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
Back to the Enlightened American Website