WBALX
Conservative Allocation Fund
Weitz Funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
US TREASURY N/B 0 2,000,000 2,000,000 1.19% $2.01M
US TREASURY N/B 0 2,000,000 2,000,000 1.15% $1.94M
HEICO CORP CL A 0 7,000 7,000 0.88% $1.48M
US TREASURY N/B 0 1,000,000 1,000,000 0.60% $1.01M
FERGUSON ENTERPRISES INC 0 4,000 4,000 0.55% $933.04K
AMPHENOL CORPORATION CL A 0 7,000 7,000 0.52% $884.45K
INGERSOLL RAND INC 0 11,000 11,000 0.52% $881.32K
FEDERAL HOME LOAN MORTGAGE CORP 0 727,066 727,066 0.43% $722.02K
FEDERAL HOME LOAN MORTGAGE CORPORATION 0 496,427 496,427 0.30% $500.97K
FEDERAL HOME LOAN MORTGAGE CORP 0 496,241 496,241 0.29% $496.06K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
U.S. Treasury Bills 5,000,000 0 -5,000,000 0.00% -$4.96M
US TREASURY N/B 4,000,000 0 -4,000,000 0.00% -$3.94M
U.S. Treasury Bills 3,000,000 0 -3,000,000 0.00% -$2.99M
ROPER TECHNOLOGIES INC 5,500 0 -5,500 0.00% -$2.45M
US TREASURY N/B 2,000,000 0 -2,000,000 0.00% -$2.00M
US TREASURY N/B 2,000,000 0 -2,000,000 0.00% -$2.00M
US TREASURY N/B 2,000,000 0 -2,000,000 0.00% -$1.99M
US TREASURY N/B 2,000,000 0 -2,000,000 0.00% -$1.98M
US TREASURY N/B 2,000,000 0 -2,000,000 0.00% -$1.97M
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT 20,000 0 -20,000 0.00% -$1.73M
MONEYMKT 1,194,750 0 -1,194,750 0.00% -$1.19M
US TREASURY N/B 1,000,000 0 -1,000,000 0.00% -$997.42K
ONEMAIN DIRECT AUTO RECEIVABLES TRUST 2021 1 447,000 0 -447,000 0.00% -$446.43K
ZOOM COMMUNICATIONS INC CLASS A 132,750 0 -132,750 0.00% -$132.75K
GPMT Ltd., Series 2021-FL3, Class A 32,864 0 -32,864 0.00% -$32.91K
LAD AUTO RECEIVABLES TRUST 2023 4 24,148 0 -24,148 0.00% -$24.18K
ENTERPRISE FLEET FING 2023-1 LLC 5.51% 01/22/2029 144A 21,299 0 -21,299 0.00% -$21.33K
MMAF EQUIPMENT FINANCE LLC MMAF 2023 A A2 144A 1,625 0 -1,625 0.00% -$1.63K
FEDERAL HOME LOAN MORTGAGE CORPORATION 205 0 -205 0.00% -$205

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BERKSHIRE HATH-B 12,500 12,000 -500 3.41% -$532.72K
DANAHER CORP 25,000 21,000 -4,000 2.36% -$1.74M
AON PLC-CLASS A 16,750 12,250 -4,500 2.35% -$1.96M
VULCAN MATERIALS CO 18,000 14,500 -3,500 2.34% -$1.19M
THERMO FISHER SCIENTIFIC INC 10,000 8,000 -2,000 2.33% -$1.86M
MARTIN MAR MTLS 8,000 6,500 -1,500 2.27% -$1.15M
VISA INC-CLASS A 13,750 12,500 -1,250 2.24% -$1.04M
MASTERCARD INC CL A 8,500 7,500 -1,000 2.22% -$1.11M
LABCORP HOLDINGS INC 13,750 12,800 -950 2.03% -$34.43K
ANALOG DEVICES INC 17,000 10,500 -6,500 1.98% -$1.27M
ACCENTURE PLC-A 16,500 16,000 -500 1.88% -$1.25M
IDEX CORPORATION 25,000 14,500 -10,500 1.63% -$1.70M
OLD DOMINION FRT 16,000 13,000 -3,000 1.51% $31.40K
