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WITTENBERG INVESTMENT MANAGEMENT, INC.

Q4 2023 · 13F-HR

WITTENBERG INVESTMENT MANAGEMENT, INC.holdings as filed

Filed 2024-02-13 · accession 0001062993-24-002977

$287.8M
Reported value
80
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$60.2M20.9%168,712CommonSOLE
037833100AAPLAPPLE INC$30.7M10.7%159,585CommonSOLE
02079K107GOOGALPHABET INC$17.3M6.02%123,006CommonSOLE
02079K305GOOGLALPHABET INC$16.9M5.88%121,190CommonSOLE
53122981322941EURLIBERTY MEDIA CORP DEL$12.8M4.44%444,280CommonSOLE
949746101WMT2WELLS FARGO CO NEW$9.9M3.46%202,146CommonSOLE
060505104BACBANK AMERICA CORP$9.1M3.15%269,390CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$7.9M2.74%46,440CommonSOLE
902973304USBUS BANCORP DEL$6.5M2.25%149,550CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$6.4M2.21%560,128CommonSOLE
G9001E102LILALIBERTY LATIN AMERICA LTD$5.8M2.02%796,832CommonSOLE
594918104MSFTMICROSOFT CORP$5.7M1.98%15,189CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$5.4M1.89%305,798CommonSOLE
531229789LM0CLIBERTY MEDIA CORP DEL$5.1M1.78%178,502CommonSOLE
530307107LBRDALIBERTY BROADBAND CORP$4.6M1.59%56,895CommonSOLE
366505105GTXGARRETT MOTION INC$4.5M1.58%470,137CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$4.3M1.50%292,711CommonSOLE
023135106AMZNAMAZON COM INC$4.1M1.43%27,126CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$4.0M1.39%109,146CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$3.8M1.31%46,675CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$3.1M1.09%2,629CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.9M1.02%15,675CommonSOLE
755408101RDIREADING INTL INC$2.9M1.00%1,501,598CommonSOLE
590328209MACKEURMERRIMACK PHARMACEUTICALS IN$2.8M0.98%210,239CommonSOLE
02005N100ALLYALLY FINL INC$2.7M0.93%76,925CommonSOLE
03743Q108APAAPA CORPORATION$2.6M0.92%73,800CommonSOLE
913837100UNIVERSAL STAINLESS & ALLOY$2.5M0.88%125,595CommonSOLE
64110L106NFLXNETFLIX INC$2.4M0.85%4,998CommonSOLE
464287473IWSISHARES TR$2.4M0.84%20,762CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$2.2M0.77%55,165CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2.1M0.74%22,640CommonSOLE
23753F107DSKEUSDDASEKE INC$1.8M0.64%226,866CommonSOLE
71880K101PHINPHINIA INC$1.7M0.58%54,896CommonSOLE
88642R109TDWTIDEWATER INC NEW$1.6M0.55%21,952CommonSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$1.5M0.53%200,324CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$1.5M0.52%37,485CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$1.5M0.51%25,472CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$1.4M0.50%195,616CommonSOLE
74915M100QVCAUSDQURATE RETAIL INC$1.3M0.44%1,461,516CommonSOLE
90138Q10823ANDME HOLDING CO$1.3M0.44%1,397,393CommonSOLE
741511109PSMTPRICESMART INC$1.2M0.41%15,594CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP DEL$1.0M0.36%27,839CommonSOLE
732344106PDLBPONCE FINANCIAL GROUP INC$1.0M0.36%105,317CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.0M0.35%2,629CommonSOLE
20825C104COPCONOCOPHILLIPS$1.0M0.35%8,685CommonSOLE
523768406LEELEE ENTERPRISES INC$961,6750.33%122,195CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$865,3860.30%13,708CommonSOLE
055622104BPBP PLC$764,6400.27%21,600CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$744,6000.26%20,400CommonSOLE
53263P105LMBLIMBACH HLDGS INC$663,7260.23%14,597CommonSOLE
922908769VTIVANGUARD INDEX FDS$663,7130.23%2,798CommonSOLE
357023100RAILFREIGHTCAR AMER INC$587,2500.20%217,500CommonSOLE
886029206THRYTHRYV HLDGS INC$586,7720.20%28,834CommonSOLE
053774105CARAVIS BUDGET GROUP$585,4900.20%3,303CommonSOLE
G4095J109GLREGREENLIGHT CAPITAL RE LTD$553,8700.19%48,500CommonSOLE
811054402SSPSCRIPPS E W CO OHIO$527,3400.18%66,000CommonSOLE
276317104EMLEASTERN CO$520,2560.18%23,648CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$486,5790.17%26,104CommonSOLE
006351308AEUSDADAMS RES & ENERGY INC$478,5440.17%18,279CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$471,6150.16%714CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$461,9660.16%202CommonSOLE
025816109AXPAMERICAN EXPRESS CO$451,4480.16%2,410CommonSOLE
21077F100CTGOCONTANGO ORE INC$440,4900.15%24,323CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$439,6010.15%5,467CommonSOLE
254687106DISDISNEY WALT CO$376,3290.13%4,168CommonSOLE
464287481IWPISHARES TR$360,7440.13%3,453CommonSOLE
98978V103ZTSZOETIS INC$334,3450.12%1,694CommonSOLE
09549B104BLFYBLUE FOUNDRY BANCORP$332,6870.12%34,404CommonSOLE
20030N101CMCSACOMCAST CORP NEW$328,8750.11%7,500CommonSOLE
589400100MCYMERCURY GENL CORP NEW$323,5310.11%8,671CommonSOLE
478160104JNJJOHNSON & JOHNSON$278,0550.10%1,774CommonSOLE
580135101MCDMCDONALDS CORP$259,4460.09%875CommonSOLE
46436E718SGOVISHARES TR$250,6750.09%2,500CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$245,2120.09%6,273CommonSOLE
111444709BYFCBROADWAY FINL CORP DEL$167,7600.06%24,719CommonSOLE
33631F104FSEAFIRST SEACOAST BANCORP INC$159,4520.06%20,735CommonSOLE
294100102ENZBENZO BIOCHEM INC$94,5240.03%68,003CommonSOLE
05343P109AWXAVALON HLDGS CORP$89,4120.03%37,411CommonSOLE
23284P103CYTEIR THERAPEUTICS INC$86,9080.03%28,588CommonSOLE
86737U102SUNLINK HEALTH SYS INC$81,4350.03%87,565CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.