SB

Schwerin Boyle Capital Management INC

Diversified strategyContrarianQuality / disciplined sizing

Total reported value

$788.0M

Reporting period: 2026-03-31 · Number of holdings: 47

SCHWERIN BOYLE CAPITAL MANAGEMENT INC disclosed 47 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $788.0M and a quarterly turnover rate of 26.2%.

Personality snowflake

Concentration
17.92
Portfolio Stability
26.2
Momentum/Contrarian
0
Sector conviction
67.23
Diversification
94
Sizing Uniformity
89.37

Recent moves

  • Trim GOOG

    -31.3%　-$25.9M

  • Add XOM

    -6.7%　$8.2M

  • Trim WFC

    -12.4%　-$17.4M

  • Trim AXP

    -10.0%　-$15.6M

  • Add OXY

    -10.1%　$4.7M

  • Add PSX

    -3.1%　$4.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BRK-BBerkshire Hathaway Inc-cl BStock-Other13.10%-0.18%-10.68%
2WFCWells Fargo & CoStock-Financials6.56%-1.01%-12.41%
3METAMeta Platforms Inc-class AStock-Comm Services5.69%-0.72%-11.55%
4GOOGAlphabet Inc-cl CStock-Comm Services5.55%-2.08%-31.34%
5AXPAmerican Express CoStock-Financials5.50%-0.96%-9.99%
6XOMExxon Mobil CORPStock-Energy4.33%+1.49%-6.69%
7JPMJpmorgan Chase & CoStock-Financials4.17%-0.05%-6.63%
8MAMastercard INC - AStock-Financials3.14%-0.35%-11.19%
9SPXCSpx Technologies INCStock-Industrials3.04%+0.14%-9.44%
10AYIAcuity INCStock-Industrials2.63%-0.52%-7.33%
11STSensata Technologies Holding plcStock-Tech2.63%+0.18%-12.67%
12VZVerizon Communications INCStock-Comm Services2.37%+0.59%-6.58%
13ACNAccenture plcStock-Tech2.30%-0.69%-10.20%
14AGCOAgco CORPStock-Industrials2.21%+0.36%-7.28%
15LLoews CORPStock-Financials2.15%+0.10%-10.64%
16PSXPhillips 66Stock-Energy2.12%+0.78%-3.10%
17OXYOccidental Petroleum CORPStock-Energy2.03%+0.79%-10.12%
18CHTRCharter Communications Inc-aStock-Comm Services2.03%+2.03%NEW
19SCHFSchwab Intl Equity ETFETF-Other1.99%+0.13%-10.49%
20PFEPfizer INCStock-Healthcare1.94%+0.34%-7.00%
21KOCoca-cola Co/theStock-Consumer Staples1.88%+0.19%-11.61%
22VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.82%+0.08%-10.49%
23MCKMckesson CORPStock-Healthcare1.76%-0.36%-32.06%
24GNTXGentex CORPStock-Consumer Disc1.72%-0.05%-10.70%
25SLBSlb LTDStock-Energy1.68%+0.52%-6.31%
26ALLEAllegion plcStock-Industrials1.18%-0.01%-6.17%
27ITGartner INCStock-Tech1.18%-0.59%-8.63%
28DGDollar General CORPStock-Consumer Staples1.14%-0.10%-10.85%
29AMZNAmazon.com INCStock-Consumer Disc1.14%+1.14%NEW
30CTSHCognizant Tech Solutions-aStock-Tech1.04%-0.30%-9.30%
31FISVFiserv INCStock-Other1.00%-0.17%-10.76%
32CORCencora INCStock-Healthcare0.94%-0.07%-13.55%
33ICEIntercontinental Exchange InStock-Financials0.92%-0.02%-12.98%
34LUVSouthwest Airlines CoStock-Industrials0.88%-0.05%-10.54%
35MSFTMicrosoft CORPStock-Tech0.86%-0.12%+0.05%
36✓ Stock-Other0.85%-0.22%-10.61%
37FWONKLiberty Media Corp-formula-cStock-Comm Services0.80%-0.01%-0.93%
38XMTRXometry Inc-aStock-Other0.78%-0.32%-10.49%
39EVTCEvertec INCStock-Other0.70%+0.01%-10.49%
40DFJWisdomtree Jpn S/c Dvd FundETF-Other0.68%+0.06%-10.49%
41PYPLPaypal Holdings INCStock-Financials0.55%-0.09%-5.11%
42BUDAnheuser-busch Inbev-spn AdrStock-Consumer Staples0.38%+0.07%-1.09%
43LLYVALiberty Live Holdings-aStock-Other0.30%+0.01%-20.42%
44BRK-ABerkshire Hathaway Inc-cl AStock-Other0.18%+0.01%—
45WABWabtec CORPStock-Industrials0.08%+0.01%-10.63%
46LLYVKLiberty Live Holdings-cStock-Other0.04%+0.01%-0.85%
47DNOWDnow INCStock-Other0.02%——

Holding changes this quarter

Schwerin Boyle Capital Management INC's most significant position changes for 2026-03-31: New buy: Charter Communications Inc-a (CHTR); New buy: Amazon.com INC (AMZN); Sold out: Intl Business Machines CORP (IBM); Trim: Alphabet Inc-cl C (GOOG) — shares -31.34%; Trim: Exxon Mobil CORP (XOM) — shares -6.69%.

