Wittenberg Investment Management as of Sept. 30, 2025
Portfolio Holdings for Wittenberg Investment Management
Wittenberg Investment Management holds 75 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 21.5 | $54M | 108k | 502.74 | |
| Apple (AAPL) | 10.8 | $27M | 107k | 254.63 | |
| Siriusxm Holdings Common Stock (SIRI) | 10.3 | $26M | 1.1M | 23.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.3 | $21M | 86k | 243.55 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.6 | $17M | 69k | 243.10 | |
| Warner Bros Discovery Com Ser A (WBD) | 4.2 | $11M | 540k | 19.53 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $6.7M | 21k | 315.43 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 2.5 | $6.4M | 101k | 63.33 | |
| Microsoft Corporation (MSFT) | 2.4 | $6.1M | 12k | 517.95 | |
| Scripps E W Co Ohio Cl A New (SSP) | 2.2 | $5.5M | 2.2M | 2.46 | |
| Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 1.7 | $4.4M | 47k | 94.30 | |
| Tidewater (TDW) | 1.7 | $4.3M | 80k | 53.33 | |
| Liberty Latin America Com Cl A (LILA) | 1.7 | $4.2M | 506k | 8.29 | |
| Live Nation Entertainment (LYV) | 1.2 | $3.1M | 19k | 163.40 | |
| Liberty Latin America Com Cl C (LILAK) | 1.0 | $2.5M | 300k | 8.44 | |
| Bank of America Corporation (BAC) | 1.0 | $2.5M | 48k | 51.59 | |
| Jefferies Finl Group (JEF) | 1.0 | $2.4M | 37k | 65.42 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.9 | $2.3M | 192k | 11.99 | |
| Cable One (CABO) | 0.9 | $2.2M | 13k | 177.05 | |
| Liberty Global Com Cl A (LBTYA) | 0.9 | $2.2M | 191k | 11.46 | |
| Tripadvisor (TRIP) | 0.8 | $2.0M | 126k | 16.26 | |
| Phinia Common Stock (PHIN) | 0.8 | $2.0M | 36k | 57.48 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.8 | $1.9M | 31k | 63.54 | |
| Spotify Technology S A SHS (SPOT) | 0.7 | $1.8M | 2.5k | 698.00 | |
| Netflix (NFLX) | 0.7 | $1.8M | 1.5k | 1198.92 | |
| Occidental Petroleum Corporation (OXY) | 0.7 | $1.6M | 35k | 47.25 | |
| PriceSmart (PSMT) | 0.6 | $1.6M | 14k | 121.19 | |
| Reading Intl Cl A (RDI) | 0.6 | $1.6M | 1.1M | 1.47 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.6 | $1.6M | 1.3k | 1234.29 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.6 | $1.6M | 16k | 95.22 | |
| Apa Corporation (APA) | 0.6 | $1.5M | 60k | 24.28 | |
| Goldman Sachs (GS) | 0.6 | $1.4M | 1.8k | 796.35 | |
| Limbach Hldgs (LMB) | 0.6 | $1.4M | 15k | 97.12 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.5 | $1.3M | 13k | 96.97 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.4 | $1.1M | 27k | 41.59 | |
| Thryv Hldgs Com New (THRY) | 0.4 | $1.1M | 92k | 12.06 | |
| Qvc Group Com Ser A New (QVCGA) | 0.4 | $1.1M | 81k | 13.49 | |
| Wells Fargo & Company (WFC) | 0.4 | $957k | 11k | 83.82 | |
| Ponce Financial Group Common Stock (PDLB) | 0.4 | $944k | 64k | 14.70 | |
| Contango Ore (CTGO) | 0.4 | $932k | 37k | 24.93 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.4 | $909k | 8.7k | 104.45 | |
| American Express Company (AXP) | 0.3 | $631k | 1.9k | 332.16 | |
| Garrett Motion (GTX) | 0.2 | $591k | 43k | 13.62 | |
| Amazon (AMZN) | 0.2 | $591k | 2.7k | 219.57 | |
| Hilton Grand Vacations (HGV) | 0.2 | $585k | 14k | 41.81 | |
| Lee Enterprises (LEE) | 0.2 | $529k | 97k | 5.44 | |
| BP Sponsored Adr (BP) | 0.2 | $527k | 15k | 34.46 | |
| Avis Budget (CAR) | 0.2 | $518k | 3.2k | 160.57 | |
| Mercury General Corporation (MCY) | 0.2 | $488k | 5.8k | 84.78 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $486k | 3.5k | 139.67 | |
| Greenlight Capital Re Class A (GLRE) | 0.2 | $483k | 38k | 12.70 | |
| Walt Disney Company (DIS) | 0.2 | $456k | 4.0k | 114.50 | |
| Broadway Finl Corp Del Cl A New (BYFC) | 0.2 | $400k | 56k | 7.16 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $396k | 10k | 39.19 | |
| Nextnav Common Stock (NN) | 0.1 | $358k | 25k | 14.30 | |
| Wyndham Hotels And Resorts (WH) | 0.1 | $357k | 4.5k | 79.90 | |
| Travel Leisure Ord (TNL) | 0.1 | $332k | 5.6k | 59.49 | |
| Mr Cooper Group | 0.1 | $316k | 1.5k | 210.79 | |
| Johnson & Johnson (JNJ) | 0.1 | $310k | 1.7k | 185.42 | |
| Gci Liberty Com Ser C (GLIBK) | 0.1 | $284k | 7.6k | 37.27 | |
| Gci Liberty Com Ser A (GLIBA) | 0.1 | $282k | 7.5k | 37.56 | |
| Central Securities (CET) | 0.1 | $266k | 5.2k | 51.37 | |
| McDonald's Corporation (MCD) | 0.1 | $243k | 800.00 | 303.89 | |
| Costco Wholesale Corporation (COST) | 0.1 | $231k | 250.00 | 925.63 | |
| At&t (T) | 0.1 | $223k | 7.9k | 28.24 | |
| PrimeEnergy Corporation (PNRG) | 0.1 | $217k | 1.3k | 167.03 | |
| Zoetis Cl A (ZTS) | 0.1 | $213k | 1.5k | 146.32 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $212k | 6.8k | 31.42 | |
| Eastern Company (EML) | 0.1 | $212k | 9.0k | 23.46 | |
| Sunrise Communications Ads Cl A (SNREY) | 0.1 | $210k | 3.6k | 58.78 | |
| Blue Foundry Bancorp (BLFY) | 0.1 | $185k | 20k | 9.09 | |
| Catalyst Bancorp Common Stock (CLST) | 0.1 | $180k | 14k | 13.15 | |
| Liberty Global Com Cl C (LBTYK) | 0.1 | $128k | 11k | 11.75 | |
| Landec Corporation (LFCR) | 0.1 | $127k | 17k | 7.36 | |
| Avalon Hldgs Corp Cl A (AWX) | 0.0 | $96k | 37k | 2.61 |