Weitz Investment Management, an investment management firm, published its “Hickory Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of +8.71% was recorded by the fund in the first quarter of 2021, outperforming its Russell Midcap benchmark that delivered an +8.14% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Weitz Investment Management, in its Q1 2021 investor letter, mentioned AutoZone, Inc....
