WITTENBERG INVESTMENT MANAGEMENT, INC.

RIA/Wealth

WITTENBERG INVESTMENT MANAGEMENT, INC. is a RIA/Wealth led by Joel Wittenberg, reporting $364.9M in AUM as of Q3 2025 with 48% Communication Services concentration, 72% concentrated in top 10 holdings, and 22% allocation to BRK.B.

PresidentJoel Wittenberg

Portfolio Value: $250.3M
Positions: 73
Top Holding: BRK.B at 21.62%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in WITTENBERG INVESTMENT MANAGEMENT, INC.'s portfolio (71.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$54.1M	21.62%	-$412.2K Sold	0.00% 107.6K shares	Q4 2019 Held for 5y 11m
2 Apple AAPL	Consumer Electronics Technology	$27.1M	10.84%	-$333.6K Sold	0.00% 106.5K shares	Q4 2016 Held for 8y 11m
3 Sirius XM SIRI	Entertainment Communication Services	$25.9M	10.37%	+$267.3K Bought	0.33% 1.1M shares	Q2 2024 Held for 1y 5m
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$20.9M	8.37%	-$1.6M Sold	0.00% 86.0K shares	Q4 2016 Held for 8y 11m
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$16.7M	6.69%	-$2.4M Sold	0.00% 68.9K shares	Q4 2016 Held for 8y 11m
6 Warner Bros. Discovery, Inc. WBD	Entertainment Communication Services	$10.6M	4.22%	-$752.3K Sold	0.02% 540.4K shares	Q2 2022 Held for 3y 5m
7 JPMorgan Chase JPM	Banks - Diversified Financial Services	$6.7M	2.67%	—	0.00% 21.2K shares	Q4 2016 Held for 8y 11m
8 Liberty Broadband Corporation LBRDA	Telecommunications Services Communication Services	$6.4M	2.55%	+$3.6M Bought	0.07% 100.7K shares	Q4 2016 Held for 8y 11m
9 Microsoft MSFT	Software - Infrastructure Technology	$6.1M	2.42%	-$673.3K Sold	0.00% 11.7K shares	Q4 2016 Held for 8y 11m
10 The E.W. Scripps Company SSP	Broadcasting Communication Services	$5.5M	2.18%	+$317.9K Bought	2.51% 2.2M shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WITTENBERG INVESTMENT MANAGEMENT, INC.'s latest filing

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Market Value

$250.3M

Prior: $227.3M

Q/Q Change

+10.11%

+$23.0M

Net Flows % of MV

-2.2%

Turnover Ratio

2.96%

New Purchases

1 stocks

$284.2K

Added To

5 stocks

+$4.2M

Sold Out Of

3 stocks

$550.7K

Reduced Holdings

26 stocks

-$9.5M

Increased Positions

Position	Shares Δ	Change
1 GCI Liberty, Inc. Series C GCI Group Common Stock GLIBK	New	0 → 7.6K +$284.2K
2 Liberty Broadband Corporation LBRDA	+125.73%	44.6K → 100.7K +$3.6M
3 Lee Enterprises LEE	+14.36%	85.0K → 97.3K +$66.4K
4 The E.W. Scripps Company SSP	+6.19%	2.1M → 2.2M +$317.9K
5 Liberty Global LBTYA	+1.06%	188.7K → 190.7K +$22.9K

Decreased Positions

Position	Shares Δ	Change
1 Walgreens Boots Alliance WBA	Sold	31.0K → 0 −$355.9K
2 First Seacoast Bancorp FSEA	Sold	13.1K → 0 −$149.4K
3 SunLink Health Systems SSY	Sold	51.6K → 0 −$45.4K
4 Garrett Motion Inc. GTX	-68.3%	137.0K → 43.4K −$1.3M
5 PrimeEnergy Resources Corporation PNRG	-56.67%	3.0K → 1.3K −$284.0K