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WITTENBERG INVESTMENT MANAGEMENT, INC. 13F portfolio summary

WITTENBERG INVESTMENT MANAGEMENT, INC. of WITTENBERG INVESTMENT MANAGEMENT, INC. has 78 current stock holdings with a reported portfolio value of $292.5M. The portfolio 1 year return is +27.24%. Top holdings include BRK-B (17.37%), AAPL (9.87%), SIRI (9.44%), GOOG (9.35%), GOOGL (7.94%).

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WITTENBERG INVESTMENT MANAGEMENT, INC.

WITTENBERG INVESTMENT MANAGEMENT, INC.
Latest filing: 2026-06-30

WITTENBERG INVESTMENT MANAGEMENT, INC. runs WITTENBERG INVESTMENT MANAGEMENT, INC. and currently holds 78 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $292.48M. Their top holdings are BRK-B, AAPL, SIRI, GOOG, GOOGL. The top five represent 54.0% of reported portfolio weight. WITTENBERG INVESTMENT MANAGEMENT, INC. ranks #307 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WITTENBERG INVESTMENT MANAGEMENT, INC. initiated 6 new positions. They added to 9 existing positions. They trimmed 22 positions. Their current best-performing preview position is AMZN with returns of +551.43%.

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Top 5 Holdings
BRK-B17.4%
AAPL9.9%
SIRI9.4%
GOOG9.4%
GOOGL7.9%
Top 5: 54.0%
Portfolio Returns
1 Year
+27.24%
#422/1000
3 Year
+90.04%
#306/1000
5 Year
+99.13%
#286/1000

Portfolio Value

$292.48M

Alpha Score

73.2

#307 of 1000

Holdings

78

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78 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
BRK-B
BERKSHIRE HATHAWAY INC DEL
17.37%$165.48$495.77+199.60%
Held
AAPL
APPLE INC
9.87%$33.10$309.35+834.59%
Trimmed
-2.97%
SIRI
SIRIUSXM HOLDINGS INC
9.44%$23.64$28.69+21.36%
Trimmed
-15.58%
GOOG
ALPHABET INC
9.35%$38.82$341.75+780.35%
Trimmed
-5.67%
GOOGL
ALPHABET INC
7.94%$43.73$344.82+688.52%
Trimmed
-2.48%
WBD
WARNER BROS DISCOVERY INC
4.93%$10.91$28.55+161.69%
Held
TRIP
TRIPADVISOR INC
3.22%$12.04$10.00-16.94%
Added
+17.47%
LBRDA
LIBERTY BROADBAND CORP
2.95%$46.35$35.99-22.35%
Added
+108.29%
JPM
JPMORGAN CHASE & CO
2.29%$88.45$351.64+297.55%
Trimmed
-0.13%
PAR
PAR TECHNOLOGY CORP
2.19%$13.61$19.52+43.42%
Added
+7.31%

Showing 1-10 of 78