WITTENBERG INVESTMENT MANAGEMENT, INC.
CARLISLE MA · SEC CIK 0001697790
$2.90亿2026Q1 申报市值
74持仓数
69.2%前十大占比 · 第一大 16.8%
7 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMZN 加仓+$2,084.51万
VSNT 新建仓+$502.99万
PAR 新建仓+$455.81万
TRIP 加仓+$442.43万
LLYVA 新建仓+$426.37万
2026Q1 卖出最多 按季末市值估算
LIBERTY MEDIA CO 清仓-$379.90万
GREAT LAKES DRED 清仓-$240.23万
LIBERTY MEDIA CO 清仓-$108.50万
GOOG 减仓-$89.79万
TDW 减仓-$85.64万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -46,614 | -100.0% | -$379.90万 | 清仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $0 | 0.00% | 0 | -183,100 | -100.0% | -$240.23万 | 清仓 |
| — | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -13,053 | -100.0% | -$108.50万 | 清仓 |
| — | LEE ENTERPRISES INC | $0 | 0.00% | 0 | -53,069 | -100.0% | -$25.42万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -6,750 | -100.0% | -$20.18万 | 清仓 |
| — | AVALON HLDGS CORP | $9.53万 | 0.03% | 36,784 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN STR PPTYS CORP | $10.66万 | 0.04% | 160,394 | 160,394 | — | $10.66万 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD | $12.73万 | 0.04% | 10,856 | 0 | 0.0% | — | 不变 |
| KELYA | KELLY SVCS INC | $14.67万 | 0.05% | 16,581 | 16,581 | — | $14.67万 | 新建仓 |
| TTE | TOTALENERGIES SE | $20.02万 | 0.07% | 2,200 | 2,200 | — | $20.02万 | 新建仓 |
| — | CATALYST BANCORP INC | $22.64万 | 0.08% | 13,669 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $22.71万 | 0.08% | 12,500 | -19,500 | -60.9% | -$35.43万 | 减仓 |
| RKT | ROCKET COS INC | $23.51万 | 0.08% | 16,500 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $23.91万 | 0.08% | 240 | 0 | 0.0% | — | 不变 |
| — | BLUE FOUNDRY BANCORP | $24.09万 | 0.08% | 18,195 | -6,531 | -26.4% | -$8.65万 | 减仓 |
| MCD | MCDONALDS CORP | $24.86万 | 0.09% | 800 | 0 | 0.0% | — | 不变 |
| CET | CENTRAL SECS CORP | $25.75万 | 0.09% | 5,186 | 0 | 0.0% | — | 不变 |
| — | GCI LIBERTY INC | $27.56万 | 0.10% | 7,478 | -16 | -0.2% | -$590 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $31.64万 | 0.11% | 4,573 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $32.22万 | 0.11% | 3,967 | 0 | 0.0% | — | 不变 |
| MCY | MERCURY GENL CORP NEW | $32.25万 | 0.11% | 3,659 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $32.33万 | 0.11% | 10,100 | 0 | 0.0% | — | 不变 |
| — | QVC GROUP INC | $34.37万 | 0.12% | 158,403 | 44,210 | 38.7% | $9.59万 | 加仓 |
| DIS | DISNEY WALT CO | $37.86万 | 0.13% | 3,928 | 0 | 0.0% | — | 不变 |
| — | BROADWAY FINL CORP DEL | $40.77万 | 0.14% | 56,156 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $40.92万 | 0.14% | 1,674 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $46.79万 | 0.16% | 3,208 | 0 | 0.0% | — | 不变 |
| — | PRIMEENERGY RESOURCES CORP | $48.32万 | 0.17% | 2,075 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $50.69万 | 0.17% | 3,478 | 0 | 0.0% | — | 不变 |
| FPH | FIVE POINT HOLDINGS LLC | $52.03万 | 0.18% | 107,506 | 33,082 | 44.5% | $16.01万 | 加仓 |
| GLIBK | GCI LIBERTY INC | $53.41万 | 0.18% | 14,355 | -33 | -0.2% | -$1,228 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC | $54.77万 | 0.19% | 14,000 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $57.47万 | 0.20% | 1,900 | 0 | 0.0% | — | 不变 |
| GLRE | GREENLIGHT CAP RE LTD | $59.49万 | 0.21% | 34,407 | -3,593 | -9.5% | -$6.21万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $72.28万 | 0.25% | 8,501 | -54 | -0.6% | -$4,591 | 减仓 |
| WFC | WELLS FARGO & CO | $90.12万 | 0.31% | 11,320 | -100 | -0.9% | -$7,961 | 减仓 |
| CTGO | CONTANGO SILVER & GOLD INC | $98.96万 | 0.34% | 52,780 | 15,400 | 41.2% | $28.88万 | 加仓 |
| PDLB | PONCE FINANCIAL GROUP INC | $107.31万 | 0.37% | 64,217 | 0 | 0.0% | — | 不变 |
