Comparing Weitz Investment Management's Q3 2022 and Q4 2022 Holdings: The Ups and Downs of Top Stock Changes

Weitz Investment Management, Inc. has recently released its 13F filings, detailing its holdings in Q3 2022 versus Q4 2022. As expected, the report shows changes in its portfolio as it adjusts for market trends and future growth opportunities. So, how did Weitz Investment Management fare this quarter, and what stocks did it decide to keep or drop?

Let's take a closer look at some of the top stock changes and their potential impact on the investment company's plans moving forward.

Top stocks with significant increase in shares

Berkshire Hathaway Inc, the multinational holding company led by Warren Buffett, was the most substantial holding in the Weitz Investment Management portfolio in both Q3 2022 and Q4 2022. Although there was a slight decrease in shares (9.9%), it remains the top stock in the portfolio. Mastercard Inc. and Laboratory Corp Amer Hldgs also saw a significant increase in shares by 17.1% and 13.9%, respectively. It shows that the investment firm is betting big on multinational corporations and their ability to generate steady revenue streams.

Top stocks with significant decrease in shares

Amazon.com Inc suffered the most significant drop in shares by 25.7%. While the decrease in shares indicates that Weitz Investment Management is adjusting its strategy for e-commerce companies, it’s worth noting that Amazon remains the ninth-largest holding in the company’s portfolio. Meanwhile, Fidelity Natl Information Sv and Black Knight Inc also reported notable drops in shares by 10.2% and 14.8%, respectively.

New entry to the Weitz Investment portfolio

Although we saw some notable decreased shares of some stocks in Weitz Investment’s portfolio, it’s worth noting that the fund also added new its portfolio. One new holding is DNB, Dun & Bradstreet Hldgs Inc. Although it’s not a significant addition, it shows that Weitz Investment Management is looking for novel investment opportunities that might yield high returns.

Stocks with mixed changes

Some stocks in Weitz Investment Management's portfolio reported mixed changes. Alphabet Inc, the parent company of Google, reported a slight increase in shares by 0.04%. But, Weitz decided to keep the focus primarily on credit reporting services. Equifax Inc saw an increase in shares by 16.8%, while Experian Plc reported a decrease by 4.7%.

What do these changes mean for Weitz Investment Management, Inc.?

Overall, Weitz Investment Management's Q3 2022 vs Q4 2022 13F filings indicate that the investment firm is taking a cautious approach to the market. It decided to cut exposure to e-commerce companies by reducing Amazon shares. Instead, it increased its investment in multinational corporations, such as Mastercard and Laboratory Corp Amer Hldgs. Moving forward, the company is looking for novel opportunities too in stocks such as DNB.

Although past performance does not guarantee future returns, Weitz Investment Management's new holdings and increased investments could indicate its expectations for future market trends. With its diverse portfolio of stocks, it’s likely to maintain steady growth and create long-term wealth for its investors.

In conclusion, Weitz Investment Management remains dedicated to optimizing its portfolio while maintaining a balanced approach for future growth prospects. By analyzing the investment firm’s portfolio changes, investors can see the direction of the fund's investments and make informed decisions based on their investment goals.