The Fund Grade · free · no account needed

What grade does WPVLX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

F

Fundprints Fund Grade · as of 2026-10-01

Weitz Partners Value Fund

#443 of 500 graded active funds · value · large segment peer group

The point · specialist footprint

WPVLX sits mid pack for specialist backing among graded funds.

Bottom 20%

Bottom 40%

● Middle

Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

The middle rungs sat between the extremes, and the pattern was monotonic: every step up in specialist backing came with better subsequent results. Not damning, not compelling. The fee decides whether it is worth it.

10,000+ funds tracked · the graded specialists among them drive every read

3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →

The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

WPVLX vs the Honor Roll · share card ↗

Conviction exposure

21.9%

of the book in specialist-converged names

Late-stage weight

34.7%

of the book in Crowded or Fading names

Active share

93.2%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book: top names by stage · as of 2026-10-20

Early Conviction
GOOG 7.4%META 4.2%SIRI 3.2%+3 locked
Consensus
BRK-B 9.1%HEI-A 7.1%V 5%+11 locked
Crowded
CSGP 2.1%IDXX 1.8%IR 0.7%
Fading
AON 4.6%MLM 3.9%LKQ 2.5%+1 locked

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

Weitz Partners Value Fund grades F, ranking 443 out of 500. Specialist ownership sits at just 21.9%, and over a third of the portfolio carries late-stage weight, including fading positions in GOOG, AON, MLM, SIRI, and LKQ where specialists are already heading for the exits. VMC is one of the few spots where the fund is genuinely early.

→ Watch the combined 21.6% weight in fading names like GOOG and AON, as specialist exits there are already underway.

→ Higher graded funds exist in the same family and segment, so comparing options before adding new money is worth the time.

Support leaving these positions

AON 4.6% of the fund · Fading

MLM 3.9% of the fund · Fading

LKQ 2.5% of the fund · Fading

CSGP 2.1% of the fund · Crowded

ODFL 2.1% of the fund · Fading

Where it's genuinely early

GOOG 7.4% of the fund · Early Conviction

META 4.2% of the fund · Early Conviction

SIRI 3.2% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

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