WITTENBERG INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001697790 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

Total Value ($000): $232,540 (100.0% shares, 0.0% debt)

Holdings (81)

BRK/B BERKSHIRE HATHAWAY INC DEL 21.4%
Value ($000) $49,831 Shares 271,826 Est. Cost $153.96 Unrealized +14.8%
AAPL APPLE INC 11.5%
Value ($000) $26,717 Shares 173,351 Est. Cost $26.09 Unrealized +38.6%
NEW YORK REIT INC 6.2%
Value ($000) $14,381 Shares 1,832,019 Est. Cost $8.74 Unrealized
WELLS FARGO & CO NEW 5.9%
Value ($000) $13,763 Shares 638,335 Est. Cost $21.33 Unrealized
GOOG ALPHABET INC 4.0%
Value ($000) $9,386 Shares 9,786 Est. Cost $38.66 Unrealized +19.6%
RDI READING INTERNATIONAL INC 3.3%
Value ($000) $7,788 Shares 495,416 Est. Cost $14.67 Unrealized +7.9%
GOOGL ALPHABET INC 3.3%
Value ($000) $7,709 Shares 7,917 Est. Cost $39.68 Unrealized +18.6%
AGN 5.5 03/01/18 A ALLERGAN PLC 2.9%
Value ($000) $6,767 Shares 9,172 Est. Cost $811.67 Unrealized
LIBERTY MEDIA CORP DELAWARE 2.4%
Value ($000) $5,546 Shares 132,447 Est. Cost $35.76 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $5,379 Shares 72,217 Est. Cost $53.94 Unrealized +23.6%
LIBERTY TRIPADVISOR HLDGS IN 2.3%
Value ($000) $5,287 Shares 428,101 Est. Cost $13.02 Unrealized
ATWOOD OCEANICS INC 2.1%
Value ($000) $4,978 Shares 530,100 Est. Cost $11.92 Unrealized
JPM J.P. MORGAN CHASE & CO 2.1%
Value ($000) $4,886 Shares 51,155 Est. Cost $59.89 Unrealized +23.0%
WELLS FARGO & CO NEW 1.8%
Value ($000) $4,155 Shares 3,160 Est. Cost $1189.87 Unrealized
CMCSA COMCAST CORP NEW 1.6%
Value ($000) $3,646 Shares 94,745 Est. Cost $26.82 Unrealized +19.4%
LYV LIVE NATION ENTERTAINMENT IN 1.5%
Value ($000) $3,434 Shares 78,861 Est. Cost $27.52 Unrealized +41.1%
GS GOLDMAN SACHS GROUP INC 1.4%
Value ($000) $3,289 Shares 13,868 Est. Cost $167.76 Unrealized +12.1%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $2,765 Shares 21,271 Est. Cost $89.71 Unrealized +17.0%
CAR AVIS BUDGET GROUP 1.1%
Value ($000) $2,638 Shares 69,309 Est. Cost $34.41 Unrealized -7.1%
PSMT PRICESMART INC 1.1%
Value ($000) $2,575 Shares 28,847 Est. Cost $78.21 Unrealized -4.0%
BAC BANK OF AMERICA CORP 1.1%
Value ($000) $2,526 Shares 99,700 Est. Cost $15.68 Unrealized +27.3%
LBRDK LIBERTY BROADBAND CORP 1.1%
Value ($000) $2,466 Shares 25,878 Est. Cost $65.76 Unrealized +37.0%
T AT&T INC 1.0%
Value ($000) $2,427 Shares 61,948 Est. Cost $15.46 Unrealized +1.0%
SHAW COMMUNICATIONS INC 1.0%
Value ($000) $2,318 Shares 100,720 Est. Cost $20.06 Unrealized
FOREST CITY REALTY TRUST INC 0.9%
Value ($000) $2,156 Shares 84,535 Est. Cost $20.84 Unrealized
LORAL SPACE & COMMUNICATIONS 0.8%
Value ($000) $1,887 Shares 38,120 Est. Cost $41.05 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.8%
Value ($000) $1,746 Shares 41,660 Est. Cost $34.52 Unrealized
WMIH CORP 0.7%
Value ($000) $1,726 Shares 1,817,159 Est. Cost $1.25 Unrealized
VERSO CORP 0.7%
Value ($000) $1,569 Shares 308,258 Est. Cost $4.73 Unrealized
CHICAGO BRIDGE & IRON CO N V 0.7%
Value ($000) $1,560 Shares 92,850 Est. Cost $31.75 Unrealized
APACHE CORP 0.7%
Value ($000) $1,548 Shares 33,805 Est. Cost $63.48 Unrealized
LEUCADIA NATIONAL CORP 0.6%
Value ($000) $1,508 Shares 59,724 Est. Cost $23.25 Unrealized
WYNDHAM WORLDWIDE CORP 0.6%
Value ($000) $1,445 Shares 13,705 Est. Cost $76.34 Unrealized
BP BP PLC 0.5%
Value ($000) $1,172 Shares 30,500 Est. Cost $37.38 Unrealized
NEXEO SOLUTIONS INC 0.5%
Value ($000) $1,078 Shares 147,640 Est. Cost $8.29 Unrealized
SUNLINK HEALTH SYSTEMS INC 0.5%
Value ($000) $1,075 Shares 716,549 Est. Cost $1.21 Unrealized
MEDIA GENERAL INC NEW 0.4%
Value ($000) $1,004 Shares 53,300 Est. Cost $18.84 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.4%
Value ($000) $992 Shares 10,537 Est. Cost $64.27 Unrealized +39.1%
MERRIMACK PHARMACEUTICALS 0.4%
