Tracking Wallace Weitz's Weitz Investment Management Portfolio - Q3 2022 Update

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John Vincent
22.42K Followers

Summary

  • Wallace Weitz's 13F portfolio value decreased from $1.91B to $1.70B this quarter.
  • Weitz Investment Management decreased CoStar Group, Black Knight, Dun & Bradstreet, Gartner, and Comcast.
  • The top three positions are Alphabet, Berkshire Hathaway, and CoStar Group. They add up to ~18% of the portfolio.

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This article is part of a series that provides an ongoing analysis of the changes made to Wallace Weitz's 13F portfolio on a quarterly basis. It is based on Weitz's regulatory 13F Form filed on 11/9/2022. Please visit our

Wallace Weitz - Weitz Investment Management's Q3 2022 13F Report Q/Q Comparison

Wallace Weitz - Weitz Investment Management's Q3 2022 13F Report Q/Q Comparison (John Vincent (author))

This article was written by

John Vincent profile picture
22.42K Followers
Focused on cloning strategies by analyzing 13F reports of a curated set of around fifty super-investors and generating Absolute Returns thru exploiting inefficiency, volatility, and momentum.

Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOGL, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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