WITTENBERG INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001697790 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 14, 2019

Total Value ($000): $236,265 (100.0% shares, 0.0% debt)

Holdings (80)

BRK/B BERKSHIRE HATHAWAY INC DEL 20.7%
Value ($000) $48,830 Shares 243,069 Est. Cost $153.96 Unrealized +31.1%
AAPL APPLE INC 11.4%
Value ($000) $26,928 Shares 141,764 Est. Cost $28.42 Unrealized +42.3%
GOOG ALPHABET INC 4.7%
Value ($000) $11,053 Shares 9,420 Est. Cost $38.66 Unrealized +44.0%
WFC WELLS FARGO CO NEW 4.3%
Value ($000) $10,056 Shares 208,105 Est. Cost $42.02 Unrealized -3.0%
GOOGL ALPHABET INC 3.9%
Value ($000) $9,164 Shares 7,787 Est. Cost $39.68 Unrealized +41.2%
RDI READING INTERNATIONAL INC 3.7%
Value ($000) $8,853 Shares 554,671 Est. Cost $14.77 Unrealized +7.4%
LIBERTY TRIPADVISOR HLDGS INC 2.9%
Value ($000) $6,758 Shares 476,270 Est. Cost $12.37 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $6,425 Shares 54,475 Est. Cost $53.94 Unrealized +89.7%
LIBERTY MEDIA CORP DELAWARE 2.5%
Value ($000) $5,861 Shares 153,277 Est. Cost $36.64 Unrealized
JPM J.P. MORGAN CHASE & CO 2.4%
Value ($000) $5,754 Shares 56,841 Est. Cost $64.07 Unrealized +33.2%
GS GOLDMAN SACHS GROUP INC 2.3%
Value ($000) $5,373 Shares 27,988 Est. Cost $169.63 Unrealized -3.2%
ENSCO PLC 2.3%
Value ($000) $5,346 Shares 1,360,225 Est. Cost $5.10 Unrealized
LBRDA LIBERTY BROADBAND CORP 1.9%
Value ($000) $4,482 Shares 48,912 Est. Cost $70.83 Unrealized +12.4%
SPB SPECTRUM BRANDS HOLDINGS INC 1.7%
Value ($000) $3,961 Shares 72,311 Est. Cost $80.30 Unrealized -33.4%
WELLS FARGO CO NEW 1.7%
Value ($000) $3,929 Shares 3,040 Est. Cost $1189.87 Unrealized
LIBERTY GLOBAL PLC 1.6%
Value ($000) $3,819 Shares 197,490 Est. Cost $17.83 Unrealized
CMCSA COMCAST CORP NEW 1.6%
Value ($000) $3,756 Shares 93,945 Est. Cost $26.82 Unrealized +17.6%
ALLERGAN PLC 1.6%
Value ($000) $3,727 Shares 25,457 Est. Cost $168.30 Unrealized
LYV LIVE NATION ENTERTAINMENT INC 1.6%
Value ($000) $3,664 Shares 57,658 Est. Cost $27.52 Unrealized +106.1%
LIBERTY MEDIA CORP DELAWARE 1.5%
Value ($000) $3,643 Shares 95,406 Est. Cost $38.01 Unrealized
DASEKE INC 1.5%
Value ($000) $3,480 Shares 683,670 Est. Cost $3.74 Unrealized
JEF JEFFERIES FINL GROUP INC 1.3%
Value ($000) $3,189 Shares 169,707 Est. Cost $15.07 Unrealized -5.3%
VERSO CORP 1.2%
Value ($000) $2,794 Shares 130,435 Est. Cost $9.74 Unrealized
LIBERTY GLOBAL PLC 1.0%
Value ($000) $2,362 Shares 97,553 Est. Cost $23.49 Unrealized
BAC BANK OF AMERICA CORP 1.0%
Value ($000) $2,301 Shares 83,400 Est. Cost $15.68 Unrealized +52.4%
LBRDK LIBERTY BROADBAND CORP 1.0%
Value ($000) $2,277 Shares 24,821 Est. Cost $65.76 Unrealized +21.1%
CAR AVIS BUDGET GROUP 0.9%
Value ($000) $2,115 Shares 60,669 Est. Cost $34.41 Unrealized -17.3%
SHAW COMMUNICATIONS INC 0.8%
Value ($000) $1,994 Shares 95,695 Est. Cost $20.06 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $1,872 Shares 13,394 Est. Cost $89.71 Unrealized +23.0%
T AT&T INC 0.7%
Value ($000) $1,758 Shares 56,057 Est. Cost $15.46 Unrealized -8.4%
GCI LIBERTY INC 0.7%
Value ($000) $1,753 Shares 31,516 Est. Cost $41.78 Unrealized
LMB LIMBACH HOLDINGS INC 0.7%
Value ($000) $1,649 Shares 215,276 Est. Cost $7.53 Unrealized -24.2%
LIBERTY MEDIA CORP DELAWARE 0.7%
Value ($000) $1,640 Shares 48,164 Est. Cost $29.91 Unrealized
PSMT PRICESMART INC 0.7%
Value ($000) $1,590 Shares 27,005 Est. Cost $78.21 Unrealized -27.5%
GPMT GRANITE POINT MORTGAGE TRUST INC 0.7%
Value ($000) $1,536 Shares 82,688 Est. Cost $16.54 Unrealized
MERRIMACK PHARMACEUTICALS INC 0.6%
Value ($000) $1,502 Shares 216,118 Est. Cost $8.26 Unrealized
LORAL SPACE & COMMUNICATIONS 0.6%
Value ($000) $1,302 Shares 36,120 Est. Cost $41.11 Unrealized
UNIVAR INC 0.5%
Value ($000) $1,212 Shares 54,681 Est. Cost $18.21 Unrealized
BP BP PLC 0.5%
