Portfolio (Quarterly) Guide ↗

WITTENBERG INVESTMENT MANAGEMENT, INC.

· CIK 0001697790

13F Portfolio $269M AUM 74 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 13 Added 18 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	LIBERTY MEDIA CORP DEL	—	46,614	$3.8M	1.46%	SOLD
2	—	GREAT LAKES DREDGE & DOCK CO	—	183,100	$2.4M	0.92%	SOLD
3	LLYVK	LIBERTY MEDIA CORP DEL	—	13,053	$1.1M	0.42%	SOLD
4	LEE	LEE ENTERPRISES INC	Communication Services	53,069	$254K	0.10%	SOLD
5	CMCSA	COMCAST CORP NEW	Communication Services	6,750	$202K	0.08%	SOLD

Sector Allocation

Communication Services 50.8%

Technology 20.5%

Financial Services 9.1%

Consumer Cyclical 6.3%

Energy 5.8%

Industrials 4.0%

Consumer Defensive 1.3%

Healthcare 1.2%

Basic Materials 0.6%

Real Estate 0.4%