| — | READING INTL INC | $111.43万 | 0.38% | 986,145 | -6,379 | -0.6% | -$7,208 | 减仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $112.28万 | 0.39% | 301,815 | 280,092 | 1,289.4% | $104.19万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $113.79万 | 0.39% | 26,648 | -127 | -0.5% | -$5,423 | 减仓 |
| LMB | LIMBACH HLDGS INC | $113.93万 | 0.39% | 14,597 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $121.03万 | 0.42% | 12,861 | 12,861 | — | $121.03万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $122.44万 | 0.42% | 2,525 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $127.42万 | 0.44% | 16,319 | -84 | -0.5% | -$6,559 | 减仓 |
| — | WELLS FARGO & CO | $133.75万 | 0.46% | 1,158 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $137.30万 | 0.47% | 14,280 | -250 | -1.7% | -$2.40万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $147.41万 | 0.51% | 29,306 | -169 | -0.6% | -$8,501 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $151.94万 | 0.52% | 1,796 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $153.00万 | 0.53% | 37,074 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $157.46万 | 0.54% | 23,007 | -500 | -2.1% | -$3.42万 | 减仓 |
| MRNA | MODERNA INC | $170.18万 | 0.59% | 33,500 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $191.38万 | 0.66% | 12,716 | -648 | -4.8% | -$9.75万 | 减仓 |
| NN | NEXTNAV INC | $205.54万 | 0.71% | 128,300 | 7,244 | 6.0% | $11.60万 | 加仓 |
| CABO | CABLE ONE INC | $214.34万 | 0.74% | 23,500 | 7,300 | 45.1% | $66.58万 | 加仓 |
| BAC | BANK AMERICA CORP | $220.17万 | 0.76% | 45,164 | -2,500 | -5.2% | -$12.19万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $225.55万 | 0.78% | 34,700 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $245.94万 | 0.85% | 203,422 | 13,300 | 7.0% | $16.08万 | 加仓 |
| APA | APA CORPORATION | $254.64万 | 0.88% | 60,000 | 0 | 0.0% | — | 不变 |
| LILAK | LIBERTY LATIN AMERICA LTD | $259.03万 | 0.89% | 293,690 | -6,007 | -2.0% | -$5.30万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $285.59万 | 0.99% | 18,726 | 0 | 0.0% | — | 不变 |
| THRY | THRYV HLDGS INC | $302.06万 | 1.04% | 1,102,415 | 707,181 | 178.9% | $193.77万 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $426.37万 | 1.47% | 46,527 | 46,527 | — | $426.37万 | 新建仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $432.41万 | 1.49% | 500,477 | 500 | 0.1% | $4,320 | 加仓 |
| MSFT | MICROSOFT CORP | $432.91万 | 1.49% | 11,695 | 0 | 0.0% | — | 不变 |
| PAR | PAR TECHNOLOGY CORP | $455.81万 | 1.57% | 341,945 | 341,945 | — | $455.81万 | 新建仓 |
| TDW | TIDEWATER INC NEW | $467.56万 | 1.61% | 55,962 | -10,250 | -15.5% | -$85.64万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $502.99万 | 1.74% | 135,870 | 135,870 | — | $502.99万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $605.09万 | 2.09% | 20,570 | -100 | -0.5% | -$2.94万 | 减仓 |
| TRIP | TRIPADVISOR INC | $623.93万 | 2.15% | 585,300 | 415,041 | 243.8% | $442.43万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $625.97万 | 2.16% | 124,645 | 34,566 | 38.4% | $173.59万 | 加仓 |
| SSP | SCRIPPS E W CO OHIO | $875.00万 | 3.02% | 2,352,161 | 42,100 | 1.8% | $15.66万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1,484.03万 | 5.12% | 540,434 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,916.36万 | 6.61% | 66,642 | -1,410 | -2.1% | -$40.55万 | 减仓 |
| AMZN | AMAZON COM INC | $2,140.56万 | 7.38% | 102,778 | 100,087 | 3,719.3% | $2,084.51万 | 加仓 |
| GOOG | ALPHABET INC | $2,353.86万 | 8.12% | 82,056 | -3,130 | -3.7% | -$89.79万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $2,555.92万 | 8.82% | 1,107,416 | 15,085 | 1.4% | $34.82万 | 加仓 |
| AAPL | APPLE INC | $2,608.40万 | 9.00% | 102,778 | -1,890 | -1.8% | -$47.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,864.50万 | 16.78% | 101,513 | -650 | -0.6% | -$31.15万 | 减仓 |