WITTENBERG INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001697790 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 12, 2018

Total Value ($000): $229,782 (100.0% shares, 0.0% debt)

Holdings (79)

BRK/B BERKSHIRE HATHAWAY INC DEL 23.1%
Value ($000) $53,050 Shares 267,631 Est. Cost $153.96 Unrealized +23.3%
AAPL APPLE INC 12.6%
Value ($000) $28,852 Shares 170,487 Est. Cost $26.09 Unrealized +49.8%
WELLS FARGO CO NEW 7.0%
Value ($000) $15,992 Shares 581,705 Est. Cost $21.33 Unrealized
GOOG ALPHABET INC 4.4%
Value ($000) $10,159 Shares 9,709 Est. Cost $38.66 Unrealized +30.7%
RDI READING INTERNATIONAL INC 3.7%
Value ($000) $8,496 Shares 508,714 Est. Cost $14.70 Unrealized +6.9%
GOOGL ALPHABET INC 3.6%
Value ($000) $8,308 Shares 7,887 Est. Cost $39.68 Unrealized +29.1%
MSFT MICROSOFT CORP 2.7%
Value ($000) $6,092 Shares 71,217 Est. Cost $53.94 Unrealized +39.5%
JPM J.P. MORGAN CHASE & CO 2.4%
Value ($000) $5,433 Shares 50,805 Est. Cost $59.89 Unrealized +35.8%
AGN 5.5 03/01/18 A ALLERGAN PLC 2.3%
Value ($000) $5,321 Shares 9,077 Est. Cost $811.67 Unrealized
LIBERTY MEDIA CORP DELAWARE 2.3%
Value ($000) $5,248 Shares 132,337 Est. Cost $35.76 Unrealized
ENSCO PLC 2.2%
Value ($000) $5,007 Shares 847,200 Est. Cost $5.91 Unrealized
VERSO CORP 1.9%
Value ($000) $4,252 Shares 242,010 Est. Cost $4.73 Unrealized
WELLS FARGO CO NEW 1.8%
Value ($000) $4,140 Shares 3,160 Est. Cost $1189.87 Unrealized
CMCSA COMCAST CORP NEW 1.6%
Value ($000) $3,779 Shares 94,345 Est. Cost $26.82 Unrealized +14.4%
NEW YORK REIT INC 1.6%
Value ($000) $3,772 Shares 959,901 Est. Cost $8.74 Unrealized
GS GOLDMAN SACHS GROUP INC 1.5%
Value ($000) $3,533 Shares 13,868 Est. Cost $167.76 Unrealized +22.3%
LYV LIVE NATION ENTERTAINMENT INC 1.4%
Value ($000) $3,210 Shares 75,403 Est. Cost $27.52 Unrealized +58.1%
CAR AVIS BUDGET GROUP 1.3%
Value ($000) $2,947 Shares 67,169 Est. Cost $34.41 Unrealized +9.8%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $2,915 Shares 20,866 Est. Cost $89.71 Unrealized +23.7%
LIBERTY TRIPADVISOR HLDGS INC 1.3%
Value ($000) $2,899 Shares 307,607 Est. Cost $13.02 Unrealized
BAC BANK OF AMERICA CORP 1.2%
Value ($000) $2,766 Shares 93,700 Est. Cost $15.68 Unrealized +45.3%
PSMT PRICESMART INC 1.1%
Value ($000) $2,419 Shares 28,097 Est. Cost $78.21 Unrealized -2.0%
T AT&T INC 1.0%
Value ($000) $2,371 Shares 60,993 Est. Cost $15.46 Unrealized -1.3%
SHAW COMMUNICATIONS INC 1.0%
Value ($000) $2,263 Shares 99,120 Est. Cost $20.06 Unrealized
LBRDK LIBERTY BROADBAND CORP 1.0%
Value ($000) $2,201 Shares 25,842 Est. Cost $65.76 Unrealized +26.7%
FOREST CITY REALTY TRUST INC 0.9%
Value ($000) $2,037 Shares 84,535 Est. Cost $20.84 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.7%
Value ($000) $1,650 Shares 41,605 Est. Cost $34.52 Unrealized
LORAL SPACE & COMMUNICATIONS 0.7%
Value ($000) $1,604 Shares 36,420 Est. Cost $41.05 Unrealized
HRG GROUP INC 0.7%
Value ($000) $1,598 Shares 94,300 Est. Cost $16.95 Unrealized
WYNDHAM WORLDWIDE CORP 0.7%
Value ($000) $1,588 Shares 13,705 Est. Cost $76.34 Unrealized
LEUCADIA NATIONAL CORP 0.7%
Value ($000) $1,521 Shares 57,424 Est. Cost $23.25 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.6%
Value ($000) $1,459 Shares 17,149 Est. Cost $71.31 Unrealized +15.7%
NEXEO SOLUTIONS INC 0.6%
Value ($000) $1,399 Shares 153,750 Est. Cost $8.32 Unrealized
BP BP PLC 0.6%
Value ($000) $1,282 Shares 30,500 Est. Cost $37.38 Unrealized
SUNLINK HEALTH SYSTEMS INC 0.5%
Value ($000) $1,139 Shares 716,549 Est. Cost $1.21 Unrealized
J.P. MORGAN CHASE & CO 0.4%
Value ($000) $1,003 Shares 15,100 Est. Cost $44.26 Unrealized
LIBERTY GLOBAL PLC 0.4%
Value ($000) $887 Shares 26,212 Est. Cost $29.68 Unrealized
ENCANA CORP 0.4%
Value ($000) $870 Shares 65,300 Est. Cost $11.75 Unrealized
