WITTENBERG INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001697790 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 13, 2018

Total Value ($000): $244,275 (100.0% shares, 0.0% debt)

Holdings (79)

BRK/B BERKSHIRE HATHAWAY INC DEL 21.6%
Value ($000) $52,721 Shares 246,233 Est. Cost $153.96 Unrealized +33.3%
AAPL APPLE INC 11.5%
Value ($000) $27,979 Shares 123,942 Est. Cost $26.09 Unrealized +88.9%
GOOG ALPHABET INC 4.6%
Value ($000) $11,242 Shares 9,420 Est. Cost $38.66 Unrealized +53.8%
WELLS FARGO CO NEW 4.4%
Value ($000) $10,687 Shares 554,585 Est. Cost $21.33 Unrealized
GOOGL ALPHABET INC 3.8%
Value ($000) $9,400 Shares 7,787 Est. Cost $39.68 Unrealized +51.4%
RDI READING INTERNATIONAL INC 3.4%
Value ($000) $8,402 Shares 531,790 Est. Cost $14.76 Unrealized +7.8%
ENSCO PLC 3.3%
Value ($000) $8,093 Shares 958,840 Est. Cost $5.66 Unrealized
NEW YORK REIT INC 3.0%
Value ($000) $7,374 Shares 406,480 Est. Cost $8.74 Unrealized
LIBERTY MEDIA CORP DELAWARE 2.8%
Value ($000) $6,736 Shares 155,038 Est. Cost $36.59 Unrealized
LIBERTY TRIPADVISOR HLDGS INC 2.7%
Value ($000) $6,615 Shares 445,440 Est. Cost $12.18 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $6,236 Shares 54,525 Est. Cost $53.94 Unrealized +86.9%
JPM J.P. MORGAN CHASE & CO 2.2%
Value ($000) $5,459 Shares 48,375 Est. Cost $59.89 Unrealized +54.7%
ALLERGAN PLC 2.2%
Value ($000) $5,309 Shares 27,871 Est. Cost $168.30 Unrealized
SPB SPECTRUM BRANDS HOLDINGS INC 1.9%
Value ($000) $4,663 Shares 62,402 Est. Cost $84.61 Unrealized 0.0%
LBRDA LIBERTY BROADBAND CORP 1.7%
Value ($000) $4,123 Shares 48,897 Est. Cost $70.83 Unrealized +5.3%
WELLS FARGO CO NEW 1.6%
Value ($000) $3,898 Shares 3,020 Est. Cost $1189.87 Unrealized
CMCSA COMCAST CORP NEW 1.4%
Value ($000) $3,341 Shares 94,345 Est. Cost $26.82 Unrealized +9.4%
LYV LIVE NATION ENTERTAINMENT INC 1.3%
Value ($000) $3,141 Shares 57,658 Est. Cost $27.52 Unrealized +84.0%
GS GOLDMAN SACHS GROUP INC 1.3%
Value ($000) $3,087 Shares 13,768 Est. Cost $167.76 Unrealized +17.1%
VERSO CORP 1.3%
Value ($000) $3,079 Shares 91,433 Est. Cost $4.73 Unrealized
LIBERTY MEDIA CORP DELAWARE 1.2%
Value ($000) $2,938 Shares 67,643 Est. Cost $38.15 Unrealized
BAC BANK OF AMERICA CORP 1.1%
Value ($000) $2,752 Shares 93,400 Est. Cost $15.68 Unrealized +62.5%
LIBERTY GLOBAL PLC 1.1%
Value ($000) $2,681 Shares 128,669 Est. Cost $20.22 Unrealized
PSMT PRICESMART INC 0.9%
Value ($000) $2,186 Shares 27,005 Est. Cost $78.21 Unrealized -3.2%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $2,168 Shares 15,694 Est. Cost $89.71 Unrealized +20.4%
LBRDK LIBERTY BROADBAND CORP 0.9%
Value ($000) $2,097 Shares 24,873 Est. Cost $65.76 Unrealized +13.5%
FOREST CITY REALTY TRUST INC 0.8%
Value ($000) $2,063 Shares 82,235 Est. Cost $20.84 Unrealized
CAR AVIS BUDGET GROUP 0.8%
Value ($000) $2,030 Shares 63,169 Est. Cost $34.41 Unrealized -7.9%
WMIH CORP 0.8%
Value ($000) $1,964 Shares 1,412,948 Est. Cost $1.31 Unrealized
SHAW COMMUNICATIONS INC 0.8%
Value ($000) $1,903 Shares 97,620 Est. Cost $20.06 Unrealized
T AT&T INC 0.8%
Value ($000) $1,903 Shares 56,661 Est. Cost $15.46 Unrealized -6.3%
LORAL SPACE & COMMUNICATIONS 0.7%
Value ($000) $1,676 Shares 36,920 Est. Cost $41.11 Unrealized
GPMT GRANITE POINT MORTGAGE TRUST INC 0.7%
Value ($000) $1,594 Shares 82,688 Est. Cost $16.54 Unrealized
NEXEO SOLUTIONS INC 0.6%
Value ($000) $1,573 Shares 1,530,000 Est. Cost $0.86 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.6%
Value ($000) $1,510 Shares 42,448 Est. Cost $29.93 Unrealized
MERRIMACK PHARMACEUTICALS INC 0.6%
Value ($000) $1,358 Shares 254,752 Est. Cost $8.26 Unrealized
BP BP PLC 0.5%
Value ($000) $1,240 Shares 26,900 Est. Cost $37.38 Unrealized
JEF JEFFERIES FINL GROUP INC 0.5%
