13F filing recap · Q4 2021

What did Weitz Investment Management buy in Q4 2021?

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

Stock value

$2.47B

Positions

Estimated turnover

8.9%

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

PRMPerimeter Solutions, Inc.$27.92Mreported value+2.01M shares

Increased positions

BRK.BBerkshire Hathaway Inc$151.24Mreported value+669 shares+0.1%LBRDKLiberty Broadband Corporation$105.43Mreported value+26.4K shares+4.2%METAMeta Platforms, Inc.$103.23Mreported value+20.0K shares+7.0%VVisa Inc.$96.25Mreported value+16.6K shares

Reduced positions

GOOGAlphabet Inc.$170.66Mreported value-882 shares-1.5%SCHWSchwab Charles Corp$104.45Mreported value-83.0K shares-6.3%LHLabcorp Holdings Inc.$90.92Mreported value-71.6K shares-19.8%AONAon Plc$75.41Mreported value-144.2K shares