SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Top Portfolio Positions
39 positions ·
$597,642,419 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
649,281 | $51,689,260 | 8.65% |
| META |
Meta Platforms, Inc.
Communication Services
|
78,379 | $44,842,977 | 7.50% |
| AXP |
American Express Co
Financial Services
|
143,404 | $43,376,841 | 7.26% |
| XOM |
Exxon Mobil Corp
Energy
|
201,162 | $34,129,144 | 5.71% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
111,613 | $32,832,080 | 5.49% |
| MA |
Mastercard Inc
Financial Services
|
49,510 | $24,738,166 | 4.14% |
| SPXC |
SPX Technologies, Inc.
Industrials
|
119,950 | $23,982,803 | 4.01% |
| AYI |
Acuity Inc. (De)
Industrials
|
74,063 | $20,753,933 | 3.47% |
| ST |
Sensata Technologies Holding plc
Technology
|
587,625 | $20,696,152 | 3.46% |
| VZ |
Verizon Communications Inc
Communication Services
|
372,614 | $18,705,222 | 3.13% |
Holdings in SPXC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,982,803 | 119,950 | Shares | Sole | 2026-05-14 | |
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