WITTENBERG INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001697790 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $293,510 (100.0% shares, 0.0% debt)

Holdings (81)

BRK/B BERKSHIRE HATHAWAY INC DEL 21.9%
Value ($000) $64,283 Shares 158,022 Est. Cost $157.00 Unrealized +160.3%
AAPL APPLE INC 11.4%
Value ($000) $33,340 Shares 158,295 Est. Cost $85.47 Unrealized +116.6%
GOOGL ALPHABET INC 7.4%
Value ($000) $21,608 Shares 118,630 Est. Cost $105.97 Unrealized +57.9%
GOOG ALPHABET INC 7.2%
Value ($000) $21,278 Shares 116,006 Est. Cost $107.22 Unrealized +57.5%
LIBERTY MEDIA CORP DEL 3.6%
Value ($000) $10,535 Shares 475,641 Est. Cost $25.70 Unrealized
JPM JPMORGAN CHASE & CO. 3.2%
Value ($000) $9,387 Shares 46,412 Est. Cost $64.07 Unrealized +195.3%
LILA LIBERTY LATIN AMERICA LTD 2.8%
Value ($000) $8,201 Shares 853,371 Est. Cost $8.54 Unrealized -4.0%
WBD WARNER BROS DISCOVERY INC 2.5%
Value ($000) $7,411 Shares 996,151 Est. Cost $14.04 Unrealized -42.9%
LBRDA LIBERTY BROADBAND CORP 2.4%
Value ($000) $6,918 Shares 126,699 Est. Cost $68.93 Unrealized -29.6%
WFC WELLS FARGO CO NEW 2.3%
Value ($000) $6,871 Shares 115,697 Est. Cost $39.24 Unrealized +44.9%
MSFT MICROSOFT CORP 2.3%
Value ($000) $6,789 Shares 15,189 Est. Cost $93.08 Unrealized +348.3%
LBTYA LIBERTY GLOBAL LTD 2.2%
Value ($000) $6,458 Shares 370,506 Est. Cost $8.52 Unrealized +2.3%
PARAMOUNT GLOBAL 2.1%
Value ($000) $6,264 Shares 602,911 Est. Cost $12.16 Unrealized
LIBERTY MEDIA CORP DEL 2.0%
Value ($000) $5,859 Shares 264,375 Est. Cost $25.02 Unrealized
USB US BANCORP DEL 1.5%
Value ($000) $4,490 Shares 113,100 Est. Cost $40.95 Unrealized -7.8%
BAC BANK AMERICA CORP 1.4%
Value ($000) $4,161 Shares 104,622 Est. Cost $29.88 Unrealized +23.3%
GTX GARRETT MOTION INC 1.4%
Value ($000) $4,038 Shares 470,137 Est. Cost $7.14 Unrealized +29.4%
LIBERTY MEDIA CORP DEL 1.3%
Value ($000) $3,907 Shares 98,142 Est. Cost $33.74 Unrealized
SSP SCRIPPS E W CO OHIO 1.2%
Value ($000) $3,390 Shares 1,079,522 Est. Cost $2.75 Unrealized -13.4%
WELLS FARGO CO NEW 1.0%
Value ($000) $2,802 Shares 2,357 Est. Cost $1202.65 Unrealized
JEF JEFFERIES FINL GROUP INC 0.9%
Value ($000) $2,745 Shares 55,165 Est. Cost $16.89 Unrealized +153.0%
LBRDK LIBERTY BROADBAND CORP 0.9%
Value ($000) $2,731 Shares 49,818 Est. Cost $94.01 Unrealized -48.6%
AMZN AMAZON COM INC 0.8%
Value ($000) $2,462 Shares 12,741 Est. Cost $98.78 Unrealized +86.0%
GLDD GREAT LAKES DREDGE & DOCK CO 0.8%
Value ($000) $2,371 Shares 270,024 Est. Cost $6.86 Unrealized +24.0%
QURATE RETAIL INC 0.7%
Value ($000) $2,197 Shares 3,486,830 Est. Cost $1.91 Unrealized
RDI READING INTL INC 0.7%
Value ($000) $2,183 Shares 1,537,308 Est. Cost $9.02 Unrealized -81.9%
LYV LIVE NATION ENTERTAINMENT IN 0.7%
Value ($000) $2,122 Shares 22,639 Est. Cost $32.42 Unrealized +191.6%
TDW TIDEWATER INC NEW 0.7%
Value ($000) $2,090 Shares 21,952 Est. Cost $15.64 Unrealized +530.4%
PHIN PHINIA INC 0.7%
Value ($000) $2,051 Shares 52,107 Est. Cost $25.74 Unrealized +54.4%
LILAK LIBERTY LATIN AMERICA LTD 0.6%
Value ($000) $1,881 Shares 195,494 Est. Cost $9.14 Unrealized -10.2%
APA APA CORPORATION 0.6%
Value ($000) $1,766 Shares 60,000 Est. Cost $34.62 Unrealized -16.8%
NFLX NETFLIX INC 0.6%
Value ($000) $1,763 Shares 2,613 Est. Cost $22.17 Unrealized +181.7%
IWS ISHARES TR 0.5%
Value ($000) $1,601 Shares 13,262 Est. Cost $105.13 Unrealized
BATRK ATLANTA BRAVES HLDGS INC 0.5%
Value ($000) $1,477 Shares 37,461 Est. Cost $37.85 Unrealized +2.7%
FWONA LIBERTY MEDIA CORP DEL 0.5%
Value ($000) $1,378 Shares 21,455 Est. Cost $56.54 Unrealized
SIRIUS XM HOLDINGS INC 0.5%
Value ($000) $1,375 Shares 485,805 Est. Cost $2.83 Unrealized
PSMT PRICESMART INC 0.4%
Value ($000) $1,266 Shares 15,587 Est. Cost $78.10 Unrealized +2.6%
LEE LEE ENTERPRISES INC 0.4%
Value ($000) $1,189 Shares 107,040 Est. Cost $9.61 Unrealized +29.3%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,189 Shares 2,629 Est. Cost $224.05 Unrealized +89.1%
