Schwerin Boyle Capital Management’s Sensata Technologies ST Stock Holding History

Schwerin Boyle Capital Management’s Portfolio ST Stock Details ST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.7M	Sell	587,625 -85,250	-13%	-$3.02M	2.63%	11
2025 Q4	$22.4M	Sell	672,875 -5,600	-0.8%	-$179K	2.45%	12
2025 Q3	$20.7M	Sell	678,475 -13,625	-2%	-$430K	2.27%	13
2025 Q2	$20.8M	Sell	692,100 -106,150	-13%	-$2.61M	2.32%	14
2025 Q1	$19.4M	Buy	798,250 +342,850	+75%	+$9.5M	2%	17
2024 Q4	$12.5M	Buy	455,400 +11,600	+3%	+$377K	1.28%	23
2024 Q3	$15.9M	Buy	443,800 +397,150	+851%	+$14.8M	1.67%	19
2024 Q2	$1.74M	Buy	+46,650	New	+$1.8M	0.18%	42

Other funds holding ST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Schwerin Boyle Capital Management's ST Position: Q1 2026 in Review

Schwerin Boyle Capital Management reduced its Sensata Technologies (ST) stake by 13% in Q1 2026, selling an estimated $3.02M and leaving 587,625 shares worth $20.7M. The position accounts for 2.63% of the portfolio, ranked #11.

Schwerin Boyle Capital Management first reported a position in ST in Q2 2024 and has held it in 8 quarters since. The position peaked at $22.4M in Q4 2025. 416 funds tracked by Wall St. Rank hold ST as of Q1 2026.

Schwerin Boyle Capital Management held 587,625 shares of Sensata Technologies worth $20.7M as of Q1 2026.
Schwerin Boyle Capital Management sold 85,250 Sensata Technologies shares in Q1 2026, an estimated $3.02M.
Sensata Technologies made up 2.63% of Schwerin Boyle Capital Management's portfolio in Q1 2026, its #11 holding.
Schwerin Boyle Capital Management first reported a position in Sensata Technologies in Q2 2024 and has held it in 8 quarters since.
Schwerin Boyle Capital Management's Sensata Technologies position peaked at $22.4M in Q4 2025.
416 funds tracked by Wall St. Rank held Sensata Technologies as of Q1 2026.

Based on Schwerin Boyle Capital Management's 13F filing for Q1 2026, filed 14 May 2026.