WITTENBERG INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001697790 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 24, 2019

Total Value ($000): $234,138 (100.0% shares, 0.0% debt)

Holdings (80)

BRK/B BERKSHIRE HATHAWAY INC DEL 21.9%
Value ($000) $51,318 Shares 240,738 Est. Cost $153.96 Unrealized +34.4%
AAPL APPLE INC 11.6%
Value ($000) $27,155 Shares 137,204 Est. Cost $28.42 Unrealized +64.0%
GOOG ALPHABET INC 4.3%
Value ($000) $10,180 Shares 9,418 Est. Cost $38.66 Unrealized +48.1%
WFC WELLS FARGO CO NEW 4.3%
Value ($000) $10,112 Shares 213,697 Est. Cost $41.94 Unrealized -6.8%
GOOGL ALPHABET INC 3.6%
Value ($000) $8,403 Shares 7,760 Est. Cost $39.68 Unrealized +44.8%
RDI READING INTERNATIONAL INC 3.1%
Value ($000) $7,307 Shares 562,922 Est. Cost $14.77 Unrealized -2.5%
MSFT MICROSOFT CORP 3.1%
Value ($000) $7,297 Shares 54,475 Est. Cost $53.94 Unrealized +121.6%
JPM J.P. MORGAN CHASE & CO 2.6%
Value ($000) $6,148 Shares 54,991 Est. Cost $64.07 Unrealized +43.6%
LIBERTY TRIPADVISOR HLDGS INC 2.6%
Value ($000) $6,052 Shares 488,070 Est. Cost $12.37 Unrealized
LIBERTY MEDIA CORP DELAWARE 2.5%
Value ($000) $5,780 Shares 152,177 Est. Cost $36.64 Unrealized
LBRDA LIBERTY BROADBAND CORP 2.1%
Value ($000) $4,999 Shares 48,612 Est. Cost $70.83 Unrealized +30.0%
ALLERGAN PLC 2.1%
Value ($000) $4,893 Shares 29,223 Est. Cost $168.19 Unrealized
GS GOLDMAN SACHS GROUP INC 1.9%
Value ($000) $4,432 Shares 21,663 Est. Cost $169.63 Unrealized -0.3%
ENSCO ROWAN PLC 1.9%
Value ($000) $4,361 Shares 511,301 Est. Cost $8.53 Unrealized
WELLS FARGO CO NEW 1.8%
Value ($000) $4,146 Shares 3,039 Est. Cost $1189.87 Unrealized
LYV LIVE NATION ENTERTAINMENT INC 1.5%
Value ($000) $3,527 Shares 53,240 Est. Cost $27.52 Unrealized +133.4%
SPB SPECTRUM BRANDS HOLDINGS INC 1.5%
Value ($000) $3,504 Shares 65,165 Est. Cost $80.30 Unrealized -26.0%
CMCSA COMCAST CORP NEW 1.5%
Value ($000) $3,473 Shares 82,147 Est. Cost $26.82 Unrealized +32.5%
LIBERTY MEDIA CORP DELAWARE 1.4%
Value ($000) $3,381 Shares 89,418 Est. Cost $38.01 Unrealized
LIBERTY GLOBAL PLC 1.4%
Value ($000) $3,360 Shares 194,990 Est. Cost $17.83 Unrealized
JEF JEFFERIES FINL GROUP INC 1.3%
Value ($000) $3,094 Shares 160,907 Est. Cost $15.07 Unrealized -7.4%
VERSO CORP 1.2%
Value ($000) $2,697 Shares 141,563 Est. Cost $10.47 Unrealized
LIBERTY GLOBAL PLC 1.1%
Value ($000) $2,588 Shares 97,553 Est. Cost $23.49 Unrealized
LBRDK LIBERTY BROADBAND CORP 1.1%
Value ($000) $2,587 Shares 24,821 Est. Cost $65.76 Unrealized +40.4%
DASEKE INC 1.1%
Value ($000) $2,478 Shares 688,470 Est. Cost $3.74 Unrealized
BAC BANK OF AMERICA CORP 1.0%
Value ($000) $2,419 Shares 83,400 Est. Cost $15.68 Unrealized +56.3%
CAR AVIS BUDGET GROUP 0.9%
Value ($000) $2,123 Shares 60,369 Est. Cost $34.41 Unrealized -7.3%
GCI LIBERTY INC 0.8%
Value ($000) $1,937 Shares 31,516 Est. Cost $41.78 Unrealized
LMB LIMBACH HOLDINGS INC 0.8%
Value ($000) $1,924 Shares 211,376 Est. Cost $7.53 Unrealized +15.6%
SHAW COMMUNICATIONS INC 0.8%
Value ($000) $1,905 Shares 93,495 Est. Cost $20.06 Unrealized
T AT&T INC 0.8%
Value ($000) $1,864 Shares 55,636 Est. Cost $15.46 Unrealized -2.4%
LIBERTY MEDIA CORP DELAWARE 0.7%
Value ($000) $1,727 Shares 48,164 Est. Cost $29.91 Unrealized
GPMT GRANITE POINT MORTGAGE TRUST INC 0.7%
Value ($000) $1,587 Shares 82,688 Est. Cost $16.54 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,501 Shares 10,774 Est. Cost $89.71 Unrealized +27.9%
PSMT PRICESMART INC 0.6%
Value ($000) $1,380 Shares 27,005 Est. Cost $78.21 Unrealized -35.0%
LORAL SPACE & COMMUNICATIONS 0.5%
Value ($000) $1,219 Shares 35,320 Est. Cost $41.11 Unrealized
UNIVAR INC 0.5%
Value ($000) $1,199 Shares 54,380 Est. Cost $18.21 Unrealized
MERRIMACK PHARMACEUTICALS INC 0.5%
Value ($000) $1,160 Shares 191,729 Est. Cost $8.26 Unrealized
BP BP PLC 0.5%
Value ($000) $1,115 Shares 26,750 Est. Cost $37.38 Unrealized
