Weitz Partners III Opportunity Fund Q4 2024 Commentary
Source: SeekingAlpha
2025-02-17 14:16:00 ET
Summary
- The Fund’s leading quarterly contributors were Corecard Corp, Visa, Amazon, Alphabet and Global Payments.
- We entered 2024 with modest expectations but the year turned out to be a good one, resulting in a double-digit gain for the Fund.
- We shifted some mega cap technology exposures during the quarter, adding to Microsoft while trimming Alphabet, Amazon and Meta Platforms.
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Weitz Partners III Opportunity Fund Q4 2024 Commentary
Fidelity National Information Services Inc.
NASDAQ: FIS
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Diversified Financial Services
Finance
US
Jacksonville
