Wallace Weitz had a good Q2!

The Fund’s technology-related stocks were again among the largest quarterly contributors, with Meta Platforms, Inc. (META), CoStar Group, Inc. (CSGP), Alphabet, Inc. (GOOG), and Oracle Corp. (ORCL) leading the way. Back in the “old” economy, rocks-and-gravel producer Vulcan Materials Co. (VMC) saw its stock rise more than 30% during the quarter. The aggregates pricing power story has been on full display, private sector volumes have remained healthy, and we expect public infrastructure spending to power robust, multi-year
tailwinds. In total, ten of the Fund’s stocks spanning six sectors posted returns above 15% for the quarter.

https://weitzinvestments.com/sitefiles/live/documents/funds/commentary/value-fund-commentary.pdf?c=638254847460000000