WITTENBERG INVESTMENT MANAGEMENT, INC.

CIK 0001697790 · CARLISLE, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

WITTENBERG INVESTMENT MANAGEMENT, INC. reported 78 positions worth $292.5M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: BRK-B (17.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$292.5M
2026 Q2
Positions
78
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
69.9%
Est. Net Flow (Q)
2026 Q2
10 / 78 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$50.8M17.37%101,513
2AAPLAPPLE INCSH$28.9M9.87%99,726
3SIRISIRIUSXM HOLDINGS INCSH$27.6M9.44%934,864
4GOOGALPHABET INCSH$27.3M9.35%77,406
5GOOGLALPHABET INCSH$23.2M7.94%64,992
6WBDWARNER BROS DISCOVERY INCSH$14.4M4.93%540,434
7TRIPTRIPADVISOR INCSH$9.4M3.22%687,580
8530307107LIBERTY BROADBAND CORPSH$8.6M2.95%259,624
9SSPSCRIPPS E W CO OHIOSH$7.3M2.50%2,636,071
10JPMJPMORGAN CHASE & COSH$6.7M2.29%20,543

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WITTENBERG INVESTMENT MANAGEMENT, INC. hold as of Q2 2026?

WITTENBERG INVESTMENT MANAGEMENT, INC. reported 78 positions worth $292.5M in its Q2 2026 13F filing. Largest positions: BRK-B (17.4%), AAPL (9.9%), SIRI (9.4%), GOOG (9.4%) and GOOGL (7.9%).

What did WITTENBERG INVESTMENT MANAGEMENT, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WITTENBERG INVESTMENT MANAGEMENT, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.