SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Registered adviser

CIK

937522

Location

SPRINGFIELD, MA

Portfolio Value

Small $815,965,033

Diversification

Diversified

Filing Date

Global Rank

#2,863 / 8,819 ▼ 170

Top Industry

Insurance - Diversified 14.0%

Period ended 4 months ago

Filed Aug 7, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 105004

Roster of Oct 1, 2026

Regulatory AUM

$1,209,259,520

Main clients

Individuals and high net worth (51% of AUM)

Private funds

1 fund · Hedge funds

Focus by fund count, roster of Oct 1, 2026

$269,998,280 gross assets

LEI

984500CN513F5D601D28

Private funds on Schedule D 7.B.(1)

As filed Mar 20, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$320,236,127 gross assets in 1 fund Hedge funds $320,236,127 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,209,259,520	Individuals and high net worth (51%)
Apr 2025 to Mar 2026	$1,191,805,682	Individuals and high net worth (55%)
Apr 2024 to Mar 2025	$1,096,756,862	Individuals and high net worth (51%)
May 2023 to Mar 2024	$1,193,904,158	Individuals and high net worth (58%)
Apr 2023	$1,193,904,158	Individuals and high net worth (58%)
Apr 2022 to Mar 2023	$1,444,478,417	Individuals and high net worth (57%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 54.9%, 22.1 effective positions, active share 83.1% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

9.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.5 quarters (12+), a floor since 65.7% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 83.1%; sector active share 42.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

