SCHWERIN BOYLE CAPITAL MANAGEMENT INC

CIK

937522

Location

SPRINGFIELD, MA

Portfolio Value

Small $777,120,875

Diversification

Diversified

Filing Date

Global Rank

#2,255 / 8,700 ▲ 414

Top Industry

Insurance - Diversified 14.0%

Period ended 2 months ago

Filed Aug 7, 2026 · 37d

26 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

13.9%

+0.6 pts

Top 5

38.8%

+2.3 pts

Top 10

57.6%

+3.7 pts

HHI

490

Diversified+37

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	37.9%	$294,209,655	8
Communication Services	16.9%	$131,309,207	6
Industrials	15.0%	$116,192,582	9
Energy	8.5%	$65,987,245	4
Technology	8.1%	$62,621,047	6
Consumer Cyclical	4.9%	$37,926,436	3
Healthcare	4.0%	$31,393,119	3
Consumer Defensive	3.5%	$27,096,977	3
Unclassified	0.9%	$6,951,267	1
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/Mn	−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 /De	−4,900	145,436	$17,408,689
GOOGL	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
FWONA	Liberty Media Corp	−3,750	70,525	$6,709,748
VZ	Verizon Communications Inc	−3,550	369,064	$15,626,169
XOM	ExxonMobil Holdings Corp	−3,550	197,612	$27,017,512
BUD	Anheuser-Busch InBev SA/NV	−2,900	40,352	$3,325,004
SLB	Slb Limited/Nv	−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	213,068	$108,113,795
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
AYI	Acuity Inc. (De)	−1,375	72,688	$27,378,662
ACN	Accenture plc	−1,375	90,024	$11,202,586
META	Meta Platforms, Inc.	−1,165	77,214	$43,493,874
CHTR	Charter Communications, Inc. /Mo/	−1,100	72,995	$10,380,618
ICE	Intercontinental Exchange, Inc.	−1,075	45,025	$5,543,027
OXY	Occidental Petroleum Corp /De/	−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

3 positions

Ticker	Company	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	632,381	$15,651,429
VEU	Vanguard FTSE All-World Ex-US ETF	264,964	$14,321,304
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	52,336	$5,341,412
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 tracked positions · $777,120,875 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	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	213,068	-2,343	$108,113,795	+3.3%	13.91%
GOOGL	Alphabet Inc. Communication Services	Reduced	147,745	-4,705	$52,202,740	+19.4%	6.72%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	615,291	-33,990	$50,847,648	−1.6%	6.54%
AXP	American Express Co Financial Services	Reduced	139,529	-3,875	$47,195,684	+8.8%	6.07%
META	Meta Platforms, Inc. Communication Services	Reduced	77,214	-1,165	$43,493,874	−3.0%	5.60%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	109,913	-1,700	$35,977,822	+9.6%	4.63%
SPXC	SPX Technologies, Inc. Industrials	Reduced	117,955	-1,995	$28,919,027	+20.6%	3.72%
AYI	Acuity Inc. (De) Industrials	Reduced	72,688	-1,375	$27,378,662	+31.9%	3.52%
XOM	ExxonMobil Holdings Corp Energy	Reduced	197,612	-3,550	$27,017,512	−20.8%	3.48%
ST	Sensata Technologies Holding plc Technology	Reduced	558,975	-28,650	$26,685,466	+28.9%	3.43%
MA	Mastercard Inc Financial Services	Reduced	48,810	-700	$25,068,816	+1.3%	3.23%
L	Loews Corp Financial Services	Reduced	154,251	-4,325	$17,462,755	+3.2%	2.25%
AGCO	Agco Corp /De Industrials	Reduced	145,436	-4,900	$17,408,689	−0.1%	2.24%
GNTX	Gentex Corp Consumer Cyclical	Held	621,286	0	$15,699,897	+15.7%	2.02%
VZ	Verizon Communications Inc Communication Services	Reduced	369,064	-3,550	$15,626,169	−16.5%	2.01%
PSX	Phillips 66 Energy	Reduced	89,788	-1,775	$15,178,661	−9.0%	1.95%
KO	Coca Cola Co Consumer Defensive	Reduced	184,920	-9,750	$15,028,448	+1.5%	1.93%
XMTR	Xometry, Inc. Industrials	Held	151,127	0	$14,586,778	+136.3%	1.88%
PFE	Pfizer Inc Healthcare	Reduced	529,743	-14,100	$12,756,211	−16.5%	1.64%
MCK	Mckesson Corp Healthcare	Held	16,000	0	$12,089,600	−12.7%	1.56%
MTH	Meritage Homes CORP Consumer Cyclical	NEW	142,423	NEW	$11,942,168	NEW	1.54%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	245,660	-950	$11,931,706	−25.6%	1.54%
SLB	Slb Limited/Nv Energy	Reduced	255,095	-2,875	$11,859,366	−10.5%	1.53%
ACN	Accenture plc Technology	Reduced	90,024	-1,375	$11,202,586	−38.2%	1.44%
CHTR	Charter Communications, Inc. /Mo/ Communication Services	Reduced	72,995	-1,100	$10,380,618	−35.1%	1.34%
AMZN	Amazon Com Inc Consumer Cyclical	Held	43,150	0	$10,284,371	+14.4%	1.32%
LUV	Southwest Airlines Co Industrials	Held	183,927	0	$9,457,526	+36.9%	1.22%
ALLE	Allegion plc Industrials	Reduced	63,323	-800	$8,896,248	−4.5%	1.14%
DG	Dollar General Corp Consumer Defensive	Held	75,958	0	$8,743,525	−3.0%	1.13%
AEBI	Aebi Schmidt Holding AG Industrials	Held	691,953	0	$8,684,010	+29.2%	1.12%
IT	Gartner Inc Technology	Reduced	57,544	-932	$7,458,853	−19.4%	0.96%
FISV	Fiserv Inc	Held	141,718	0	$6,951,267	−12.1%	0.89%
FWONA	Liberty Media Corp Communication Services	Reduced	70,525	-3,750	$6,709,748	+6.3%	0.86%
MSFT	Microsoft Corp Technology	Reduced	17,960	-450	$6,699,439	−1.7%	0.86%
COR	Cencora, Inc. Healthcare	Reduced	23,137	-400	$6,547,308	−11.5%	0.84%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	45,025	-1,075	$5,543,027	−23.6%	0.71%
EVTC	EVERTEC, Inc. Technology	Held	194,727	0	$5,409,516	−1.6%	0.70%
CTSH	Cognizant Technology Solutions Corp Technology	Reduced	133,364	-600	$5,165,187	−37.2%	0.66%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	92,638	-2,625	$4,000,108	−7.2%	0.51%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	NEW	16,400	NEW	$3,433,340	NEW	0.44%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Reduced	40,352	-2,900	$3,325,004	+10.8%	0.43%
LLYVA	Liberty Live Holdings, Inc. Communication Services	Reduced	28,460	-859	$2,896,058	+7.5%	0.37%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	2,596	-78	$699,881	+4.7%	0.09%
DNOW	DNOW Inc. Industrials	Reduced	12,472	-212	$161,761	+7.1%	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.