WITTENBERG INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001697790 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $287,840 (100.0% shares, 0.0% debt)

Holdings (80)

BRK/B BERKSHIRE HATHAWAY INC DEL 20.9%
Value ($000) $60,173 Shares 168,712 Est. Cost $157.00 Unrealized +123.6%
AAPL APPLE INC 10.7%
Value ($000) $30,725 Shares 159,585 Est. Cost $85.47 Unrealized +113.9%
GOOG ALPHABET INC 6.0%
Value ($000) $17,335 Shares 123,006 Est. Cost $107.22 Unrealized +25.6%
GOOGL ALPHABET INC 5.9%
Value ($000) $16,929 Shares 121,190 Est. Cost $105.97 Unrealized +25.8%
LIBERTY MEDIA CORP DEL 4.4%
Value ($000) $12,769 Shares 444,280 Est. Cost $25.95 Unrealized
WFC WELLS FARGO CO NEW 3.5%
Value ($000) $9,950 Shares 202,146 Est. Cost $39.24 Unrealized +4.6%
BAC BANK AMERICA CORP 3.2%
Value ($000) $9,070 Shares 269,390 Est. Cost $29.88 Unrealized -7.6%
JPM JPMORGAN CHASE & CO 2.7%
Value ($000) $7,899 Shares 46,440 Est. Cost $64.07 Unrealized +126.1%
USB US BANCORP DEL 2.2%
Value ($000) $6,473 Shares 149,550 Est. Cost $40.95 Unrealized -19.2%
WBD WARNER BROS DISCOVERY INC 2.2%
Value ($000) $6,374 Shares 560,128 Est. Cost $17.75 Unrealized -39.2%
LILA LIBERTY LATIN AMERICA LTD 2.0%
Value ($000) $5,825 Shares 796,832 Est. Cost $8.82 Unrealized -19.6%
MSFT MICROSOFT CORP 2.0%
Value ($000) $5,712 Shares 15,189 Est. Cost $93.08 Unrealized +276.4%
LBTYA LIBERTY GLOBAL LTD 1.9%
Value ($000) $5,434 Shares 305,798 Est. Cost $8.35 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 1.8%
Value ($000) $5,137 Shares 178,502 Est. Cost $26.39 Unrealized
LBRDA LIBERTY BROADBAND CORP 1.6%
Value ($000) $4,588 Shares 56,895 Est. Cost $81.92 Unrealized -4.0%
GTX GARRETT MOTION INC 1.6%
Value ($000) $4,546 Shares 470,137 Est. Cost $7.14 Unrealized +8.1%
PARAMOUNT GLOBAL 1.5%
Value ($000) $4,329 Shares 292,711 Est. Cost $13.64 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $4,122 Shares 27,126 Est. Cost $98.78 Unrealized +41.9%
LIBERTY MEDIA CORP DEL 1.4%
Value ($000) $3,989 Shares 109,146 Est. Cost $33.35 Unrealized
LBRDK LIBERTY BROADBAND CORP 1.3%
Value ($000) $3,762 Shares 46,675 Est. Cost $96.66 Unrealized -18.7%
WELLS FARGO CO NEW 1.1%
Value ($000) $3,143 Shares 2,629 Est. Cost $1202.65 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 1.0%
Value ($000) $2,945 Shares 15,675 Est. Cost $82.20 Unrealized +112.4%
RDI READING INTL INC 1.0%
Value ($000) $2,868 Shares 1,501,598 Est. Cost $9.14 Unrealized -79.1%
MERRIMACK PHARMACEUTICALS IN 1.0%
Value ($000) $2,819 Shares 210,239 Est. Cost $8.63 Unrealized
ALLY ALLY FINL INC 0.9%
Value ($000) $2,686 Shares 76,925 Est. Cost $32.53 Unrealized -20.3%
APA APA CORPORATION 0.9%
Value ($000) $2,648 Shares 73,800 Est. Cost $34.62 Unrealized 0.0%
UNIVERSAL STAINLESS & ALLOY 0.9%
Value ($000) $2,522 Shares 125,595 Est. Cost $10.71 Unrealized
NFLX NETFLIX INC 0.8%
Value ($000) $2,433 Shares 4,998 Est. Cost $22.17 Unrealized +96.9%
IWS ISHARES TR 0.8%
Value ($000) $2,414 Shares 20,762 Est. Cost $105.13 Unrealized
JEF JEFFERIES FINL GROUP INC 0.8%
Value ($000) $2,229 Shares 55,165 Est. Cost $16.89 Unrealized +96.6%
LYV LIVE NATION ENTERTAINMENT IN 0.7%
Value ($000) $2,119 Shares 22,640 Est. Cost $32.42 Unrealized +165.5%
DASEKE INC 0.6%
Value ($000) $1,838 Shares 226,866 Est. Cost $3.84 Unrealized
PHIN PHINIA INC 0.6%
Value ($000) $1,663 Shares 54,896 Est. Cost $25.74 Unrealized -1.0%
TDW TIDEWATER INC NEW 0.5%
Value ($000) $1,583 Shares 21,952 Est. Cost $15.64 Unrealized +313.8%
GLDD GREAT LAKES DREDGE & DOCK CO 0.5%
Value ($000) $1,538 Shares 200,324 Est. Cost $6.28 Unrealized +15.9%
BATRK ATLANTA BRAVES HLDGS INC 0.5%
Value ($000) $1,484 Shares 37,485 Est. Cost $37.85 Unrealized -3.6%
FWONA LIBERTY MEDIA CORP DEL 0.5%
Value ($000) $1,477 Shares 25,472 Est. Cost $56.54 Unrealized
LILAK LIBERTY LATIN AMERICA LTD 0.5%
Value ($000) $1,436 Shares 195,616 Est. Cost $9.14 Unrealized -22.1%
QURATE RETAIL INC 0.4%
