Schwerin Boyle Capital Management INC 13F Holdings Overview (47 Positions)

CIK: 0000937522

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%.

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Personality snowflake

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

Schwerin Boyle Capital Management INC's disclosed holdings carry a Herfindahl concentration index of 0.045 — mathematically equivalent to about 22 equally-sized positions, well below its 47 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.06), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

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

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	13.10%	-0.18%	-10.68%
2	WFC	Wells Fargo & Co	Stock-Financials	6.56%	-1.01%	-12.41%
3	META	Meta Platforms Inc-class A	Stock-Comm Services	5.69%	-0.72%	-11.55%
4	GOOG	Alphabet Inc-cl C	Stock-Comm Services	5.55%	-2.08%	-31.34%
5	AXP	American Express Co	Stock-Financials	5.50%	-0.96%	-9.99%
6	XOM	Exxon Mobil CORP	Stock-Energy	4.33%	+1.49%	-6.69%
7	JPM	Jpmorgan Chase & Co	Stock-Financials	4.17%	-0.05%	-6.63%
8	MA	Mastercard INC - A	Stock-Financials	3.14%	-0.35%	-11.19%
9	SPXC	Spx Technologies INC	Stock-Industrials	3.04%	+0.14%	-9.44%
10	AYI	Acuity INC	Stock-Industrials	2.63%	-0.52%	-7.33%
11	ST	Sensata Technologies Holding plc	Stock-Tech	2.63%	+0.18%	-12.67%
12	VZ	Verizon Communications INC	Stock-Comm Services	2.37%	+0.59%	-6.58%
13	ACN	Accenture plc	Stock-Tech	2.30%	-0.69%	-10.20%
14	AGCO	Agco CORP	Stock-Industrials	2.21%	+0.36%	-7.28%
15	L	Loews CORP	Stock-Financials	2.15%	+0.10%	-10.64%
16	PSX	Phillips 66	Stock-Energy	2.12%	+0.78%	-3.10%
17	OXY	Occidental Petroleum CORP	Stock-Energy	2.03%	+0.79%	-10.12%
18	CHTR	Charter Communications Inc-a	Stock-Comm Services	2.03%	+2.03%	NEW
19	SCHF	Schwab Intl Equity ETF	ETF-Other	1.99%	+0.13%	-10.49%
20	PFE	Pfizer INC	Stock-Healthcare	1.94%	+0.34%	-7.00%
21	KO	Coca-cola Co/the	Stock-Consumer Staples	1.88%	+0.19%	-11.61%
22	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.82%	+0.08%	-10.49%
23	MCK	Mckesson CORP	Stock-Healthcare	1.76%	-0.36%	-32.06%
24	GNTX	Gentex CORP	Stock-Consumer Disc	1.72%	-0.05%	-10.70%
25	SLB	Slb LTD	Stock-Energy	1.68%	+0.52%	-6.31%
26	ALLE	Allegion plc	Stock-Industrials	1.18%	-0.01%	-6.17%
27	IT	Gartner INC	Stock-Tech	1.18%	-0.59%	-8.63%
28	DG	Dollar General CORP	Stock-Consumer Staples	1.14%	-0.10%	-10.85%
29	AMZN	Amazon.com INC	Stock-Consumer Disc	1.14%	+1.14%	NEW
30	CTSH	Cognizant Tech Solutions-a	Stock-Tech	1.04%	-0.30%	-9.30%
31	FISV	Fiserv INC	Stock-Other	1.00%	-0.17%	-10.76%
32	COR	Cencora INC	Stock-Healthcare	0.94%	-0.07%	-13.55%
33	ICE	Intercontinental Exchange In	Stock-Financials	0.92%	-0.02%	-12.98%
34	LUV	Southwest Airlines Co	Stock-Industrials	0.88%	-0.05%	-10.54%
35	MSFT	Microsoft CORP	Stock-Tech	0.86%	-0.12%	+0.05%
36	✓		Stock-Other	0.85%	-0.22%	-10.61%
37	FWONK	Liberty Media Corp-formula-c	Stock-Comm Services	0.80%	-0.01%	-0.93%
38	XMTR	Xometry Inc-a	Stock-Other	0.78%	-0.32%	-10.49%
39	EVTC	Evertec INC	Stock-Other	0.70%	+0.01%	-10.49%
40	DFJ	Wisdomtree Jpn S/c Dvd Fund	ETF-Other	0.68%	+0.06%	-10.49%
41	PYPL	Paypal Holdings INC	Stock-Financials	0.55%	-0.09%	-5.11%
42	BUD	Anheuser-busch Inbev-spn Adr	Stock-Consumer Staples	0.38%	+0.07%	-1.09%
43	LLYVA	Liberty Live Holdings-a	Stock-Other	0.30%	+0.01%	-20.42%
44	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.18%	+0.01%	—
45	WAB	Wabtec CORP	Stock-Industrials	0.08%	+0.01%	-10.63%
46	LLYVK	Liberty Live Holdings-c	Stock-Other	0.04%	+0.01%	-0.85%
47	DNOW	Dnow INC	Stock-Other	0.02%	—	—

