WITTENBERG INVESTMENT MANAGEMENT, INC. Diversified Active

Location: Carlisle, MA

CIK: 0001697790 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 11, 2025

Total Value: $229M (100.0% shares, 0.0% debt)

Holdings (76)

BRK/B BERKSHIRE HATHAWAY INC DEL 23.0%
Value $52.68M Shares 108,448 Est. Cost $157.00 Unrealized +223.5%
SIRI SIRIUSXM HOLDINGS INC 11.1%
Value $25.34M Shares 1,103,310 Est. Cost $31.06 Unrealized -30.7%
AAPL APPLE INC 9.7%
Value $22.12M Shares 107,797 Est. Cost $85.47 Unrealized +135.7%
GOOG ALPHABET INC 7.2%
Value $16.41M Shares 92,486 Est. Cost $107.22 Unrealized +53.7%
GOOGL ALPHABET INC 6.1%
Value $13.9M Shares 78,872 Est. Cost $105.97 Unrealized +54.1%
WBD WARNER BROS DISCOVERY INC 2.9%
Value $6.635M Shares 578,954 Est. Cost $13.74 Unrealized -32.1%
MSFT MICROSOFT CORP 2.8%
Value $6.464M Shares 12,995 Est. Cost $93.08 Unrealized +364.5%
JPM JPMORGAN CHASE & CO. 2.7%
Value $6.152M Shares 21,220 Est. Cost $64.07 Unrealized +294.3%
SSP SCRIPPS E W CO OHIO 2.7%
Value $6.138M Shares 2,087,724 Est. Cost $2.30 Unrealized -21.1%
LBRDA LIBERTY BROADBAND CORP 1.9%
Value $4.365M Shares 44,621 Est. Cost $68.93 Unrealized +20.6%
LIBERTY MEDIA CORP DEL 1.6%
Value $3.709M Shares 46,660 Est. Cost $33.74 Unrealized
TDW TIDEWATER INC NEW 1.6%
Value $3.677M Shares 79,712 Est. Cost $34.94 Unrealized +15.9%
LILA LIBERTY LATIN AMERICA LTD 1.6%
Value $3.631M Shares 595,207 Est. Cost $8.50 Unrealized -37.3%
LBRDK LIBERTY BROADBAND CORP 1.5%
Value $3.366M Shares 34,213 Est. Cost $94.01 Unrealized -10.7%
LYV LIVE NATION ENTERTAINMENT IN 1.3%
Value $2.901M Shares 19,176 Est. Cost $32.42 Unrealized +324.7%
GLDD GREAT LAKES DREDGE & DOCK CO 1.0%
Value $2.399M Shares 196,800 Est. Cost $7.50 Unrealized +38.6%
BAC BANK AMERICA CORP 1.0%
Value $2.303M Shares 48,664 Est. Cost $29.88 Unrealized +38.7%
JEF JEFFERIES FINL GROUP INC 0.9%
Value $2.055M Shares 37,574 Est. Cost $16.89 Unrealized +185.7%
NFLX NETFLIX INC 0.9%
Value $2.046M Shares 1,528 Est. Cost $22.17 Unrealized +410.0%
LMB LIMBACH HLDGS INC 0.9%
Value $2.045M Shares 14,597 Est. Cost $6.65 Unrealized +1607.7%
SPOT SPOTIFY TECHNOLOGY S A 0.8%
Value $1.938M Shares 2,525 Est. Cost $82.20 Unrealized +680.8%
CABO CABLE ONE INC 0.8%
Value $1.892M Shares 13,930 Est. Cost $187.69 Unrealized 0.0%
LBTYA LIBERTY GLOBAL LTD 0.8%
Value $1.889M Shares 188,722 Est. Cost $10.00 Unrealized +0.5%
LILAK LIBERTY LATIN AMERICA LTD 0.8%
Value $1.872M Shares 300,966 Est. Cost $8.59 Unrealized -37.3%
TRIP TRIPADVISOR INC 0.7%
Value $1.644M Shares 126,000 Est. Cost $15.58 Unrealized -14.2%
PHIN PHINIA INC 0.7%
Value $1.58M Shares 35,507 Est. Cost $25.74 Unrealized +61.6%
FWONA LIBERTY MEDIA CORP DEL 0.7%
Value $1.562M Shares 16,448 Est. Cost $57.21 Unrealized
RDI READING INTL INC 0.7%
Value $1.521M Shares 1,135,446 Est. Cost $8.91 Unrealized -85.1%
WELLS FARGO CO NEW 0.7%
Value $1.519M Shares 1,294 Est. Cost $1202.65 Unrealized
OXY OCCIDENTAL PETE CORP 0.6%
Value $1.458M Shares 34,700 Est. Cost $41.16 Unrealized 0.0%
GTX GARRETT MOTION INC 0.6%
Value $1.439M Shares 136,957 Est. Cost $7.18 Unrealized +40.3%
PSMT PRICESMART INC 0.6%
Value $1.414M Shares 13,464 Est. Cost $78.10 Unrealized +27.9%
GS GOLDMAN SACHS GROUP INC 0.6%
Value $1.271M Shares 1,796 Est. Cost $224.05 Unrealized +155.2%
BATRK ATLANTA BRAVES HLDGS INC 0.5%
Value $1.257M Shares 26,871 Est. Cost $37.87 Unrealized +8.0%
THRY THRYV HLDGS INC 0.5%
Value $1.243M Shares 102,184 Est. Cost $17.77 Unrealized -27.3%
APA APA CORPORATION 0.5%
Value $1.097M Shares 60,000 Est. Cost $34.62 Unrealized -51.3%
