WITTENBERG INVESTMENT MANAGEMENT, INC.
•CIK: 1697790•Filing: Q4 2025
**WITTENBERG INVESTMENT MANAGEMENT, INC.** manages $261M across a diversified portfolio of 72 positions. The fund exhibits significant conviction in established technology and financial anchors, notably maintaining a substantial $51.4M allocation to BRK/B. Key concentrations include AAPL ($28.5M), GOOG ($26.7M), and SIRI ($21.8M), underpinning a core exposure to mega-cap growth names. This positioning suggests a value-oriented approach favoring market leaders with deep balance sheets.
Total AUM
$260.7M
QoQ Performance
+3.4%
Positions
63
Top 10 Concentration
73.3%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
AAPL
GOOG
SIRI
GOOGL
WBD
BRK/B19.7%
AAPL10.9%
GOOG10.3%
SIRI8.4%
GOOGL8.2%
WBD6.0%
SSP3.5%
JPM2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology31.5%
Other29.4%
Financial25.4%
Communication12.5%
Consumer0.6%
Energy0.5%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW3 new positions
↑12 increased
↓33 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023