WITTENBERG INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001697790 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 31, 2018

Total Value ($000): $236,984 (100.0% shares, 0.0% debt)

Holdings (79)

BRK/B BERKSHIRE HATHAWAY INC DEL 20.1%
Value ($000) $47,752 Shares 255,835 Est. Cost $153.96 Unrealized +26.6%
AAPL APPLE INC 12.4%
Value ($000) $29,410 Shares 158,877 Est. Cost $26.09 Unrealized +63.9%
WELLS FARGO CO NEW 5.1%
Value ($000) $12,129 Shares 550,805 Est. Cost $21.33 Unrealized
GOOG ALPHABET INC 4.4%
Value ($000) $10,509 Shares 9,420 Est. Cost $38.66 Unrealized +38.7%
GOOGL ALPHABET INC 3.7%
Value ($000) $8,793 Shares 7,787 Est. Cost $39.68 Unrealized +36.0%
NEW YORK REIT INC 3.4%
Value ($000) $8,138 Shares 446,159 Est. Cost $8.74 Unrealized
RDI READING INTERNATIONAL INC 3.4%
Value ($000) $8,130 Shares 509,740 Est. Cost $14.71 Unrealized +8.2%
LIBERTY TRIPADVISOR HLDGS INC 3.1%
Value ($000) $7,397 Shares 459,430 Est. Cost $12.18 Unrealized
ENSCO PLC 3.0%
Value ($000) $7,087 Shares 976,140 Est. Cost $5.66 Unrealized
LIBERTY MEDIA CORP DELAWARE 3.0%
Value ($000) $7,033 Shares 155,038 Est. Cost $36.59 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $5,692 Shares 57,725 Est. Cost $53.94 Unrealized +66.4%
JPM J.P. MORGAN CHASE & CO 2.2%
Value ($000) $5,114 Shares 49,075 Est. Cost $59.89 Unrealized +48.6%
HRG GROUP INC 2.2%
Value ($000) $5,110 Shares 390,350 Est. Cost $16.15 Unrealized
ALLERGAN PLC 2.1%
Value ($000) $4,907 Shares 29,431 Est. Cost $168.30 Unrealized
WELLS FARGO CO NEW 1.6%
Value ($000) $3,802 Shares 3,020 Est. Cost $1189.87 Unrealized
LBRDA LIBERTY BROADBAND CORP 1.6%
Value ($000) $3,699 Shares 48,897 Est. Cost $70.83 Unrealized -0.4%
VERSO CORP 1.5%
Value ($000) $3,607 Shares 165,783 Est. Cost $4.73 Unrealized
CMCSA COMCAST CORP NEW 1.3%
Value ($000) $3,095 Shares 94,345 Est. Cost $26.82 Unrealized +0.1%
GS GOLDMAN SACHS GROUP INC 1.3%
Value ($000) $3,037 Shares 13,768 Est. Cost $167.76 Unrealized +19.6%
LYV LIVE NATION ENTERTAINMENT INC 1.2%
Value ($000) $2,956 Shares 60,858 Est. Cost $27.52 Unrealized +55.5%
BAC BANK OF AMERICA CORP 1.1%
Value ($000) $2,633 Shares 93,400 Est. Cost $15.68 Unrealized +58.5%
PSMT PRICESMART INC 1.0%
Value ($000) $2,444 Shares 27,005 Est. Cost $78.21 Unrealized +0.2%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $2,222 Shares 18,316 Est. Cost $89.71 Unrealized +12.3%
CAR AVIS BUDGET GROUP 0.9%
Value ($000) $2,053 Shares 63,169 Est. Cost $34.41 Unrealized +20.3%
SHAW COMMUNICATIONS INC 0.8%
Value ($000) $1,987 Shares 97,620 Est. Cost $20.06 Unrealized
FOREST CITY REALTY TRUST INC 0.8%
Value ($000) $1,928 Shares 84,535 Est. Cost $20.84 Unrealized
T AT&T INC 0.8%
Value ($000) $1,922 Shares 59,858 Est. Cost $15.46 Unrealized -6.0%
WMIH CORP 0.8%
Value ($000) $1,893 Shares 1,412,948 Est. Cost $1.31 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.8%
Value ($000) $1,883 Shares 24,873 Est. Cost $65.76 Unrealized +7.8%
LIBERTY MEDIA CORP DELAWARE 0.8%
Value ($000) $1,806 Shares 40,093 Est. Cost $34.52 Unrealized
GPMT GRANITE POINT MORTGAGE TRUST INC 0.6%
Value ($000) $1,517 Shares 82,688 Est. Cost $16.54 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.6%
Value ($000) $1,499 Shares 42,448 Est. Cost $29.93 Unrealized
LORAL SPACE & COMMUNICATIONS 0.6%
Value ($000) $1,369 Shares 36,420 Est. Cost $41.05 Unrealized
JEF JEFFERIES FINL GROUP INC 0.5%
Value ($000) $1,276 Shares 56,104 Est. Cost $16.63 Unrealized 0.0%
LIBERTY GLOBAL PLC 0.5%
Value ($000) $1,271 Shares 66,469 Est. Cost $19.64 Unrealized
MERRIMACK PHARMACEUTICALS INC 0.5%
Value ($000) $1,246 Shares 253,752 Est. Cost $8.26 Unrealized
BP BP PLC 0.5%
Value ($000) $1,228 Shares 26,900 Est. Cost $37.38 Unrealized
NEXEO SOLUTIONS INC 0.5%
Value ($000) $1,206 Shares 132,139 Est. Cost $8.32 Unrealized
