| Quarter Ending 09/30/2008 | 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 | ALLEGHENY ENERGY INC | 69,933 | $36.76 | $2,571,000 | |||||
| ***** SOLD OFF | ||||||||||
| % 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 | |||||
| ***** HOLD POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| 0.00% | 11.89% | AMERICAN EAGLE OUTFITTERS NE | 2,138,800 | 2,138,800 | $15.25 | $13.63 | $32,617,000 | $29,152,000 | ||
| 0.00% | 8.16% | BERKSHIRE HATHAWAY INC DEL CL A | 258 | 258 | $130,600.78 | $120,751.94 | $33,695,000 | $31,154,000 | ||
| 0.00% | 5.12% | COMCAST CORP NEWCL A | 1,581,700 | 1,581,700 | $19.72 | $18.76 | $31,191,000 | $29,673,000 | ||
| 0.00% | 4.94% | DISCOVER FINL SVCS | 1,532,288 | 1,532,288 | $13.82 | $13.17 | $21,176,000 | $20,180,000 | ||
| 0.00% | -28.57% | KERYX BIOPHARMACEUTICALS INC | 2,000,000 | 2,000,000 | $0.35 | $0.49 | $700,000 | $980,000 | ||
| 0.00% | -17.68% | NAVISTAR INTERNATIONAL CORP. | 345,600 | 345,600 | $54.18 | $65.82 | $18,725,000 | $22,747,000 | ||
| 0.00% | 45.70% | USA MOBILITY INC | 1,006,016 | 1,006,016 | $11.00 | $7.55 | $11,066,000 | $7,595,000 | ||
| ***** AUGMENTED POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| 7.85% | -9.26% | 192,480 | INTERFACE INC. CL A | 2,645,174 | 2,452,694 | $11.37 | $12.53 | $30,076,000 | $30,732,000 | |
| 622.44% | -19.76% | 431,167 | KAISER ALUMINUM CORP | 500,437 | 69,270 | $42.95 | $53.53 | $21,494,000 | $3,708,000 | |
| 2.42% | 5.13% | 24,400 | MOHAWK INDS INC | 1,033,247 | 1,008,847 | $67.39 | $64.10 | $69,631,000 | $64,667,000 | |
| ***** REDUCED POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| -18.83% | -27.20% | -66,400 | TEXAS INDS INC | 286,242 | 352,642 | $40.86 | $56.13 | $11,696,000 | $19,794,000 | |
| -36.65% | 28.44% | -226,700 | WHIRLPOOL CORP | 391,808 | 618,508 | $79.29 | $61.73 | $31,066,000 | $38,181,000 | |