Value ($000) $1,232 Shares 56,104 Est. Cost $16.63 Unrealized -0.0%
J.P. MORGAN CHASE & CO 0.4%
Value ($000) $1,097 Shares 15,100 Est. Cost $44.26 Unrealized
SUNLINK HEALTH SYSTEMS INC 0.4%
Value ($000) $953 Shares 716,549 Est. Cost $1.21 Unrealized
LIBERTY GLOBAL PLC 0.3%
Value ($000) $847 Shares 30,076 Est. Cost $29.31 Unrealized
ADAMS RESOURCES & ENERGY INC 0.3%
Value ($000) $799 Shares 18,818 Est. Cost $41.50 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.3%
Value ($000) $767 Shares 20,630 Est. Cost $32.82 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $759 Shares 3,232 Est. Cost $129.79 Unrealized +56.5%
WH WYNDHAM HOTELS & RESORTS INC 0.3%
Value ($000) $757 Shares 13,617 Est. Cost $60.97 Unrealized -6.1%
APACHE CORP 0.3%
Value ($000) $752 Shares 15,775 Est. Cost $63.48 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.3%
Value ($000) $745 Shares 14,000 Est. Cost $49.81 Unrealized -11.3%
MCY MERCURY GENERAL CORP NEW 0.3%
Value ($000) $622 Shares 12,395 Est. Cost $56.82 Unrealized -12.3%
DIS DISNEY WALT CO 0.3%
Value ($000) $615 Shares 5,258 Est. Cost $90.71 Unrealized +17.5%
WYNDHAM DESTINATIONS INC 0.2%
Value ($000) $594 Shares 13,705 Est. Cost $76.34 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $557 Shares 13,950 Est. Cost $31.13 Unrealized -2.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $515 Shares 3,081 Est. Cost $94.30 Unrealized +43.0%
PFE PFIZER INC 0.2%
Value ($000) $515 Shares 11,686 Est. Cost $20.52 Unrealized +34.8%
NEXEO SOLUTIONS INC 0.2%
Value ($000) $456 Shares 37,218 Est. Cost $8.32 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $442 Shares 4,826 Est. Cost $47.37 Unrealized +76.6%
PW POWER REIT 0.2%
Value ($000) $413 Shares 68,507 Est. Cost $6.16 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $411 Shares 3,860 Est. Cost $60.98 Unrealized +54.3%
LIBERTY GLOBAL PLC 0.2%
Value ($000) $397 Shares 19,266 Est. Cost $20.67 Unrealized
ENCANA CORP 0.2%
Value ($000) $393 Shares 30,000 Est. Cost $11.75 Unrealized
ALJ REGIONAL HOLDINGS INC 0.2%
Value ($000) $390 Shares 228,315 Est. Cost $2.68 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.1%
Value ($000) $350 Shares 12,833 Est. Cost $20.59 Unrealized
GCI LIBERTY INC 0.1%
Value ($000) $345 Shares 6,771 Est. Cost $46.77 Unrealized
MSGS MADISON SQUARE GARDEN CO NEW 0.1%
Value ($000) $332 Shares 1,053 Est. Cost $141.46 Unrealized +56.9%
QURATE RETAIL INC 0.1%
Value ($000) $320 Shares 14,400 Est. Cost $21.23 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $302 Shares 9,704 Est. Cost $25.67 Unrealized +3.0%
BROOKFIELD ASSET MANAGEMENT 0.1%
Value ($000) $281 Shares 6,300 Est. Cost $33.00 Unrealized
TOTAL S A 0.1%
Value ($000) $277 Shares 4,300 Est. Cost $51.07 Unrealized
DASEKE INC 0.1%
Value ($000) $271 Shares 338,764 Est. Cost $1.14 Unrealized
NXRT NEXPOINT RESIDENTIAL TRUST INC 0.1%
Value ($000) $234 Shares 7,061 Est. Cost $33.14 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $225 Shares 2,000 Est. Cost $86.06 Unrealized 0.0%
LBTYAUSD LIBERTY GLOBAL PLC 0.1%
Value ($000) $223 Shares 7,700 Est. Cost $30.65 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $203 Shares 17,968 Est. Cost $31.58 Unrealized
LGL LGL GROUP INC 0.1%
Value ($000) $178 Shares 25,027 Est. Cost $2.09 Unrealized +18.1%
HOPE HOPE BANCORP INC 0.1%
Value ($000) $167 Shares 10,327 Est. Cost $18.90 Unrealized -8.4%
LMB LIMBACH HOLDINGS INC 0.1%
Value ($000) $147 Shares 13,029 Est. Cost $10.63 Unrealized 0.0%
RITE AID CORP 0.0%
Value ($000) $70 Shares 55,000 Est. Cost $7.45 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $68 Shares 10,805 Est. Cost $4.43 Unrealized
PURPLE INNOVATION INC 0.0%
Value ($000) $33 Shares 172,508 Est. Cost $0.54 Unrealized
CITIGROUP INC 0.0%
Value ($000) $0 Shares 17,891 Est. Cost $0.17 Unrealized