S&P GLOBAL INC 6,100 5,750 -350 1.45% -$742.09K
ALPHABET INC CL C 10,500 8,500 -2,000 1.45% -$856.59K
JPM-US GV MM-L 4,807,500 1,979,311 -2,828,189 1.17% -$2.83M
BIO-TECHNE CORP 40,000 31,500 -8,500 0.98% -$706.21K
COMCAST CORP CL A 70,000 37,000 -33,000 0.63% -$1.03M
FORTIVE CORP 38,000 17,500 -20,500 0.57% -$1.13M
MTLRF 2025-1A A2 1,000,000 899,433 -100,567 0.54% -$102.62K
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 757,406 738,643 -18,763 0.44% -$22.82K
FEDERAL HOME LOAN MORTGAGE CORP 797,299 732,494 -64,805 0.43% -$66.72K
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 746,677 729,267 -17,409 0.43% -$23.40K
FR SB8257 747,984 705,128 -42,856 0.43% -$48.22K
NMEF Funding LLC, Series 2025-B, Class A2 750,000 690,181 -59,819 0.41% -$60.63K
FEDERAL HOME LOAN MORTGAGE CORP 626,139 574,187 -51,952 0.34% -$54.41K
GS MORTGAGE BACKED SECURITIES TRUST 2025 9 704,151 578,281 -125,870 0.34% -$128.88K
SEQUOIA MORTGAGE TRUST 2025 10 680,137 563,989 -116,149 0.33% -$119.27K
FEDERAL NATIONAL MORTGAGE ASSOCIATION 628,256 550,200 -78,057 0.33% -$81.22K
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 594,333 563,181 -31,152 0.33% -$33.06K
FHLMC Remic Series Fixed 5% Due 04/25/2053 574,736 546,533 -28,203 0.32% -$35.01K
FEDERAL HOME LOAN MORTGAGE CORP 570,632 527,704 -42,928 0.32% -$46.28K
WFLF 2024-2A A1 535,072 472,876 -62,196 0.28% -$64.17K
SEQUOIA MORTGAGE TRUST 2025 6 614,291 461,560 -152,731 0.27% -$154.59K
GS MORTGAGE BACKED SECURITIES TRUST 2025 PJ3 572,145 457,545 -114,600 0.27% -$116.87K
CHASE MORTGAGE FINANCE CORPORATION 542,122 445,994 -96,128 0.27% -$100.01K
FR SB8293 469,921 426,334 -43,587 0.26% -$46.55K
FEDERAL NATIONAL MORTGAGE ASSOCIATION 513,756 420,466 -93,290 0.25% -$95.14K
FEDERAL NATIONAL MORTGAGE ASSOCIATION 435,256 413,495 -21,761 0.25% -$24.23K
AXIS EQUIPMENT FINANCE RECEIVA AXIS 2025 1A A2 144A 425,010 388,577 -36,433 0.23% -$38.28K
FNMA, REMIC, Series 2023-12, Class GB 430,486 381,411 -49,074 0.23% -$52.88K
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 402,502 362,961 -39,541 0.22% -$40.61K
JP MORGAN MORTGAGE TRUST 2021 6 414,698 402,935 -11,762 0.22% -$11.11K
Monroe Capital Mml Clo XII Ltd 500,000 350,370 -149,630 0.21% -$149.68K
JP MORGAN MORTGAGE TRUST 388,877 348,708 -40,169 0.21% -$41.19K
CHASE HOME LENDING MT VAR 371,813 333,862 -37,951 0.20% -$40.99K
Freddie Mac REMICS 420,801 329,811 -90,990 0.20% -$92.62K
FORTRESS CREDIT OPPORTUNITIES XV CLO LTD 356,002 327,406 -28,596 0.19% -$28.50K
FNR 2025-59 MA 396,294 324,071 -72,222 0.19% -$72.79K
GS MORTGAGE-BACKED SECURITIES TRUST 2022-PJ1 GSMBS 2022-PJ1 A8 355,281 348,826 -6,455 0.18% -$6.78K
