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WITTENBERG INVESTMENT MANAGEMENT, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

WITTENBERG INVESTMENT MANAGEMENT, INC.

报告期 2026-03-31 · CIK 0001697790

持仓数

74

前50大市值合计

$262.1M

报告期

2026-03-31

当前持仓调仓

26Q1 调仓2025-12-31 → 2026-03-31 · 共 48 项建仓 7增持 14减持 22清仓 5

方向

标的

Δ市值

现股数(环比)

建仓

VSNT VERSANT MEDIA GROUP INC

+$5.0M

135,870

建仓

PAR PAR TECHNOLOGY CORP

+$4.6M

341,945

建仓

LLYVA LIBERTY LIVE HOLDINGS INC

+$4.3M

46,527

清仓

— LIBERTY MEDIA CORP DEL

-$3.8M

0 -100%

增持

TRIP TRIPADVISOR INC

+$3.8M

585,300 +244%

增持

SIRI SIRIUSXM HOLDINGS INC

+$3.7M

1,107,416 +1%

减持

GOOG ALPHABET INC

-$3.2M

82,056 -4%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$2.7M

101,513 -1%

清仓

GLDD GREAT LAKES DREDGE & DOCK CO

-$2.4M

0 -100%

减持

AAPL APPLE INC

-$2.4M

102,778 -2%

减持

GOOGL ALPHABET INC

-$2.1M

66,642 -2%

增持

LBRDA LIBERTY BROADBAND CORP

+$1.9M

124,645 +38%

减持

TDW TIDEWATER INC NEW

+$1.3M

55,962 -15%

建仓

LLYVK LIBERTY LIVE HOLDINGS INC

+$1.2M

12,861

清仓

— LIBERTY MEDIA CORP DEL

-$1.1M

0 -100%

增持

LFCR LIFECORE BIOMEDICAL INC

+$945.1K

301,815 +1289%

增持

QVCAQ QVC GROUP INC

-$850.7K

158,403 +39%

增持

THRY THRYV HLDGS INC

+$629.5K

1,102,415 +179%

增持

— LIBERTY LATIN AMERICA LTD

+$629.3K

500,477 +0%

减持

JPM JPMORGAN CHASE & CO

-$609.4K

20,570 -0%

增持

SSP SCRIPPS E W CO OHIO

-$467.1K

2,352,161 +2%

减持

BAC BANK AMERICA CORP

-$419.8K

45,164 -5%

减持

— LIBERTY LATIN AMERICA LTD

+$354.6K

293,690 -2%

增持

— LIBERTY GLOBAL LTD

+$341.4K

203,422 +7%

减持

GTX GARRETT MOTION INC

-$330.6K

12,500 -61%

增持

CABO CABLE ONE INC

+$315.3K

23,500 +45%

减持

PSMT PRICESMART INC

+$274.4K

12,716 -5%

清仓

LEE LEE ENTERPRISES INC

-$254.2K

0 -100%

清仓

CMCSA COMCAST CORP NEW

-$201.8K

0 -100%

建仓

— TOTALENERGIES SE

+$200.2K

2,200

减持

FWONA LIBERTY MEDIA CORP DEL

-$191.9K

16,319 -1%

减持

WFC WELLS FARGO & CO

-$163.2K

11,320 -1%

建仓

KELYA KELLY SVCS INC

+$146.7K

16,581

减持

FWONK LIBERTY MEDIA CORP DEL

-$120.0K

8,501 -1%

建仓

FSP FRANKLIN STR PPTYS CORP

+$106.6K

160,394

增持

FPH FIVE POINT HOLDINGS LLC

+$104.3K

107,506 +44%

减持

PHIN PHINIA INC

+$100.9K

23,007 -2%

减持

BATRK ATLANTA BRAVES HLDGS INC

+$81.6K

26,648 -0%

减持

RDI READING INTL INC

+$72.2K

986,145 -1%

减持

BLFY BLUE FOUNDRY BANCORP

-$66.4K

18,195 -26%

增持

AMZN AMAZON COM INC

-$60.7K

102,778 +3719%

减持

LBRDK LIBERTY BROADBAND CORP

+$41.6K

29,306 -1%

增持

NN NEXTNAV INC

+$41.0K

128,300 +6%

减持

— GREENLIGHT CAP RE LTD

+$40.9K

34,407 -9%

减持

NFLX NETFLIX INC.

+$10.7K

14,280 -2%

增持

CTGO CONTANGO SILVER & GOLD INC

+$2.4K

52,780 +41%

减持

GLIBK GCI LIBERTY INC

-$1.2K

14,355 -0%

减持

GLIBA GCI LIBERTY INC

-$740

7,478 -0%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。