Value ($000) $945 Shares 65,018 Est. Cost $14.53 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.4%
Value ($000) $859 Shares 14,000 Est. Cost $49.81 Unrealized +0.7%
LIBERTY GLOBAL PLC 0.4%
Value ($000) $857 Shares 26,212 Est. Cost $29.68 Unrealized
J.P. MORGAN CHASE & CO 0.4%
Value ($000) $816 Shares 15,100 Est. Cost $44.26 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.4%
Value ($000) $816 Shares 21,412 Est. Cost $31.34 Unrealized
ADAMS RESOURCES & ENERGY INC 0.3%
Value ($000) $811 Shares 19,544 Est. Cost $41.50 Unrealized
ENCANA CORP 0.3%
Value ($000) $769 Shares 65,300 Est. Cost $11.75 Unrealized
MCY MERCURY GENERAL CORP NEW 0.3%
Value ($000) $762 Shares 13,445 Est. Cost $56.82 Unrealized -0.3%
WMT WAL-MART STORES INC 0.3%
Value ($000) $720 Shares 9,220 Est. Cost $19.94 Unrealized +14.8%
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $630 Shares 3,832 Est. Cost $129.79 Unrealized +8.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $597 Shares 6,058 Est. Cost $90.71 Unrealized +6.9%
SIRIUS XM HOLDINGS INC 0.2%
Value ($000) $562 Shares 10,805 Est. Cost $4.43 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $549 Shares 14,950 Est. Cost $31.13 Unrealized -26.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $483 Shares 3,081 Est. Cost $94.30 Unrealized +36.4%
LIBERTY INTERACTIVE CORP 0.2%
Value ($000) $481 Shares 20,400 Est. Cost $20.00 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $469 Shares 13,141 Est. Cost $20.52 Unrealized +8.4%
GENERAL ELECTRIC CO 0.2%
Value ($000) $449 Shares 18,586 Est. Cost $31.58 Unrealized
LIBERTY MEDIA CORP DEL 0.2%
Value ($000) $414 Shares 16,370 Est. Cost $20.59 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.2%
Value ($000) $379 Shares 10,388 Est. Cost $31.38 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $349 Shares 3,860 Est. Cost $60.98 Unrealized +25.7%
LIBERTY GLOBAL PLC 0.1%
Value ($000) $330 Shares 14,166 Est. Cost $21.21 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $320 Shares 5,026 Est. Cost $47.37 Unrealized +24.0%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $318 Shares 10,228 Est. Cost $25.67 Unrealized -5.1%
LIBERTY GLOBAL PLC 0.1%
Value ($000) $289 Shares 12,168 Est. Cost $21.93 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.1%
Value ($000) $261 Shares 7,700 Est. Cost $30.65 Unrealized
BROOKFIELD ASSET MANAGEMENT 0.1%
Value ($000) $260 Shares 6,300 Est. Cost $33.00 Unrealized
COMPUTER TASK GROUP INC 0.1%
Value ($000) $255 Shares 47,497 Est. Cost $4.21 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $243 Shares 2,967 Est. Cost $57.89 Unrealized -6.1%
NEXEO SOLUTIONS INC 0.1%
Value ($000) $241 Shares 547,630 Est. Cost $0.67 Unrealized
TOTAL S A 0.1%
Value ($000) $230 Shares 4,300 Est. Cost $51.07 Unrealized
MSGS MADISON SQUARE GARDEN CO NEW 0.1%
Value ($000) $225 Shares 1,053 Est. Cost $141.46 Unrealized +6.9%
ALJ REGIONAL HOLDINGS INC 0.1%
Value ($000) $221 Shares 63,790 Est. Cost $4.39 Unrealized
PARR PAR PACIFIC HOLDINGS INC 0.1%
Value ($000) $218 Shares 10,500 Est. Cost $14.27 Unrealized +27.1%
LIBERTY INTERACTIVE CORP 0.1%
Value ($000) $217 Shares 3,771 Est. Cost $57.54 Unrealized
GRAMERCY PROPERTY TRUST 0.1%
Value ($000) $202 Shares 6,666 Est. Cost $29.69 Unrealized
HOPE HOPE BANCORP INC 0.1%
Value ($000) $201 Shares 11,342 Est. Cost $18.90 Unrealized -9.6%
CEMPRA INC 0.1%
Value ($000) $179 Shares 55,000 Est. Cost $2.89 Unrealized
RITE AID CORP 0.1%
Value ($000) $176 Shares 90,000 Est. Cost $7.45 Unrealized
MEI PHARMA INC 0.1%
Value ($000) $135 Shares 50,399 Est. Cost $2.68 Unrealized
RAND LOGISTICS INC 0.0%
Value ($000) $103 Shares 326,441 Est. Cost $0.83 Unrealized
DESTINATION MATERNITY CORP 0.0%
Value ($000) $56 Shares 33,731 Est. Cost $1.66 Unrealized
EXCO RESOURCES INC 0.0%
Value ($000) $18 Shares 13,253 Est. Cost $0.87 Unrealized
CITIGROUP INC 0.0%
Value ($000) $2 Shares 17,891 Est. Cost $0.17 Unrealized