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Wittenberg Investment Management, Inc.

CIK:0001697790
Investment Adviser
$365M AUM
76 holdings
Carlisle, MA, United States
Founded:2016
1 employees
Latest filing:Jun 30, 2025

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 Buys
T
TDWTIDEWATER INC NEW
+$2.4M
C
CABOCABLE ONE INC
+$1.9M
G
GOOGALPHABET INC
+$1.9M
G
GOOGLALPHABET INC
+$1.5M
O
OXYOCCIDENTAL PETE CORP
+$1.5M
Top Sells
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$6.3M
L
LBRDALIBERTY BROADBAND CORP
-$2.6M
A
AAPLAPPLE INC
-$1.9M
Q
QVCGAQVC GROUP INC
-$767.7K
S
SGOVISHARES TR
-$654.4K

Top Holdings

B
BRK-BBERKSHIRE HATHAWAY INC DEL
+23.0%$52.7M
S
SIRISIRIUSXM HOLDINGS INC
+11.1%$25.3M
A
AAPLAPPLE INC
+9.7%$22.1M
G
GOOGALPHABET INC
+7.2%$16.4M
G
GOOGLALPHABET INC
+6.1%$13.9M

Equity Positions (76)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
BERKSHIRE HATHAWAY INC DEL23.00%$52.7M108,448$165.48$485.77-$6.3M
SIRIUSXM HOLDINGS INC11.07%$25.3M1,103,310$23.65$22.97+$422.0K
APPLE INC9.66%$22.1M107,797$33.10$205.17-$1.9M
ALPHABET INC7.16%$16.4M92,486$38.82$177.39+$1.9M
ALPHABET INC6.07%$13.9M78,872$43.73$176.23+$1.5M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+24.1%
FIRE, MARINE & CASUALTY INSURANCE
+21.9%
CABLE & OTHER PAY TELEVISION SERVICES
+12.1%
RADIO BROADCASTING STATIONS
+11.0%
ELECTRONIC COMPUTERS
+10.8%