Weitz Investment: “Amazon.com (AMZN) was the Ultimate Stay-at-Home Beneficiary”

Weitz Investment Management, an investment management firm, published its “Value Fund” fourth quarter 2020 investor letter – a copy of which can be downloaded here. A return of 10.19% was recorded by the fund’s Institutional Class in the fourth quarter of 2020, outperforming both its S&P 500 benchmark that delivered a 12.15% return and its Morningstar Large-Cap Blend category that had a gain of 12.78% in the same period. You can view the fund’s top 5 holdings to have a peek at...