SCHWERIN BOYLE CAPITAL MANAGEMENT INC SPXC — SPX TECH. INC.

Ownership history in SCHWERIN BOYLE CAPITAL MANAGEMENT INC  ·  15 quarters on record

AI Ownership Summary

SCHWERIN BOYLE CAPITAL MANAGEMENT INC reported SPX TECH. INC. (SPXC) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.46% in 2024 Q2. The latest visible filing shows SPXC at 3.04% 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 SPXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCHWERIN BOYLE CAPITAL MANAGEMENT INC's position in SPX TECH. INC., 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 Q1

SPXC was reported at 3.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.46% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

SPXC stock page SCHWERIN BOYLE CAPITAL MANAGEMENT INC fund profile SCHWERIN BOYLE CAPITAL MANAGEMENT INC full holdings
How SCHWERIN BOYLE CAPITAL MANAGEMENT INC held SPXC — position size vs. price
% of Fund (quarterly)    SPXC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 119,950 -12,500 -9.4% 3.04% $24.0M 2026-05-14 $203.50
2025 Q4 REDUCED — — — 132,450 -1,880 -1.4% 2.90% $26.5M 2026-02-12 $230.92
2025 Q3 REDUCED — — — 134,330 -4,200 -3.0% 2.74% $25.1M 2025-11-13 $212.04
2025 Q2 REDUCED 9.4% +9.9% ❌ 138,530 -14,300 -9.4% 2.59% $23.2M 2025-08-14 $186.56
2025 Q1 REDUCED — — — 152,830 -4,070 -2.6% 2.03% $19.7M 2025-05-14 $153.97
2024 Q4 REDUCED — — — 156,900 -400 -0.3% 2.34% $22.8M 2025-02-13 $151.36
2024 Q3 REDUCED 32.2% -10.2% ✅ 157,300 -74,659 -32.2% 2.63% $25.1M 2024-11-13 $167.56
2024 Q2 REDUCED — — — 231,959 -5,831 -2.5% 3.46% $33.0M 2024-08-13 $149.74
2024 Q1 REDUCED — — — 237,790 -2,050 -0.9% 2.91% $29.3M 2024-05-14 $140.40
2023 Q4 REDUCED — — — 239,840 -1,150 -0.5% 2.71% $24.2M 2024-02-13 $105.70
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPXC

As of 2026 Q1 — sorted by position size

Palisades Investment Partners, LLC 3Y 7Y 9.68% Port Capital LLC 3Y 7Y 4.09% Highlander Partners, L.P. 3Y 4.09% Catawba River Capital 3Y 3.82% Aperture Investors, LLC 3Y 3.23% Sandhill Capital Partners LLC 3Y 7Y 3.05% CORSAIR CAPITAL MANAGEMENT, L.P. 3Y 7Y 2.9% Congruence Capital, LLC 2.72% Conestoga Capital Advisors, LLC 3Y 7Y 2.63% Van Berkom & Associates Inc. 3Y 7Y 2.02%

FAQ About SCHWERIN BOYLE CAPITAL MANAGEMENT INC and SPXC

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

How long has SCHWERIN BOYLE CAPITAL MANAGEMENT INC reported owning SPXC?

SCHWERIN BOYLE CAPITAL MANAGEMENT INC reported SPXC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPXC position in SCHWERIN BOYLE CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for SPXC was 3.46% in 2024 Q2.

What is the latest reported SPXC position on this page?

The most recent filing on this page is 2026 Q1, when SCHWERIN BOYLE CAPITAL MANAGEMENT INC reported 119,950 shares, equal to 3.04% of portfolio, with an estimated market value of $24.0M.

What does the chart on this SPXC ownership page compare?

The chart compares SCHWERIN BOYLE CAPITAL MANAGEMENT INC's quarterly SPXC 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 SCHWERIN BOYLE CAPITAL MANAGEMENT INC time their SPXC position?

Based on 13F filing dates vs. subsequent SPXC price moves, SCHWERIN BOYLE CAPITAL MANAGEMENT INC correctly timed 4 out of 14 reported position changes (29%). The annualised alpha on SPXC relative to SPY over the holding period was +11.3%.

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