WITTENBERG INVESTMENT MANAGEMENT, INC.

CIK 0001697790 · Q2 2026

13F Equity AUM

$292.5M

+8.7% QoQ

Positions

+4 QoQ

AUM Rank

#5,077

Top 58%

Skill Alpha (FF)

+3.3%/yr^ns

No Clear Edge

Rank #979 · Top 12%

vs S&P +1.5%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 54.0%Top 10: 69.9%Top 20: 83.4%

BRK/B17.4%

AAPL9.9%

SIRI9.4%

GOOG9.3%

GOOGL7.9%

WBD4.9%

TRIP3.2%

LBRDA3.0%

SSP2.5%

JPM2.3%

Others (68)30.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Communication Services48.3%

Financial Services24.5%

Technology14.0%

Consumer Cyclical4.7%

Energy2.7%

Other6.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 78Median: 0.37%Avg: 1.28%

0–0.5%

48(10.0%)

0.5–1%

11(7.5%)

1–3%

12(20.4%)

3–5%

2(8.2%)

5%+

5(54.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 78vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New8Increased14Decreased24Exited4

New Positions

TASK0.4%

+241K

NFBK0.3%

+50K

CLBK0.2%

+22K

CHTR0.1%

+2K

EML0.1%

+9K

PRKS0.1%

+5K

FULT0.1%

+9K

YEXT0.1%

+33K

Increased

SSP2.5%

+284K(+12%)

FSP0.1%

+172K(+107%)

LBRDA3.0%

+135K(+108%)

TRIP3.2%

+102K(+17%)

KK01.1%

+49K(+38%)

FPH0.3%

+39K(+36%)

PAR2.2%

+25K(+7%)

LBTYK0.0%

+14K(+129%)

LDE0.6%

+12K(+4%)

CTGO0.3%

+10K(+19%)

Decreased

SIRI9.4%

-172,552(-16%)

AMZN0.2%

-100,087(-97%)

LILAB0.6%

-56,127(-19%)

LILAB1.2%

-43,236(-9%)

VSNT1.1%

-43,200(-32%)

PDLB0.3%

-18,411(-29%)

RDI0.4%

-14,317(-1%)

LBTYK0.8%

-11,500(-6%)

HGV0.1%

-9,000(-64%)

GOOG9.3%

-4,650(-6%)

Exited

-158,403

-18,195

-2,200

-16,581

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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