing 47% of the portfolio.

Each position is significant enough to matter, yet none can individually make or break our results. Our current estimate is that the portfolio trades at a price-to-value in the mid-90s. Several core holdings still have a chance for outsized gains over a multi-year period.

Most, however, are priced for adequate return potential primarily from expected growth in per-share business value.

You can read the entire commentary here:

Weitz Q3 2021 Market Commentary

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