SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Top Portfolio Positions
40 positions ·
$700,866,411 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
215,409 | $103,223,992 | 14.73% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
649,281 | $51,689,260 | 7.38% | |
| META |
Meta Platforms, Inc.
Communication Services
|
78,379 | $44,842,977 | 6.40% | |
| AXP |
American Express Co
Financial Services
|
143,404 | $43,376,841 | 6.19% | |
| XOM |
Exxon Mobil Corp
Energy
|
201,162 | $34,129,144 | 4.87% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
111,613 | $32,832,080 | 4.68% | |
| MA |
Mastercard Inc
Financial Services
|
49,510 | $24,738,166 | 3.53% | |
| SPXC |
SPX Technologies, Inc.
Industrials
|
119,950 | $23,982,803 | 3.42% | |
| AYI |
Acuity Inc. (De)
Industrials
|
74,063 | $20,753,933 | 2.96% | |
| ST |
Sensata Technologies Holding plc
Technology
|
587,625 | $20,696,152 | 2.95% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ST
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,696,152 | 587,625 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,400,008 | 672,875 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,727,411 | 678,475 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,839,131 | 692,100 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,373,527 | 798,250 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,477,960 | 455,400 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,914,668 | 443,800 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,744,243 | 46,650 | Shares | Sole | 2024-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||