WITTENBERG INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001697790 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 11, 2017

Total Value ($000): $219,977 (100.0% shares, 0.0% debt)

Holdings (78)

BRK/B BERKSHIRE HATHAWAY INC DEL 21.4%
Value ($000) $47,055 Shares 277,826 Est. Cost $153.96 Unrealized +8.0%
AAPL APPLE INC 12.0%
Value ($000) $26,443 Shares 183,607 Est. Cost $26.09 Unrealized +31.5%
WELLS FARGO & CO NEW 6.4%
Value ($000) $14,171 Shares 638,335 Est. Cost $21.33 Unrealized
NEW YORK REIT INC 4.2%
Value ($000) $9,214 Shares 1,066,430 Est. Cost $9.38 Unrealized
GOOG ALPHABET INC 4.1%
Value ($000) $8,938 Shares 9,836 Est. Cost $38.66 Unrealized +17.5%
RDI READING INTERNATIONAL INC 3.7%
Value ($000) $8,088 Shares 501,416 Est. Cost $14.67 Unrealized +6.1%
GOOGL ALPHABET INC 3.4%
Value ($000) $7,379 Shares 7,937 Est. Cost $39.68 Unrealized +17.0%
AGN 5.5 03/01/18 A ALLERGAN PLC 3.2%
Value ($000) $6,930 Shares 7,989 Est. Cost $822.61 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $5,667 Shares 82,217 Est. Cost $53.94 Unrealized +15.6%
LIBERTY MEDIA CORP DELAWARE 2.5%
Value ($000) $5,556 Shares 133,247 Est. Cost $35.76 Unrealized
JPM J.P. MORGAN CHASE & CO 2.2%
Value ($000) $4,733 Shares 51,778 Est. Cost $59.89 Unrealized +14.4%
ATWOOD OCEANICS INC 1.9%
Value ($000) $4,148 Shares 508,900 Est. Cost $12.02 Unrealized
WELLS FARGO & CO NEW 1.9%
Value ($000) $4,143 Shares 3,160 Est. Cost $1189.87 Unrealized
LIBERTY TRIPADVISOR HLDGS IN 1.9%
Value ($000) $4,143 Shares 357,144 Est. Cost $13.16 Unrealized
CMCSA COMCAST CORP NEW 1.7%
Value ($000) $3,687 Shares 94,745 Est. Cost $26.82 Unrealized +19.0%
GS GOLDMAN SACHS GROUP INC 1.4%
Value ($000) $3,077 Shares 13,868 Est. Cost $167.76 Unrealized +10.0%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $3,053 Shares 23,081 Est. Cost $89.71 Unrealized +11.9%
LYV LIVE NATION ENTERTAINMENT IN 1.2%
Value ($000) $2,748 Shares 78,861 Est. Cost $27.52 Unrealized +21.8%
BAC BANK OF AMERICA CORP 1.2%
Value ($000) $2,661 Shares 109,700 Est. Cost $15.68 Unrealized +21.8%
PSMT PRICESMART INC 1.1%
Value ($000) $2,527 Shares 28,847 Est. Cost $78.21 Unrealized +0.4%
T AT&T INC 1.1%
Value ($000) $2,347 Shares 62,208 Est. Cost $15.46 Unrealized +3.0%
WMIH CORP 1.0%
Value ($000) $2,299 Shares 1,838,946 Est. Cost $1.25 Unrealized
LBRDK LIBERTY BROADBAND CORP 1.0%
Value ($000) $2,245 Shares 25,878 Est. Cost $65.76 Unrealized +24.5%
SHAW COMMUNICATIONS INC 1.0%
Value ($000) $2,223 Shares 102,020 Est. Cost $20.06 Unrealized
FOREST CITY REALTY TRUST INC 1.0%
Value ($000) $2,099 Shares 86,835 Est. Cost $20.84 Unrealized
CAR AVIS BUDGET GROUP 0.9%
Value ($000) $1,890 Shares 69,309 Est. Cost $34.41 Unrealized -28.9%
LEUCADIA NATIONAL CORP 0.9%
Value ($000) $1,880 Shares 71,874 Est. Cost $23.25 Unrealized
CHICAGO BRIDGE & IRON CO N V 0.8%
Value ($000) $1,832 Shares 92,850 Est. Cost $31.75 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.8%
Value ($000) $1,749 Shares 41,660 Est. Cost $34.52 Unrealized
APACHE CORP 0.7%
Value ($000) $1,644 Shares 34,305 Est. Cost $63.48 Unrealized
LORAL SPACE & COMMUNICATIONS 0.7%
Value ($000) $1,628 Shares 39,170 Est. Cost $41.05 Unrealized
WYNDHAM WORLDWIDE CORP 0.6%
Value ($000) $1,376 Shares 13,705 Est. Cost $76.34 Unrealized
VERSO CORP 0.6%
Value ($000) $1,310 Shares 279,258 Est. Cost $4.69 Unrealized
SUNLINK HEALTH SYSTEMS INC 0.5%
Value ($000) $1,189 Shares 716,549 Est. Cost $1.21 Unrealized
WMT WAL-MART STORES INC 0.5%
Value ($000) $1,163 Shares 15,370 Est. Cost $19.94 Unrealized +10.4%
BP BP PLC 0.5%
Value ($000) $1,057 Shares 30,500 Est. Cost $37.38 Unrealized
MEDIA GENERAL INC NEW 0.5%
Value ($000) $1,004 Shares 53,300 Est. Cost $18.84 Unrealized
