MondegarAI
WITTENBERG INVESTMENT MANAGEMENT, INC.

Q2 2025 · 13F-HR

WITTENBERG INVESTMENT MANAGEMENT, INC.holdings as filed

Filed 2025-08-11 · accession 0001062993-25-014036

$229.0M
Reported value
76
Positions
2025-06-30
Period end
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The Brief · WITTENBERG INVESTMENT MANAGEMENT, INC. · Q2 2025

AI · grounded in 13F

Wittenberg Investment Management, Inc. established a new position in BRK/B valued at $52.7M. The fund also initiated new stakes in SIRI for $25.3M and AAPL for $22.1M. Additional new positions include GOOG at $16.4M and GOOGL at $13.9M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$52.7M23.0%108,448CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$25.3M11.1%1,103,310CommonSOLE
037833100AAPLAPPLE INC$22.1M9.66%107,797CommonSOLE
02079K107GOOGALPHABET INC$16.4M7.16%92,486CommonSOLE
02079K305GOOGLALPHABET INC$13.9M6.07%78,872CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$6.6M2.90%578,954CommonSOLE
594918104MSFTMICROSOFT CORP$6.5M2.82%12,995CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.2M2.69%21,220CommonSOLE
811054402SSPSCRIPPS E W CO OHIO$6.1M2.68%2,087,724CommonSOLE
530307107LBRDALIBERTY BROADBAND CORP$4.4M1.91%44,621CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$3.7M1.62%46,660CommonSOLE
88642R109TDWTIDEWATER INC NEW$3.7M1.61%79,712CommonSOLE
G9001E102LILALIBERTY LATIN AMERICA LTD$3.6M1.59%595,207CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$3.4M1.47%34,213CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2.9M1.27%19,176CommonSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$2.4M1.05%196,800CommonSOLE
060505104BACBANK AMERICA CORP$2.3M1.01%48,664CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$2.1M0.90%37,574CommonSOLE
64110L106NFLXNETFLIX INC$2.0M0.89%1,528CommonSOLE
53263P105LMBLIMBACH HLDGS INC$2.0M0.89%14,597CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.9M0.85%2,525CommonSOLE
12685J105CABOCABLE ONE INC$1.9M0.83%13,930CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$1.9M0.82%188,722CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$1.9M0.82%300,966CommonSOLE
896945201TRIPTRIPADVISOR INC$1.6M0.72%126,000CommonSOLE
71880K101PHINPHINIA INC$1.6M0.69%35,507CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$1.6M0.68%16,448CommonSOLE
755408101RDIREADING INTL INC$1.5M0.66%1,135,446CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$1.5M0.66%1,294CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1.5M0.64%34,700CommonSOLE
366505105GTXGARRETT MOTION INC$1.4M0.63%136,957CommonSOLE
741511109PSMTPRICESMART INC$1.4M0.62%13,464CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.56%1,796CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$1.3M0.55%26,871CommonSOLE
886029206THRYTHRYV HLDGS INC$1.2M0.54%102,184CommonSOLE
03743Q108APAAPA CORPORATION$1.1M0.48%60,000CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP DEL$1.1M0.47%13,203CommonSOLE
949746101WMT2WELLS FARGO CO NEW$943,6530.41%11,778CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$909,6730.40%8,705CommonSOLE
732344106PDLBPONCE FINANCIAL GROUP INC$888,7630.39%64,217CommonSOLE
21077F100CTGOCONTANGO ORE INC$728,1620.32%37,380CommonSOLE
025816109AXPAMERICAN EXPRESS CO$606,0620.26%1,900CommonSOLE
023135106AMZNAMAZON COM INC$590,3780.26%2,691CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$581,4200.25%14,000CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$567,1150.25%10,100CommonSOLE
G4095J109GLREGREENLIGHT CAPITAL RE LTD$553,2450.24%38,500CommonSOLE
053774105CARAVIS BUDGET GROUP$545,6930.24%3,228CommonSOLE
523768406LEELEE ENTERPRISES INC$544,2750.24%85,043CommonSOLE
254687106DISDISNEY WALT CO$493,3120.22%3,978CommonSOLE
464287473IWSISHARES TR$459,5830.20%3,478CommonSOLE
055622104BPBP PLC$457,9290.20%15,300CommonSOLE
74158E104PNRGPRIMEENERGY RESOURCES CORP$439,1400.19%3,000CommonSOLE
111444709BYFCBROADWAY FINL CORP DEL$404,8040.18%55,835CommonSOLE
589400100MCYMERCURY GENL CORP NEW$399,8950.17%5,938CommonSOLE
65345N106NNNEXTNAV INC$380,0000.17%25,000CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$362,7650.16%4,467CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$355,8800.16%31,000CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$287,6230.13%5,573CommonSOLE
478160104JNJJOHNSON & JOHNSON$255,7020.11%1,674CommonSOLE
155123102CETCENTRAL SECS CORP$248,2020.11%5,186CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$247,4850.11%250CommonSOLE
20030N101CMCSACOMCAST CORP NEW$244,4770.11%6,850CommonSOLE
74915M605QVCAQQVC GROUP INC$236,9210.10%86,153CommonSOLE
580135101MCDMCDONALDS CORP$233,7360.10%800CommonSOLE
00206R102TAT&T INC$228,1920.10%7,885CommonSOLE
98978V103ZTSZOETIS INC$226,9070.10%1,455CommonSOLE
62482R10707WAMR COOPER GROUP INC$223,8150.10%1,500CommonSOLE
867975104SNRENSUNRISE COMMUNICATIONS AG$221,6760.10%3,920CommonSOLE
276317104EMLEASTERN CO$206,1560.09%9,034CommonSOLE
09549B104BLFYBLUE FOUNDRY BANCORP$205,8790.09%21,513CommonSOLE
14888L101CLSTCATALYST BANCORP INC$169,3590.07%13,669CommonSOLE
33631F104FSEAFIRST SEACOAST BANCORP INC$149,3910.07%13,116CommonSOLE
514766104LFCRLIFECORE BIOMEDICAL INC$139,8510.06%17,223CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$132,5450.06%12,856CommonSOLE
05343P109AWXAVALON HLDGS CORP$91,6590.04%36,811CommonSOLE
86737U102SUNLINK HEALTH SYS INC$45,4010.02%51,592CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.