MERRIMACK PHARMACEUTICALS INC 0.4%
Value ($000) $859 Shares 83,811 Est. Cost $13.57 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.4%
Value ($000) $834 Shares 14,000 Est. Cost $49.81 Unrealized -0.2%
ADAMS RESOURCES & ENERGY INC 0.4%
Value ($000) $824 Shares 18,944 Est. Cost $41.50 Unrealized
WMIH CORP 0.4%
Value ($000) $808 Shares 951,568 Est. Cost $1.25 Unrealized
APACHE CORP 0.3%
Value ($000) $797 Shares 18,875 Est. Cost $63.48 Unrealized
CHICAGO BRIDGE & IRON CO N V 0.3%
Value ($000) $781 Shares 48,400 Est. Cost $31.75 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.3%
Value ($000) $731 Shares 21,385 Est. Cost $32.82 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $713 Shares 3,832 Est. Cost $129.79 Unrealized +19.0%
MCY MERCURY GENERAL CORP NEW 0.3%
Value ($000) $692 Shares 12,945 Est. Cost $56.82 Unrealized -3.2%
DIS DISNEY WALT CO 0.3%
Value ($000) $630 Shares 5,858 Est. Cost $90.71 Unrealized +7.3%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $578 Shares 13,950 Est. Cost $31.13 Unrealized -13.7%
MCD MCDONALDS CORP 0.2%
Value ($000) $530 Shares 3,081 Est. Cost $94.30 Unrealized +47.0%
LIBERTY INTERACTIVE CORP 0.2%
Value ($000) $498 Shares 20,400 Est. Cost $20.00 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $470 Shares 12,989 Est. Cost $20.52 Unrealized +16.0%
NEXEO SOLUTIONS INC 0.2%
Value ($000) $411 Shares 659,293 Est. Cost $0.67 Unrealized
SYF SYNCHRONY FINANCIAL 0.2%
Value ($000) $395 Shares 10,228 Est. Cost $25.67 Unrealized +9.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $383 Shares 3,860 Est. Cost $60.98 Unrealized +39.8%
LIBERTY MEDIA CORP DELAWARE 0.2%
Value ($000) $363 Shares 16,350 Est. Cost $20.59 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $362 Shares 5,026 Est. Cost $47.37 Unrealized +36.1%
LIBERTY MEDIA CORP DELAWARE 0.1%
Value ($000) $339 Shares 10,375 Est. Cost $31.34 Unrealized
PW POWER REIT 0.1%
Value ($000) $332 Shares 53,842 Est. Cost $6.17 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $324 Shares 18,586 Est. Cost $31.58 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $311 Shares 3,150 Est. Cost $19.94 Unrealized +34.5%
LGL GROUP INC 0.1%
Value ($000) $295 Shares 52,465 Est. Cost $5.62 Unrealized
LIBERTY GLOBAL PLC 0.1%
Value ($000) $282 Shares 14,166 Est. Cost $21.21 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.1%
Value ($000) $276 Shares 7,700 Est. Cost $30.65 Unrealized
BROOKFIELD ASSET MANAGEMENT 0.1%
Value ($000) $274 Shares 6,300 Est. Cost $33.00 Unrealized
LIBERTY GLOBAL PLC 0.1%
Value ($000) $245 Shares 12,168 Est. Cost $21.93 Unrealized
COMPUTER TASK GROUP INC 0.1%
Value ($000) $242 Shares 47,497 Est. Cost $4.21 Unrealized
TOTAL S A 0.1%
Value ($000) $238 Shares 4,300 Est. Cost $51.07 Unrealized
MSGS MADISON SQUARE GARDEN CO NEW 0.1%
Value ($000) $222 Shares 1,053 Est. Cost $141.46 Unrealized +9.1%
HOPE HOPE BANCORP INC 0.1%
Value ($000) $207 Shares 11,342 Est. Cost $18.90 Unrealized -4.1%
LIBERTY INTERACTIVE CORP 0.1%
Value ($000) $205 Shares 3,771 Est. Cost $57.54 Unrealized
PARR PAR PACIFIC HOLDINGS INC 0.1%
Value ($000) $202 Shares 10,500 Est. Cost $14.27 Unrealized +42.1%
ALJ REGIONAL HOLDINGS INC 0.1%
Value ($000) $201 Shares 63,790 Est. Cost $4.39 Unrealized
RITE AID CORP 0.1%
Value ($000) $177 Shares 90,000 Est. Cost $7.45 Unrealized
MEI PHARMA INC 0.0%
Value ($000) $106 Shares 50,399 Est. Cost $2.68 Unrealized
DESTINATION MATERNITY CORP 0.0%
Value ($000) $65 Shares 22,000 Est. Cost $1.66 Unrealized
DASEKE INC 0.0%
Value ($000) $58 Shares 28,500 Est. Cost $2.04 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $58 Shares 10,805 Est. Cost $4.43 Unrealized
CITIGROUP INC 0.0%
Value ($000) $2 Shares 17,891 Est. Cost $0.17 Unrealized