FLAGSTAR MORTGAGE TRUST 2021 7 321,102 312,167 -8,936 0.17% -$8.85K
JP MORGAN MORTGAGE TRUST 2021 8 303,683 295,333 -8,350 0.16% -$8.36K
RCKT MORTGAGE TRUST 287,124 281,913 -5,211 0.15% -$5.41K
AQUA FINANCE TRUST 267,307 250,542 -16,765 0.15% -$18.62K
FNMA, REMIC, Series 2024-20, Class HD 287,597 242,591 -45,006 0.15% -$45.73K
SEQUOIA MORTGAGE TRUST 2023 3 275,523 237,287 -38,236 0.14% -$40.43K
FEDERAL NATIONAL MORTGAGE ASSOCIATION 257,423 242,190 -15,233 0.14% -$15.90K
WFLF 2023-2A A 283,766 224,289 -59,477 0.13% -$60.93K
FEDERAL NATIONAL MORTGAGE ASSOCIATION 347,667 222,194 -125,473 0.13% -$126.44K
EFF 2023-3 A2 265,224 207,405 -57,819 0.12% -$59.24K
JP MORGAN MORTGAGE TRUST 2022-2 JPMMT 2022-2 A4A 239,567 233,865 -5,702 0.12% -$5.77K
KREF Ltd., Series 2022-FL3, Class A 240,058 202,609 -37,449 0.12% -$37.69K
FEDERAL NATIONAL MORTGAGE ASSOCIATION 304,491 177,906 -126,585 0.11% -$127.16K
J.P. Morgan Mortgage Trust 2024-10 5.50 231,536 176,857 -54,679 0.10% -$55.09K
Sequoia Mortgage Trust 2024-3 217,276 173,807 -43,469 0.10% -$44.84K
JP Morgan Mortgage Trust Series 2024-5 6.00 313,289 170,292 -142,998 0.10% -$144.26K
AXIS EQUIPMENT FINANCE RECEIVA AXIS 2024 2A A2 144A 191,670 168,053 -23,618 0.10% -$24.54K
Sequoia Mortgage Trust 2024-10 5.50 219,775 163,693 -56,082 0.10% -$56.92K
NMEF Funding LLC, Series 2025-A, Class A2 151,104 127,576 -23,529 0.08% -$23.74K
KREF Ltd., Series 2021-FL2, Class A 186,439 123,456 -62,983 0.07% -$62.68K
AQUA FINANCE TRUST AQFIT 2025 B A 144A 126,963 116,392 -10,571 0.07% -$10.95K
Octane Receivables Trust, Series 2024-2A, Class A2 149,925 115,165 -34,760 0.07% -$35.17K
Foundation Finance Trust, Series 2025-2A, Class A 138,593 114,048 -24,544 0.07% -$25.99K
Sequoia Mortgage Trust 2024-5 157,168 112,794 -44,374 0.07% -$45.15K
Foundation Finance Trust, Series 2023-2A, Class A 115,954 108,885 -7,069 0.07% -$8.09K
GS MORTGAGE BACKED SECURITIES TRUST 236,523 107,359 -129,164 0.06% -$129.27K
MFF 2023-1A A 144A 7.21% 05-20-36 144,574 103,860 -40,714 0.06% -$41.14K
FEDERAL NATIONAL MORTGAGE ASSOCIATION 113,806 106,233 -7,572 0.06% -$7.86K
MTLRF 2024-1A A2 155,390 100,430 -54,960 0.06% -$55.27K
FEDERAL NATIONAL MORTGAGE ASSOCIATION 174,878 98,134 -76,744 0.06% -$77.08K
Dell Equipment Finance Trust, Series 2024-1, Class A3 157,417 96,881 -60,536 0.06% -$61.23K
Foundation Finance Trust, Series 2024-1A, Class A 98,179 92,835 -5,344 0.06% -$5.78K
Chesapeake Funding II LLC, Series 2023-1A, Class A1 127,002 94,367 -32,636 0.06% -$33.11K
JP MORGAN MORTGAGE TRUST 2017 3 109,723 105,974 -3,748 0.06% -$3.54K
