WITTENBERG INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0001697790 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 14, 2020

Total Value ($000): $257,833 (100.0% shares, 0.0% debt)

Holdings (81)

BRK/B BERKSHIRE HATHAWAY INC DEL 20.6%
Value ($000) $53,078 Shares 234,338 Est. Cost $153.96 Unrealized +41.1%
AAPL APPLE INC 13.0%
Value ($000) $33,486 Shares 114,033 Est. Cost $28.42 Unrealized +118.2%
WFC WELLS FARGO CO NEW 5.2%
Value ($000) $13,340 Shares 247,961 Est. Cost $41.61 Unrealized +7.4%
GOOG ALPHABET INC 4.6%
Value ($000) $11,964 Shares 8,948 Est. Cost $38.66 Unrealized +65.7%
GOOGL ALPHABET INC 4.0%
Value ($000) $10,380 Shares 7,750 Est. Cost $39.68 Unrealized +61.3%
JPM J.P. MORGAN CHASE & CO 2.9%
Value ($000) $7,429 Shares 53,291 Est. Cost $64.07 Unrealized +69.6%
LIBERTY MEDIA CORP DELAWARE 2.8%
Value ($000) $7,291 Shares 151,447 Est. Cost $36.64 Unrealized
VALPQ VALARIS PLC 2.8%
Value ($000) $7,152 Shares 1,090,187 Est. Cost $4.87 Unrealized
RDI READING INTERNATIONAL INC 2.8%
Value ($000) $7,146 Shares 638,563 Est. Cost $14.36 Unrealized -22.3%
JEF JEFFERIES FINL GROUP INC 2.4%
Value ($000) $6,076 Shares 284,305 Est. Cost $15.17 Unrealized +2.8%
VERSO CORP 2.3%
Value ($000) $5,911 Shares 327,840 Est. Cost $11.58 Unrealized
LBRDA LIBERTY BROADBAND CORP 2.3%
Value ($000) $5,877 Shares 47,183 Est. Cost $70.83 Unrealized +53.2%
MSFT MICROSOFT CORP 2.3%
Value ($000) $5,864 Shares 37,185 Est. Cost $53.94 Unrealized +158.1%
SPB SPECTRUM BRANDS HOLDINGS INC 2.1%
Value ($000) $5,309 Shares 82,577 Est. Cost $73.36 Unrealized -22.8%
ALLERGAN PLC 2.0%
Value ($000) $5,164 Shares 27,015 Est. Cost $168.19 Unrealized
TDW TIDEWATER INC NEW 1.9%
Value ($000) $4,840 Shares 251,032 Est. Cost $19.08 Unrealized -16.3%
WELLS FARGO CO NEW 1.7%
Value ($000) $4,320 Shares 2,979 Est. Cost $1189.87 Unrealized
LIBERTY MEDIA CORP DELAWARE 1.7%
Value ($000) $4,305 Shares 89,053 Est. Cost $38.01 Unrealized
LIBERTY TRIPADVISOR HLDGS INC 1.6%
Value ($000) $4,188 Shares 569,770 Est. Cost $11.85 Unrealized
GS GOLDMAN SACHS GROUP INC 1.5%
Value ($000) $3,858 Shares 16,777 Est. Cost $169.63 Unrealized +10.5%
LIBERTY GLOBAL PLC 1.2%
Value ($000) $3,054 Shares 158,240 Est. Cost $17.83 Unrealized
LBRDK LIBERTY BROADBAND CORP 1.2%
Value ($000) $2,966 Shares 23,587 Est. Cost $65.76 Unrealized +65.8%
BAC BANK OF AMERICA CORP 1.1%
Value ($000) $2,943 Shares 83,563 Est. Cost $15.68 Unrealized +77.2%
LYV LIVE NATION ENTERTAINMENT INC 1.1%
Value ($000) $2,924 Shares 40,918 Est. Cost $27.52 Unrealized +146.3%
DASEKE INC 1.1%
Value ($000) $2,827 Shares 894,514 Est. Cost $3.49 Unrealized
GCI LIBERTY INC 0.9%
Value ($000) $2,233 Shares 31,516 Est. Cost $41.78 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.8%
Value ($000) $2,105 Shares 48,073 Est. Cost $29.91 Unrealized
LIBERTY GLOBAL PLC 0.7%
Value ($000) $1,909 Shares 87,603 Est. Cost $23.49 Unrealized
CAR AVIS BUDGET GROUP 0.7%
Value ($000) $1,882 Shares 58,369 Est. Cost $34.41 Unrealized -17.2%
UNIVERSAL STAINLESS & ALLOY 0.7%
Value ($000) $1,818 Shares 122,046 Est. Cost $15.75 Unrealized
SHAW COMMUNICATIONS INC 0.7%
Value ($000) $1,751 Shares 86,309 Est. Cost $20.06 Unrealized
UNIVAR SOLUTIONS INC 0.5%
Value ($000) $1,390 Shares 57,363 Est. Cost $18.52 Unrealized
PSMT PRICESMART INC 0.5%
Value ($000) $1,342 Shares 18,898 Est. Cost $78.21 Unrealized -15.8%
LMB LIMBACH HOLDINGS INC 0.4%
Value ($000) $1,114 Shares 294,619 Est. Cost $6.65 Unrealized -41.5%
ADAMS RESOURCES & ENERGY INC 0.4%
Value ($000) $1,011 Shares 26,561 Est. Cost $38.44 Unrealized
BP BP PLC 0.4%
Value ($000) $1,010 Shares 26,750 Est. Cost $37.38 Unrealized
GPMT GRANITE POINT MORTGAGE TRUST INC 0.4%
Value ($000) $986 Shares 53,654 Est. Cost $16.54 Unrealized
LORAL SPACE & COMMUNICATIONS 0.4%
Value ($000) $941 Shares 29,107 Est. Cost $41.11 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.4%
Value ($000) $930 Shares 20,228 Est. Cost $32.82 Unrealized