Portfolio Performance

Performance for Q3 2026

+1.5%

Performance Last 4 Quarters

+10.5%

Based on 74% of reported portfolio value with available pricing

Stdev: +14.4%
Beta: +0.94
Alpha: -2.7%
Max Drawdown: -13.4%
Annualized Perf: +14.6%
Batting Avg vs S&P: +52.8%
Sortino: +1.88
Stutzer: +0.3
Treynor: +0.16
Sterling: +0.76
Calmar: +1.1
Information Ratio: -0.5
Tracking Error: +7.4%
Stdev Down: +7.8%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +40.5%
Worst 12 Months: +5.5%
Efficiency Ratio: +0.39
Sharpe: +1.02
Stdev Sectors: +11.1%
Skewness: -0.04
Kurtosis: -0.79
Upside Potential: +3.67

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	47	$788.0M	26	1BRK-B 2WFC 3META Top holdings2026-03-31 1.BRK-B 2.WFC 3.META 4.GOOG 5.AXP 6.XOM 7.JPM 8.MA 9.SPXC 10.AYI
2025-12-31	46	$912.7M	13	1BRK-B 2GOOG 3WFC Top holdings2025-12-31 1.BRK-B 2.GOOG 3.WFC 4.AXP 5.META 6.JPM 7.MA 8.AYI 9.ACN 10.SPXC
2025-09-30	47	$914.9M	28	1BRK-B 2META 3WFC Top holdings2025-09-30 1.BRK-B 2.META 3.WFC 4.GOOG 5.AXP 6.JPM 7.MA 8.AYI 9.ACN 10.SPXC
2025-06-30	51	$897.0M	0	1BRK-B 2META 3WFC Top holdings2025-06-30 1.BRK-B 2.META 3.WFC 4.AXP 5.GOOG 6.JPM 7.MA 8.ACN 9.IT 10.KMX
2025-03-31	53	$970.1M	100	1BRK-B 2META 3WFC Top holdings2025-03-31 1.BRK-B 2.META 3.WFC 4.AXP 5.GOOG 6.ACN 7.MA 8.JPM 9.KMX 10.IT
2024-12-31	53	$974.9M	0	1BRK-B 2META 3WFC Top holdings2024-12-31 1.BRK-B 2.META 3.WFC 4.AXP 5.GOOG 6.ACN 7.IT 8.JPM 9.KMX 10.MA
2024-09-30	53	$954.6M	0	1BRK-B 2META 3AXP Top holdings2024-09-30 1.BRK-B 2.META 3.AXP 4.WFC 5.GOOG 6.ACN 7.IT 8.KMX 9.MA 10.JPM
2024-06-30	51	$953.4M	0	1BRK-B 2META 3GOOG Top holdings2024-06-30 1.BRK-B 2.META 3.GOOG 4.WFC 5.AXP 6.ACN 7.IT 8.SPXC 9.AAPL 10.KMX
2024-03-31	52	$1.0B	0	1BRK-B 2META 3AXP Top holdings2024-03-31 1.BRK-B 2.META 3.AXP 4.WFC 5.GOOG 6.ACN 7.KMX 8.IT 9.MA 10.XOM
2023-12-31	52	$894.7M	0	1BRK-B 2META 3AXP Top holdings2023-12-31 1.BRK-B 2.META 3.AXP 4.ACN 5.WFC 6.GOOG 7.IT 8.KMX 9.AAPL 10.MA
2023-09-30	52	$851.8M	0	1BRK-B 2META 3AXP Top holdings2023-09-30 1.BRK-B 2.META 3.AXP 4.ACN 5.WFC 6.GOOG 7.KMX 8.XOM 9.AAPL 10.MA
2023-06-30	47	$1.1B	0	1BRK-B 2META 3AXP Top holdings2023-06-30 1.BRK-B 2.META 3.AXP 4.ACN 5.WFC 6.GOOG 7.KMX 8.IT 9.BAC 10.MA
2023-03-31	44	$973.4M	0	1BRK-B 2GOOG 3AXP Top holdings2023-03-31 1.BRK-B 2.GOOG 3.AXP 4.ACN 5.META 6.WFC 7.BAC 8.IT 9.XOM 10.MA
2022-12-31	46	$991.5M	0	1BRK-B 2GOOG 3AXP Top holdings2022-12-31 1.BRK-B 2.GOOG 3.AXP 4.WFC 5.ACN 6.BAC 7.IT 8.XOM 9.MA 10.AGCO
