SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $897M
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$942M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$17.3M
3
+$6.16M
4
LPT
Liberty Property Trust
LPT
+$2.46M
5
GE icon
GE Aerospace
GE
+$2.35M

Top Sells

1
+$35.2M
2
+$8.25M
3
+$7.52M
4
SRG
Seritage Growth Properties
SRG
+$5.24M
5
SIG icon
Signet Jewelers
SIG
+$2.9M

Sector Composition

1 Financials 41.92%
2 Technology 18.13%
3 Industrials 16.54%
4 Consumer Discretionary 10.71%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.7M 1.35%
177,089
-2,300
27
$12.4M 1.32%
66,400
28
$12.2M 1.29%
106,550
29
$11.8M 1.25%
229,124
30
$11M 1.17%
121,527
31
$10.3M 1.09%
479,000
32
$9.78M 1.04%
405,800
33
$9.73M 1.03%
147,522
-44,000
34
$9.06M 0.96%
156,000
35
$8.24M 0.87%
56,400
36
$8.1M 0.86%
252,200
37
$7.63M 0.81%
50,750
38
$7.46M 0.79%
505,580
+417,580
39
$7.14M 0.76%
140,000
40
$6.76M 0.72%
51,000
41
$6.54M 0.69%
78,150
42
$6.38M 0.68%
378,985
43
$5.9M 0.63%
60,000
44
$5.53M 0.59%
60,000
45
$5.46M 0.58%
318,353
46
$4.98M 0.53%
122,400
47
$4.95M 0.53%
200,000
48
$4.15M 0.44%
356,440
49
$4.09M 0.43%
18,225
50
$3.94M 0.42%
233,706
1
2
3