Weitz is the best Q1 Detractor of many Capital Capital Fund

Weitz Investment ManagementAn investment management company, the “Many Cover Fund” left the first quarterly 2025 investor letter. May have a copy of the letter It was loaded here. In the first quarter of the institutional class of the Foundation in the first quarter, Russell returned 0.81% compared to -4.72% in 3,000. The announcement resulted in investigations of US companies in connection with spending strategies. The confidence of investors and corporate leaders protests against uncertainties related to trade and tariffs, which leads to landing as the quarter of the trophy. In addition, you can check the top 5 Holdings of the Fund to find the best options for 2025.

In the first quarter, in the letter of 2025 Weitz highlighted reserves as the Lugs Foundation Alphabet Eches (NASDAQ:Goog). Alphabet Inc. (Nasdaq: Goog), Google’s mother offers different platforms and services operating through Google services, Google Cloud and other betting segments. Alphabet Inc. One month bond (NASDAQ: GOOG) 3,50%, shares lost 3.82% of the values ​​within the last 52 weeks. On May 23, 2025, Alifba Inc. Exchange, $ 169.59 for market capitalization, $ 169.59, $ 2.05 trillion.

WEITZ stated the following in connection with the Lugs Foundation, Alphbabet Council of Europe (NASDAQ: GOOG).

“On the negative side of Ledger, Alphabet Inc. (Nasdaq: Goog) was the best detector of the Foundation. The company’s Google unit is on the front line of “traditional search vs. Genai”. Google is useful in every camp of the alphabet with its own Genai opportunities included in the search results. Nevertheless, investors are afraid of a significant change in the share of the search for the favor of Chatgept. We believe the discussion is far from the settlement and shadowed in the alphabet inside the alphabet (youtube, youtube). We chose to reduce position size in a quarter to reflect competitive pressures. “

Under daily conditions, Google services are opened in a laptop and phone.

Alphabet Inc. (Nasdaq: Goog) is in our list 7 30 most popular stocks among hedgeic funds. According to our database, 164 Hedges Portfolios, 174 in the previous quarter, 174 in the end of 174. Alphabet Inc. (NASDAQ: GOOG). In the first quarter of 2025, Alphabet Inc (NASDAQ: GOOG) succeeded To make a $ 90.2 billion income of 12% or 14% in permanent currency. When accepting the potential of the Alphabet Inc. (NASDAQ: GOOG), our beliefs causes higher income of AI shares and promise more in a shorter period. Looking for an AI share, which is promising as NVIDIA, but reviews our report, which is less than 5 times the earnings Valuable AI Stock Set for Mass gain.