SBCM
Schwerin Boyle Capital Management Portfolio holdings
AUM
$915M
1-Year Est. Return
17.62%
1 Year Est. Return
+17.62%
AUM
$915M
AUM Growth
+$17.9M
(+2%)
Holding
53
Top Buys
| 1 | +$10.8M | |
| 2 | +$9.65M | |
| 3 | +$6.92M | |
| 4 |
PayPal
PYPL
|
+$941K |
Top Sells
| 1 | +$9.33M | |
| 2 | +$6.96M | |
| 3 | +$3.18M | |
| 4 |
SiriusXM
SIRI
|
+$2.34M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$2.19M |
Sector Composition
| 1 | Financials | 37.55% |
| 2 | Communication Services | 17.23% |
| 3 | Industrials | 11.57% |
| 4 | Technology | 10.57% |
| 5 | Energy | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Altria Group
MO
$98.6B
| – | – |
-118,715
|
|
||
|
SHYF
52
DELISTED
The Shyft Group
SHYF
| – | – |
-744,170
|
|
||
|
53
SiriusXM
SIRI
$7.32B
| – | – |
-102,054
|
|