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Joel B. Wittenberg

Wittenberg Investment Management, Inc.

Assets Managed
$269.014M
Holdings
74
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
3.19%(2Q avg: 3.32%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wittenberg Investment Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 74 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 2026 - Q1, they manage 269.014M in assets, with a quarterly growth rate of 3.19% and a 2-quarter average growth rate of 3.32%. The portfolio is managed by Joel B. Wittenberg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.63%
18.09%
$48.645M
101,513 shares@ $479.21 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.8%
9.7%
$26.084M
102,778 shares@ $253.8 avg price
SIRI
Sirius Xm Holdings Inc
Recent Activity
Increased 1.39%
9.51%
$25.559M
1.107M shares@ $23.08 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -3.67%
8.75%
$23.539M
82,056 shares@ $286.86 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.07%
7.13%
$19.164M
66,642 shares@ $287.57 avg price
WBD
Warner Bros Discovery Inc
Recent Activity
5.52%
$14.84M
540,434 shares@ $27.47 avg price
SSP
Ew Scripps Co The-a
Recent Activity
Increased 1.83%
3.26%
$8.75M
2.352M shares@ $3.73 avg price
LBRDA
Liberty Broadband-a
Recent Activity
Increased 38.38%
2.33%
$6.26M
124,645 shares@ $50.23 avg price
TRIP
Tripadvisor Inc
Recent Activity
Increased 243.78%
2.32%
$6.239M
585,300 shares@ $10.66 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.48%
2.25%
$6.051M
20,570 shares@ $294.16 avg price

1-10 of 74