13F filing recap · Q4 2020

What did Weitz Investment Management buy in Q4 2020?

Reported stock-position changes between this filing and the previous one.

Stock value

$2.32B

Positions

Estimated turnover

6.5%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

AZOAutozone Inc$2.08Mreported value+1.8K shares

Increased positions

LBRDKLiberty Broadband Corporation$96.23Mreported value+32.6K shares+5.7%LSXMKLiberty Media Corporation$81.89Mreported value+50.0K shares+2.7%AONAon Plc$77.44Mreported value+45.5K shares+14.2%CSGPCostar Group, Inc.$73.90Mreported value+50 shares

Reduced positions

BRK.BBerkshire Hathaway Inc$145.27Mreported value-85.3K shares-12.0%LHLabcorp Holdings Inc.$92.90Mreported value-10.0K shares-2.1%SCHWSchwab Charles Corp$88.21Mreported value-189.3K shares-10.2%VMCVulcan Materials Company$68.03Mreported value-12.5K shares

Exited positions

GLIBAGci Liberty, Inc.$7.29Mprior reported value-89.0K shares-100.0%