WITTENBERG INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001697790 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 14, 2018

Total Value ($000): $232,349 (100.0% shares, 0.0% debt)

Holdings (79)

BRK/B BERKSHIRE HATHAWAY INC DEL 22.4%
Value ($000) $52,122 Shares 261,291 Est. Cost $153.96 Unrealized +33.4%
AAPL APPLE INC 11.7%
Value ($000) $27,085 Shares 161,429 Est. Cost $26.09 Unrealized +54.9%
WELLS FARGO CO NEW 4.6%
Value ($000) $10,777 Shares 561,305 Est. Cost $21.33 Unrealized
GOOG ALPHABET INC 4.2%
Value ($000) $9,862 Shares 9,558 Est. Cost $38.66 Unrealized +41.7%
NEW YORK REIT INC 4.2%
Value ($000) $9,797 Shares 455,446 Est. Cost $8.74 Unrealized
RDI READING INTERNATIONAL INC 3.6%
Value ($000) $8,402 Shares 504,614 Est. Cost $14.70 Unrealized +13.0%
GOOGL ALPHABET INC 3.5%
Value ($000) $8,180 Shares 7,887 Est. Cost $39.68 Unrealized +38.7%
LIBERTY MEDIA CORP DELAWARE 2.8%
Value ($000) $6,457 Shares 158,062 Est. Cost $36.59 Unrealized
HRG GROUP INC 2.4%
Value ($000) $5,576 Shares 338,150 Est. Cost $16.62 Unrealized
JPM J.P. MORGAN CHASE & CO 2.3%
Value ($000) $5,397 Shares 49,075 Est. Cost $59.89 Unrealized +52.7%
MSFT MICROSOFT CORP 2.3%
Value ($000) $5,332 Shares 58,425 Est. Cost $53.94 Unrealized +56.3%
LIBERTY TRIPADVISOR HLDGS INC 2.3%
Value ($000) $5,249 Shares 488,317 Est. Cost $12.18 Unrealized
ALLERGAN PLC 2.1%
Value ($000) $4,965 Shares 29,501 Est. Cost $168.30 Unrealized
ENSCO PLC 1.9%
Value ($000) $4,454 Shares 1,014,540 Est. Cost $5.66 Unrealized
WELLS FARGO CO NEW 1.7%
Value ($000) $4,064 Shares 3,150 Est. Cost $1189.87 Unrealized
VERSO CORP 1.7%
Value ($000) $3,986 Shares 236,710 Est. Cost $4.73 Unrealized
GS GOLDMAN SACHS GROUP INC 1.5%
Value ($000) $3,468 Shares 13,768 Est. Cost $167.76 Unrealized +30.2%
CMCSA COMCAST CORP NEW 1.4%
Value ($000) $3,224 Shares 94,345 Est. Cost $26.82 Unrealized +18.5%
CAR AVIS BUDGET GROUP 1.3%
Value ($000) $2,964 Shares 63,269 Est. Cost $34.41 Unrealized +24.4%
BAC BANK OF AMERICA CORP 1.2%
Value ($000) $2,801 Shares 93,400 Est. Cost $15.68 Unrealized +66.2%
LYV LIVE NATION ENTERTAINMENT INC 1.1%
Value ($000) $2,571 Shares 61,002 Est. Cost $27.52 Unrealized +61.2%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,373 Shares 18,516 Est. Cost $89.71 Unrealized +20.8%
PSMT PRICESMART INC 1.0%
Value ($000) $2,297 Shares 27,497 Est. Cost $78.21 Unrealized -5.4%
LBRDK LIBERTY BROADBAND CORP 1.0%
Value ($000) $2,214 Shares 25,842 Est. Cost $65.76 Unrealized +28.2%
T AT&T INC 0.9%
Value ($000) $2,134 Shares 59,858 Est. Cost $15.46 Unrealized +2.3%
WMIH CORP 0.9%
Value ($000) $2,006 Shares 1,412,948 Est. Cost $1.31 Unrealized
SHAW COMMUNICATIONS INC 0.8%
Value ($000) $1,909 Shares 99,120 Est. Cost $20.06 Unrealized
FOREST CITY REALTY TRUST INC 0.7%
Value ($000) $1,713 Shares 84,535 Est. Cost $20.84 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.7%
Value ($000) $1,710 Shares 41,605 Est. Cost $34.52 Unrealized
WYNDHAM WORLDWIDE CORP 0.7%
Value ($000) $1,568 Shares 13,705 Est. Cost $76.34 Unrealized
LORAL SPACE & COMMUNICATIONS 0.7%
Value ($000) $1,517 Shares 36,420 Est. Cost $41.05 Unrealized
NEXEO SOLUTIONS INC 0.6%
Value ($000) $1,464 Shares 136,839 Est. Cost $8.32 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.6%
Value ($000) $1,454 Shares 17,149 Est. Cost $71.31 Unrealized +17.7%
GPMT GRANITE POINT MORTGAGE TRUST INC 0.6%
Value ($000) $1,368 Shares 82,688 Est. Cost $16.54 Unrealized
LEUCADIA NATIONAL CORP 0.6%
Value ($000) $1,305 Shares 57,424 Est. Cost $23.25 Unrealized
BP BP PLC 0.5%
Value ($000) $1,236 Shares 30,500 Est. Cost $37.38 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.5%
Value ($000) $1,215 Shares 41,475 Est. Cost $29.81 Unrealized
J.P. MORGAN CHASE & CO 0.5%
