WITTENBERG INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001697790 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 12, 2019

Total Value ($000): $212,445 (100.0% shares, 0.0% debt)

Holdings (82)

BRK/B BERKSHIRE HATHAWAY INC DEL 23.4%
Value ($000) $49,756 Shares 243,689 Est. Cost $153.96 Unrealized +35.7%
AAPL APPLE INC 10.2%
Value ($000) $21,674 Shares 137,405 Est. Cost $28.04 Unrealized +64.1%
GOOG ALPHABET INC 4.6%
Value ($000) $9,755 Shares 9,420 Est. Cost $38.66 Unrealized +37.4%
WFC WELLS FARGO CO NEW 4.5%
Value ($000) $9,460 Shares 205,305 Est. Cost $42.03 Unrealized 0.0%
RDI READING INTERNATIONAL INC 3.8%
Value ($000) $8,159 Shares 561,137 Est. Cost $14.77 Unrealized +1.7%
GOOGL ALPHABET INC 3.8%
Value ($000) $8,137 Shares 7,787 Est. Cost $39.68 Unrealized +35.2%
LIBERTY TRIPADVISOR HLDGS INC 3.5%
Value ($000) $7,345 Shares 462,270 Est. Cost $12.32 Unrealized
GS GOLDMAN SACHS GROUP INC 2.7%
Value ($000) $5,690 Shares 34,063 Est. Cost $169.63 Unrealized +0.7%
JPM J.P. MORGAN CHASE & CO 2.6%
Value ($000) $5,563 Shares 56,991 Est. Cost $64.07 Unrealized +36.6%
MSFT MICROSOFT CORP 2.6%
Value ($000) $5,533 Shares 54,475 Est. Cost $53.94 Unrealized +85.4%
LIBERTY MEDIA CORP DELAWARE 2.6%
Value ($000) $5,465 Shares 147,777 Est. Cost $36.59 Unrealized
ENSCO PLC 1.9%
Value ($000) $4,054 Shares 1,138,885 Est. Cost $5.33 Unrealized
WELLS FARGO CO NEW 1.8%
Value ($000) $3,836 Shares 3,040 Est. Cost $1189.87 Unrealized
LBRDA LIBERTY BROADBAND CORP 1.7%
Value ($000) $3,512 Shares 48,912 Est. Cost $70.83 Unrealized +6.3%
ALLERGAN PLC 1.6%
Value ($000) $3,403 Shares 25,457 Est. Cost $168.30 Unrealized
CMCSA COMCAST CORP NEW 1.5%
Value ($000) $3,212 Shares 94,345 Est. Cost $26.82 Unrealized +13.5%
LIBERTY GLOBAL PLC 1.5%
Value ($000) $3,187 Shares 220,090 Est. Cost $17.83 Unrealized
LIBERTY MEDIA CORP DELAWARE 1.3%
Value ($000) $2,863 Shares 77,806 Est. Cost $37.97 Unrealized
LYV LIVE NATION ENTERTAINMENT INC 1.3%
Value ($000) $2,840 Shares 57,658 Est. Cost $27.52 Unrealized +91.9%
SPB SPECTRUM BRANDS HOLDINGS INC 1.2%
Value ($000) $2,633 Shares 62,311 Est. Cost $84.61 Unrealized -31.7%
GCI LIBERTY INC 1.2%
Value ($000) $2,553 Shares 62,016 Est. Cost $41.78 Unrealized
DASEKE INC 1.1%
Value ($000) $2,407 Shares 654,170 Est. Cost $3.68 Unrealized
VERSO CORP 1.0%
Value ($000) $2,115 Shares 94,433 Est. Cost $5.29 Unrealized
BAC BANK OF AMERICA CORP 1.0%
Value ($000) $2,055 Shares 83,400 Est. Cost $15.68 Unrealized +45.4%
LIBERTY GLOBAL PLC 0.9%
Value ($000) $1,910 Shares 92,553 Est. Cost $23.45 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.8%
Value ($000) $1,794 Shares 24,904 Est. Cost $65.76 Unrealized +14.1%
SHAW COMMUNICATIONS INC 0.8%
Value ($000) $1,766 Shares 97,620 Est. Cost $20.06 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $1,761 Shares 13,644 Est. Cost $89.71 Unrealized +27.2%
T AT&T INC 0.8%
Value ($000) $1,600 Shares 56,057 Est. Cost $15.46 Unrealized -9.3%
PSMT PRICESMART INC 0.8%
Value ($000) $1,596 Shares 27,005 Est. Cost $78.21 Unrealized -20.3%
GPMT GRANITE POINT MORTGAGE TRUST INC 0.7%
Value ($000) $1,491 Shares 82,688 Est. Cost $16.54 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.7%
Value ($000) $1,431 Shares 48,164 Est. Cost $29.91 Unrealized
LORAL SPACE & COMMUNICATIONS 0.6%
Value ($000) $1,375 Shares 36,920 Est. Cost $41.11 Unrealized
CAR AVIS BUDGET GROUP 0.6%
Value ($000) $1,364 Shares 60,669 Est. Cost $34.41 Unrealized -19.9%
JEF JEFFERIES FINL GROUP INC 0.5%
Value ($000) $1,113 Shares 64,104 Est. Cost $16.39 Unrealized -10.3%
MR COOPER GROUP INC 0.5%
Value ($000) $1,052 Shares 90,128 Est. Cost $11.67 Unrealized
BP BP PLC 0.5%
Value ($000) $1,020 Shares 26,900 Est. Cost $37.38 Unrealized
NEXEO SOLUTIONS INC 0.4%
Value ($000) $890 Shares 2,225,802 Est. Cost $0.72 Unrealized
UNIVAR INC 0.4%
Value ($000) $869 Shares 48,964 Est. Cost $17.75 Unrealized
MERRIMACK PHARMACEUTICALS INC 0.4%
