Institutional Fund
Wittenberg Investment Management, Inc.
Carlisle, MACIK 16977905 filings on record
Portfolio Value
$269.01M
Q1 2026
Holdings
74
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+3.2%
from $260.70M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del18.1%
- Apple Inc9.7%
- Siriusxm Holdings Inc9.5%
- Alphabet Inc8.7%
- Alphabet Inc7.1%
- Warner Bros Discovery Inc5.5%
- Other41.3%
Portfolio Holdings
74 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 101.5K | $48.65M | 18.1% | −650 | Reduced |
| 2 | Apple Inc | 102.8K | $26.08M | 9.7% | −1.9K | Reduced |
| 3 | Siriusxm Holdings Inc | 1.11M | $25.56M | 9.5% | +15.1K | Added |
| 4 | Alphabet Inc | 82.1K | $23.54M | 8.7% | −3.1K | Reduced |
| 5 | Alphabet Inc | 66.6K | $19.16M | 7.1% | −1.4K | Reduced |
| 6 | Warner Bros Discovery Inc | 540.4K | $14.84M | 5.5% | 0 | Held |
| 7 | Scripps E W Co Ohio | 2.35M | $8.75M | 3.3% | +42.1K | Added |
| 8 | Liberty Broadband Corp | 124.6K | $6.26M | 2.3% | +34.6K | Added |
| 9 | Tripadvisor Inc | 585.3K | $6.24M | 2.3% | +415.0K | Added |
| 10 | Jpmorgan Chase & Co. | 20.6K | $6.05M | 2.2% | −100 | Reduced |
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