13F filing recap · Q2 2023
What did Weitz Investment Management buy in Q2 2023?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.86B
Positions
48
Estimated turnover
11.4%
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
DHRDanaher Corporation$74.47Mreported value+52.1K shares+20.2%LBRDKLiberty Broadband Corporation$64.01Mreported value+47.6K shares+6.3%AMZNAmazon.com Inc$56.05Mreported value+30.0K shares+7.5%TMOThermo Fisher Scientific Inc.$54.11Mreported value+35.7K shares+52.6%ROPRoper Technologies Inc$49.19Mreported value+10.0K shares+10.8%FISFidelity National Information Services, Inc.$36.73Mreported value+215.0K shares+47.1%ACNAccenture Plc$31.48Mreported value+300 shares+0.3%PRMPerimeter Solutions, Inc.$19.85Mreported value+1.13M shares+53.6%CHTRCharter Communications, Inc.$16.23Mreported value+39.2K shares+783.4%ACIWAci Worldwide, Inc.$5.39Mreported value+51.5K shares+28.4%