You're signed outSign in or to get full access.
Wittenberg Investment Management, Inc.
Wittenberg Investment Management, Inc. is an independent investment advisory firm headquartered in Carlisle, Massachusetts. Founded in 2016, the firm manages investment portfolios for its clients, offering personalized investment management services. With a small, focused team, Wittenberg Investment Management emphasizes a client-centric approach and manages assets for individuals, families, and institutions.
Investment Strategy
Wittenberg Investment Management, Inc. pursues a long-only, value-oriented investment strategy grounded in fundamental analysis. The firm primarily invests in large-cap U.S. equities across diverse sectors, seeking undervalued opportunities based on detailed research. As indicated by recent 13F filings, the portfolio typically concentrates holdings in well-established companies, including significant allocations to sectors such as technology, financial services, and consumer goods. Risk management, diversification, and disciplined portfolio rebalancing are core tenets of the firm's approach.
Latest 13F Filing Activity
Wittenberg Investment Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 76 equity positions with a total 13F market value of $229M. The fund increased holdings in Tidewater Inc. New, Cable One Inc., Alphabet Inc. among other positions. Wittenberg Investment Management, Inc. reduced exposure to Berkshire Hathaway Inc. Del, Liberty Broadband Corp., Apple Inc. among others.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 23.00% | $52.7M | 108,448 | $165.48 | $485.77 | -$6.3M | |
S SIRI | SIRIUSXM HOLDINGS INC | 11.07% | $25.3M | 1,103,310 | $23.65 | $22.97 | +$422.0K |
A AAPL | APPLE INC | 9.66% | $22.1M | 107,797 | $33.10 | $205.17 | -$1.9M |
G GOOG | ALPHABET INC | 7.16% | $16.4M | 92,486 | $38.82 | $177.39 | +$1.9M |
| ALPHABET INC | 6.07% | $13.9M | 78,872 | $43.73 | $176.23 | +$1.5M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more