| Enlightened American: Meryl Witmer 2008 Q4 13F SEC Filing | ||||||||||
| Quarter Ending 12/31/2008 | 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 | 372,138 | $21.62 | $8,046,000 | |||||
| N/A | N/A | ASSURANT INC | 537,850 | $30.00 | $16,136,000 | |||||
| ***** SOLD OFF | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| N/A | N/A | COMCAST CORP NEW | 1,581,700 | $19.72 | $31,191,000 | |||||
| N/A | N/A | TEXAS INDS INC | 286,242 | $40.86 | $11,696,000 | |||||
| ***** HOLD POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| 0.00% | -37.00% | KERYX BIOPHARMACEUTICALS INC | 2,000,000 | 2,000,000 | $0.22 | $0.35 | $441,000 | $700,000 | ||
| ***** AUGMENTED POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| 559.39% | -7.90% | 391,200 | ALLEGHENY ENERGY INC | 461,133 | 69,933 | $33.86 | $36.76 | $15,614,000 | $2,571,000 | |
| 7.01% | -38.62% | 150,000 | AMERICAN EAGLE OUTFITTERS NE | 2,288,800 | 2,138,800 | $9.36 | $15.25 | $21,423,000 | $32,617,000 | |
| 13.64% | -59.19% | 360,859 | INTERFACE INC | 3,006,033 | 2,645,174 | $4.64 | $11.37 | $13,948,000 | $30,076,000 | |
| 28.76% | -47.57% | 143,933 | KAISER ALUMINUM CORP | 644,370 | 500,437 | $22.52 | $42.95 | $14,511,000 | $21,494,000 | |
| 54.92% | -60.54% | 189,800 | NAVISTAR INTL CORP NEW | 535,400 | 345,600 | $21.38 | $54.18 | $11,447,000 | $18,725,000 | |
| ***** REDUCED POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| -5.81% | -26.03% | -15 | BERKSHIRE HATHAWAY INC DEL | 243 | 258 | $96,600.82 | $130,600.78 | $23,474,000 | $33,695,000 | |
| -2.94% | -31.04% | -45,000 | DISCOVER FINL SVCS | 1,487,288 | 1,532,288 | $9.53 | $13.82 | $14,174,000 | $21,176,000 | |
| -2.23% | -36.24% | -23,000 | MOHAWK INDS INC | 1,010,247 | 1,033,247 | $42.97 | $67.39 | $43,410,000 | $69,631,000 | |
| -2.49% | 5.18% | -25,000 | USA MOBILITY INC | 981,016 | 1,006,016 | $11.57 | $11.00 | $11,350,000 | $11,066,000 | |
| -7.53% | -47.85% | -29,500 | WHIRLPOOL CORP | 362,308 | 391,808 | $41.35 | $79.29 | $14,981,000 | $31,066,000 | |
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