Value ($000) $1,050 Shares 15,100 Est. Cost $44.26 Unrealized
MERRIMACK PHARMACEUTICALS INC 0.4%
Value ($000) $993 Shares 123,311 Est. Cost $11.81 Unrealized
SUNLINK HEALTH SYSTEMS INC 0.4%
Value ($000) $982 Shares 716,549 Est. Cost $1.21 Unrealized
ADAMS RESOURCES & ENERGY INC 0.4%
Value ($000) $824 Shares 18,944 Est. Cost $41.50 Unrealized
LIBERTY GLOBAL PLC 0.3%
Value ($000) $798 Shares 26,212 Est. Cost $29.68 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.3%
Value ($000) $762 Shares 14,000 Est. Cost $49.81 Unrealized -3.5%
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $722 Shares 3,832 Est. Cost $129.79 Unrealized +30.4%
ENCANA CORP 0.3%
Value ($000) $718 Shares 65,300 Est. Cost $11.75 Unrealized
CHICAGO BRIDGE & IRON CO N V 0.3%
Value ($000) $683 Shares 47,400 Est. Cost $31.75 Unrealized
APACHE CORP 0.3%
Value ($000) $680 Shares 17,675 Est. Cost $63.48 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.3%
Value ($000) $660 Shares 21,385 Est. Cost $32.82 Unrealized
MCY MERCURY GENERAL CORP NEW 0.3%
Value ($000) $594 Shares 12,945 Est. Cost $56.82 Unrealized -16.1%
DIS DISNEY WALT CO 0.3%
Value ($000) $588 Shares 5,858 Est. Cost $90.71 Unrealized +11.3%
LIBERTY INTERACTIVE CORP 0.2%
Value ($000) $513 Shares 20,400 Est. Cost $20.00 Unrealized
NEXEO SOLUTIONS INC 0.2%
Value ($000) $487 Shares 667,393 Est. Cost $0.67 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $482 Shares 3,081 Est. Cost $94.30 Unrealized +44.9%
LGL LGL GROUP INC 0.2%
Value ($000) $459 Shares 82,126 Est. Cost $2.09 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $443 Shares 13,950 Est. Cost $31.13 Unrealized -16.2%
PFE PFIZER INC 0.2%
Value ($000) $425 Shares 11,989 Est. Cost $20.52 Unrealized +18.1%
ZTS ZOETIS INC 0.2%
Value ($000) $403 Shares 4,826 Est. Cost $47.37 Unrealized +56.4%
LIBERTY MEDIA CORP DELAWARE 0.2%
Value ($000) $373 Shares 16,350 Est. Cost $20.59 Unrealized
PW POWER REIT 0.2%
Value ($000) $364 Shares 58,259 Est. Cost $6.17 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $360 Shares 3,860 Est. Cost $60.98 Unrealized +42.7%
LIBERTY GLOBAL PLC 0.1%
Value ($000) $347 Shares 18,166 Est. Cost $20.75 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $343 Shares 10,228 Est. Cost $25.67 Unrealized +18.8%
ALJ REGIONAL HOLDINGS INC 0.1%
Value ($000) $340 Shares 162,092 Est. Cost $3.00 Unrealized
MSGS MADISON SQUARE GARDEN CO NEW 0.1%
Value ($000) $259 Shares 1,053 Est. Cost $141.46 Unrealized +14.3%
GENERAL ELECTRIC CO 0.1%
Value ($000) $251 Shares 18,586 Est. Cost $31.58 Unrealized
TOTAL S A 0.1%
Value ($000) $248 Shares 4,300 Est. Cost $51.07 Unrealized
BROOKFIELD ASSET MANAGEMENT 0.1%
Value ($000) $246 Shares 6,300 Est. Cost $33.00 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.1%
Value ($000) $241 Shares 7,700 Est. Cost $30.65 Unrealized
LIBERTY GLOBAL PLC 0.1%
Value ($000) $237 Shares 12,168 Est. Cost $21.93 Unrealized
DASEKE INC 0.1%
Value ($000) $235 Shares 203,964 Est. Cost $1.28 Unrealized
HOPE HOPE BANCORP INC 0.1%
Value ($000) $188 Shares 10,327 Est. Cost $18.90 Unrealized -2.0%
PARR PAR PACIFIC HOLDINGS INC 0.1%
Value ($000) $180 Shares 10,500 Est. Cost $14.27 Unrealized +26.5%
UPBD RENT A CENTER INC NEW 0.1%
Value ($000) $177 Shares 20,500 Est. Cost $9.60 Unrealized 0.0%
RITE AID CORP 0.1%
Value ($000) $151 Shares 90,000 Est. Cost $7.45 Unrealized
MEI PHARMA INC 0.1%
Value ($000) $142 Shares 68,399 Est. Cost $2.52 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $67 Shares 10,805 Est. Cost $4.43 Unrealized
PURPLE INNOVATION INC 0.0%
Value ($000) $60 Shares 67,037 Est. Cost $0.90 Unrealized
DESTINATION MATERNITY CORP 0.0%
Value ($000) $57 Shares 22,000 Est. Cost $1.66 Unrealized
CITIGROUP INC 0.0%
Value ($000) $1 Shares 17,891 Est. Cost $0.17 Unrealized