Schwerin Boyle Capital Management’s The Shyft Group SHYF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.33M	Sell	744,170 -86,718	-10%	-$1.09M	1.04%	31
2025 Q1	$6.72M	Buy	830,888 +248,231	+43%	+$2.01M	0.69%	37
2024 Q4	$6.84M	Hold	582,657	–	–	0.7%	35
2024 Q3	$7.31M	Hold	582,657	–	–	0.77%	33
2024 Q2	$6.91M	Hold	582,657	–	–	0.72%	34
2024 Q1	$7.24M	Hold	582,657	–	–	0.72%	34
2023 Q4	$7.12M	Hold	582,657	–	–	0.8%	32
2023 Q3	$8.72M	Buy	582,657 +362,100	+164%	+$5.42M	1.02%	30
2023 Q2	$4.87M	Hold	220,557	–	–	0.46%	37
2023 Q1	$5.02M	Hold	220,557	–	–	0.52%	36
2022 Q4	$5.48M	Hold	220,557	–	–	0.55%	37
2022 Q3	$4.51M	Hold	220,557	–	–	0.49%	39
2022 Q2	$4.1M	Hold	220,557	–	–	0.42%	41
2022 Q1	$7.96M	Hold	220,557	–	–	0.66%	37
2021 Q4	$10.8M	Hold	220,557	–	–	0.88%	30
2021 Q3	$8.38M	Hold	220,557	–	–	0.71%	36
2021 Q2	$8.25M	Hold	220,557	–	–	0.68%	36
2021 Q1	$8.21M	Sell	220,557 -136,271	-38%	-$5.07M	0.73%	36
2020 Q4	$10.1M	Hold	356,828	–	–	0.94%	32
2020 Q3	$6.74M	Hold	356,828	–	–	0.77%	34
2020 Q2	$6.01M	Hold	356,828	–	–	0.76%	33
2020 Q1	$4.61M	Hold	356,828	–	–	0.64%	38
2019 Q4	$6.45M	Hold	356,828	–	–	0.62%	39
2019 Q3	$4.9M	Hold	356,828	–	–	0.5%	43
2019 Q2	$3.91M	Hold	356,828	–	–	0.41%	43
2019 Q1	$3.15M	Hold	356,828	–	–	0.35%	45
2018 Q4	$2.58M	Sell	356,828 -148,752	-29%	-$1.08M	0.32%	48
2018 Q3	$7.46M	Buy	505,580 +417,580	+475%	+$6.16M	0.79%	38
2018 Q2	$1.33M	Buy	+88,000	New	+$1.33M	0.15%	54