Wittenberg Investment Management, Inc. Portfolio Stock Holdings

Wittenberg Investment Management, Inc. disclosed 74 stock positions valued at approximately $269.0 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, APPLE INC, and SIRIUSXM HOLDINGS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
74
Portfolio Value
$269.0M
Holdings by Sector
Wittenberg Investment Management, Inc. Portfolio Holdings in Q1 2026

66 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services18.08%101,513-650-0.64%$48,645,030
APPLE INCAAPLTechnology9.70%102,778-1,890-1.81%$26,084,029
SIRIUSXM HOLDINGS INCSIRIConsumer Discretionary9.50%1,107,416+15,085+1.38%$25,559,161
ALPHABET INCGOOGCommunication Services8.75%82,056-3,130-3.67%$23,538,584
ALPHABET INCGOOGLCommunication Services7.12%66,642-1,410-2.07%$19,163,574
WARNER BROS DISCOVERY INCWBDCommunication Services5.52%540,434--$14,840,318
SCRIPPS E W CO OHIOSSPCommunication Services3.25%2,352,161+42,100+1.82%$8,750,039
LIBERTY BROADBAND CORPLBRDACommunication Services2.33%124,645+34,566+38.37%$6,259,672
TRIPADVISOR INCTRIPConsumer Cyclical2.32%585,300+415,041+243.77%$6,239,298
JPMORGAN CHASE & COJPMFinancial Services2.25%20,570-100-0.48%$6,050,871
TIDEWATER INC NEWTDWEnergy1.74%55,962-10,250-15.48%$4,675,625
PAR TECHNOLOGY CORPPARTechnology1.69%341,945+341,945+100.00%$4,558,127
MICROSOFT CORPMSFTTechnology1.61%11,695--$4,329,138
LIBERTY LATIN AMERICA LTDLILACommunication Services1.61%500,477+500+0.10%$4,324,121
THRYV HLDGS INCTHRYCommunication Services1.12%1,102,415+707,181+178.93%$3,020,617
LIVE NATION ENTERTAINMENT INLYVCommunication Services1.06%18,726--$2,855,902
LIBERTY LATIN AMERICA LTDLILAKCommunication Services0.96%293,690-6,007-2.00%$2,590,346
APA CORPORATIONAPAEnergy0.95%60,000--$2,546,400
LIBERTY GLOBAL LTDLBTYAOther0.91%203,422+13,300+7.00%$2,459,372
OCCIDENTAL PETE CORPOXYEnergy0.84%34,700--$2,255,500
BANK AMERICA CORPBACFinancial Services0.82%45,164-2,500-5.25%$2,201,745
CABLE ONE INCCABOCommunication Services0.80%23,500+7,300+45.06%$2,143,435
NEXTNAV INCNNTechnology0.76%128,300+7,244+5.98%$2,055,366
PRICESMART INCPSMTConsumer Defensive0.71%12,716-648-4.85%$1,913,759
MODERNA INCMRNAHealthcare0.63%33,500--$1,701,800
PHINIA INCPHINConsumer Cyclical0.59%23,007-500-2.13%$1,574,599
JEFFERIES FINANCIAL GROUP INJEFFinancial Services0.57%37,074--$1,530,044
GOLDMAN SACHS GROUP INCGSFinancial Services0.56%1,796--$1,519,398
LIBERTY BROADBAND CORPLBRDKCommunication Services0.55%29,306-169-0.57%$1,474,092
NETFLIX INC.NFLXCommunication Services0.51%14,280-250-1.72%$1,373,022
WELLS FARGO & COWFC-LOther0.50%1,158--$1,337,490
LIBERTY MEDIA CORP DELFWONACommunication Services0.47%16,319-84-0.51%$1,274,188
SPOTIFY TECHNOLOGY S ASPOTOther0.46%2,525--$1,224,398
LIMBACH HLDGS INCLMBIndustrials0.42%14,597--$1,139,296
ATLANTA BRAVES HLDGS INCBATRKCommunication Services0.42%26,648-127-0.47%$1,137,870
LIFECORE BIOMEDICAL INCLFCRHealthcare0.42%301,815+280,092+1289.38%$1,122,752
READING INTL INCRDICommunication Services0.41%986,145-6,379-0.64%$1,114,344
PONCE FINANCIAL GROUP INCPDLBFinancial Services0.40%64,217--$1,073,066
CONTANGO SILVER & GOLD INCCTGOBasic Materials0.37%52,780+15,400+41.20%$989,625
WELLS FARGO & COWFCFinancial Services0.33%11,320-100-0.88%$901,185
LIBERTY MEDIA CORP DELFWONKCommunication Services0.27%8,501-54-0.63%$722,755
AMERICAN EXPRESS COAXPFinancial Services0.21%1,900--$574,712
AMAZON COM INCAMZNConsumer Cyclical0.21%102,778+100,087+3719.32%$560,455
HILTON GRAND VACATIONS INCHGVConsumer Cyclical0.20%14,000--$547,680
FIVE POINT HOLDINGS LLCFPHReal Estate0.19%107,506+33,082+44.45%$520,329
ISHARES TRIWSOther0.19%3,478--$506,884
PRIMEENERGY RESOURCES CORPPNRGEnergy0.18%2,075--$483,164
AVIS BUDGET GROUP INCCARIndustrials0.17%3,208--$467,887
JOHNSON & JOHNSONJNJHealthcare0.15%1,674--$409,190
BROADWAY FINL CORP DELBYFCFinancial Services0.15%56,156--$407,693
DISNEY WALT CODISCommunication Services0.14%3,928--$378,581
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical0.12%10,100--$323,301
MERCURY GENL CORP NEWMCYFinancial Services0.12%3,659--$322,541
WYNDHAM HOTELS & RESORTS INCWHConsumer Cyclical0.12%3,967--$322,239
TRAVEL PLUS LEISURE COTNLConsumer Cyclical0.12%4,573--$316,406
CENTRAL SECS CORPCETFinancial Services0.10%5,186--$257,537
MCDONALDS CORPMCDConsumer Cyclical0.09%800--$248,632
BLUE FOUNDRY BANCORPBLFYFinancial Services0.09%18,195-6,531-26.41%$240,902
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.09%240--$239,143
ROCKET COS INCRKTFinancial Services0.09%16,500--$235,125
GARRETT MOTION INCGTXConsumer Cyclical0.08%12,500-19,500-60.94%$227,125
CATALYST BANCORP INCCLSTFinancial Services0.08%13,669--$226,359
KELLY SVCS INCKELYAIndustrials0.05%16,581+16,581+100.00%$146,742
LIBERTY GLOBAL LTDLBTYKOther0.05%10,856--$127,341
FRANKLIN STR PPTYS CORPFSPReal Estate0.04%160,394+160,394+100.00%$106,582
AVALON HLDGS CORPAWXIndustrials0.04%36,784--$95,271
Wittenberg Investment Management, Inc. Portfolio Stock Holdings | InsiderSet