Value ($000) $1,280 Shares 1,461,516 Est. Cost $3.56 Unrealized
23ANDME HOLDING CO 0.4%
Value ($000) $1,277 Shares 1,397,393 Est. Cost $1.86 Unrealized
PSMT PRICESMART INC 0.4%
Value ($000) $1,182 Shares 15,594 Est. Cost $78.10 Unrealized -13.0%
LIBERTY MEDIA CORP DEL 0.4%
Value ($000) $1,041 Shares 27,839 Est. Cost $32.10 Unrealized
PDLB PONCE FINANCIAL GROUP INC 0.4%
Value ($000) $1,028 Shares 105,317 Est. Cost $8.17 Unrealized +5.6%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,014 Shares 2,629 Est. Cost $224.05 Unrealized +41.8%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,008 Shares 8,685 Est. Cost $88.18 Unrealized +24.4%
LEE LEE ENTERPRISES INC 0.3%
Value ($000) $962 Shares 122,195 Est. Cost $9.61 Unrealized 0.0%
FWONK LIBERTY MEDIA CORP DEL 0.3%
Value ($000) $865 Shares 13,708 Est. Cost $62.30 Unrealized
BP BP PLC 0.3%
Value ($000) $765 Shares 21,600 Est. Cost $37.17 Unrealized
MTCH MATCH GROUP INC NEW 0.3%
Value ($000) $745 Shares 20,400 Est. Cost $42.62 Unrealized -22.6%
LMB LIMBACH HLDGS INC 0.2%
Value ($000) $664 Shares 14,597 Est. Cost $6.65 Unrealized +440.4%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $664 Shares 2,798 Est. Cost $188.64 Unrealized
RAIL FREIGHTCAR AMER INC 0.2%
Value ($000) $587 Shares 217,500 Est. Cost $4.76 Unrealized -47.0%
THRY THRYV HLDGS INC 0.2%
Value ($000) $587 Shares 28,834 Est. Cost $23.11 Unrealized -18.7%
CAR AVIS BUDGET GROUP 0.2%
Value ($000) $585 Shares 3,303 Est. Cost $34.41 Unrealized +408.0%
GLRE GREENLIGHT CAPITAL RE LTD 0.2%
Value ($000) $554 Shares 48,500 Est. Cost $10.91 Unrealized +2.0%
SSP SCRIPPS E W CO OHIO 0.2%
Value ($000) $527 Shares 66,000 Est. Cost $6.01 Unrealized -15.9%
EML EASTERN CO 0.2%
Value ($000) $520 Shares 23,648 Est. Cost $20.95 Unrealized -14.6%
LBTYK LIBERTY GLOBAL LTD 0.2%
Value ($000) $487 Shares 26,104 Est. Cost $9.07 Unrealized 0.0%
ADAMS RES & ENERGY INC 0.2%
Value ($000) $479 Shares 18,279 Est. Cost $32.10 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $472 Shares 714 Est. Cost $172.00 Unrealized +233.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $462 Shares 202 Est. Cost $16.81 Unrealized +147.5%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $451 Shares 2,410 Est. Cost $80.33 Unrealized +95.4%
CTGO CONTANGO ORE INC 0.2%
Value ($000) $440 Shares 24,323 Est. Cost $23.99 Unrealized -20.1%
WH WYNDHAM HOTELS & RESORTS INC 0.2%
Value ($000) $440 Shares 5,467 Est. Cost $61.78 Unrealized +21.8%
DIS DISNEY WALT CO 0.1%
Value ($000) $376 Shares 4,168 Est. Cost $90.71 Unrealized -5.0%
IWP ISHARES TR 0.1%
Value ($000) $361 Shares 3,453 Est. Cost $85.27 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $334 Shares 1,694 Est. Cost $47.37 Unrealized +265.0%
BLFY BLUE FOUNDRY BANCORP 0.1%
Value ($000) $333 Shares 34,404 Est. Cost $9.19 Unrealized -6.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $329 Shares 7,500 Est. Cost $26.82 Unrealized +49.5%
MCY MERCURY GENL CORP NEW 0.1%
Value ($000) $324 Shares 8,671 Est. Cost $56.79 Unrealized -38.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $278 Shares 1,774 Est. Cost $89.71 Unrealized +60.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $259 Shares 875 Est. Cost $94.30 Unrealized +174.3%
SGOV ISHARES TR 0.1%
Value ($000) $251 Shares 2,500 Est. Cost $100.63 Unrealized
TNL TRAVEL PLUS LEISURE CO 0.1%
Value ($000) $245 Shares 6,273 Est. Cost $33.07 Unrealized 0.0%
BYFC BROADWAY FINL CORP DEL 0.1%
Value ($000) $168 Shares 24,719 Est. Cost $6.79 Unrealized 0.0%
FSEA FIRST SEACOAST BANCORP INC 0.1%
Value ($000) $159 Shares 20,735 Est. Cost $6.86 Unrealized 0.0%
ENZO BIOCHEM INC 0.0%
Value ($000) $95 Shares 68,003 Est. Cost $1.39 Unrealized
AWX AVALON HLDGS CORP 0.0%
Value ($000) $89 Shares 37,411 Est. Cost $2.36 Unrealized -13.4%
CYTEIR THERAPEUTICS INC 0.0%
Value ($000) $87 Shares 28,588 Est. Cost $2.84 Unrealized
SUNLINK HEALTH SYS INC 0.0%
Value ($000) $81 Shares 87,565 Est. Cost $0.85 Unrealized