2022-09-30	47	$918.5M	0	1BRK-B202079k3WFC Top holdings2022-09-30 1.BRK-B 2.02079k 3.WFC 4.AXP 5.ACN 6.BAC 7.IT 8.XOM 9.AAPL 10.MA
2022-06-30	48	$979.8M	0	1BRK-B202079k3ACN Top holdings2022-06-30 1.BRK-B 2.02079k 3.ACN 4.WFC 5.AXP 6.BAC 7.IT 8.KMX 9.MA 10.XOM
2022-03-31	48	$1.2B	0	1BRK-B202079k3AXP Top holdings2022-03-31 1.BRK-B 2.02079k 3.AXP 4.ACN 5.WFC 6.BAC 7.IT 8.AGCO 9.AAPL 10.MA
2021-12-31	48	$1.2B	0	1BRK-B202079k3ACN Top holdings2021-12-31 1.BRK-B 2.02079k 3.ACN 4.BAC 5.WFC 6.IT 7.AXP 8.KMX 9.AAPL 10.MA
2021-09-30	48	$1.2B	0	1BRK-B202079k3BAC Top holdings2021-09-30 1.BRK-B 2.02079k 3.BAC 4.WFC 5.ACN 6.AXP 7.IT 8.KMX 9.MA 10.META
2021-06-30	47	$1.2B	96	1BRK-B202079k3BAC Top holdings2021-06-30 1.BRK-B 2.02079k 3.BAC 4.WFC 5.AXP 6.ACN 7.BABA 8.IT 9.KMX 10.MA
2021-03-31	47	$1.1B	22	1BRK-B202079k3BAC Top holdings2021-03-31 1.BRK-B 2.02079k 3.BAC 4.ACN 5.GM 6.WFC 7.AXP 8.KMX 9.MA 10.AGCO
2020-12-31	50	$1.1B	21	1BRK-B202079k3AAPL Top holdings2020-12-31 1.BRK-B 2.02079k 3.AAPL 4.ACN 5.WFC 6.BAC 7.AXP 8.MA 9.GM 10.KMX
2020-09-30	45	$871.3M	14	1BRK-B202079k3AAPL Top holdings2020-09-30 1.BRK-B 2.02079k 3.AAPL 4.ACN 5.BAC 6.MA 7.AXP 8.GM 9.KMX 10.WFC
2020-06-30	44	$795.4M	24	1BRK-B202079k3ACN Top holdings2020-06-30 1.BRK-B 2.02079k 3.ACN 4.BAC 5.AAPL 6.AXP 7.MA 8.KMX 9.WFC 10.IT
2020-03-31	48	$716.3M	43	1BRK-B202079k3BAC Top holdings2020-03-31 1.BRK-B 2.02079k 3.BAC 4.WFC 5.ACN 6.AXP 7.AAPL 8.MA 9.IT 10.KMX
2019-12-31	48	$1.0B	19	1BRK-B 2WFC 3BAC Top holdings2019-12-31 1.BRK-B 2.WFC 3.BAC 4.AXP 5.02079k 6.ACN 7.AAPL 8.GM 9.MA 10.KMX
2019-09-30	53	$969.9M	11	1BRK-B 2WFC 3BAC Top holdings2019-09-30 1.BRK-B 2.WFC 3.BAC 4.AXP 5.02079k 6.ACN 7.GM 8.KMX 9.MA 10.IT
2019-06-30	54	$957.3M	17	1BRK-B 2WFC 3AXP Top holdings2019-06-30 1.BRK-B 2.WFC 3.AXP 4.BAC 5.ACN 6.02079k 7.GM 8.IT 9.KMX 10.MA
2019-03-31	55	$910.6M	33	1BRK-B 2AXP 3BAC Top holdings2019-03-31 1.BRK-B 2.AXP 3.BAC 4.02079k 5.WFC 6.ACN 7.GM 8.g47791 9.IT 10.MA
2018-12-31	58	$796.5M	23	1BRK-B 2BAC 3AXP Top holdings2018-12-31 1.BRK-B 2.BAC 3.AXP 4.WFC 5.GM 6.ACN 7.g47791 8.IT 9.MA 10.JPM
2018-09-30	61	$941.6M	18	1BRK-B 2BAC 3AXP Top holdings2018-09-30 1.BRK-B 2.BAC 3.AXP 4.ACN 5.IT 6.g47791 7.GM 8.WFC 9.MA 10.JPM
2018-06-30	61	$912.5M	24	1BRK-B 2MA 3BAC Top holdings2018-06-30 1.BRK-B 2.MA 3.BAC 4.AXP 5.GM 6.ACN 7.WFC 8.IT 9.g47791 10.MDREUR
2018-03-31	62	$910.7M	11	1BRK-B 2MA 3BAC Top holdings2018-03-31 1.BRK-B 2.MA 3.BAC 4.AXP 5.ACN 6.WFC 7.GM 8.g47791 9.IT 10.IBM
