WITTENBERG INVESTMENT MANAGEMENT, INC.

data from 30/09/2025

Capitalization

$ 252.034 M 10.06 %

Average holding period

19 ans

Performance

$ 248.502 M 117.08 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in WITTENBERG INVESTMENT MANAGEMENT, INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 21.47% 54.109 M $ 107628 2016/12/31 1.840 M $ 3.49 %
2025/09/30 AAPL APPLE INC 10.76% 27.115 M $ 106487 2016/12/31 5.332 M $ 24.11 %
2025/09/30 SIRI SIRIUSXM HOLDINGS INC 10.30% 25.947 M $ 1114795 2024/09/30 342.026 K $ 1.35 %
2025/09/30 GOOG ALPHABET INC 8.31% 20.942 M $ 85986 2016/12/31 6.119 M $ 37.30 %
2025/09/30 GOOGL ALPHABET INC 6.64% 16.743 M $ 68872 2016/12/31 5.274 M $ 37.94 %
2025/09/30 WBD WARNER BROS DISCOVERY INC 4.19% 10.555 M $ 540434 2022/06/30 4.672 M $ 70.42 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.66% 6.693 M $ 21220 2016/12/31 541.534 K $ 8.80 %
2025/09/30 LBRDA LIBERTY BROADBAND CORP 2.53% 6.379 M $ 100721 2016/12/31 -1.263 M $ -28.94 %
2025/09/30 MSFT MICROSOFT CORP 2.40% 6.057 M $ 11695 2016/12/31 266.917 K $ 4.13 %
2025/09/30 SSP SCRIPPS E W CO OHIO 2.16% 5.454 M $ 2216949 2020/12/31 -1.002 M $ -16.33 %
2025/09/30 LLYVA LIBERTY MEDIA CORP DEL 1.75% 4.400 M $ 46660 2023/09/30 691.501 K $ 18.65 %
2025/09/30 TDW TIDEWATER INC NEW 1.69% 4.251 M $ 79712 2019/06/30 573.926 K $ 15.61 %
2025/09/30 LILA LIBERTY LATIN AMERICA LTD 1.66% 4.193 M $ 505777 2020/06/30 1.304 M $ 35.90 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 1.24% 3.133 M $ 19176 2016/12/31 232.413 K $ 8.01 %
2025/09/30 LILAK LIBERTY LATIN AMERICA LTD 1.00% 2.531 M $ 299913 2020/06/30 668.144 K $ 35.69 %
2025/09/30 BAC BANK AMERICA CORP 0.98% 2.459 M $ 47664 2016/12/31 207.795 K $ 9.02 %
2025/09/30 JEF JEFFERIES FINL GROUP INC 0.97% 2.438 M $ 37274 2018/06/30 403.169 K $ 19.62 %
2025/09/30 GLDD GREAT LAKES DREDGE & DOCK CO 0.91% 2.300 M $ 191800 2022/12/31 -39.359 K $ -1.64 %
2025/09/30 CABO CABLE ONE INC 0.89% 2.249 M $ 12700 2025/06/30 574.473 K $ 30.37 %
2025/09/30 LBTYA LIBERTY GLOBAL LTD 0.87% 2.186 M $ 190722 2023/12/31 273.646 K $ 14.49 %
2025/09/30 TRIP TRIPADVISOR INC 0.81% 2.049 M $ 126000 2024/09/30 404.460 K $ 24.60 %
2025/09/30 PHIN PHINIA INC 0.81% 2.041 M $ 35507 2023/09/30 461.235 K $ 29.20 %
2025/09/30 LBRDK LIBERTY BROADBAND CORP 0.77% 1.945 M $ 30613 2016/12/31 -977.123 K $ -29.03 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.70% 1.762 M $ 2525 2022/06/30 -175.083 K $ -9.04 %
2025/09/30 NFLX NETFLIX INC 0.70% 1.760 M $ 1468 2022/06/30 -214.240 K $ -10.47 %
2025/09/30 OXY OCCIDENTAL PETE CORP 0.65% 1.640 M $ 34700 2025/06/30 181.828 K $ 12.47 %
2025/09/30 PSMT PRICESMART INC 0.65% 1.632 M $ 13464 2016/12/31 217.443 K $ 15.38 %
2025/09/30 RDI READING INTL INC 0.65% 1.629 M $ 1108002 2016/12/31 147.607 K $ 9.70 %
2025/09/30 WFC-PL WELLS FARGO CO NEW 0.62% 1.572 M $ 1274 2016/12/31 77.847 K $ 5.12 %
2025/09/30 FWONA LIBERTY MEDIA CORP DEL 0.62% 1.566 M $ 16448 2023/09/30 4.276 K $ 0.27 %
2025/09/30 APA APA CORPORATION 0.58% 1.457 M $ 60000 2023/12/31 359.400 K $ 32.75 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.57% 1.430 M $ 1796 2016/12/31 159.125 K $ 12.52 %
2025/09/30 LMB LIMBACH HLDGS INC 0.56% 1.418 M $ 14597 2018/09/30 -627.379 K $ -30.68 %
2025/09/30 LLYVK LIBERTY MEDIA CORP DEL 0.51% 1.280 M $ 13203 2023/09/30 208.739 K $ 19.48 %
2025/09/30 BATRK ATLANTA BRAVES HLDGS INC 0.44% 1.118 M $ 26871 2023/09/30 -139.191 K $ -11.08 %
2025/09/30 THRY THRYV HLDGS INC 0.44% 1.106 M $ 91684 2022/09/30 -10.218 K $ -0.82 %
2025/09/30 QVCGA QVC GROUP INC 0.43% 1.092 M $ 80962 2025/06/30 925.283 K $ 390.55 %