J.P. MORGAN CHASE & CO 0.4%
Value ($000) $958 Shares 15,100 Est. Cost $44.26 Unrealized
SUNLINK HEALTH SYSTEMS INC 0.4%
Value ($000) $924 Shares 716,549 Est. Cost $1.21 Unrealized
APACHE CORP 0.3%
Value ($000) $826 Shares 17,675 Est. Cost $63.48 Unrealized
ADAMS RESOURCES & ENERGY INC 0.3%
Value ($000) $809 Shares 18,818 Est. Cost $41.50 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.3%
Value ($000) $806 Shares 13,705 Est. Cost $60.97 Unrealized 0.0%
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $801 Shares 3,832 Est. Cost $129.79 Unrealized +37.0%
LIBERTY GLOBAL PLC 0.3%
Value ($000) $791 Shares 29,712 Est. Cost $29.32 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.3%
Value ($000) $766 Shares 20,630 Est. Cost $32.82 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.3%
Value ($000) $742 Shares 14,000 Est. Cost $49.81 Unrealized -11.1%
BOARDWALK PIPELINE PARTNERS 0.3%
Value ($000) $631 Shares 54,300 Est. Cost $11.62 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $614 Shares 5,858 Est. Cost $90.71 Unrealized +7.1%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $613 Shares 13,950 Est. Cost $31.13 Unrealized -11.4%
WYNDHAM DESTINATIONS INC 0.3%
Value ($000) $607 Shares 13,705 Est. Cost $76.34 Unrealized
MCY MERCURY GENERAL CORP NEW 0.2%
Value ($000) $565 Shares 12,395 Est. Cost $56.82 Unrealized -17.1%
MCD MCDONALDS CORP 0.2%
Value ($000) $483 Shares 3,081 Est. Cost $94.30 Unrealized +43.7%
LGL LGL GROUP INC 0.2%
Value ($000) $460 Shares 88,926 Est. Cost $2.09 Unrealized -3.1%
PFE PFIZER INC 0.2%
Value ($000) $435 Shares 11,989 Est. Cost $20.52 Unrealized +18.4%
QURATE RETAIL INC 0.2%
Value ($000) $433 Shares 20,400 Est. Cost $21.23 Unrealized
ALJ REGIONAL HOLDINGS INC 0.2%
Value ($000) $424 Shares 222,965 Est. Cost $2.70 Unrealized
PW POWER REIT 0.2%
Value ($000) $419 Shares 68,507 Est. Cost $6.16 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $411 Shares 4,826 Est. Cost $47.37 Unrealized +67.8%
NEXEO SOLUTIONS INC 0.2%
Value ($000) $396 Shares 694,193 Est. Cost $0.66 Unrealized
ENCANA CORP 0.2%
Value ($000) $392 Shares 30,000 Est. Cost $11.75 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $378 Shares 3,860 Est. Cost $60.98 Unrealized +45.3%
LIBERTY GLOBAL PLC 0.2%
Value ($000) $373 Shares 19,266 Est. Cost $20.67 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.1%
Value ($000) $332 Shares 12,833 Est. Cost $20.59 Unrealized
MSGS MADISON SQUARE GARDEN CO NEW 0.1%
Value ($000) $327 Shares 1,053 Est. Cost $141.46 Unrealized +30.7%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $324 Shares 9,704 Est. Cost $25.67 Unrealized +10.4%
DASEKE INC 0.1%
Value ($000) $288 Shares 268,864 Est. Cost $1.23 Unrealized
TOTAL S A 0.1%
Value ($000) $260 Shares 4,300 Est. Cost $51.07 Unrealized
BROOKFIELD ASSET MANAGEMENT 0.1%
Value ($000) $255 Shares 6,300 Est. Cost $33.00 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $245 Shares 17,968 Est. Cost $31.58 Unrealized
GCI LIBERTY INC 0.1%
Value ($000) $220 Shares 4,874 Est. Cost $45.14 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.1%
Value ($000) $212 Shares 7,700 Est. Cost $30.65 Unrealized
HOPE HOPE BANCORP INC 0.1%
Value ($000) $184 Shares 10,327 Est. Cost $18.90 Unrealized -4.4%
PARR PAR PACIFIC HOLDINGS INC 0.1%
Value ($000) $182 Shares 10,500 Est. Cost $14.27 Unrealized +24.6%
RITE AID CORP 0.1%
Value ($000) $156 Shares 90,000 Est. Cost $7.45 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $73 Shares 10,805 Est. Cost $4.43 Unrealized
PURPLE INNOVATION INC 0.0%
Value ($000) $61 Shares 95,937 Est. Cost $0.82 Unrealized
INFRASTRUCTURE & ENERGY ALTERNATIVE 0.0%
Value ($000) $28 Shares 29,599 Est. Cost $0.95 Unrealized
CITIGROUP INC 0.0%
Value ($000) $0 Shares 17,891 Est. Cost $0.17 Unrealized