Quarter Ending 03/31/2009 Back to the Enlightened American Website
Witmer Asset Management
*****  NEW POSITIONS TAKEN
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
N/A N/A
*****  SOLD OFF
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
N/A N/A ALLEGHENY ENERGY INC 461,133 $33.86 $15,614,000
N/A N/A AMERICAN EAGLE OUTFITTERS NE 2,288,800 $9.36 $21,423,000
N/A N/A ARMSTRONG WORLD INDS INC NEW 372,138 $21.62 $8,046,000
N/A N/A ASSURANT INC 537,850 $30.00 $16,136,000
N/A N/A BERKSHIRE HATHAWAY INC DEL CL A 243 $96,600.82 $23,474,000
N/A N/A DISCOVER FINL SVCS 1,487,288 $9.53 $14,174,000
N/A N/A KAISER ALUMINUM CORP 644,370 $22.52 $14,511,000
N/A N/A MOHAWK INDS INC 1,010,247 $42.97 $43,410,000
N/A N/A NAVISTAR INTL CORP NEW 535,400 $21.38 $11,447,000
N/A N/A WHIRLPOOL CORP 362,308 $41.35 $14,981,000
*****  HOLD POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
N/A N/A
*****  AUGMENTED POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
N/A N/A
*****  REDUCED POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
-73.07% -35.56% -2,196,362 INTERFACE INC CL A 809,671 3,006,033 $2.99 $4.64 $2,421,000 $13,948,000
-57.35% -37.80% -1,146,957 KERYX BIOPHARMACEUTICALS INC 853,043 2,000,000 $0.14 $0.22 $117,000 $441,000
-77.71% -20.41% -762,311 USA MOBILITY INC 218,705 981,016 $9.21 $11.57 $2,014,000 $11,350,000