UNIVERSAL STAINLESS & ALLOY 0.5%
Value ($000) $1,087 Shares 67,932 Est. Cost $16.38 Unrealized
SUNLINK HEALTH SYSTEMS INC 0.4%
Value ($000) $1,021 Shares 694,861 Est. Cost $1.21 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.4%
Value ($000) $841 Shares 3,182 Est. Cost $129.79 Unrealized +74.6%
TDW TIDEWATER INC NEW 0.3%
Value ($000) $801 Shares 34,100 Est. Cost $23.00 Unrealized 0.0%
ADAMS RESOURCES & ENERGY INC 0.3%
Value ($000) $769 Shares 22,435 Est. Cost $40.34 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.3%
Value ($000) $764 Shares 20,410 Est. Cost $32.82 Unrealized
MR COOPER GROUP INC 0.3%
Value ($000) $756 Shares 94,378 Est. Cost $10.97 Unrealized
MCY MERCURY GENERAL CORP NEW 0.3%
Value ($000) $756 Shares 12,095 Est. Cost $56.79 Unrealized -1.7%
AIG AMERICAN INTERNATIONAL GROUP 0.3%
Value ($000) $746 Shares 14,000 Est. Cost $49.81 Unrealized -15.8%
DIS DISNEY WALT CO 0.3%
Value ($000) $734 Shares 5,258 Est. Cost $90.71 Unrealized +41.1%
WH WYNDHAM HOTELS & RESORTS INC 0.3%
Value ($000) $675 Shares 12,117 Est. Cost $60.97 Unrealized -10.3%
GLRE GREENLIGHT CAPITAL RE LTD 0.3%
Value ($000) $607 Shares 71,500 Est. Cost $10.91 Unrealized -5.7%
ENCANA CORP 0.2%
Value ($000) $564 Shares 110,000 Est. Cost $7.41 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $557 Shares 2,681 Est. Cost $94.30 Unrealized +80.0%
ZTS ZOETIS INC 0.2%
Value ($000) $537 Shares 4,730 Est. Cost $47.37 Unrealized +109.5%
WYNDHAM DESTINATIONS INC 0.2%
Value ($000) $536 Shares 12,205 Est. Cost $76.34 Unrealized
APACHE CORP 0.2%
Value ($000) $457 Shares 15,775 Est. Cost $63.48 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $439 Shares 10,128 Est. Cost $20.52 Unrealized +42.4%
ALJ REGIONAL HOLDINGS INC 0.2%
Value ($000) $395 Shares 254,606 Est. Cost $2.54 Unrealized
PW POWER REIT 0.2%
Value ($000) $394 Shares 67,937 Est. Cost $6.16 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.2%
Value ($000) $360 Shares 12,855 Est. Cost $20.59 Unrealized
LIBERTY GLOBAL PLC 0.1%
Value ($000) $311 Shares 18,109 Est. Cost $18.62 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $310 Shares 2,510 Est. Cost $60.98 Unrealized +76.2%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $310 Shares 8,936 Est. Cost $25.61 Unrealized +12.2%
BROOKFIELD ASSET MANAGEMENT 0.1%
Value ($000) $301 Shares 6,300 Est. Cost $33.00 Unrealized
MSGS MADISON SQUARE GARDEN CO NEW 0.1%
Value ($000) $295 Shares 1,053 Est. Cost $141.46 Unrealized +50.5%
NXRT NEXPOINT RESIDENTIAL TRUST INC 0.1%
Value ($000) $292 Shares 7,061 Est. Cost $33.14 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $246 Shares 335 Est. Cost $11.60 Unrealized +21.5%
COMPUTER TASK GROUP INC 0.1%
Value ($000) $244 Shares 60,865 Est. Cost $4.31 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.1%
Value ($000) $242 Shares 8,972 Est. Cost $29.32 Unrealized
TOTAL S A 0.1%
Value ($000) $240 Shares 4,300 Est. Cost $51.07 Unrealized
PARR PAR PACIFIC HOLDINGS INC 0.1%
Value ($000) $236 Shares 11,500 Est. Cost $17.05 Unrealized +14.4%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $232 Shares 8,150 Est. Cost $30.24 Unrealized -29.3%
DASEKE INC 0.1%
Value ($000) $221 Shares 1,005,256 Est. Cost $0.50 Unrealized
QURATE RETAIL INC 0.1%
Value ($000) $178 Shares 14,400 Est. Cost $21.23 Unrealized
HOPE HOPE BANCORP INC 0.1%
Value ($000) $142 Shares 10,327 Est. Cost $18.90 Unrealized -27.9%
LGL LGL GROUP INC 0.0%
Value ($000) $85 Shares 10,436 Est. Cost $2.09 Unrealized +41.4%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $60 Shares 10,805 Est. Cost $4.43 Unrealized
INFRASTRUCTURE & ENERGY ALTERNATIVE 0.0%
Value ($000) $43 Shares 21,245 Est. Cost $5.21 Unrealized
NRC GROUP HOLDINGS CORP 0.0%
Value ($000) $21 Shares 13,000 Est. Cost $0.85 Unrealized
INFRASTRUCTURE & ENERGY ALTERNATIVE 0.0%
Value ($000) $1 Shares 33,429 Est. Cost $0.74 Unrealized