Value ($000) $1,176 Shares 26,900 Est. Cost $37.38 Unrealized
SUNLINK HEALTH SYSTEMS INC 0.5%
Value ($000) $1,111 Shares 698,449 Est. Cost $1.21 Unrealized
ENCANA CORP 0.3%
Value ($000) $796 Shares 110,000 Est. Cost $7.41 Unrealized
GLRE GREENLIGHT CAPITAL RE LTD 0.3%
Value ($000) $788 Shares 72,500 Est. Cost $10.91 Unrealized -2.1%
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $770 Shares 3,182 Est. Cost $129.79 Unrealized +52.8%
UNIVERSAL STAINLESS & ALLOY 0.3%
Value ($000) $763 Shares 46,062 Est. Cost $16.56 Unrealized
ADAMS RESOURCES & ENERGY INC 0.3%
Value ($000) $736 Shares 18,833 Est. Cost $41.50 Unrealized
MR COOPER GROUP INC 0.3%
Value ($000) $732 Shares 76,378 Est. Cost $11.67 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.3%
Value ($000) $724 Shares 20,661 Est. Cost $32.82 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.3%
Value ($000) $681 Shares 13,617 Est. Cost $60.97 Unrealized -17.1%
MCY MERCURY GENERAL CORP NEW 0.3%
Value ($000) $621 Shares 12,395 Est. Cost $56.79 Unrealized -8.6%
AIG AMERICAN INTERNATIONAL GROUP 0.3%
Value ($000) $603 Shares 14,000 Est. Cost $49.81 Unrealized -28.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $584 Shares 5,258 Est. Cost $90.71 Unrealized +18.9%
WYNDHAM DESTINATIONS INC 0.2%
Value ($000) $555 Shares 13,705 Est. Cost $76.34 Unrealized
APACHE CORP 0.2%
Value ($000) $547 Shares 15,775 Est. Cost $63.48 Unrealized
LIBERTY GLOBAL PLC 0.2%
Value ($000) $512 Shares 26,309 Est. Cost $18.62 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $509 Shares 2,681 Est. Cost $94.30 Unrealized +63.9%
ZTS ZOETIS INC 0.2%
Value ($000) $476 Shares 4,730 Est. Cost $47.37 Unrealized +81.4%
PFE PFIZER INC 0.2%
Value ($000) $464 Shares 10,935 Est. Cost $20.52 Unrealized +42.5%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $422 Shares 3,860 Est. Cost $60.98 Unrealized +57.1%
PW POWER REIT 0.2%
Value ($000) $412 Shares 68,507 Est. Cost $6.16 Unrealized
ALJ REGIONAL HOLDINGS INC 0.2%
Value ($000) $407 Shares 254,606 Est. Cost $2.54 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $393 Shares 12,450 Est. Cost $30.24 Unrealized -33.8%
LIBERTY MEDIA CORP DELAWARE 0.2%
Value ($000) $357 Shares 12,855 Est. Cost $20.59 Unrealized
DASEKE INC 0.1%
Value ($000) $335 Shares 985,056 Est. Cost $0.50 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $317 Shares 9,922 Est. Cost $25.61 Unrealized -1.0%
MSGS MADISON SQUARE GARDEN CO NEW 0.1%
Value ($000) $309 Shares 1,053 Est. Cost $141.46 Unrealized +43.6%
BROOKFIELD ASSET MANAGEMENT 0.1%
Value ($000) $294 Shares 6,300 Est. Cost $33.00 Unrealized
COMPUTER TASK GROUP INC 0.1%
Value ($000) $273 Shares 63,408 Est. Cost $4.31 Unrealized
NXRT NEXPOINT RESIDENTIAL TRUST INC 0.1%
Value ($000) $271 Shares 7,061 Est. Cost $33.14 Unrealized
TOTAL S A 0.1%
Value ($000) $239 Shares 4,300 Est. Cost $51.07 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $238 Shares 335 Est. Cost $11.60 Unrealized 0.0%
QURATE RETAIL INC 0.1%
Value ($000) $230 Shares 14,400 Est. Cost $21.23 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.1%
Value ($000) $224 Shares 8,972 Est. Cost $29.32 Unrealized
PARR PAR PACIFIC HOLDINGS INC 0.1%
Value ($000) $205 Shares 11,500 Est. Cost $17.05 Unrealized -2.7%
HOPE HOPE BANCORP INC 0.1%
Value ($000) $135 Shares 10,327 Est. Cost $18.90 Unrealized -26.2%
LGL LGL GROUP INC 0.0%
Value ($000) $115 Shares 17,617 Est. Cost $2.09 Unrealized +25.2%
INFRASTRUCTURE & ENERGY ALTERNATIVE 0.0%
Value ($000) $110 Shares 20,945 Est. Cost $5.25 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $61 Shares 10,805 Est. Cost $4.43 Unrealized
RITE AID CORP 0.0%
Value ($000) $35 Shares 55,000 Est. Cost $7.45 Unrealized
INFRASTRUCTURE & ENERGY ALTERNATIVE 0.0%
Value ($000) $15 Shares 34,029 Est. Cost $0.74 Unrealized
NRC GROUP HOLDINGS CORP 0.0%
Value ($000) $12 Shares 13,000 Est. Cost $0.85 Unrealized