SEC 13F Intelligence

Schwerin Boyle Capital Management Inc / AYI

Schwerin Boyle Capital Management Inc’s Acuity Inc Position

Does Schwerin Boyle Capital Management Inc own Acuity Inc (AYI)? Yes — 74.1K shares worth $21M (+2.63% of its 13F portfolio) as of Q1 2026, down from 79.9K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
74.1K
% of Portfolio
+2.63%
Quarters Held
11
currently held

Position History AYI

Reported value by quarter
Q3 ’23: $17MQ3 ’23Q4 ’23: $21MQ1 ’24: $27MQ1 ’24Q2 ’24: $25MQ3 ’24: $26MQ3 ’24Q4 ’24: $28MQ1 ’25: $25MQ1 ’25Q2 ’25: $24MQ3 ’25: $28MQ3 ’25Q4 ’25: $29MQ1 ’26: $21MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202674.1K$21M+2.63%
Q4 202579.9K$29M+3.15%
Q3 202580.7K$28M+3.04%
Q2 202582.1K$24M+2.73%
Q1 202594.0K$25M+2.55%
Q4 202494.6K$28M+2.83%
Q3 202494.7K$26M+2.73%
Q2 2024101.6K$25M+2.57%
Q1 2024101.6K$27M+2.72%
Q4 2023101.6K$21M+2.33%
Q3 2023101.7K$17M+2.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schwerin Boyle Capital Management Inc’s full portfolio or all institutional holders of AYI.