PFP Ltd., Series 2024-11, Class A 106,258 87,114 -19,143 0.05% -$19.29K
HPEFS EQUIP TR 2024-2 5.36% 10/20/2031 144A 120,950 85,995 -34,956 0.05% -$35.34K
GREENSKY HOME IMPROVEMENT ISSU GSKY 2025 1A A4 144A 103,352 82,444 -20,908 0.05% -$22.00K
ARI Fleet Lease Trust, Series 2024-B, Class A2 106,906 81,730 -25,176 0.05% -$25.54K
FEDERAL NATIONAL MORTGAGE ASSOCIATION 96,724 83,044 -13,680 0.05% -$13.52K
EFF 2024-1 A2 93,719 75,544 -18,175 0.05% -$18.51K
FHLG 15YR 2.5% 04/01/2033#ZS8692 81,433 77,362 -4,071 0.04% -$4.36K
AXIS 2024-1A A2 144A 5.38% 01-21-31 89,099 68,577 -20,523 0.04% -$21.01K
ENTERPRISE FLEET FING 2023-2 LLC 5.56% 04/22/2030 144A 115,111 66,681 -48,430 0.04% -$48.82K
STWD Ltd., Series 2022-FL3, Class A 181,289 65,224 -116,065 0.04% -$116.52K
JP MORGAN MORTGAGE TRUST 2016 3 72,213 65,060 -7,153 0.04% -$7.02K
Foundation Finance Trust, Series 2021-2A, Class A 65,313 60,560 -4,753 0.03% -$4.35K
DLLST LLC, Series 2024-1A, Class A3 76,803 53,635 -23,168 0.03% -$23.35K
GREENSKY HOME IMPROVEMENT TRUST 2024-2 5.25% 10/27/2059 144A 120,866 52,612 -68,253 0.03% -$68.52K
CFII 2024-1A A1 59,110 51,646 -7,464 0.03% -$7.66K
AXIS 2023-1A A2 144A 6.09% 12-20-29 67,291 46,111 -21,180 0.03% -$21.48K
Dext ABS LLC, Series 2023-2, Class A2 103,082 43,380 -59,702 0.03% -$60.18K
Chesapeake Funding LLC, Series 2023-2A, Class A1 53,265 43,168 -10,097 0.03% -$10.39K
FNMA POOL MA3540 FN 12/33 FIXED 3.5 46,226 44,060 -2,167 0.03% -$2.43K
Chase Home Lending Mortgage Trust 2024-9 5.50 76,754 32,788 -43,965 0.02% -$43.98K
ARI Fleet Lease Trust, Series 2023-B, Class A2 48,029 32,068 -15,962 0.02% -$16.17K
FEDERAL NATIONAL MORTGAGE ASSOCIATION 37,329 30,342 -6,988 0.02% -$6.95K
FN AB6291 33,801 27,498 -6,303 0.02% -$6.24K
ARI Fleet Lease Trust, Series 2024-A, Class A2 35,313 26,519 -8,794 0.02% -$8.89K
FEDERAL NATIONAL MORTGAGE ASSOCIATION 29,621 24,136 -5,485 0.01% -$5.40K
BOF URSA VI Funding Trust I 45,803 20,521 -25,282 0.01% -$25.47K
JP MORGAN MORTGAGE TRUST 2020 8 20,570 18,028 -2,542 0.01% -$2.54K
BOF URSA VI Funding Trust I 27,976 16,819 -11,158 0.01% -$11.24K
SEQUOIA MORTGAGE TRUST 2020 3 11,775 10,810 -965 0.01% -$957
JP MORGAN MORTGAGE TRUST 2014-5 JPMMT 2014-5 A1 11,780 9,025 -2,756 0.01% -$2.70K
AXIS Equipment Finance Receivables XI, LLC 13,159 5,008 -8,151 0.00% -$8.17K
FN AK3264 4,412 3,166 -1,245 0.00% -$1.23K
FN AB3902 4,140 2,525 -1,615 0.00% -$1.60K
GOVERNMENT NATIONAL MORTGAGE CORPORATION 3,885 2,514 -1,370 0.00% -$1.36K
FEDERAL HOME LOAN MORTGAGE CORPORATION 2,372 1,147 -1,225 0.00% -$1.22K
FEDERAL HOME LOAN MORTGAGE CORPORATION 2,479 1,097 -1,382 0.00% -$1.38K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
