WITTENBERG INVESTMENT MANAGEMENT, INC.

CIK 0001697790 · Q2 2026

13F Equity AUM

$292.5M

+8.7% QoQ

Positions

-74 QoQ

AUM Rank

#6,659

Top 53%

Skill Alpha (FF)

+3.0%/yr^ns

No Clear Edge

Rank #917 · Top 11%

vs S&P +2.1%/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

No sector data available.

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

New0Increased0Decreased0Exited0

No position changes this quarter.

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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