LIBERTY MEDIA CORP DEL 0.4%
Value ($000) $1,127 Shares 25,703 Est. Cost $32.10 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.4%
Value ($000) $1,036 Shares 3,300 Est. Cost $82.20 Unrealized +266.3%
FWONK LIBERTY MEDIA CORP DEL 0.3%
Value ($000) $982 Shares 13,675 Est. Cost $62.30 Unrealized
PDLB PONCE FINANCIAL GROUP INC 0.3%
Value ($000) $963 Shares 105,317 Est. Cost $8.17 Unrealized +6.2%
23ANDME HOLDING CO 0.3%
Value ($000) $906 Shares 2,314,945 Est. Cost $1.33 Unrealized
LMB LIMBACH HLDGS INC 0.3%
Value ($000) $831 Shares 14,597 Est. Cost $6.65 Unrealized +643.4%
BP BP PLC 0.3%
Value ($000) $780 Shares 21,600 Est. Cost $37.17 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $748 Shares 2,798 Est. Cost $188.64 Unrealized
GLRE GREENLIGHT CAPITAL RE LTD 0.2%
Value ($000) $635 Shares 48,500 Est. Cost $10.91 Unrealized +16.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $633 Shares 10,100 Est. Cost $61.22 Unrealized +1.5%
MTCH MATCH GROUP INC NEW 0.2%
Value ($000) $620 Shares 20,400 Est. Cost $42.62 Unrealized -27.6%
ADAMS RES & ENERGY INC 0.2%
Value ($000) $587 Shares 20,976 Est. Cost $31.70 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $586 Shares 689 Est. Cost $172.00 Unrealized +349.9%
CTGO CONTANGO ORE INC 0.2%
Value ($000) $570 Shares 31,530 Est. Cost $22.67 Unrealized -10.2%
RAIL FREIGHTCAR AMER INC 0.2%
Value ($000) $569 Shares 163,147 Est. Cost $4.76 Unrealized -22.4%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $558 Shares 2,410 Est. Cost $80.33 Unrealized +183.0%
THRY THRYV HLDGS INC 0.2%
Value ($000) $514 Shares 28,834 Est. Cost $23.11 Unrealized -8.2%
ALLY ALLY FINL INC 0.2%
Value ($000) $474 Shares 11,950 Est. Cost $32.53 Unrealized +13.3%
MCY MERCURY GENL CORP NEW 0.2%
Value ($000) $450 Shares 8,471 Est. Cost $56.79 Unrealized -4.6%
WH WYNDHAM HOTELS & RESORTS INC 0.1%
Value ($000) $420 Shares 5,467 Est. Cost $61.78 Unrealized +16.6%
DIS DISNEY WALT CO 0.1%
Value ($000) $414 Shares 4,166 Est. Cost $90.71 Unrealized +16.3%
BLFY BLUE FOUNDRY BANCORP 0.1%
Value ($000) $411 Shares 45,352 Est. Cost $9.18 Unrealized -3.3%
SGOV ISHARES TR 0.1%
Value ($000) $403 Shares 4,000 Est. Cost $100.66 Unrealized
LBTYK LIBERTY GLOBAL LTD 0.1%
Value ($000) $394 Shares 22,058 Est. Cost $9.07 Unrealized +0.6%
IWP ISHARES TR 0.1%
Value ($000) $381 Shares 3,453 Est. Cost $85.27 Unrealized
CAR AVIS BUDGET GROUP 0.1%
Value ($000) $345 Shares 3,303 Est. Cost $34.41 Unrealized +225.9%
WILLIAM PENN BANCORPORATION 0.1%
Value ($000) $307 Shares 26,890 Est. Cost $11.75 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $294 Shares 1,694 Est. Cost $47.37 Unrealized +244.9%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $294 Shares 7,500 Est. Cost $26.82 Unrealized +38.4%
TNL TRAVEL PLUS LEISURE CO 0.1%
Value ($000) $282 Shares 6,273 Est. Cost $33.07 Unrealized +26.5%
EML EASTERN CO 0.1%
Value ($000) $261 Shares 10,234 Est. Cost $20.95 Unrealized +34.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $245 Shares 1,674 Est. Cost $89.71 Unrealized +57.7%
BYFC BROADWAY FINL CORP DEL 0.1%
Value ($000) $234 Shares 45,551 Est. Cost $6.26 Unrealized -19.6%
CENTRAL SECS CORP 0.1%
Value ($000) $228 Shares 5,186 Est. Cost $41.77 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $223 Shares 875 Est. Cost $94.30 Unrealized +170.5%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $218 Shares 4,611 Est. Cost $42.14 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $210 Shares 700 Est. Cost $239.79 Unrealized +5.0%
FSEA FIRST SEACOAST BANCORP INC 0.1%
Value ($000) $181 Shares 20,220 Est. Cost $6.86 Unrealized +29.9%
ENZO BIOCHEM INC 0.0%
Value ($000) $128 Shares 117,137 Est. Cost $1.26 Unrealized
SUNLINK HEALTH SYS INC 0.0%
Value ($000) $84 Shares 105,214 Est. Cost $0.84 Unrealized
AWX AVALON HLDGS CORP 0.0%
Value ($000) $81 Shares 36,911 Est. Cost $2.36 Unrealized -4.4%
LFCR LIFECORE BIOMEDICAL INC 0.0%
Value ($000) $77 Shares 14,929 Est. Cost $5.92 Unrealized 0.0%