Long-term investor
Wittenberg Investment Management, Inc. @wittenberginvestmentmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001697790).
Record
- Tracked since 2025-06-30 (434 days), 72 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months +8.0% · 1 year +19.1% · all +19.1%
- Max drawdown -4.0% · Sharpe 1.01 · win rate 44% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 17.4% · long · since 2025-06-30
- AAPL · 9.9% · long · since 2025-06-30
- SIRI · 9.4% · long · since 2025-06-30
- GOOG · 9.4% · long · since 2025-06-30
- GOOGL · 7.9% · long · since 2025-06-30
- 934423104 · 4.9% · long · since 2025-06-30
- TRIP · 3.2% · long · since 2025-06-30
- 530307107 · 3.0% · long · since 2025-06-30
- SSP · 2.5% · long · since 2025-06-30
- JPM · 2.3% · long · since 2025-06-30
- PAR · 2.2% · long · since 2026-03-31
- LLYVA · 2.1% · long · since 2026-03-31