2017-12-31	64	$917.2M	12	1BRK-B 2BAC 3AXP Top holdings2017-12-31 1.BRK-B 2.BAC 3.AXP 4.MA 5.WFC 6.GM 7.ACN 8.g47791 9.IT 10.AGCO
2017-09-30	65	$887.4M	12	1BRK-B 2MA 3AXP Top holdings2017-09-30 1.BRK-B 2.MA 3.AXP 4.GM 5.WFC 6.BAC 7.ACN 8.g47791 9.IT 10.AGCO
2017-06-30	64	$851.4M	16	1BRK-B 2AXP 3WFC Top holdings2017-06-30 1.BRK-B 2.AXP 3.WFC 4.MA 5.GM 6.g47791 7.BAC 8.ACN 9.IT 10.AGCO
2017-03-31	62	$817.2M	14	1BRK-B 2WFC 3AXP Top holdings2017-03-31 1.BRK-B 2.WFC 3.AXP 4.MA 5.GM 6.BAC 7.ACN 8.g47791 9.AEP 10.AGCO
2016-12-31	63	$808.3M	22	1BRK-B 2WFC 3AXP Top holdings2016-12-31 1.BRK-B 2.WFC 3.AXP 4.GM 5.MA 6.AEP 7.ACN 8.BAC 9.g47791 10.AGCO
2016-09-30	65	$721.2M	13	1BRK-B 2ACN 3MA Top holdings2016-09-30 1.BRK-B 2.ACN 3.MA 4.WFC 5.AXP 6.AEP 7.g47791 8.GM 9.IBM 10.AGCO
2016-06-30	67	$697.2M	13	1BRK-B 2ACN 3WFC Top holdings2016-06-30 1.BRK-B 2.ACN 3.WFC 4.AEP 5.AXP 6.MA 7.g47791 8.IBM 9.GM 10.AGCO
2016-03-31	68	$711.9M	12	1BRK-B 2ACN 3WFC Top holdings2016-03-31 1.BRK-B 2.ACN 3.WFC 4.AEP 5.MA 6.AXP 7.GM 8.g47791 9.AGCO 10.IBM
2015-12-31	69	$720.3M	10	1BRK-B 2ACN 3WFC Top holdings2015-12-31 1.BRK-B 2.ACN 3.WFC 4.AXP 5.MA 6.AEP 7.GM 8.BAC 9.g47791 10.AGCO
2015-09-30	71	$696.7M	18	1BRK-B 2ACN 3WFC Top holdings2015-09-30 1.BRK-B 2.ACN 3.WFC 4.AXP 5.MA 6.AGCO 7.AEP 8.GM 9.BAC 10.IBM
2015-06-30	72	$762.0M	19	1BRK-B 2ACN 3WFC Top holdings2015-06-30 1.BRK-B 2.ACN 3.WFC 4.AXP 5.AGCO 6.MA 7.EBAY 8.AEP 9.GM 10.g47791
2015-03-31	66	$712.3M	15	1BRK-B 2ACN 3WFC Top holdings2015-03-31 1.BRK-B 2.ACN 3.WFC 4.AXP 5.GM 6.MA 7.EBAY 8.g47791 9.AEP 10.AGCO
2014-12-31	65	$737.7M	11	1BRK-B 2AXP 3ACN Top holdings2014-12-31 1.BRK-B 2.AXP 3.ACN 4.WFC 5.EBAY 6.MA 7.GM 8.AEP 9.g47791 10.BAC
2014-09-30	63	$716.4M	11	1BRK-B 2AXP 3WFC Top holdings2014-09-30 1.BRK-B 2.AXP 3.WFC 4.ACN 5.EBAY 6.AEP 7.GM 8.MA 9.BAC 10.NOVEUR
2014-06-30	63	$693.1M	11	1BRK-B 2AXP 3WFC Top holdings2014-06-30 1.BRK-B 2.AXP 3.WFC 4.ACN 5.GM 6.AEP 7.NOVEUR 8.g47791 9.MA 10.EBAY
2014-03-31	65	$701.1M	24	1BRK-B 2AXP 3WFC Top holdings2014-03-31 1.BRK-B 2.AXP 3.WFC 4.ACN 5.GM 6.EBAY 7.AEP 8.BAC 9.MA 10.g47791
2013-12-31	65	$712.1M	13	1BRK-B 2AXP 3ACN Top holdings2013-12-31 1.BRK-B 2.AXP 3.ACN 4.WFC 5.GM 6.AEP 7.MA 8.EBAY 9.g47791 10.26483E
2013-09-30	66	$659.0M	22	1BRK-B 2AXP 3ACN Top holdings2013-09-30 1.BRK-B 2.AXP 3.ACN 4.WFC 5.GM 6.EBAY 7.g47791 8.AEP 9.MA 10.BAC
2013-06-30	64	$622.4M	0	1BRK-B 2AXP 3ACN Top holdings2013-06-30 1.BRK-B 2.AXP 3.ACN 4.WFC 5.GM 6.EBAY 7.AEP 8.g47791 9.JNJ 10.MA

