SEC 13F Intelligence

Capco Asset Management, LLC / WBD

Capco Asset Management, LLC’s Warner Bros Discovery Inc Position

Does Capco Asset Management, LLC own Warner Bros Discovery Inc (WBD)? Not currently — the last reported position was 1.16M shares worth $23M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$23M
Q3 2025
Shares
1.16M
% of Portfolio
+5.28%
Quarters Held
14
position exited

Position History WBD

Reported value by quarter
Q2 ’22: $33MQ2 ’22Q3 ’22: $30MQ4 ’22: $28MQ4 ’22Q1 ’23: $43MQ2 ’23: $36MQ2 ’23Q3 ’23: $31MQ4 ’23: $33MQ4 ’23Q1 ’24: $30MQ2 ’24: $23MQ2 ’24Q3 ’24: $25MQ4 ’24: $32MQ4 ’24Q1 ’25: $31MQ2 ’25: $34MQ2 ’25Q3 ’25: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20251.16M$23M+5.28%
Q2 20252.94M$34M+7.09%
Q1 20252.93M$31M+7.43%
Q4 20243.00M$32M+7.13%
Q3 20243.03M$25M+5.77%
Q2 20243.06M$23M+5.38%
Q1 20243.42M$30M+7.17%
Q4 20232.87M$33M+7.84%
Q3 20232.84M$31M+8.00%
Q2 20232.84M$36M+9.15%
Q1 20232.85M$43M+11.25%
Q4 20222.91M$28M+7.79%
Q3 20222.59M$30M+9.97%
Q2 20222.47M$33M+10.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capco Asset Management, LLC’s full portfolio or all institutional holders of WBD.