13F filing recap · Q1 2024

What did Weitz Investment Management buy in Q1 2024?

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

Stock value

$1.98B

Positions

Estimated turnover

11.1%

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

VRSNVeriSign Inc/ca$13.89Mreported value+73.3K shares

Increased positions

DHRDanaher Corporation$87.63Mreported value+2.9K shares+0.8%TMOThermo Fisher Scientific Inc.$72.77Mreported value+120 shares+0.1%AONAon Plc$52.83Mreported value+13.7K shares+9.4%CHTRCharter Communications, Inc.$47.43Mreported value+102.1K shares

Reduced positions

BRK.BBerkshire Hathaway Inc$137.59Mreported value-27.3K shares-7.7%GOOGAlphabet Inc.$115.43Mreported value-102.8K shares-11.9%METAMeta Platforms, Inc.$97.74Mreported value-25.0K shares-11.0%VMCVulcan Materials Company$65.92Mreported value-35.8K shares

Exited positions

MKLMarkel Group Inc.$35.77Mprior reported value-25.2K shares-100.0%LILAKLiberty Latin America Ltd.$8.97Mprior reported value-1.22M shares-100.0%