WITTENBERG INVESTMENT MANAGEMENT, INC.

PrivateCIK: 1697790
Location

CARLISLE, MA

📋 What this filing means

WITTENBERG INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $292.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

78
Positions
$292.48M
Total AUM (reported)
11.11M
Total Shares

Allocation by class

TOTAL AUM$292.48M78 positions
COM$91.84M31.4%
CL B NEW$50.80M17.4%
COMMON STOCK$33.54M11.5%
COM SER A$27.76M9.5%
CAP STK CL C$27.35M9.4%
CAP STK CL A$23.23M7.9%
COM CL A$10.41M3.6%

Portfolio Concentration

Top 336.7%4–1033.2%11–2517.2%Rest12.9%TOP 1069.9%0%100%
Top 3$107.27M36.7%
4–10$97.05M33.2%
11–25$50.40M17.2%
Rest$37.76M12.9%

Top 3 weight

36.7%

Top 10 weight

69.9%

Voting Authority Distribution

Total shares with voting rights: 11.11M

Sole

Full voting authority

11.09M

shares

% of voting shares99.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

19.98K

shares

% of voting shares0.2%

Investment Discretion (by position count)

Sole78
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings78
Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares101.51K
TypeSH
Market value$50.80M
17.37%
Sole
100.89K
Shared
0.00
None
628.00

APPLE INC

SOLE
COM
Shares99.73K
TypeSH
Market value$28.86M
9.87%
Sole
99.53K
Shared
0.00
None
200.00

SIRIUSXM HOLDINGS INC

SOLE
COMMON STOCK
Shares934.86K
TypeSH
Market value$27.62M
9.44%
Sole
933.81K
Shared
0.00
None
1.05K

ALPHABET INC

SOLE
CAP STK CL C
Shares77.41K
TypeSH
Market value$27.35M
9.35%
Sole
76.91K
Shared
0.00
None
500.00

ALPHABET INC

SOLE
CAP STK CL A
Shares64.99K
TypeSH
Market value$23.23M
7.94%
Sole
64.69K
Shared
0.00
None
300.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares540.43K
TypeSH
Market value$14.41M
4.93%
Sole
540.43K
Shared
0.00
None
0.00

TRIPADVISOR INC

SOLE
COM
Shares687.58K
TypeSH
Market value$9.43M
3.22%
Sole
685.28K
Shared
0.00
None
2.30K

LIBERTY BROADBAND CORP

SOLE
COM SER A
Shares259.62K
TypeSH
Market value$8.64M
2.95%
Sole
258.82K
Shared
0.00
None
800.00

SCRIPPS E W CO OHIO

SOLE
CL A NEW
Shares2.64M
TypeSH
Market value$7.30M
2.50%
Sole
2.63M
Shared
0.00
None
7K

JPMORGAN CHASE & CO

SOLE
COM
Shares20.54K
TypeSH
Market value$6.69M
2.29%
Sole
20.54K
Shared
0.00
None
0.00

PAR TECHNOLOGY CORP

SOLE
COM
Shares366.94K
TypeSH
Market value$6.39M
2.19%
Sole
365.85K
Shared
0.00
None
1.10K

LIBERTY LIVE HOLDINGS INC

SOLE
COM SER A
Shares46.53K
TypeSH
Market value$4.71M
1.61%
Sole
46.53K
Shared
0.00
None
0.00

THRYV HLDGS INC

SOLE
COM NEW
Shares1.11M
TypeSH
Market value$4.38M
1.50%
Sole
1.11M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares11.70K
TypeSH
Market value$4.36M
1.49%
Sole
11.62K
Shared
0.00
None
75.00

TIDEWATER INC NEW

SOLE
COM
Shares54.06K
TypeSH
Market value$3.60M
1.23%
Sole
54.06K
Shared
0.00
None
0.00

LIBERTY LATIN AMERICA LTD

SOLE
COM CL A
Shares457.24K
TypeSH
Market value$3.58M
1.23%
Sole
454.54K
Shared
0.00
None
2.70K

LIVE NATION ENTERTAINMENT IN

SOLE
COM
Shares18.73K
TypeSH
Market value$3.43M
1.17%
Sole
18.73K
Shared
0.00
None
0.00

VERSANT MEDIA GROUP INC

SOLE
COM CL A
Shares92.67K
TypeSH
Market value$3.34M
1.14%
Sole
92.67K
Shared
0.00
None
0.00

NEXTNAV INC

SOLE
COMMON STOCK
Shares176.80K
TypeSH
Market value$3.15M
1.08%
Sole
176.80K
Shared
0.00
None
0.00

BANK OF AMER CORP

SOLE
COM
Shares45.16K
TypeSH
Market value$2.57M
0.88%
Sole
45.16K
Shared
0.00
None
0.00

LIBERTY GLOBAL LTD

SOLE
COM CL A
Shares191.92K
TypeSH
Market value$2.46M
0.84%
Sole
191.92K
Shared
0.00
None
0.00

PRICESMART INC

SOLE
COM
Shares11.96K
TypeSH
Market value$2.34M
0.80%
Sole
11.71K
Shared
0.00
None
250.00

MODERNA INC

SOLE
COM
Shares32.50K
TypeSH
Market value$2.28M
0.78%
Sole
32.50K
Shared
0.00
None
0.00

APA CORPORATION

SOLE
COM
Shares60K
TypeSH
Market value$1.95M
0.67%
Sole
60K
Shared
0.00
None
0.00

LIBERTY LATIN AMERICA LTD

SOLE
COM CL C
Shares237.56K
TypeSH
Market value$1.85M
0.63%
Sole
237.29K
Shared
0.00
None
269.00
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