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

(NASDAQ Mutual Funds) As of Oct 26, 2026 04:48 PM ET

$13.76 USD

-0.01 (-0.07%)

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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4-Sell of 5       4  

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Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.15 87
3 months 3.49 12
6 months 11.74 60
1 Year 3.58 81
3 Year 9.38 91
5 Year 2.53 90
10 Year 6.51 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

Sell 4
MF Report

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Portfolio Statistics

% Unrealized Gain 44.31
% Yield 0.45
% SEC Yield NA
Net Assets (Mil $) 9/30/2026 331.05
% Turnover 9/30/2026 18.00

Risk

3 Year 5 Year 10 Year
Beta 0.70 0.80 0.80
Alpha -6.90 -8.38 -5.43
R Squared 0.56 0.73 0.73
Std. Dev. 10.90 14.32 14.20
Sharpe 0.39 -0.06 4.00

Sector / Country Weightings

As of 9/30/2026 % of Portfolio
Technology 32.49
Finance 29.91
Other 12.54
Industrial Cyclical 11.21
Non-Durable 5.71
Retail Trade 5.60
Health 2.54

Portfolio Holdings

Top Equity Holdings
(As of 6/30/2026)		 % of Portfolio Value (Mil$)
BERKSHIRE HATHAWAY INC CL 16.17 54.04
TOTAL*US TREASURY BILLS 11.02 36.83
ALPHABET INC CLASS C 5.81 19.43
VISA INC 5.65 18.87
MICROSOFT CORP 5.58 18.65
DANAHER CORP 5.13 17.14
THERMO FISHER SCIENTIFIC 4.80 16.04
IDEX CORP 4.75 15.89
SIRIUS XM HOLDINGS INC 4.64 15.51

Stock Holding % of Net Assets

As Of 6/30/2026
Total Issues 21
Avg. P/E 23.17
Avg. P/Book 4.40
Avg. EPS Growth 12.29
Avg. Market Value (Mil $) 509,834

Composition

% of Portfolio
Stocks 87.46
Foreign Stocks 4.47
Cash 11.02
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 1.52
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 1.34
Large Value 31.63
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 14.14
High Yield Bond 0.00