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