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WITTENBERG INVESTMENT MANAGEMENT, INC.13F | |
WITTENBERG INVESTMENT MANAGEMENT, INC. | |
Last update 2025-05-12 | 74 Stocks (3 new) |
Value $222.00 Mil | Turnover 2 % |
WITTENBERG INVESTMENT MANAGEME... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 110,713 | 58,963.5 | -12.41% | 26.580 | -2.79% | 0.010 | -8.39% | +6.48% | 1,040,746.7 | Insurance | |
SIRI | Sirius XM Holdings Inc | 1,105,390 | 24,921.0 | -1.49% | 11.240 | -0.15% | 0.330 | +17.29% | +9.33% | 8,231.8 | Media - Diversified | |
AAPL | Apple Inc | 108,247 | 24,044.9 | -14.90% | 10.840 | -1.86% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
GOOG | Alphabet Inc | 93,046 | 14,536.6 | -8.94% | 6.550 | -0.68% | 0.000 | +21.57% | +0.80% | 2,315,381.3 | Interactive Media | |
GOOGL | Alphabet Inc | 79,952 | 12,363.8 | -20.53% | 5.570 | -1.54% | 0.000 | +22.60% | +0.73% | 2,315,381.3 | Interactive Media | |
LBRDA | Liberty Broadband Corp | 81,555 | 6,932.2 | -15.00% | 3.130 | -0.42% | 0.060 | +24.61% | +29.68% | 13,040.9 | Telecommunication Services | |
WBD | Warner Bros. Discovery Inc | 578,404 | 6,206.3 | -1.93% | 2.800 | -0.05% | 0.020 | +59.78% | +25.92% | 32,929.9 | Media - Diversified | |
SSP | The E W Scripps Co | 2,036,014 | 6,026.6 | +14.12% | 2.720 | +0.34% | 2.330 | +56.54% | +51.58% | 293.8 | Media - Diversified | |
JPM | JPMorgan Chase & Co | 21,920 | 5,377.0 | -31.61% | 2.420 | -1.21% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
MSFT | Microsoft Corp | 13,395 | 5,028.4 | -8.07% | 2.270 | -0.19% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software |
WITTENBERG INVESTMENT MANAGEMENT, INC.'s Historical Top Holdings Breakdowns
WITTENBERG INVESTMENT MANAGEMENT, INC.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -2.79% | 442.66 ($486.15) 534.52 | $482.63 | -0.72% | Reduce -12.41% | 110,713 | -15,687 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.86% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Reduce -14.9% | 108,247 | -18,954 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -1.54% | 154.33 ($181.36) 206.38 | $190.23 | 4.89% | Reduce -20.53% | 79,952 | -20,660 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -1.21% | 225.19 ($254.94) 279.95 | $296.76 | 16.40% | Reduce -31.61% | 21,920 | -10,133 | |
WFC | Wells Fargo & Co | 2025-03-31 | Reduce Reduce | -1.12% | 66.78 ($75.08) 81.42 | $83.70 | 11.48% | Reduce -77.26% | 11,928 | -40,529 | |
SNRE | Sunrise Communications AG | 2025-03-31 | Reduce Reduce | -0.85% | 43.27 ($46.86) 50.18 | $57.55 | 22.81% | Reduce -82.72% | 10,540 | -50,471 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.68% | 156.06 ($183.12) 207.71 | $191.51 | 4.58% | Reduce -8.94% | 93,046 | -9,130 | |
GTX | Garrett Motion Inc | 2025-03-31 | Reduce Reduce | -0.63% | 8.18 ($9.27) 9.99 | $11.79 | 27.18% | Reduce -55.99% | 139,257 | -177,198 | |
LBRDA | Liberty Broadband Corp | 2025-03-31 | Reduce Reduce | -0.42% | 72.73 ($79.79) 88.43 | $90.34 | 13.22% | Reduce -15% | 81,555 | -14,389 | |
LBTYA | Liberty Global Ltd | 2025-03-31 | Add Add | +0.40% | 10.95 ($11.63) 13.12 | $10.22 | -12.12% | Add 90.27% | 163,822 | 77,722 |
WITTENBERG INVESTMENT MANAGEMENT, INC. Total Holding History ($B)
WITTENBERG INVESTMENT MANAGEMENT, INC.'s Asset Allocation
WITTENBERG INVESTMENT MANAGEMENT, INC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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WITTENBERG INVESTMENT MANAGEMENT, INC.'s Hypothetical Growth since 2025-03-31
WITTENBERG INVESTMENT MANAGEMENT, INC.'s Yearly Returns
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WITTENBERG INVESTMENT MANAGEMENT, INC.'s Holdings Heat Map
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WITTENBERG INVESTMENT MANAGEMENT, INC.'s Holdings Bubble Chart
WITTENBERG INVESTMENT MANAGEMENT, INC. News
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