test

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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -7.94%
21.5%
$66.956M
145,475 shares@ $460.27 avg price
AAPLApple Inc
Recent Activity
Decreased -10.2%
10.64%
$33.12M
142,145 shares@ $233.0 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
9.64%
$30M
1.268M shares@ $23.66 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.09%
6.25%
$19.459M
117,330 shares@ $165.86 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -2.15%
6.1%
$18.977M
113,506 shares@ $167.19 avg price
JPMJpmorgan Chase & Co.
Recent Activity
3.15%
$9.786M
46,412 shares@ $210.86 avg price
LBRDALiberty Broadband Corp
Recent Activity
3.13%
$9.733M
126,699 shares@ $76.82 avg price
WBDWarner Bros Discovery Inc
Recent Activity
Increased 5.1%
2.78%
$8.637M
1.047M shares@ $8.25 avg price
LBTYALiberty Global Ltd
Recent Activity
2.52%
$7.821M
370,506 shares@ $21.12 avg price
LILALiberty Latin America Ltd
Recent Activity
Decreased -6.87%
2.45%
$7.614M
794,736 shares@ $9.59 avg price