13F filing recap · Q4 2022

What did Weitz Investment Management buy in Q4 2022?

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

Stock value

$1.75B

Positions

Estimated turnover

7.9%

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

CHTRCharter Communications, Inc.$1.70Mreported value+5.0K shares

Increased positions

GOOGAlphabet Inc.$101.20Mreported value+500 shares+0.0%METAMeta Platforms, Inc.$59.30Mreported value+70.5K shares+16.7%KMXCarmax, Inc.$51.18Mreported value+45.2K shares+5.7%ORCLOracle Corporation$35.60Mreported value+75.0K shares

Reduced positions

BRK.BBerkshire Hathaway Inc$117.52Mreported value-20.0K shares-5.0%CSGPCostar Group, Inc.$85.46Mreported value-141.9K shares-11.4%VVisa Inc.$80.11Mreported value-30.0K shares-7.2%MAMastercard Inc$77.91Mreported value-10.0K shares

Exited positions

DNBDun & Bradstreet Holdings, Inc.$8.84Mprior reported value-713.4K shares-100.0%