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| Wittenberg Investment Management Inc
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|---|---|
| CRD # | 105792 |
| SEC # | 801-32143 |
| CIK # | 0001697790 |
| AUM | 385.2 M (2026-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 978-995-7043 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001697790 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 26.1 | ||
| Sirius XM Radio Inc | 25.6 | ||
| Alphabet Inc | 23.5 | ||
| Alphabet Inc | 19.2 | ||
| Discovery Communications Inc | 14.8 | ||
| Scripps E W Co /DE | 8.8 | ||
| Liberty Broadband Corp | 6.3 | ||
| TripAdvisor Inc | 6.2 | ||
| J P Morgan Chase & Co | 6.1 | ||
| Versant Media Group Inc | 5.0 | ||
| Tidewater Inc | 4.7 | ||
| Par Technology Corp | 4.6 | ||
| Microsoft Corp | 4.3 | ||
| Liberty Latin America Ltd | 4.3 | ||
| Liberty Live Holdings Inc | 4.3 | ||
| Newdex Inc | 3.0 | ||
| Live Nation Entertainment Inc | 2.9 | ||
| Liberty Latin America Ltd | 2.6 | ||
| APA Corp | 2.5 | ||
| Liberty Global PLC | 2.5 | ||
| Occidental Petroleum Corp /DE/ | 2.3 | ||
| Bank of America Corp /DE/ | 2.2 | ||
| Cable One Inc | 2.1 | ||
| NextNav Inc | 2.1 | ||
| Pricesmart Inc | 1.9 | ||
| Moderna Inc | 1.7 | ||
| Phinia Inc | 1.6 | ||
| Leucadia National Corp | 1.5 | ||
| Goldman Sachs Group Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 49 | 385.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 126 | 385.2 |
| By Discretionary | ||
| Discretionary | 126 | 385.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 126 | 385.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.5 | |
| United States Persons | 380.7 | |
| Total | 126 | 385.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697790] | |
| SC 13G | [0001697790] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Wittenberg Investment Management Inc | Liberty TripAdvisor Holdings Inc | [2024-02-13] |
| Wittenberg Investment Management Inc | Sunlink Health Systems Inc | [2017-02-10] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Southwest Investment Advisors Inc
✚
|
AZ | 386.9 M |
|
Missionpoint Partners LLC
✚
|
386.9 M | |
|
DS Investment Advisors
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MI | 386.1 M |
|
Evexia Wealth LLC
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|
Lowery Thomas LLC
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385.8 M | |
|
Wills Financial Group LLC
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VA | 385.7 M |
|
Alden Investment Advisors LLC
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|
PA | 385.7 M |
|
Ranch Capital Advisors Inc
✚
|
FL | 385.5 M |
|
Pacific Asset Management LLC
✚
|
WA | 384.8 M |
|
Ketron Financial LLC
✚
|
CA | 384.0 M |