Strong Industry Outlook Drives Weitz Large Cap Equity Fund’s Investment in NVIDIA (NVDA)

Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s Institutional Class returned -12.04% in the quarter, compared to -4.22% for the Bloomberg U.S. 1000 Index. Despite recent performance challenges, the Fund maintains a positive outlook on its holding companies’ growth and business values. The firm anticipates improved returns in the future, although...