Value ($000) $859 Shares 222,467 Est. Cost $8.26 Unrealized
SUNLINK HEALTH SYSTEMS INC 0.4%
Value ($000) $817 Shares 716,549 Est. Cost $1.21 Unrealized
LMB LIMBACH HOLDINGS INC 0.4%
Value ($000) $792 Shares 215,276 Est. Cost $7.53 Unrealized -2.7%
ADAMS RESOURCES & ENERGY INC 0.3%
Value ($000) $728 Shares 18,818 Est. Cost $41.50 Unrealized
NEXEO SOLUTIONS INC 0.3%
Value ($000) $680 Shares 79,218 Est. Cost $8.46 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $658 Shares 3,232 Est. Cost $129.79 Unrealized +55.6%
MCY MERCURY GENERAL CORP NEW 0.3%
Value ($000) $648 Shares 12,529 Est. Cost $56.79 Unrealized -4.3%
ENCANA CORP 0.3%
Value ($000) $636 Shares 110,000 Est. Cost $7.41 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.3%
Value ($000) $634 Shares 20,661 Est. Cost $32.82 Unrealized
GLRE GREENLIGHT CAPITAL RE LTD 0.3%
Value ($000) $625 Shares 72,500 Est. Cost $10.91 Unrealized 0.0%
WH WYNDHAM HOTELS & RESORTS INC 0.3%
Value ($000) $618 Shares 13,617 Est. Cost $60.97 Unrealized -20.5%
DIS DISNEY WALT CO 0.3%
Value ($000) $577 Shares 5,258 Est. Cost $90.71 Unrealized +20.3%
AIG AMERICAN INTERNATIONAL GROUP 0.3%
Value ($000) $552 Shares 14,000 Est. Cost $49.81 Unrealized -27.4%
WYNDHAM DESTINATIONS INC 0.2%
Value ($000) $491 Shares 13,705 Est. Cost $76.34 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $477 Shares 10,935 Est. Cost $20.52 Unrealized +46.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $476 Shares 2,681 Est. Cost $94.30 Unrealized +59.2%
LIBERTY GLOBAL PLC 0.2%
Value ($000) $422 Shares 28,996 Est. Cost $18.62 Unrealized
APACHE CORP 0.2%
Value ($000) $414 Shares 15,775 Est. Cost $63.48 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $405 Shares 4,730 Est. Cost $47.37 Unrealized +79.5%
PW POWER REIT 0.2%
Value ($000) $384 Shares 68,507 Est. Cost $6.16 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $368 Shares 3,860 Est. Cost $60.98 Unrealized +55.8%
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $348 Shares 15,450 Est. Cost $30.24 Unrealized -27.4%
ALJ REGIONAL HOLDINGS INC 0.2%
Value ($000) $334 Shares 254,606 Est. Cost $2.54 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.2%
Value ($000) $320 Shares 12,855 Est. Cost $20.59 Unrealized
MSGS MADISON SQUARE GARDEN CO NEW 0.1%
Value ($000) $282 Shares 1,053 Est. Cost $141.46 Unrealized +37.5%
QURATE RETAIL INC 0.1%
Value ($000) $281 Shares 14,400 Est. Cost $21.23 Unrealized
NXRT NEXPOINT RESIDENTIAL TRUST INC 0.1%
Value ($000) $247 Shares 7,061 Est. Cost $33.14 Unrealized
COMPUTER TASK GROUP INC 0.1%
Value ($000) $247 Shares 60,435 Est. Cost $4.09 Unrealized
BROOKFIELD ASSET MANAGEMENT 0.1%
Value ($000) $242 Shares 6,300 Est. Cost $33.00 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $233 Shares 9,922 Est. Cost $25.61 Unrealized -11.7%
TOTAL S A 0.1%
Value ($000) $224 Shares 4,300 Est. Cost $51.07 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.1%
Value ($000) $191 Shares 8,972 Est. Cost $29.32 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $172 Shares 2,000 Est. Cost $86.06 Unrealized -14.9%
PARR PAR PACIFIC HOLDINGS INC 0.1%
Value ($000) $163 Shares 11,500 Est. Cost $17.05 Unrealized 0.0%
LGL LGL GROUP INC 0.1%
Value ($000) $153 Shares 25,027 Est. Cost $2.09 Unrealized +17.7%
DASEKE INC 0.1%
Value ($000) $150 Shares 940,269 Est. Cost $0.51 Unrealized
HOPE HOPE BANCORP INC 0.1%
Value ($000) $122 Shares 10,327 Est. Cost $18.90 Unrealized -24.3%
PURPLE INNOVATION INC 0.0%
Value ($000) $104 Shares 696,240 Est. Cost $0.25 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $62 Shares 10,805 Est. Cost $4.43 Unrealized
RITE AID CORP 0.0%
Value ($000) $39 Shares 55,000 Est. Cost $7.45 Unrealized
INFRASTRUCTURE & ENERGY ALTERNATIVE 0.0%
Value ($000) $20 Shares 22,029 Est. Cost $0.91 Unrealized
NRC GROUP HOLDINGS CORP 0.0%
Value ($000) $11 Shares 13,000 Est. Cost $0.85 Unrealized
CITIGROUP INC 0.0%
Value ($000) $0 Shares 17,891 Est. Cost $0.17 Unrealized