LIBERTY MEDIA CORP DEL 0.5%
Value $1.072M Shares 13,203 Est. Cost $32.10 Unrealized
WFC WELLS FARGO CO NEW 0.4%
Value $944K Shares 11,778 Est. Cost $39.24 Unrealized +81.3%
FWONK LIBERTY MEDIA CORP DEL 0.4%
Value $910K Shares 8,705 Est. Cost $62.30 Unrealized
PDLB PONCE FINANCIAL GROUP INC 0.4%
Value $889K Shares 64,217 Est. Cost $8.17 Unrealized +57.7%
CTGO CONTANGO ORE INC 0.3%
Value $728K Shares 37,380 Est. Cost $19.21 Unrealized -16.1%
AXP AMERICAN EXPRESS CO 0.3%
Value $606K Shares 1,900 Est. Cost $80.33 Unrealized +247.8%
AMZN AMAZON COM INC 0.3%
Value $590K Shares 2,691 Est. Cost $98.78 Unrealized +100.3%
HGV HILTON GRAND VACATIONS INC 0.3%
Value $581K Shares 14,000 Est. Cost $37.73 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value $567K Shares 10,100 Est. Cost $61.22 Unrealized -16.9%
GLRE GREENLIGHT CAPITAL RE LTD 0.2%
Value $553K Shares 38,500 Est. Cost $10.91 Unrealized +26.1%
CAR AVIS BUDGET GROUP 0.2%
Value $546K Shares 3,228 Est. Cost $34.41 Unrealized +213.1%
LEE LEE ENTERPRISES INC 0.2%
Value $544K Shares 85,043 Est. Cost $9.42 Unrealized -19.0%
DIS DISNEY WALT CO 0.2%
Value $493K Shares 3,978 Est. Cost $90.71 Unrealized +13.3%
IWS ISHARES TR 0.2%
Value $460K Shares 3,478 Est. Cost $132.14 Unrealized
BP BP PLC 0.2%
Value $458K Shares 15,300 Est. Cost $37.17 Unrealized
PNRG PRIMEENERGY RESOURCES CORP 0.2%
Value $439K Shares 3,000 Est. Cost $173.36 Unrealized 0.0%
BYFC BROADWAY FINL CORP DEL 0.2%
Value $405K Shares 55,835 Est. Cost $6.30 Unrealized +1.7%
MCY MERCURY GENL CORP NEW 0.2%
Value $400K Shares 5,938 Est. Cost $56.79 Unrealized +4.8%
NN NEXTNAV INC 0.2%
Value $380K Shares 25,000 Est. Cost $12.07 Unrealized +6.3%
WH WYNDHAM HOTELS & RESORTS INC 0.2%
Value $363K Shares 4,467 Est. Cost $61.78 Unrealized +35.5%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value $356K Shares 31,000 Est. Cost $11.23 Unrealized
TNL TRAVEL PLUS LEISURE CO 0.1%
Value $288K Shares 5,573 Est. Cost $33.07 Unrealized +38.4%
JNJ JOHNSON & JOHNSON 0.1%
Value $256K Shares 1,674 Est. Cost $89.71 Unrealized +68.1%
CENTRAL SECS CORP 0.1%
Value $248K Shares 5,186 Est. Cost $41.77 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $247K Shares 250 Est. Cost $172.00 Unrealized +476.0%
CMCSA COMCAST CORP NEW 0.1%
Value $244K Shares 6,850 Est. Cost $26.82 Unrealized +26.5%
QVCGA QVC GROUP INC 0.1%
Value $237K Shares 86,153 Est. Cost $5.74 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value $234K Shares 800 Est. Cost $94.30 Unrealized +221.9%
T AT&T INC 0.1%
Value $228K Shares 7,885 Est. Cost $24.35 Unrealized +10.7%
ZTS ZOETIS INC 0.1%
Value $227K Shares 1,455 Est. Cost $47.37 Unrealized +232.3%
MR COOPER GROUP INC 0.1%
Value $224K Shares 1,500 Est. Cost $149.21 Unrealized
SUNRISE COMMUNICATIONS AG 0.1%
Value $222K Shares 3,920 Est. Cost $43.08 Unrealized
EML EASTERN CO 0.1%
Value $206K Shares 9,034 Est. Cost $20.95 Unrealized +5.5%
BLFY BLUE FOUNDRY BANCORP 0.1%
Value $206K Shares 21,513 Est. Cost $9.20 Unrealized +0.7%
CLST CATALYST BANCORP INC 0.1%
Value $169K Shares 13,669 Est. Cost $11.56 Unrealized +1.6%
FSEA FIRST SEACOAST BANCORP INC 0.1%
Value $149K Shares 13,116 Est. Cost $6.86 Unrealized +62.5%
LFCR LIFECORE BIOMEDICAL INC 0.1%
Value $140K Shares 17,223 Est. Cost $5.84 Unrealized +15.5%
LBTYK LIBERTY GLOBAL LTD 0.1%
Value $133K Shares 12,856 Est. Cost $9.07 Unrealized +14.2%
AWX AVALON HLDGS CORP 0.0%
Value $91,659 Shares 36,811 Est. Cost $2.36 Unrealized +6.5%
SUNLINK HEALTH SYS INC 0.0%
Value $45,401 Shares 51,592 Est. Cost $0.84 Unrealized