WITTENBERG INVESTMENT MANAGEMENT, INC.
SEC Form 13F institutional filer · CIK 0001697790
13F-HR · 23 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
92.5%
WITTENBERG INVESTMENT MANAGEMENT, INC. — $163M AUM allocation strategy
WITTENBERG INVESTMENT MANAGEMENT, INC. files SEC Form 13F and reports $163M of long US equity value across 23 reported holdings for 2026-03-31.
Its largest sector bet is Communication Services 38.2%, followed by Financials 37.6% and Information Technology 18.7%.
The top 10 holdings account for 92% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WITTENBERG INVESTMENT MANAGEMENT, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$163M
total across 23 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
92% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$GOOGL −3.13K sh · −$3.19M−$BAC −2.5K sh · −$420K−$AAPL −1.89K sh · −$2.37M
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Multi-Sector Holdings29.9%—
- Interactive Media & Services26.3%—
- Technology Hardware, Storage & Peripherals16.0%—
- Broadcasting9.2%—
- Diversified Banks6.5%—
- Oil & Gas Exploration & Production3.0%—
- Movies & Entertainment2.8%—
- Systems Software2.7%—
- Other holdings3.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 102K | $48.6M | -650 | 29.9% |
| $AAPL | Apple Inc | 103K | $26.1M | -1.89K | 16.0% |
| $GOOGL | Alphabet Inc | 82.1K | $23.5M | -3.13K | 14.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 66.6K | $19.2M | -1.41K | 11.8% |
| $WBD | Warner Bros. Discovery Inc. Series A | 540K | $14.8M | +0 | 9.1% |
| $JPM | JP Morgan Chase & Co | 20.6K | $6.05M | -100 | 3.7% |
| $MSFT | Microsoft Corporation | 11.7K | $4.33M | +0 | 2.7% |
| $LYV | Live Nation Entertainment Inc | 18.7K | $2.86M | +0 | 1.8% |
| $APA | APA Corporation | 60K | $2.55M | +0 | 1.6% |
| $OXY | Occidental Petroleum Corporation | 34.7K | $2.26M | +0 | 1.4% |
…and 13 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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