SBCM
AYI icon

Schwerin Boyle Capital Management’s Acuity Brands AYI Stock Holding History

Schwerin Boyle Capital Management’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.4M Sell
72,688
-1,375
-2% -$408K 3.36% 8
2026
Q1 		$20.8M Sell
74,063
-5,855
-7% -$1.78M 2.63% 10
2025
Q4 		$28.8M Sell
79,918
-762
-0.9% -$275K 3.15% 8
2025
Q3 		$27.8M Sell
80,680
-1,425
-2% -$454K 3.04% 8
2025
Q2 		$24.5M Sell
82,105
-11,925
-13% -$3.09M 2.73% 11
2025
Q1 		$24.8M Sell
94,030
-525
-0.6% -$159K 2.55% 12
2024
Q4 		$27.6M Sell
94,555
-100
-0.1% -$31.2K 2.83% 11
2024
Q3 		$26.1M Sell
94,655
-6,925
-7% -$1.72M 2.73% 12
2024
Q2 		$24.5M Hold
101,580
– – 2.57% 14
2024
Q1 		$27.3M Sell
101,580
-50
-0% -$12.1K 2.72% 14
2023
Q4 		$20.8M Sell
101,630
-75
-0.1% -$13.5K 2.33% 15
2023
Q3 		$17.3M Buy
+101,705
New +$16.6M 2.03% 17

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Schwerin Boyle Capital Management's AYI Position: Q2 2026 in Review

Schwerin Boyle Capital Management reduced its Acuity Brands (AYI) stake by 1.9% in Q2 2026, selling an estimated $408K and leaving 72,688 shares worth $27.4M. The position accounts for 3.36% of the portfolio, ranked #8.

Schwerin Boyle Capital Management first reported a position in AYI in Q3 2023 and has held it in 12 quarters since. The position peaked at $28.8M in Q4 2025. 634 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Schwerin Boyle Capital Management held 72,688 shares of Acuity Brands worth $27.4M as of Q2 2026.
  • Schwerin Boyle Capital Management sold 1,375 Acuity Brands shares in Q2 2026, an estimated $408K.
  • Acuity Brands made up 3.36% of Schwerin Boyle Capital Management's portfolio in Q2 2026, its #8 holding.
  • Schwerin Boyle Capital Management first reported a position in Acuity Brands in Q3 2023 and has held it in 12 quarters since.
  • Schwerin Boyle Capital Management's Acuity Brands position peaked at $28.8M in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Schwerin Boyle Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.