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Wally Weitz's Weitz Multi Cap Equity Fund 1st-Quarter Letter: A Look Back - GuruFocus somewhat bullish
GOOG META AAPL BRK.B PRM MLM VMC LBRDA CHTR LICT LBTYK LH LILAK CSGP LKQ IT MKL VRSN
Summary: The Multi Cap Equity Fund's Institutional Class had a positive return compared to the Russell 3000 Index for the first quarter and one-year period, with various large- and mega-cap holdings contributing to the Fund's performance. The Fund outperformed small-cap and mid-cap indices but modestly lagged the capitalization-weighted Russell 3000. Initiatives were taken to adjust holdings during the period, including trimming certain positions and initiating new ones.
Full articleU.S. STOCKS Neurocrine, SunPower, NextEra Energy - XM somewhat bullish
DHR.N SMCI.O GL.N LKQ.O MSCI.N NUE.N RBLX.N GM.N NEE.N
Summary: Wall Street's main indexes advanced on Tuesday as growth and chip shares gained. Top gainers included Danaher Corp, Super Micro Computer, and Globe Life Inc. Top losers were LKQ Corp, MSCI Inc, and Nucor Corp. Notable stock movements include Roblox Corp rising on an upgrade to 'overweight' and General Motors rising on a full-year profit forecast raise. Notably, NextEra Energy rose on a Q1 profit beat.
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