Enlightened American: Witmer Asset Mgmt Q2 2008 13F HR SEC Filing
Quarter Ending 06/30/2008 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 ARMSTRONG WORLD INDS INC NEW 227,792 $29.22 $6,656,000
N/A N/A INTERFACE INC. CL A 2,452,694 $12.53 $30,732,000
*****  SOLD OFF
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
N/A N/A MEDIA GEN INC 272,900 $14.02 $3,826,000
*****  HOLD POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
0.00% -22.75% KAISER ALUMINUM CORP 69,270 69,270 $53.53 $69.29 $3,708,000 $4,800,000
0.00% -18.33% KERYX BIOPHARMACEUTICALS INC 2,000,000 2,000,000 $0.49 $0.60 $980,000 $1,200,000
*****  AUGMENTED POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
2.39% -22.16% 50,000 AMERICAN EAGLE OUTFITTERS NE 2,138,800 2,088,800 $13.63 $17.51 $29,152,000 $36,575,000
8.86% -9.48% 21 BERKSHIRE HATHAWAY INC DEL 258 237 $120,751.94 $133,400.84 $31,154,000 $31,616,000
2.53% -1.11% 39,000 COMCAST CORP NEW 1,581,700 1,542,700 $18.76 $18.97 $29,673,000 $29,265,000
3.09% -19.55% 46,000 DISCOVER FINL SVCS 1,532,288 1,486,288 $13.17 $16.37 $20,180,000 $24,331,000
9.26% -10.49% 85,500 MOHAWK INDS INC 1,008,847 923,347 $64.10 $71.61 $64,667,000 $66,121,000
5.23% 5.74% 50,000 USA MOBILITY INC 1,006,016 956,016 $7.55 $7.14 $7,595,000 $6,826,000
2.49% -28.86% 15,000 WHIRLPOOL CORP 618,508 603,508 $61.73 $86.78 $38,181,000 $52,372,000
*****  REDUCED POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
-32.84% 9.43% -169,000 NAVISTAR INTERNATIONAL CORP. 345,600 514,600 $65.82 $60.15 $22,747,000 $30,953,000
-57.06% -6.62% -468,658 TEXAS INDS INC 352,642 821,300 $56.13 $60.11 $19,794,000 $49,368,000