SCHWERIN BOYLE CAPITAL MANAGEMENT INC

CIK

937522

Location

SPRINGFIELD, MA

Portfolio Value

Micro $26,823,537

Diversification

Diversified

Filing Date

Global Rank

#1,907 / 8,232 ▼ 23

Top Industry

Insurance - Diversified 14.9%

3Y Alpha vs SPY

-7.7%

Period ended 2 months ago

Filed May 14, 2026 · 31d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+45.7%

SPY

+76.3%

Annualised alpha

-7.5%

Max drawdown

−16.3%

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

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

Top 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	Positions
Financial Services	40.6%	$284,346,094	8
Industrials	13.1%	$92,092,949	9
Communication Services	11.7%	$81,918,952	4
Energy	11.4%	$80,096,819	4
Technology	9.8%	$68,607,463	6
Healthcare	5.2%	$36,510,784	3
Consumer Defensive	3.8%	$26,823,537	3
Consumer Cyclical	3.2%	$22,561,949	2
Unclassified	1.1%	$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
XOM	Exxon Mobil 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.

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

3 positions · $26,823,537 total · Consumer Defensive only · 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
KO	Coca Cola Co Consumer Defensive	Reduced	194,670	-25,580	$14,804,653	−3.9%	55.19%
DG	Dollar General Corp Consumer Defensive	Reduced	75,958	-9,243	$9,018,493	−20.3%	33.62%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Reduced	43,252	-475	$3,000,391	+7.1%	11.19%