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Weitz Funds, Partners Iii Opportunity Fund Insti Class: (MF: WPOPX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 07:40 PM ET

$12.63 USD

+0.05 (0.40%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD -1.46 86
3 months 0.59 61
6 months 2.10 80
1 Year -1.74 92
3 Year 8.82 85
5 Year 4.30 88
10 Year 7.16 96

* Annual for three years and beyond.

Zacks Premium Research for WPOPX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

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Portfolio Statistics

% Unrealized Gain 46.85
% Yield NA
% SEC Yield NA
Net Assets (Mil $) 1/31/2026 346.70
% Turnover 1/31/2026 25.00

Risk

3 Year 5 Year 10 Year
Beta 0.75 0.82 0.81
Alpha -6.94 -7.60 -5.04
R Squared 0.62 0.76 0.74
Std. Dev. 11.09 14.23 14.09
Sharpe 0.41 0.14 4.00

Sector / Country Weightings

As of 1/31/2026 % of Portfolio
Technology 39.74
Finance 20.51
Industrial Cyclical 13.34
Health 9.43
Other 7.65
Retail Trade 5.54
Non-Durable 3.79

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2025)
% of Portfolio Value (Mil$)
BERKSHIRE HATHAWAY INC CL 13.62 54.30
TOTAL*CASH 7.35 29.32
THERMO FISHER SCIENTIFIC 6.08 24.25
ALPHABET INC CLASS C 5.80 23.14
DANAHER CORP 5.47 21.81
MASTERCARD INC 5.14 20.48
VISA INC 5.05 20.14
MICROSOFT CORP 4.94 19.68
LIBERTY BROADBAND CORP CL 4.70 18.74

Stock Holding % of Net Assets

As Of 9/30/2025
Total Issues 23
Avg. P/E 27.38
Avg. P/Book 3.63
Avg. EPS Growth 10.39
Avg. Market Value (Mil $) 529,548

Composition

% of Portfolio
Stocks 92.72
Foreign Stocks 4.64
Cash 7.35
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other -0.08
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 0.00
Large Value 16.78
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 17.18
Foreign Bond 14.25
High Yield Bond 0.04