SCHWERIN BOYLE CAPITAL MANAGEMENT INC

CIK

937522

Location

SPRINGFIELD, MA

Portfolio Value

Small $666,737,267

Diversification

Diversified

Filing Date

Global Rank

#2,229 / 8,603 ▼ 130 · as of Mar 2026

Top Industry

Insurance - Diversified 15.7%

3Y Alpha vs SPY

-7.6%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+43.8%

SPY

+76.5%

Annualised alpha

-8.0%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

39 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.5%

−0.3 pts

Top 5

41.4%

−3.6 pts

Top 10

57.7%

−5.1 pts

HHI

545

Diversified−53

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	42.6%	$284,346,094	8
Industrials	13.8%	$92,092,949	9
Communication Services	12.3%	$81,918,952	4
Technology	10.3%	$68,607,463	6
Energy	6.9%	$45,967,675	3
Healthcare	5.5%	$36,510,784	3
Consumer Defensive	4.0%	$26,823,537	3
Consumer Cyclical	3.4%	$22,561,949	2
Unclassified	1.2%	$7,907,864	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added 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
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
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
ICE	Intercontinental Exchange, Inc.	−6,875	46,100	$7,250,608
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CHTR	Charter Communications, Inc. /Mo/	74,095	$15,995,628
AMZN	Amazon Com Inc	43,150	$8,986,850
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.

Portfolio Positions

Compact Export CSV View 13F filing

39 positions · $666,737,267 total · as of Mar 31, 2026

All sectors 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	215,409	-25,749	$103,223,992	−14.8%	15.48%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	649,281	-91,971	$51,689,260	−25.2%	7.75%
META	Meta Platforms, Inc. Communication Services	Reduced	78,379	-10,238	$44,842,977	−23.3%	6.73%
AXP	American Express Co Financial Services	Reduced	143,404	-15,925	$43,376,841	−26.4%	6.51%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	111,613	-7,930	$32,832,080	−14.8%	4.92%
MA	Mastercard Inc Financial Services	Reduced	49,510	-6,240	$24,738,166	−22.3%	3.71%
SPXC	SPX Technologies, Inc. Industrials	Reduced	119,950	-12,500	$23,982,803	−9.5%	3.60%
AYI	Acuity Inc. (De) Industrials	Reduced	74,063	-5,855	$20,753,933	−27.9%	3.11%
ST	Sensata Technologies Holding plc Technology	Reduced	587,625	-85,250	$20,696,152	−7.6%	3.10%
VZ	Verizon Communications Inc Communication Services	Reduced	372,614	-26,250	$18,705,222	+15.1%	2.81%
ACN	Accenture plc Technology	Reduced	91,399	-10,385	$18,123,507	−33.6%	2.72%
AGCO	Agco Corp /De Industrials	Reduced	150,336	-11,803	$17,419,432	+3.0%	2.61%
L	Loews Corp Financial Services	Reduced	158,576	-18,875	$16,926,402	−9.4%	2.54%
PSX	Phillips 66 Energy	Reduced	91,563	-2,928	$16,680,947	+36.8%	2.50%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	246,610	-27,778	$16,029,650	+42.1%	2.40%
CHTR	Charter Communications, Inc. /Mo/ Communication Services	NEW	74,095	NEW	$15,995,628	NEW	2.40%
PFE	Pfizer Inc Healthcare	Reduced	543,843	-40,925	$15,271,111	+4.9%	2.29%
KO	Coca Cola Co Consumer Defensive	Reduced	194,670	-25,580	$14,804,653	−3.9%	2.22%
MCK	Mckesson Corp Healthcare	Reduced	16,000	-7,550	$13,845,760	−28.3%	2.08%
GNTX	Gentex Corp Consumer Cyclical	Reduced	621,286	-74,432	$13,575,099	−16.1%	2.04%
SLB	Slb Limited/Nv Energy	Reduced	257,970	-17,375	$13,257,078	+25.4%	1.99%
ALLE	Allegion plc Industrials	Reduced	64,123	-4,217	$9,316,430	−14.4%	1.40%
IT	Gartner Inc Technology	Reduced	58,476	-5,525	$9,259,089	−42.7%	1.39%
DG	Dollar General Corp Consumer Defensive	Reduced	75,958	-9,243	$9,018,493	−20.3%	1.35%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	43,150	NEW	$8,986,850	NEW	1.35%
CTSH	Cognizant Technology Solutions Corp Technology	Reduced	133,964	-13,741	$8,218,691	−33.0%	1.23%
FISV	Fiserv Inc	Reduced	141,718	-17,082	$7,907,864	−25.9%	1.19%
COR	Cencora, Inc. Healthcare	Reduced	23,537	-3,688	$7,393,913	−19.6%	1.11%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	46,100	-6,875	$7,250,608	−15.5%	1.09%
LUV	Southwest Airlines Co Industrials	Reduced	183,927	-21,673	$6,910,137	−18.7%	1.04%
MSFT	Microsoft Corp Technology	Added	18,410	+10	$6,814,829	−23.4%	1.02%
AEBI	Aebi Schmidt Holding AG Industrials	Reduced	691,953	-82,106	$6,718,863	−31.4%	1.01%
XMTR	Xometry, Inc. Industrials	Reduced	151,127	-17,713	$6,172,026	−38.5%	0.93%
EVTC	EVERTEC, Inc. Technology	Reduced	194,727	-22,823	$5,495,195	−13.2%	0.82%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	95,263	-5,125	$4,308,745	−26.5%	0.65%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Reduced	43,252	-475	$3,000,391	+7.1%	0.45%
LLYVA	Liberty Live Holdings, Inc. Communication Services	Reduced	25,918	-6,649	$2,375,125	−10.5%	0.36%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	2,674	-318	$668,259	+4.6%	0.10%
DNOW	DNOW Inc. Industrials	Held	12,684	0	$151,066	−10.1%	0.02%