Weitz Partners Value Fund
WPVLX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1125 South 103 St Omaha NE United States of America 68124
- IPO Date
- May 31, 1983
- CIK
- 0001257927
- Website
- weitzfunds.com
- Similar Companies
- Business
- Weitz Partners Value Fund (WPVLX), formerly known as Multi Cap Equity Fund, is a no-load, concentrated multi-cap equity mutual fund managed by Weitz Investment Management, Inc., that seeks capital appreciation through investment in above-average to highest-quality businesses purchased at discounts to intrinsic value. The Fund employs a value-driven, private-buyer mindset with a focus on bottom-up fundamental research, high-conviction portfolios featuring limited holdings across large-, mid-, and small-cap U.S. common stocks and securities convertible into common stocks; it may also invest in non-U.S. securities denominated in U.S. dollars or foreign currencies, with a portfolio typically comprising 45 stocks emphasizing sectors such as technology, healthcare, and financial services including top holdings like Berkshire Hathaway Inc., Visa Inc., Danaher Corp., Mastercard Inc., and Meta Platforms Inc. Headquartered in Omaha, Nebraska, and succeeding the assets of Weitz Partners II Limited Partnership on December 31, 1993, the Fund operates primarily for individual investors, corporations, foundations, endowments, and retirement plans across the United States. In recent portfolio adjustments during the second quarter of 2025, the Fund initiated a new position in Ralliant Corp., increased stakes in Thermo Fisher Scientific Inc. and Danaher Corp., fully exited Adobe Inc., and trimmed holdings in CarMax Inc. and CoStar Group Inc., reflecting manager Wallace Weitz's strategic emphasis on quality companies with strong financials amid a market value of approximately $1.86 billion. These changes underscore ongoing risk management and sector balance in a concentrated strategy that prioritizes long-term business-owner perspectives over short-term market volatility. The Fund maintains a net expense ratio reflecting fee waivers and reimbursements, with a minimum initial investment of $2,500 for Investor Class shares.