US TREASURY N/B 4,000,000 4,000,000 0 2.30% -$19.38K
MICROSOFT CORP 9,250 9,250 0 2.03% -$1.05M
US TREASURY N/B 3,000,000 3,000,000 0 1.79% -$21.45K
US TREASURY N/B 3,000,000 3,000,000 0 1.78% -$8.54K
US TREASURY N/B 3,000,000 3,000,000 0 1.78% -$23.09K
LINDE PLC 6,000 6,000 0 1.76% $416.22K
US TREASURY N/B 3,000,000 3,000,000 0 1.76% $7.12K
VERALTO CORP 32,500 32,500 0 1.70% -$369.20K
EQUIFAX INC 13,500 13,500 0 1.44% -$498.28K
TEXAS INSTRUMENTS INC 11,000 11,000 0 1.27% $227.15K
US TREASURY N/B 2,000,000 2,000,000 0 1.21% -$18.32K
US TREASURY N/B 2,000,000 2,000,000 0 1.20% -$17.23K
US TREASURY N/B 2,000,000 2,000,000 0 1.20% -$13.20K
US TREASURY N/B 2,000,000 2,000,000 0 1.20% -$17.93K
US TREASURY N/B 2,000,000 2,000,000 0 1.20% -$9.49K
US TREASURY N/B 2,000,000 2,000,000 0 1.19% -$16.05K
US TREASURY N/B 2,000,000 2,000,000 0 1.19% -$16.52K
US TREASURY N/B 2,000,000 2,000,000 0 1.19% -$16.99K
US TREASURY N/B 2,000,000 2,000,000 0 1.19% -$13.91K
US TREASURY N/B 2,000,000 2,000,000 0 1.19% -$13.12K
US TREASURY N/B 2,000,000 2,000,000 0 1.19% -$6.75K
US TREASURY N/B 2,000,000 2,000,000 0 1.19% -$18.09K
US TREASURY N/B 2,000,000 2,000,000 0 1.18% -$13.01K
US TREASURY N/B 2,000,000 2,000,000 0 1.18% -$11.91K
US TREASURY N/B 2,000,000 2,000,000 0 1.18% -$12.34K
US TREASURY N/B 2,000,000 2,000,000 0 1.17% -$5.47K
US TREASURY N/B 2,000,000 2,000,000 0 1.17% -$1.25K
US TREASURY N/B 2,000,000 2,000,000 0 1.17% $3.22K
US TREASURY N/B 2,000,000 2,000,000 0 1.17% -$12.38K
US TREASURY N/B 2,000,000 2,000,000 0 1.16% -$5.39K
US TREASURY N/B 2,000,000 2,000,000 0 1.13% $4.38K
US TREASURY N/B 1,000,000 1,000,000 0 0.60% -$9.10K
US TREASURY N/B 1,000,000 1,000,000 0 0.58% -$5.72K
AREIT 2023 CRE8 LLC 500,000 500,000 0 0.30% $59
IT 4.5 07/01/28 144A 500,000 500,000 0 0.29% -$6.77K
VZMT 2023-7 A1A 465,000 465,000 0 0.28% -$2.87K
Enterprise Fleet Financing LLC, Series 2024-2, Class A3 300,000 300,000 0 0.18% -$1.70K
NRTH PARK Mortgage Trust 300,000 300,000 0 0.18% -$569
GreatAmerica Leasing Receivables Funding LLC, Series 2024-2, Class A3 240,000 240,000 0 0.14% -$1.28K
DLLMT LLC 230,000 230,000 0 0.14% -$878
KUBOTA CREDIT OWNER TRUST KCOT 2024 2A A3 144A 190,000 190,000 0 0.11% -$976
Enterprise Fleet Financing LLC, Series 2024-3, Class A3 130,000 130,000 0 0.08% -$768
Enterprise Fleet Financing LLC, Series 2024-4, Class A3 100,000 100,000 0 0.06% -$475
Dell Equipment Finance Trust, Series 2024-2, Class A3 100,000 100,000 0 0.06% -$379
CFMT 2021-AL1 Trust 28,769 28,769 0 0.02% $25

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