Wittenberg Investment Management, Inc. Reduced Holdings in Q1 2025

Wittenberg Investment Management, Inc.

  • $182 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-19K
- 14.9%
$209.68 - $247.1 $3.97M - $4.68M
108K $24M
GOOGL
Alphabet Inc.

Communication Services
-20.7K
- 20.53%
$154.33 - $206.19 $3.19M - $4.26M
80K $12.4M
GOOG
Alphabet Inc.

Communication Services
-9.13K
- 8.94%
$156.06 - $207.71 $1.42M - $1.9M
93K $14.5M
WFC
Wells Fargo & Company

Financial Services
-40.5K
- 77.26%
$66.78 - $81.42 $2.71M - $3.3M
11.9K $856K
JPM
Jpmorgan Chase & CO

Financial Services
-10.1K
- 31.61%
$225.19 - $279.95 $2.28M - $2.84M
21.9K $5.38M
GTX
Garrett Motion Inc.

Consumer Cyclical
-177K
- 55.99%
$8.18 - $9.99 $1.45M - $1.77M
139K $1.17M
MSFT
Microsoft Corp

Technology
-1.18K
- 8.07%
$375.39 - $447.2 $441K - $526K
13.4K $5.03M
JEF
Jefferies Financial Group Inc.

Financial Services
-1.6K
- 4.02%
$52.22 - $81.31 $83.6K - $130K
38.2K $2.04M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.42K
- 55.93%
$190.26 - $242.06 $650K - $827K
2.69K $511K
LYV
Live Nation Entertainment, Inc.

Communication Services
-2.7K
- 12.34%
$115.79 - $154.66 $313K - $418K
19.2K $2.5M
LILA
Liberty Latin America Ltd.

Communication Services
-36.3K
- 5.8%
$6.06 - $7.55 $220K - $274K
588K $3.72M
GS
Goldman Sachs Group Inc

Financial Services
-300
- 13.46%
$524.81 - $672.19 $157K - $202K
1.93K $1.05M
AXP
American Express CO

Financial Services
-510
- 21.16%
$255.39 - $325.87 $130K - $166K
1.9K $511K
LBRDA
Liberty Broadband Corp

Communication Services
-14.4K
- 15.0%
$72.73 - $88.43 $1.05M - $1.27M
81.6K $6.93M
NFLX
Netflix Inc

Communication Services
-295
- 16.09%
$828.4 - $1058.6 $244K - $312K
1.54K $1.43M
MCY
Mercury General Corp

Financial Services
-1.13K
- 15.49%
$47.18 - $65.75 $53.1K - $74K
6.14K $343K
PSMT
Pricesmart Inc

Consumer Defensive
-855
- 5.93%
$82.4 - $94.86 $70.5K - $81.1K
13.6K $1.19M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-200
- 4.29%
$87.72 - $111.91 $17.5K - $22.4K
4.47K $404K
COST
Costco Wholesale Corp

Consumer Defensive
-75
- 23.08%
$890.62 - $1076.86 $66.8K - $80.8K
250 $236K
DIS
Walt Disney CO

Communication Services
-78
- 1.9%
$96.87 - $114.0 $7.56K - $8.89K
4.03K $397K
LBRDK
Liberty Broadband Corp

Communication Services
-5.53K
- 13.83%
$73.49 - $88.64 $406K - $490K
34.5K $2.93M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-11.4K
- 1.93%
$9.47 - $11.46 $108K - $131K
578K $6.21M
SSY
Sunlink Health Systems Inc

Healthcare
-50.9K
- 46.7%
$0.78 - $1.1 $39.7K - $56K
58.1K $58K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
-309
- 0.11%
$6.0 - $7.54 $1.85K - $2.33K
293K $1.82M
TNL
Travel & Leisure Co.

Consumer Cyclical
-200
- 3.46%
$46.29 - $57.86 $9.26K - $11.6K
5.57K $257K
ZTS
Zoetis Inc.

Healthcare
-143
- 8.95%
$156.48 - $175.67 $22.4K - $25.1K
1.46K $239K
CAR
Avis Budget Group, Inc.

Industrials
-50
- 1.53%
$55.49 - $96.5 $2.77K - $4.83K
3.23K $245K
CMCSA
Comcast Corp

Communication Services
-250
- 3.33%
$33.19 - $38.23 $8.3K - $9.56K
7.25K $267K
MCD
Mcdonalds Corp

Consumer Cyclical
-75
- 8.57%
$279.74 - $321.29 $21K - $24.1K
800 $249K
Liberty Media Corp Del
-808
- 4.65%
N/A
16.6K $0
Sunrise Communications Ag
-50.5K
- 82.72%
N/A
10.5K $0
First Seacoast Bancorp Inc
-1.44K
- 8.76%
N/A
15K $0
Siriusxm Holdings Inc
-16.7K
- 1.49%
N/A
1.11M $0
Liberty Global LTD
-1.75K
- 11.99%
N/A
12.9K $0
Phinia Inc
-2K
- 5.33%
N/A
35.5K $0
Liberty Media Corp Del
-1.99K
- 3.9%
N/A
48.9K $0
Liberty Media Corp Del
-1.57K
- 10.45%
N/A
13.5K $0
Liberty Media Corp Del
-1.42K
- 13.68%
N/A
8.95K $0
Wells Fargo CO New
-109
- 7.77%
N/A
1.29K $0
RDI
Reading International Inc

Communication Services
-30.7K
- 2.45%
$1.29 - $1.81 $39.7K - $55.6K
1.23M $1.7M
SPOT
Spotify Technology S.A.

Communication Services
-250
- 9.01%
$457.79 - $648.32 $114K - $162K
2.53K $1.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15.7K
- 12.41%
$442.66 - $534.52 $6.94M - $8.39M
111K $59M
Activity Summary
Buys All Purchases 18 New Holdings 3 Increased Positions 15 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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