Position changes disclosed by Schwerin Boyle Capital Management INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+1.5%-6.69%Trim
2OXYOccidental Petroleum CORP+0.8%-10.12%Trim
3PSXPhillips 66+0.8%-3.10%Trim
4VZVerizon Communications INC+0.6%-6.58%Trim
5SLBSlb LTD+0.5%-6.31%Trim
6AGCOAgco CORP+0.4%-7.28%Trim
7PFEPfizer INC+0.3%-7.00%Trim
8KOCoca-cola Co/the+0.2%-11.61%Trim
9STSensata Technologies Holding plc+0.2%-12.67%Trim
10SPXCSpx Technologies INC+0.1%-9.44%Trim
11SCHFSchwab Intl Equity ETF+0.1%-10.49%Trim
12LLoews CORP+0.1%-10.64%Trim
13VWOVanguard Ftse Emerging Marke+0.1%-10.49%Trim
14BUDAnheuser-busch Inbev-spn Adr+0.1%-1.09%Trim
15DFJWisdomtree Jpn S/c Dvd Fund+0.1%-10.49%Trim
16EVTCEvertec INC0%-10.49%Trim
17LLYVALiberty Live Holdings-a0%-20.42%Trim
18BRK-ABerkshire Hathaway Inc-cl A0%—Unchanged
19LLYVKLiberty Live Holdings-c0%-0.85%Trim
20WABWabtec CORP0%-10.63%Trim
21DNOWDnow INC——Unchanged
22ALLEAllegion plc0%-6.17%Trim
23FWONKLiberty Media Corp-formula-c0%-0.93%Trim
24ICEIntercontinental Exchange In0%-12.98%Trim
25JPMJpmorgan Chase & Co-0.1%-6.63%Trim
26GNTXGentex CORP-0.1%-10.70%Trim
27LUVSouthwest Airlines Co-0.1%-10.54%Trim
28CORCencora INC-0.1%-13.55%Trim
29PYPLPaypal Holdings INC-0.1%-5.11%Trim
30DGDollar General CORP-0.1%-10.85%Trim
31MSFTMicrosoft CORP-0.1%+0.05%Add
32FISVFiserv INC-0.2%-10.76%Trim
33BRK-BBerkshire Hathaway Inc-cl B-0.2%-10.68%Trim
34✓ -0.2%-10.61%Trim
35CTSHCognizant Tech Solutions-a-0.3%-9.30%Trim
36XMTRXometry Inc-a-0.3%-10.49%Trim
37MAMastercard INC - A-0.4%-11.19%Trim
38MCKMckesson CORP-0.4%-32.06%Trim
39AYIAcuity INC-0.5%-7.33%Trim
40ITGartner INC-0.6%-8.63%Trim
41ACNAccenture plc-0.7%-10.20%Trim
42METAMeta Platforms Inc-class A-0.7%-11.55%Trim
43AXPAmerican Express Co-1%-9.99%Trim
44WFCWells Fargo & Co-1%-12.41%Trim
45GOOGAlphabet Inc-cl C-2.1%-31.34%Trim
46CHTRCharter Communications Inc-a—NEWNew buy
47AMZNAmazon.com INC—NEWNew buy
48IBMIntl Business Machines CORP—EXITSold out

FAQ

What is Schwerin Boyle Capital Management INC and what type of investor is it?
Schwerin Boyle Capital Management INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $788.0M, spread across 47 disclosed positions.
What are Schwerin Boyle Capital Management INC's largest equity positions?
Based on the latest 13F filing, Schwerin Boyle Capital Management INC's top holdings by market value are: 1. Berkshire Hathaway Inc-cl B (BRK-B) — $103.2M (13.1%) 2. Wells Fargo & Co (WFC) — $51.7M (6.6%) 3. Meta Platforms Inc-class A (META) — $44.8M (5.7%) 4. Alphabet Inc-cl C (GOOG) — $43.7M (5.5%) 5. American Express Co (AXP) — $43.4M (5.5%)
What changes did Schwerin Boyle Capital Management INC make in its most recent portfolio filing?
In the latest reported quarter, Schwerin Boyle Capital Management INC made 46 notable position adjustments: 2 new positions were initiated, 1 existing holdings were added to, 42 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Charter Communications Inc-a (CHTR); New buy: Amazon.com INC (AMZN); Sold out: Intl Business Machines CORP (IBM); Trim: Alphabet Inc-cl C (GOOG) — shares -31.34%; Trim: Exxon Mobil CORP (XOM) — shares -6.69%
What sectors does Schwerin Boyle Capital Management INC focus on?
Schwerin Boyle Capital Management INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 39.4% • Communication Services: 17.9% • Energy: 11.1% • Industrials: 10.9% • Information Technology: 8.7% • Health Care: 5.1%