Wittenberg Investment Management, Inc.
Annual return '25
+14.7%
SPY '25
+17.7%
Alpha
-3.0ptsvs SPY
Invested
$269M
Holdings
74
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 89.8% (102.2k → 10.4k shares)
18.1%
02
$AAPL
APPLE INC
Q1 2026: Sold 71.9% (104.7k → 29.4k shares)
9.7%
03
$SIRI
SIRIUSXM HOLDINGS INC
Q1 2026: Exited (was 1.09M shares)
9.5%
04
$GOOG
ALPHABET INC
Q1 2026: Exited (was 85.2k shares)
8.7%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 18.5% (68.1k → 55.5k shares)
7.1%
06
$WBD
WARNER BROS DISCOVERY INC
Q1 2026: Exited (was 540.4k shares)
5.5%
07
$SSP
SCRIPPS E W CO OHIO
Q1 2026: Exited (was 2.31M shares)
3.3%
08
$LBRDA
LIBERTY BROADBAND CORP
Q1 2026: Exited (was 90.1k shares)
2.3%
09
$TRIP
TRIPADVISOR INC
Q1 2026: Exited (was 170.3k shares)
2.3%
10
$JPM
JPMORGAN CHASE & CO
Q1 2026: Increased +74.0% (20.7k → 36.0k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:51 UTC.