LIBERTY GLOBAL PLC 0.4%
Value ($000) $918 Shares 26,212 Est. Cost $29.68 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.4%
Value ($000) $904 Shares 10,537 Est. Cost $64.27 Unrealized +25.9%
AIG AMERICAN INTERNATIONAL GROUP 0.4%
Value ($000) $875 Shares 14,000 Est. Cost $49.81 Unrealized -0.0%
LIBERTY MEDIA CORP DELAWARE 0.4%
Value ($000) $784 Shares 21,412 Est. Cost $31.34 Unrealized
J.P. MORGAN CHASE & CO 0.3%
Value ($000) $759 Shares 15,100 Est. Cost $44.26 Unrealized
MCY MERCURY GENERAL CORP NEW 0.3%
Value ($000) $733 Shares 13,570 Est. Cost $56.82 Unrealized -0.2%
DIS DISNEY WALT CO 0.3%
Value ($000) $644 Shares 6,058 Est. Cost $90.71 Unrealized +12.9%
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $613 Shares 3,832 Est. Cost $129.79 Unrealized +16.3%
NEXEO SOLUTIONS INC 0.3%
Value ($000) $610 Shares 73,511 Est. Cost $9.29 Unrealized
BCS BARCLAYS PLC 0.3%
Value ($000) $600 Shares 56,700 Est. Cost $11.00 Unrealized
LIBERTY MEDIA CORP DEL 0.3%
Value ($000) $590 Shares 24,618 Est. Cost $20.59 Unrealized
ENCANA CORP 0.3%
Value ($000) $575 Shares 65,300 Est. Cost $11.75 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $502 Shares 18,586 Est. Cost $31.58 Unrealized
LIBERTY INTERACTIVE CORP 0.2%
Value ($000) $501 Shares 20,400 Est. Cost $20.00 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $478 Shares 14,950 Est. Cost $31.13 Unrealized -17.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $472 Shares 3,081 Est. Cost $94.30 Unrealized +25.1%
PFE PFIZER INC 0.2%
Value ($000) $462 Shares 13,750 Est. Cost $20.52 Unrealized +5.3%
LIBERTY MEDIA CORP DELAWARE 0.2%
Value ($000) $364 Shares 10,388 Est. Cost $31.38 Unrealized
LIBERTY GLOBAL PLC 0.2%
Value ($000) $330 Shares 15,168 Est. Cost $21.93 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $325 Shares 3,860 Est. Cost $60.98 Unrealized +15.3%
ZTS ZOETIS INC 0.1%
Value ($000) $314 Shares 5,026 Est. Cost $47.37 Unrealized +16.7%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $305 Shares 10,228 Est. Cost $25.67 Unrealized -6.4%
LIBERTY GLOBAL PLC 0.1%
Value ($000) $303 Shares 14,166 Est. Cost $21.21 Unrealized
NEXEO SOLUTIONS INC 0.1%
Value ($000) $280 Shares 527,361 Est. Cost $0.68 Unrealized
PARR PAR PACIFIC HOLDINGS INC 0.1%
Value ($000) $280 Shares 15,500 Est. Cost $14.27 Unrealized +17.9%
COMPUTER TASK GROUP INC 0.1%
Value ($000) $274 Shares 49,035 Est. Cost $4.21 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $268 Shares 3,317 Est. Cost $57.89 Unrealized -4.2%
RAND LOGISTICS INC 0.1%
Value ($000) $263 Shares 674,884 Est. Cost $0.83 Unrealized
RITE AID CORP 0.1%
Value ($000) $251 Shares 85,000 Est. Cost $7.77 Unrealized
BROOKFIELD ASSET MANAGEMENT 0.1%
Value ($000) $247 Shares 6,300 Est. Cost $33.00 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.1%
Value ($000) $247 Shares 7,700 Est. Cost $30.65 Unrealized
GRAMERCY PROPERTY TRUST 0.1%
Value ($000) $213 Shares 7,174 Est. Cost $29.69 Unrealized
TOTAL S A 0.1%
Value ($000) $213 Shares 4,300 Est. Cost $51.07 Unrealized
HOPE HOPE BANCORP INC 0.1%
Value ($000) $212 Shares 11,342 Est. Cost $18.90 Unrealized -1.8%
MSGS MADISON SQUARE GARDEN CO NEW 0.1%
Value ($000) $207 Shares 1,053 Est. Cost $141.46 Unrealized 0.0%
ALJ REGIONAL HOLDINGS INC 0.1%
Value ($000) $204 Shares 63,790 Est. Cost $4.39 Unrealized
CEMPRA INC 0.1%
Value ($000) $202 Shares 44,000 Est. Cost $2.80 Unrealized
EXCO RESOURCES INC 0.1%
Value ($000) $141 Shares 53,098 Est. Cost $0.87 Unrealized
ENSCO PLC 0.1%
Value ($000) $129 Shares 25,000 Est. Cost $5.16 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $86 Shares 15,805 Est. Cost $4.43 Unrealized
CITIGROUP INC 0.0%
Value ($000) $3 Shares 17,891 Est. Cost $0.17 Unrealized