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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 articleSurging Alphabet Stock Leads Broad-Based Tech Rally; Nvidia Makes Bullish Move somewhat bullish
MSFT GOOGL AMZN NVDA INTC CVX XOM DDOG KLAC RMD GNRC APP CAVA SMCI PWR IR OWL MLM DXCM
Summary: Stock market showed strong gains with technology stocks Microsoft and Google-parent Alphabet leading the way. Despite a modest gain in the Dow Jones Industrial Average by 3 p.m. ET, individual stocks such as Amazon, Nvidia, and Alphabet saw significant upward movement.
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