T AT&T INC 0.4%
Value ($000) $923 Shares 23,609 Est. Cost $15.46 Unrealized +22.0%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $873 Shares 19,410 Est. Cost $26.82 Unrealized +41.2%
COST COSTCO WHOLESALE CORP NEW 0.3%
Value ($000) $803 Shares 2,732 Est. Cost $129.79 Unrealized +109.2%
MR COOPER GROUP INC 0.3%
Value ($000) $799 Shares 63,861 Est. Cost $10.97 Unrealized
SUNLINK HEALTH SYSTEMS INC 0.3%
Value ($000) $737 Shares 688,886 Est. Cost $1.21 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $737 Shares 5,093 Est. Cost $90.71 Unrealized +49.6%
WH WYNDHAM HOTELS & RESORTS INC 0.3%
Value ($000) $717 Shares 11,417 Est. Cost $60.97 Unrealized -8.9%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $701 Shares 4,809 Est. Cost $89.71 Unrealized +27.2%
GLRE GREENLIGHT CAPITAL RE LTD 0.2%
Value ($000) $611 Shares 60,395 Est. Cost $10.91 Unrealized -5.2%
WYNDHAM DESTINATIONS INC 0.2%
Value ($000) $595 Shares 11,505 Est. Cost $76.34 Unrealized
MERRIMACK PHARMACEUTICALS INC 0.2%
Value ($000) $587 Shares 186,198 Est. Cost $8.26 Unrealized
MCY MERCURY GENERAL CORP NEW 0.2%
Value ($000) $565 Shares 11,595 Est. Cost $56.79 Unrealized -11.5%
ENCANA CORP 0.2%
Value ($000) $516 Shares 110,000 Est. Cost $7.41 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $504 Shares 3,810 Est. Cost $47.37 Unrealized +149.3%
LIBERTY GLOBAL PLC 0.2%
Value ($000) $491 Shares 25,228 Est. Cost $18.90 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $474 Shares 3,810 Est. Cost $80.33 Unrealized +37.1%
LIBERTY MEDIA CORP DELAWARE 0.1%
Value ($000) $370 Shares 12,542 Est. Cost $20.59 Unrealized
BROOKFIELD ASSET MANAGEMENT 0.1%
Value ($000) $364 Shares 6,300 Est. Cost $33.00 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $361 Shares 9,218 Est. Cost $20.52 Unrealized +30.2%
ALJ REGIONAL HOLDINGS INC 0.1%
Value ($000) $323 Shares 280,873 Est. Cost $2.41 Unrealized
NXRT NEXPOINT RESIDENTIAL TRUST INC 0.1%
Value ($000) $318 Shares 7,061 Est. Cost $33.14 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $295 Shares 1,493 Est. Cost $94.30 Unrealized +82.3%
APACHE CORP 0.1%
Value ($000) $289 Shares 11,275 Est. Cost $63.48 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $284 Shares 7,886 Est. Cost $25.61 Unrealized +20.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $280 Shares 335 Est. Cost $11.60 Unrealized +38.3%
MSGS MADISON SQUARE GARDEN CO NEW 0.1%
Value ($000) $246 Shares 837 Est. Cost $141.46 Unrealized +38.7%
TOTAL S A 0.1%
Value ($000) $238 Shares 4,300 Est. Cost $51.07 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $212 Shares 8,150 Est. Cost $16.31 Unrealized 0.0%
COMPUTER TASK GROUP INC 0.1%
Value ($000) $205 Shares 39,620 Est. Cost $4.31 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC 0.1%
Value ($000) $204 Shares 8,972 Est. Cost $29.32 Unrealized
AR ANTERO RESOURCES 0.1%
Value ($000) $197 Shares 69,125 Est. Cost $4.07 Unrealized -37.4%
ENTERCOM COMMUNICATIONS CORP 0.1%
Value ($000) $185 Shares 39,776 Est. Cost $3.34 Unrealized
HOPE HOPE BANCORP INC 0.1%
Value ($000) $153 Shares 10,327 Est. Cost $18.90 Unrealized -23.2%
QURATE RETAIL INC 0.0%
Value ($000) $121 Shares 14,400 Est. Cost $21.23 Unrealized
DASEKE INC 0.0%
Value ($000) $119 Shares 1,011,436 Est. Cost $0.50 Unrealized
ACHILLION PHARMACEUTICALS 0.0%
Value ($000) $90 Shares 15,000 Est. Cost $6.00 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $77 Shares 10,805 Est. Cost $4.43 Unrealized
INFRASTRUCTURE & ENERGY ALTERNATIVE 0.0%
Value ($000) $68 Shares 21,245 Est. Cost $5.21 Unrealized
AWX AVALON HOLDINGS CORP 0.0%
Value ($000) $46 Shares 24,147 Est. Cost $2.08 Unrealized 0.0%
NRC GROUP HOLDINGS CORP 0.0%
Value ($000) $31 Shares 13,000 Est. Cost $0.85 Unrealized
TIDEWATER INC NEW 0.0%
Value ($000) $7 Shares 13,100 Est. Cost $0.53 Unrealized
INFRASTRUCTURE & ENERGY ALTERNATIVE 0.0%
Value ($000) $3 Shares 33,429 Est. Cost $0.74 Unrealized