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Joel B. Wittenberg

@Wittenberg Investment Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$311.505MTotal holdings80
Assets growth rate6.14%Assets growth rate (2-Q avg)3.1%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wittenberg Investment Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Wittenberg Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 311.505M in assets, with a quarterly growth rate of 6.14% and a 2-quarter average growth rate of 3.1%. The portfolio is managed by Joel B. Wittenberg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SIRISiriusxm Holdings Inc
Recent Activity
New Position
9.64%
$30M
1.268M shares@ $23.66 avg price
TRIPTripadvisor Inc
Recent Activity
New Position
0.35%
$1.087M
75,000 shares@ $14.49 avg price
CLSTCatalyst Bancorp Inc
Recent Activity
New Position
0.14%
$415,553
36,452 shares@ $11.41 avg price
NNNextnav Inc
Recent Activity
New Position
0.12%
$366,268
48,901 shares@ $7.49 avg price
HGVHilton Grand Vacations Inc
Recent Activity
New Position
0.12%
$345,040
9,500 shares@ $36.32 avg price