13F filing recap · Q1 2022

What did Weitz Investment Management buy in Q1 2022?

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

Stock value

$2.23B

Positions

Estimated turnover

11.5%

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

ITGartner, Inc.$38.07Mreported value+128.0K shares

Increased positions

VVisa Inc.$98.82Mreported value+1.5K shares+0.3%CSGPCostar Group, Inc.$96.13Mreported value+313.7K shares+27.8%MAMastercard Inc$92.58Mreported value+1.2K shares+0.4%LBRDKLiberty Broadband Corporation$92.18Mreported value+26.8K shares

Reduced positions

BRK.BBerkshire Hathaway Inc$153.68Mreported value-70.4K shares-13.9%LSXMKLiberty Media Corporation$82.64Mreported value-25.0K shares-1.4%MKLMarkel Group Inc.$73.27Mreported value-6.7K shares-11.9%LHLabcorp Holdings Inc.$72.10Mreported value-15.9K shares