2025/09/30 WFC WELLS FARGO CO NEW 0.38% 957.224 K $ 11420 2018/12/31 43.578 K $ 4.62 %
2025/09/30 PDLB PONCE FINANCIAL GROUP INC 0.37% 943.990 K $ 64217 2023/03/31 55.226 K $ 6.21 %
2025/09/30 CTGO CONTANGO ORE INC 0.37% 931.883 K $ 37380 2022/09/30 203.720 K $ 27.98 %
2025/09/30 FWONK LIBERTY MEDIA CORP DEL 0.36% 909.237 K $ 8705 2023/09/30 -435.000 $ -0.05 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.25% 631.104 K $ 1900 2016/12/31 25.042 K $ 4.13 %
2025/09/30 GTX GARRETT MOTION INC 0.23% 591.380 K $ 43420 2021/09/30 425.936 K $ 29.59 %
2025/09/30 AMZN AMAZON COM INC 0.23% 590.863 K $ 2691 2022/12/31 484.000 $ 0.08 %
2025/09/30 HGV HILTON GRAND VACATIONS INC 0.23% 585.340 K $ 14000 2025/06/30 3.920 K $ 0.67 %
2025/09/30 LEE LEE ENTERPRISES INC 0.21% 529.078 K $ 97257 2023/12/31 -81.641 K $ -15.00 %
2025/09/30 BP BP PLC 0.21% 527.238 K $ 15300 2016/12/31 69.309 K $ 15.14 %
2025/09/30 CAR AVIS BUDGET GROUP 0.21% 518.336 K $ 3228 2016/12/31 -27.373 K $ -5.02 %
2025/09/30 MCY MERCURY GENL CORP NEW 0.19% 488.248 K $ 5759 2016/12/31 103.558 K $ 25.90 %
2025/09/30 IWS ISHARES TR 0.19% 485.772 K $ 3478 2021/09/30 26.189 K $ 5.70 %
2025/09/30 GLRE GREENLIGHT CAPITAL RE LTD 0.19% 482.600 K $ 38000 2018/12/31 -64.295 K $ -11.62 %
2025/09/30 DIS DISNEY WALT CO 0.18% 455.481 K $ 3978 2016/12/31 -37.830 K $ -7.67 %
2025/09/30 BYFC BROADWAY FINL CORP DEL 0.16% 399.779 K $ 55835 2023/12/31 558.000 $ 0.14 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.16% 395.819 K $ 10100 2019/03/31 -171.296 K $ -30.20 %
2025/09/30 NN NEXTNAV INC 0.14% 357.500 K $ 25000 2024/09/30 -22.499 K $ -5.92 %
2025/09/30 WH WYNDHAM HOTELS & RESORTS INC 0.14% 356.913 K $ 4467 2018/06/30 -5.851 K $ -1.61 %
2025/09/30 TNL TRAVEL PLUS LEISURE CO 0.13% 331.538 K $ 5573 2023/12/31 43.915 K $ 15.27 %
2025/09/30 COOP MR COOPER GROUP INC 0.13% 316.185 K $ 1500 2025/06/30 92.369 K $ 41.27 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.12% 310.391 K $ 1674 2016/12/31 54.689 K $ 21.39 %
2025/09/30 GCI LIBERTY INC 0.11% 284.221 K $ 7626 2025/09/30 0.000 $ 0.00 %
2025/09/30 GCI LIBERTY INC 0.11% 282.076 K $ 7511 2025/09/30 0.000 $ 0.00 %
2025/09/30 CET CENTRAL SECS CORP 0.11% 266.405 K $ 5186 2021/06/30 18.202 K $ 7.33 %
2025/09/30 MCD MCDONALDS CORP 0.10% 243.112 K $ 800 2016/12/31 9.375 K $ 4.01 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.09% 231.408 K $ 250 2016/12/31 -16.077 K $ -6.50 %
2025/09/30 T AT&T INC 0.09% 222.672 K $ 7885 2025/03/31 -5.519 K $ -2.42 %
2025/09/30 PNRG PRIMEENERGY RESOURCES CORP 0.09% 217.139 K $ 1300 2025/06/30 61.950 K $ 14.11 %
2025/09/30 ZTS ZOETIS INC 0.08% 212.896 K $ 1455 2016/12/31 -14.011 K $ -6.18 %
2025/09/30 CMCSA COMCAST CORP NEW 0.08% 212.085 K $ 6750 2016/12/31 -29.249 K $ -11.96 %
2025/09/30 EML EASTERN CO 0.08% 211.938 K $ 9034 2021/03/31 5.781 K $ 2.80 %
2025/09/30 SUNRISE COMMUNICATIONS AG 0.08% 210.432 K $ 3580 2024/12/31 8.741 K $ 3.94 %
2025/09/30 BLFY BLUE FOUNDRY BANCORP 0.07% 184.645 K $ 20313 2023/09/30 -10.326 K $ -5.02 %
2025/09/30 CLST CATALYST BANCORP INC 0.07% 179.747 K $ 13669 2024/09/30 11.071 K $ 6.54 %
2025/09/30 LBTYK LIBERTY GLOBAL LTD 0.05% 127.558 K $ 10856 2023/12/31 18.512 K $ 13.97 %
2025/09/30 LFCR LIFECORE BIOMEDICAL INC 0.05% 126.761 K $ 17223 2024/06/30 -13.089 K $ -9.36 %
2025/09/30 AWX AVALON HLDGS CORP 0.04% 95.922 K $ 36784 2019/12/31 4.417 K $ 4.82 %
2025/09/30 WBA WALGREENS BOOTS ALLIANCE INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 FSEA FIRST SEACOAST BANCORP INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 SSY SUNLINK HEALTH SYS INC 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %