SCHWERIN BOYLE CAPITAL MANAGEMENT INC
13F Reported Value
ⓘ$788.0M
Holdings
47
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SCHWERIN BOYLE CAPITAL MANAGEMENT INC disclosed 47 positions worth $788.0M in its Form 13F-HR for Q1 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 13.1% of the equity portfolio, followed by $WFC and $META. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $CHTR and a full exit from $IBM. The portfolio is most concentrated in Financials (37.0% of disclosed assets). All figures are sourced directly from SCHWERIN BOYLE CAPITAL MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 937522.
AI Fund Analysis
Diversifying
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 64.5#634
Quality
$103.2M215,409 sh - —
Quality
$51.7M649,281 sh - 80.9#35
Quality
$44.8M78,379 sh - 80.2
Quality
$43.7M152,450 sh - 73.2
Quality
$43.4M143,404 sh - 61.8
Quality
$34.1M201,162 sh - 35.6
Quality
$32.8M111,613 sh - 81.7
Quality
$24.7M49,510 sh - 66.0
Quality
$24.0M119,950 sh - 68.9
Quality
$20.8M74,063 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $103.2M | 215,409 |
 WELLS FARGO & COMPANY/MN$WFC | — | $51.7M | 649,281 |
 Meta Platforms, Inc.$META | 80.9#35 | $44.8M | 78,379 |
 Alphabet Inc.$GOOGL | 80.2 | $43.7M | 152,450 |
 AMERICAN EXPRESS CO$AXP | 73.2 | $43.4M | 143,404 |
 EXXON MOBIL CORP$XOM | 61.8 | $34.1M | 201,162 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $32.8M | 111,613 |
 Mastercard Inc$MA | 81.7 | $24.7M | 49,510 |
 SPX Technologies, Inc.$SPXC | 66.0 | $24.0M | 119,950 |
 ACUITY INC. (DE)$AYI | 68.9 | $20.8M | 74,063 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SCHWERIN BOYLE CAPITAL MANAGEMENT INC's 47 positions.
Showing top 10 of 47 holdings.
Sector Allocation
Financials
$291.1M
Technology
$159.8M
Industrials
$110.8M
Energy
$80.2M
Communication Services
$43.7M
Consumer Staples
$39.0M
Other
$30.0M
Consumer Discretionary
$18.0M
Full Holdings — SCHWERIN BOYLE CAPITAL MANAGEMENT INC (Q1 2026)
All 47 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.B | BERKSHIRE HATHAWAY INC | $103.2M | 13.1% | -11% | 64.5 |
| 2 | $WFC | WELLS FARGO & COMPANY/MN | $51.7M | 6.6% | -12% | — |
| 3 | $META | Meta Platforms, Inc. | $44.8M | 5.7% | -12% | 80.9 |
| 4 | $GOOGL | Alphabet Inc. | $43.7M | 5.5% | -31% | 80.2 |
| 5 | $AXP | AMERICAN EXPRESS CO | $43.4M | 5.5% | -10% | 73.2 |
| 6 | $XOM | EXXON MOBIL CORP | $34.1M | 4.3% | -7% | 61.8 |
| 7 | $JPM | JPMORGAN CHASE & CO | $32.8M | 4.2% | -7% | 35.6 |
| 8 | $MA | Mastercard Inc | $24.7M | 3.1% | -11% | 81.7 |
| 9 | $SPXC | SPX Technologies, Inc. | $24.0M | 3.0% | -9% | 66 |
| 10 | $AYI | ACUITY INC. (DE) | $20.8M | 2.6% | -7% | 68.9 |
| 11 |  $ST | Sensata Technologies Holding plc | $20.7M | 2.6% | -13% | — |
| 12 |  $VZ | VERIZON COMMUNICATIONS INC | $18.7M | 2.4% | -7% | 71.6 |
| 13 |  $ACN | Accenture plc | $18.1M | 2.3% | -10% | — |
| 14 |  $AGCO | AGCO CORP /DE | $17.4M | 2.2% | -7% | 50.7 |
| 15 |  $L | LOEWS CORP | $16.9M | 2.1% | -11% | 75.2 |
| 16 |  $PSX | Phillips 66 | $16.7M | 2.1% | -3% | 47.6 |
| 17 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $16.0M | 2.0% | -10% | 66.3 |
| 18 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $16.0M | 2.0% | NEW | 57.7 |
| 19 | — | SCHWAB INTL EQUITY ETF | $15.7M | 2.0% | -10% | — |
| 20 |  $PFE | PFIZER INC | $15.3M | 1.9% | -7% | 69 |
| 21 |  $KO | COCA COLA CO | $14.8M | 1.9% | -12% | 74 |
| 22 | — | VANGUARD FTSE EMERGING MARKET | $14.3M | 1.8% | -10% | — |
| 23 |  $MCK | MCKESSON CORP | $13.8M | 1.8% | -32% | 63.7 |
| 24 |  $GNTX | GENTEX CORP | $13.6M | 1.7% | -11% | 65.5 |
| 25 |  $SLB | SLB LIMITED/NV | $13.3M | 1.7% | -6% | 63.2 |
| 26 |  $ALLE | Allegion plc | $9.3M | 1.2% | -6% | — |
| 27 |  $IT | GARTNER INC | $9.3M | 1.2% | -9% | 65.2 |
| 28 |  $DG | DOLLAR GENERAL CORP | $9.0M | 1.1% | -11% | 60.4 |
| 29 |  $AMZN | AMAZON COM INC | $9.0M | 1.1% | NEW | 74.6 |
| 30 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $8.2M | 1.0% | -9% | 67.3 |
| 31 |  $FISV | FISERV INC | $7.9M | 1.0% | -11% | 67.4 |
| 32 |  $COR | Cencora, Inc. | $7.4M | 0.9% | -14% | 59.6 |
| 33 |  $ICE | Intercontinental Exchange, Inc. | $7.3M | 0.9% | -13% | 73.8 |
| 34 |  $LUV | SOUTHWEST AIRLINES CO | $6.9M | 0.9% | -11% | 51.1 |
| 35 |  $MSFT | MICROSOFT CORP | $6.8M | 0.9% | +0% | 83.7 |
| 36 |  $AEBI | Aebi Schmidt Holding AG | $6.7M | 0.8% | -11% | 33.6 |
| 37 |  $FWONA | Liberty Media Corp | $6.3M | 0.8% | -1% | 51 |
| 38 |  $XMTR | Xometry, Inc. | $6.2M | 0.8% | -10% | 41.3 |
| 39 |  $EVTC | EVERTEC, Inc. | $5.5M | 0.7% | -10% | 68.1 |
| 40 |  $WT | WisdomTree, Inc. | $5.3M | 0.7% | -10% | 62.9 |
| 41 |  $PYPL | PayPal Holdings, Inc. | $4.3M | 0.6% | -5% | 70.5 |
| 42 |  $BUD | Anheuser-Busch InBev SA/NV | $3.0M | 0.4% | -1% | — |
| 43 |  $LLYVA | Liberty Live Holdings, Inc. | $2.4M | 0.3% | -20% | — |
| 44 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.2% | +0% | 64.5 |
| 45 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $668,259 | 0.1% | -11% | 70.8 |
| 46 | $LLYVA | Liberty Live Holdings, Inc. | $320,068 | 0.0% | -1% | — |
| 47 |  $DNOW | DNOW Inc. | $151,066 | 0.0% | +0% | 49.6 |
Exited Positions (1)
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