SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in KARO — Karooooo Ltd.
CIK 1794153
MINNEAPOLIS, MN
Position in KARO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,650,452
-$45,223 QoQ
Shares Held
94,215
0.0% QoQ
Ownership
0.305%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#7
of 82 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KARO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $4,650,452 across 1 Software - Application name. KARO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KARO |
Karooooo Ltd.
This page
|
94,215 | $4,650,452 |
All Filings in KARO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,650,452 | 94,215 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,695,675 | 94,215 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,787,282 | 105,215 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,009,880 | 105,215 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,202,410 | 106,215 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,106,459 | 120,039 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,129,862 | 157,915 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,949,556 | 175,361 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,137,725 | 175,349 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,344,125 | 173,349 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,212,380 | 173,349 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,451,378 | 173,349 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,056,015 | 173,334 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,021,348 | 173,334 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,064,987 | 174,463 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,375,238 | 183,934 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,974,619 | 184,866 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,499,244 | 185,472 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $7,548,622 | 185,106 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,464,329 | 185,106 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,720,786 | 74,035 | Shares | Sole | 2021-07-28 | |
| No filing history on record for this holder in this stock. | ||||||