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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
WBDWarner Bros Discovery Inc
Recent Activity
Increased 5.1%
2.78%
$8.637M
1.047M shares@ $8.25 avg price
GTXGarrett Motion Inc
Recent Activity
Increased 3.03%
1.28%
$3.962M
484,337 shares@ $8.19 avg price
SSPScripps E W Co Ohio
Recent Activity
Increased 52.5%
1.19%
$3.696M
1.646M shares@ $2.25 avg price
RDIReading Intl Inc
Recent Activity
Increased 1.4%
0.82%
$2.541M
1.559M shares@ $1.63 avg price
QRTEAQurate Retail Inc
Recent Activity
Increased 16.84%
0.8%
$2.485M
4.074M shares@ $0.62 avg price
FWONALiberty Media Corp Del
Recent Activity
Increased 4.67%
0.52%
$1.606M
22,455 shares@ $71.53 avg price
LEELee Enterprises Inc
Recent Activity
Increased 13.75%
0.35%
$1.06M
121,755 shares@ $8.71 avg price
THRYThryv Hldgs Inc
Recent Activity
Increased 61.04%
0.26%
$800,058
46,434 shares@ $17.24 avg price
CTGOContango Ore Inc
Recent Activity
Increased 0.77%
0.2%
$611,890
31,770 shares@ $19.26 avg price
AEAdams Res & Energy Inc
Recent Activity
Increased 1.62%
0.19%
$575,505
21,315 shares@ $27.0 avg price