StockDriftsStockDriftsTop 50 Wittenberg Investment Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 17.37% | 101.5K | $50.8M | +0.00%(+0) | $157.25(+218.81%) | 2026-06-30 | |
| AAPL | APPLE INC | 9.87% | 99.7K | $28.9M | -2.97%(-3.05K) | $33.40(+814.22%) | 2026-06-30 | |
| SIRI | SIRIUSXM HOLDINGS INC | 9.44% | 934.9K | $27.6M | -15.58%(-172.55K) | $26.16(+8.85%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 9.35% | 77.4K | $27.3M | -5.67%(-4.65K) | $38.99(+778.93%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 7.94% | 65.0K | $23.2M | -2.48%(-1.65K) | $43.97(+684.05%) | 2026-06-30 | |
| WBD | WARNER BROS DISCOVERY INC | 4.93% | 540.4K | $14.4M | +0.00%(+0) | $14.20(+96.10%) | 2026-06-30 | |
| TRIP | TRIPADVISOR INC | 3.22% | 687.6K | $9.4M | +17.47%(+102.28K) | $13.25(-18.93%) | 2026-06-30 | |
| LBRDA | LIBERTY BROADBAND CORP | 2.95% | 259.6K | $8.6M | +108.29%(+134.98K) | $54.04(-32.82%) | 2026-06-30 | |
| SSP | SCRIPPS E W CO OHIO | 2.5% | 2.64M | $7.3M | +12.07%(+283.91K) | $2.60(+32.78%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.29% | 20.5K | $6.7M | -0.13%(-27) | $81.29(+348.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.58% | +75.33% | +12.33% | +78.84% |
| Top 20 Holdings Unweighted | +16.09% | +56.45% | +7.87% | +46.03% |
Wittenberg Investment Management INC reports $292.48M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (17.4%), AAPL (9.9%) and SIRI (9.4%). The top 20 holdings account for 83.38% of reported assets. Its disclosed equity book has returned +75.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wittenberg Investment Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697790). View Wittenberg Investment Management INC’s 13F filings on SEC