SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC KARO — KAROOOOO LTD ORD SHS

Ownership history in SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC  ·  21 quarters on record

AI Ownership Summary

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reported KAROOOOO LTD ORD SHS (KARO) in 21 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.75% in 2024 Q4. The latest visible filing shows KARO at 0.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KARO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's position in KAROOOOO LTD ORD SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KARO was reported at 0.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.75% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KARO stock page SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC fund profile SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC full holdings
How SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC held KARO — position size vs. price
% of Fund (quarterly)    KARO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 94,215 — 0% 0.89% $4.7M 2026-08-07 $64.81
2026 Q1 REDUCED 10.5% -1.9% ✅ 94,215 -11,000 -10.5% 0.97% $4.7M 2026-05-08 $49.04
2025 Q4 UNCHANGED — — — 105,215 — 0% 0.99% $4.8M 2026-02-09 $49.27
2025 Q3 REDUCED — — — 105,215 -1,000 -0.9% 1.27% $6.0M 2025-11-07 $42.37
2025 Q2 REDUCED 11.5% +26.6% ❌ 106,215 -13,824 -11.5% 1.19% $5.2M 2025-08-08 $44.59
2025 Q1 REDUCED 24.0% +15.1% ❌ 120,039 -37,876 -24.0% 1.21% $5.1M 2025-05-02 $41.87
2024 Q4 REDUCED 9.9% -5.8% ✅ 157,915 -17,446 -9.9% 1.75% $7.1M 2025-02-07 $43.40
2024 Q3 ADDED — — — 175,361 +12 +0.0% 1.73% $6.9M 2024-11-08 $39.60
2024 Q2 ADDED — — — 175,349 +2,000 +1.2% 1.38% $5.1M 2024-08-02 $33.59
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KARO

As of 2026 Q3 — sorted by position size

TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.01% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC and KARO

These are the practical questions this page is built to answer before you even open the full history table.

How long has SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reported owning KARO?

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reported KARO across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported KARO position in SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for KARO was 1.75% in 2024 Q4.

What is the latest reported KARO position on this page?

The most recent filing on this page is 2026 Q2, when SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reported 94,215 shares, equal to 0.89% of portfolio, with an estimated market value of $4.7M.

What does the chart on this KARO ownership page compare?

The chart compares SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's quarterly KARO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC time their KARO position?

Based on 13F filing dates vs. subsequent KARO price moves, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on KARO relative to SPY over the holding period was +211.7%.

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