SBCM

Schwerin Boyle Capital Management’s Pultegroup PHM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-18,000	Closed	-$698K	–	50
2019 Q4	$698K	Sell	18,000 -242,000	-93%	-$9.38M	0.07%	43
2019 Q3	$9.5M	Hold	260,000	–	–	0.98%	35
2019 Q2	$8.22M	Hold	260,000	–	–	0.86%	35
2019 Q1	$7.27M	Buy	260,000 +60,000	+30%	+$1.68M	0.8%	36
2018 Q4	$5.2M	Hold	200,000	–	–	0.65%	41
2018 Q3	$4.95M	Hold	200,000	–	–	0.53%	47
2018 Q2	$5.75M	Hold	200,000	–	–	0.63%	42
2018 Q1	$5.9M	Hold	200,000	–	–	0.65%	42
2017 Q4	$6.65M	Hold	200,000	–	–	0.73%	37
2017 Q3	$5.47M	Buy	+200,000	New	+$5.47M	0.62%	41