| 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 | |