Wittenberg Investment Management, Inc. Portfolio Holdings

Wittenberg Investment Management, Inc.

  • $182 Million
  • Q1 2025

Wittenberg Investment Management, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $182 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $59M, Apple Inc. with a value of $24M, Alphabet Inc. with a value of $14.5M, Alphabet Inc. with a value of $12.4M, and Liberty Broadband Corp with a value of $6.93M.

Examining the 13F form we can see an decrease of $27.8M in the current position value, from $209M to 182M.

Wittenberg Investment Management, Inc. is based out at Carlisle, MA

Below you can find more details about Wittenberg Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $182 Million
Financial Services: $72.4 Million
Communication Services: $63.8 Million
Technology: $29.1 Million
Consumer Cyclical: $5.6 Million
Industrials: $3.65 Million
Energy: $3.09 Million
Consumer Defensive: $1.43 Million
ETFs: $1.07 Million
Other: $1.44 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$654,000 0.36% of portfolio
6,500
Q4 2024 Added 62.5%
$0
$419,000 0.23% of portfolio
3,800
Q1 2025 Added 90.0%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $182 Million
  • Prior Value $209 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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