SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Filing Date
Global Rank
#2,185
/ 8,622
▼ 113
· as of Mar 2026
Top Industry
Insurance - Diversified
14.9%
3Y Alpha vs SPY
-7.2%
Period ended 4 months ago
Filed May 14, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+44.2%
SPY
+67.9%
Annualised alpha
-5.9%
Max drawdown
−16.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
40 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.7%
−0.5 pts
Top 5
39.6%
−4.0 pts
Top 10
57.1%
−4.1 pts
HHI
517
Diversified−53
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 40.6% | $284,346,094 |
| Industrials | 13.1% | $92,092,949 |
| Communication Services | 11.7% | $81,918,952 |
| Energy | 11.4% | $80,096,819 |
| Technology | 9.8% | $68,607,463 |
| Healthcare | 5.2% | $36,510,784 |
| Consumer Defensive | 3.8% | $26,823,537 |
| Consumer Cyclical | 3.2% | $22,561,949 |
| Unclassified | 1.1% | $7,907,864 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +10 | 18,410 | $6,814,829 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WFC | Wells Fargo & Company/Mn | −91,971 | 649,281 | $51,689,260 | |
| ST | Sensata Technologies Holding plc | −85,250 | 587,625 | $20,696,152 | |
| AEBI | Aebi Schmidt Holding AG | −82,106 | 691,953 | $6,718,863 | |
| GNTX | Gentex Corp | −74,432 | 621,286 | $13,575,099 | |
| PFE | Pfizer Inc | −40,925 | 543,843 | $15,271,111 | |
| OXY | Occidental Petroleum Corp /De/ | −27,778 | 246,610 | $16,029,650 | |
| VZ | Verizon Communications Inc | −26,250 | 372,614 | $18,705,222 | |
| BRK-B | Berkshire Hathaway Inc | −25,749 | 215,409 | $103,223,992 | |
| KO | Coca Cola Co | −25,580 | 194,670 | $14,804,653 | |
| EVTC | EVERTEC, Inc. | −22,823 | 194,727 | $5,495,195 | |
| LUV | Southwest Airlines Co | −21,673 | 183,927 | $6,910,137 | |
| L | Loews Corp | −18,875 | 158,576 | $16,926,402 | |
| XMTR | Xometry, Inc. | −17,713 | 151,127 | $6,172,026 | |
| SLB | Slb Limited/Nv | −17,375 | 257,970 | $13,257,078 | |
| FISV | Fiserv Inc | −17,082 | 141,718 | $7,907,864 | |
| AXP | American Express Co | −15,925 | 143,404 | $43,376,841 | |
| XOM | ExxonMobil Holdings Corp | −14,430 | 201,162 | $34,129,144 | |
| CTSH | Cognizant Technology Solutions Corp | −13,741 | 133,964 | $8,218,691 | |
| SPXC | SPX Technologies, Inc. | −12,500 | 119,950 | $23,982,803 | |
| AGCO | Agco Corp /De | −11,803 | 150,336 | $17,419,432 | |
| ACN | Accenture plc | −10,385 | 91,399 | $18,123,507 | |
| META | Meta Platforms, Inc. | −10,238 | 78,379 | $44,842,977 | |
| DG | Dollar General Corp | −9,243 | 75,958 | $9,018,493 | |
| JPM | Jpmorgan Chase & Co | −7,930 | 111,613 | $32,832,080 | |
| MCK | Mckesson Corp | −7,550 | 16,000 | $13,845,760 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IBM | International Business Machines Corp | 750 | $222,157 | |
| No positions match the current search. | ||||
40 tracked positions ·
$700,866,411 total
· filing declares
47 positions · $787,983,587
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 215,409 | $103,223,992 | 14.73% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 649,281 | $51,689,260 | 7.38% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 78,379 | $44,842,977 | 6.40% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 143,404 | $43,376,841 | 6.19% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 201,162 | $34,129,144 | 4.87% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 111,613 | $32,832,080 | 4.68% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 49,510 | $24,738,166 | 3.53% | |
| SPXC |
SPX Technologies, Inc.
Industrials
|
Reduced | 119,950 | $23,982,803 | 3.42% | |
| AYI |
Acuity Inc. (De)
Industrials
|
Reduced | 74,063 | $20,753,933 | 2.96% | |
| ST |
Sensata Technologies Holding plc
Technology
|
Reduced | 587,625 | $20,696,152 | 2.95% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 372,614 | $18,705,222 | 2.67% | |
| ACN |
Accenture plc
Technology
|
Reduced | 91,399 | $18,123,507 | 2.59% | |
| AGCO |
Agco Corp /De
Industrials
|
Reduced | 150,336 | $17,419,432 | 2.49% | |
| L |
Loews Corp
Financial Services
|
Reduced | 158,576 | $16,926,402 | 2.42% | |
| PSX |
Phillips 66
Energy
|
Reduced | 91,563 | $16,680,947 | 2.38% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Reduced | 246,610 | $16,029,650 | 2.29% | |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
NEW | 74,095 | $15,995,628 | 2.28% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 543,843 | $15,271,111 | 2.18% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 194,670 | $14,804,653 | 2.11% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 16,000 | $13,845,760 | 1.98% | |
| GNTX |
Gentex Corp
Consumer Cyclical
|
Reduced | 621,286 | $13,575,099 | 1.94% | |
| SLB |
Slb Limited/Nv
Energy
|
Reduced | 257,970 | $13,257,078 | 1.89% | |
| ALLE |
Allegion plc
Industrials
|
Reduced | 64,123 | $9,316,430 | 1.33% | |
| IT |
Gartner Inc
Technology
|
Reduced | 58,476 | $9,259,089 | 1.32% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Reduced | 75,958 | $9,018,493 | 1.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 43,150 | $8,986,850 | 1.28% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
Reduced | 133,964 | $8,218,691 | 1.17% | |
| FISV |
Fiserv Inc
|
Reduced | 141,718 | $7,907,864 | 1.13% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 23,537 | $7,393,913 | 1.05% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Reduced | 46,100 | $7,250,608 | 1.03% | |
| LUV |
Southwest Airlines Co
Industrials
|
Reduced | 183,927 | $6,910,137 | 0.99% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 18,410 | $6,814,829 | 0.97% | |
| AEBI |
Aebi Schmidt Holding AG
Industrials
|
Reduced | 691,953 | $6,718,863 | 0.96% | |
| XMTR |
Xometry, Inc.
Industrials
|
Reduced | 151,127 | $6,172,026 | 0.88% | |
| EVTC |
EVERTEC, Inc.
Technology
|
Reduced | 194,727 | $5,495,195 | 0.78% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Reduced | 95,263 | $4,308,745 | 0.61% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
Reduced | 43,252 | $3,000,391 | 0.43% | |
| LLYVA |
Liberty Live Holdings, Inc.
Communication Services
|
Reduced | 25,918 | $2,375,125 | 0.34% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
Reduced | 2,674 | $668,259 | 0.10% | |
| DNOW |
DNOW Inc.
Industrials
|
Held | 12,684 | $151,066 | 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.