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
$1.07B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$13.9M
3
+$12.3M
4
VLO icon
Valero Energy
VLO
+$9.16M
5
TPL icon
Texas Pacific Land
TPL
+$4.14M

Top Sells

1
+$9.13M
2
+$7.36M
3
+$4.87M
4
PYPL icon
PayPal
PYPL
+$4.15M
5
DE icon
Deere & Co
DE
+$1.35M

Sector Composition

1 Financials 41.96%
2 Technology 19.51%
3 Communication Services 9.99%
4 Consumer Discretionary 8.99%
5 Industrials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$119M 11.07%
512,089
-1,700
2
$68.4M 6.38%
780,680
-4,800
3
$61.5M 5.73%
463,120
-3,880
4
$58.6M 5.46%
224,286
-748
5
$53M 4.94%
1,756,278
+459,500
6
$50.9M 4.75%
1,680,787
-160,750
7
$50M 4.66%
413,559
-3,721
8
$44.7M 4.17%
125,189
-500
9
$43.5M 4.06%
1,045,020
-219,200
10
$36.7M 3.42%
388,255
-2,150
11
$34.8M 3.25%
217,539
-804
12
$31.7M 2.96%
307,849
-375
13
$31.6M 2.95%
135,024
-17,700
14
$29.1M 2.72%
229,180
-575
15
$22.7M 2.12%
83,145
-250
16
$21.5M 2%
393,940
-4,750
17
$19.8M 1.85%
424,713
-1,700
18
$17.2M 1.61%
383,030
-13,775
19
$16.6M 1.55%
403,060
-3,675
20
$16.3M 1.52%
479,000
21
$16.1M 1.5%
+506,639
22
$16M 1.49%
88,475
-40,600
23
$15.2M 1.41%
385,800
-20,000
24
$14.9M 1.39%
181,975
25
$14.5M 1.35%
65,145
-745
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