13F filing recap · Q3 2022

What did Weitz Investment Management buy in Q3 2022?

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

Stock value

$1.68B

Positions

Estimated turnover

10.3%

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.

Increased positions

GOOGAlphabet Inc.$109.62Mreported value+1.08M shares+1865.5%LBRDKLiberty Broadband Corporation$56.95Mreported value+60.0K shares+8.4%KMXCarmax, Inc.$52.51Mreported value+10.0K shares+1.3%FISFidelity National Information Services, Inc.$51.08Mreported value+10.0K shares+1.5%ROPRoper Technologies Inc$38.59Mreported value+5.0K shares+4.9%ADBEAdobe Inc.$17.89Mreported value+5.0K shares+8.3%CCRDCorecard Corporation$13.71Mreported value+20.0K shares+3.3%

Reduced positions

BRK.BBerkshire Hathaway Inc$106.93Mreported value-10.0K shares-2.4%CSGPCostar Group, Inc.$86.90Mreported value-215.9K shares-14.8%VVisa Inc.$73.83Mreported value-20.0K shares-4.6%LSXMKLiberty Media Corporation$62.87Mreported value-50.0K shares