49 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.2%

−0.0 pts

Top 5

37.0%

+0.4 pts

Top 10

54.9%

+1.0 pts

HHI

453

Diversified+1

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	36.1%	$294,209,655	9
Communication Services	16.1%	$131,309,207	7
Industrials	14.2%	$116,192,582	9
Energy	8.1%	$65,987,245	4
Technology	7.7%	$62,621,047	6
Unclassified	5.6%	$45,795,425	4
Consumer Cyclical	4.6%	$37,926,436	3
Healthcare	3.8%	$31,393,119	3
Consumer Defensive	3.3%	$27,096,977	3
Basic Materials	0.4%	$3,433,340	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company	−33,990	615,291	$50,847,648
ST	Sensata Technologies Holding plc	−28,650	558,975	$26,685,466
PFE	Pfizer Inc	−14,100	529,743	$12,756,211
KO	Coca Cola Co	−9,750	184,920	$15,028,448
AGCO	Agco Corp	−4,900	145,436	$17,408,689
GOOG	Alphabet Inc.	−4,705	147,745	$52,202,740
L	Loews Corp	−4,325	154,251	$17,462,755
AXP	American Express Co	−3,875	139,529	$47,195,684
FWONK	Liberty Media Corp	−3,750	70,525	$6,709,748
XOM	ExxonMobil Holdings Corp	−3,550	197,612	$27,017,512
VZ	Verizon Communications Inc	−3,550	369,064	$15,626,169
BUD	Anheuser-Busch InBev SA	−2,900	40,352	$3,325,004
SLB	Slb Limited	−2,875	255,095	$11,859,366
PYPL	PayPal Holdings, Inc.	−2,625	92,638	$4,000,108
BRK-B	Berkshire Hathaway Inc	−2,343	213,066	$106,616,095
SPXC	SPX Technologies, Inc.	−1,995	117,955	$28,919,027
PSX	Phillips 66	−1,775	89,788	$15,178,661
JPM	Jpmorgan Chase & Co	−1,700	109,913	$35,977,822
ACN	Accenture plc	−1,375	90,024	$11,202,586
AYI	Acuity Inc. (De)	−1,375	72,688	$27,378,662
META	Meta Platforms, Inc.	−1,165	77,214	$43,493,874
CHTR	Charter Communications, Inc.	−1,100	72,995	$10,380,618
ICE	Intercontinental Exchange, Inc.	−1,075	45,025	$5,543,027
OXY	Occidental Petroleum Corp	−950	245,660	$11,931,706
IT	Gartner Inc	−932	57,544	$7,458,853
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MTH	Meritage Homes CORP	142,423	$11,942,168
SSD	Simpson Manufacturing Co., Inc.	16,400	$3,433,340
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $815,965,033 total · filing declares 49 positions · $815,965,048 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	213,066	-2,343	$106,616,095	+3.3%	26+	before history	13.07%
GOOG	Alphabet Inc. Communication Services	Reduced	147,745	-4,705	$52,202,740	+19.4%	26+	before history	6.40%
WFC	Wells Fargo & Company Financial Services	Reduced	615,291	-33,990	$50,847,648	−1.6%	26+	before history	6.23%
AXP	American Express Co Financial Services	Reduced	139,529	-3,875	$47,195,684	+8.8%	26+	before history	5.78%
META	Meta Platforms, Inc. Communication Services	Reduced	77,214	-1,165	$43,493,874	−3.0%	26+	before history	5.33%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	109,913	-1,700	$35,977,822	+9.6%	26+	before history	4.41%
SPXC	SPX Technologies, Inc. Industrials	Reduced	117,955	-1,995	$28,919,027	+20.6%	16	$57.24	3.54%
AYI	Acuity Inc. (De) Industrials	Reduced	72,688	-1,375	$27,378,662	+31.9%	12	$163.25	3.36%
XOM	ExxonMobil Holdings Corp Energy	Reduced	197,612	-3,550	$27,017,512	−20.8%	26+	before history	3.31%
ST	Sensata Technologies Holding plc Technology	Reduced	558,975	-28,650	$26,685,466	+28.9%	9	$33.14	3.27%
MA	Mastercard Inc Financial Services	Reduced	48,810	-700	$25,068,816	+1.3%	26+	before history	3.07%
SCHF	Schwab International Equity ETF	Held	632,381	0	$17,516,953	+11.9%	14	unpriced	2.15%
L	Loews Corp Financial Services	Reduced	154,251	-4,325	$17,462,755	+3.2%	26+	before history	2.14%
AGCO	Agco Corp Industrials	Reduced	145,436	-4,900	$17,408,689	−0.1%	26+	before history	2.13%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Held	264,964	0	$15,815,701	+10.4%	14	$40.75	1.94%
GNTX	Gentex Corp Consumer Cyclical	Held	621,286	0	$15,699,897	+15.7%	26+	before history	1.92%
VZ	Verizon Communications Inc Communication Services	Reduced	369,064	-3,550	$15,626,169	−16.5%	13	$35.84	1.92%
PSX	Phillips 66 Energy	Reduced	89,788	-1,775	$15,178,661	−9.0%	26+	before history	1.86%
KO	Coca Cola Co Consumer Defensive	Reduced	184,920	-9,750	$15,028,448	+1.5%	6	$66.78	1.84%
XMTR	Xometry, Inc. Industrials	Held	151,127	0	$14,586,778	+136.3%	10	$21.73	1.79%
PFE	Pfizer Inc Healthcare	Reduced	529,743	-14,100	$12,756,211	−16.5%	13	$35.97	1.56%
MCK	Mckesson Corp Healthcare	Held	16,000	0	$12,089,600	−12.7%	26+	before history	1.48%
MTH	Meritage Homes CORP Consumer Cyclical	NEW	142,423	NEW	$11,942,168	NEW	1	$68.30	1.46%
OXY	Occidental Petroleum Corp Energy	Reduced	245,660	-950	$11,931,706	−25.6%	10	$52.66	1.46%
SLB	Slb Limited Energy	Reduced	255,095	-2,875	$11,859,366	−10.5%	26+	before history	1.45%
ACN	Accenture plc Technology	Reduced	90,024	-1,375	$11,202,586	−38.2%	26+	before history	1.37%
CHTR	Charter Communications, Inc. Communication Services	Reduced	72,995	-1,100	$10,380,618	−35.1%	2	$216.63	1.27%
AMZN	Amazon Com Inc Consumer Cyclical	Held	43,150	0	$10,284,371	+14.4%	2	$220.17	1.26%
LUV	Southwest Airlines Co Industrials	Held	183,927	0	$9,457,526	+36.9%	8	$30.81	1.16%
ALLE	Allegion plc Industrials	Reduced	63,323	-800	$8,896,248	−4.5%	26+	before history	1.09%
DG	Dollar General Corp Consumer Defensive	Held	75,958	0	$8,743,525	−3.0%	8	$90.35	1.07%
AEBI	Aebi Schmidt Holding AG Industrials	Held	691,953	0	$8,684,010	+29.2%	4	$11.46	1.06%
IT	Gartner Inc Technology	Reduced	57,544	-932	$7,458,853	−19.4%	26+	before history	0.91%
FISV	Fiserv Inc	Held	141,718	0	$6,951,267	−12.1%	4	$104.07	0.85%
FWONK	Liberty Media Corp Communication Services	Reduced	70,525	-3,750	$6,709,748	+6.3%	20	unpriced	0.82%
MSFT	Microsoft Corp Technology	Reduced	17,960	-450	$6,699,439	−1.7%	26+	before history	0.82%
COR	Cencora, Inc. Healthcare	Reduced	23,137	-400	$6,547,308	−11.5%	26+	before history	0.80%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	45,025	-1,075	$5,543,027	−23.6%	11	$113.38	0.68%
DFJ	WisdomTree Japan SmallCap Dividend Fund	Held	52,336	0	$5,511,504	+3.2%	8	unpriced	0.68%
EVTC	EVERTEC, Inc. Technology	Held	194,727	0	$5,409,516	−1.6%	26+	before history	0.66%
CTSH	Cognizant Technology Solutions Corp Technology	Reduced	133,364	-600	$5,165,187	−37.2%	26+	before history	0.63%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	92,638	-2,625	$4,000,108	−7.2%	26+	before history	0.49%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	NEW	16,400	NEW	$3,433,340	NEW	1	$187.06	0.42%
BUD	Anheuser-Busch InBev SA Consumer Defensive	Reduced	40,352	-2,900	$3,325,004	+10.8%	21	$70.39	0.41%
LLYVA	Liberty Live Holdings, Inc. Communication Services	Reduced	25,218	-700	$2,553,574	+7.5%	3	$83.24	0.31%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	2	0	$1,497,700	+4.3%	26+	before history	0.18%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	2,596	-78	$699,881	+4.7%	26+	before history	0.09%
LLYVK	Liberty Live Holdings, Inc. Communication Services	Reduced	3,242	-159	$342,484	+7.0%	3	$85.87	0.04%
DNOW	DNOW Inc. Industrials	Reduced	12,472	-212	$161,761	+7.1%	26+	before history	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.