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
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	XOM	Exxon Mobil CORP	+1.5%	-6.69%	Trim
2	OXY	Occidental Petroleum CORP	+0.8%	-10.12%	Trim
3	PSX	Phillips 66	+0.8%	-3.10%	Trim
4	VZ	Verizon Communications INC	+0.6%	-6.58%	Trim
5	SLB	Slb LTD	+0.5%	-6.31%	Trim
6	AGCO	Agco CORP	+0.4%	-7.28%	Trim
7	PFE	Pfizer INC	+0.3%	-7.00%	Trim
8	KO	Coca-cola Co/the	+0.2%	-11.61%	Trim
9	ST	Sensata Technologies Holding plc	+0.2%	-12.67%	Trim
10	SPXC	Spx Technologies INC	+0.1%	-9.44%	Trim
11	SCHF	Schwab Intl Equity ETF	+0.1%	-10.49%	Trim
12	L	Loews CORP	+0.1%	-10.64%	Trim
13	VWO	Vanguard Ftse Emerging Marke	+0.1%	-10.49%	Trim
14	BUD	Anheuser-busch Inbev-spn Adr	+0.1%	-1.09%	Trim
15	DFJ	Wisdomtree Jpn S/c Dvd Fund	+0.1%	-10.49%	Trim
16	EVTC	Evertec INC	0%	-10.49%	Trim
17	LLYVA	Liberty Live Holdings-a	0%	-20.42%	Trim
18	BRK-A	Berkshire Hathaway Inc-cl A	0%	—	Unchanged
19	LLYVK	Liberty Live Holdings-c	0%	-0.85%	Trim
20	WAB	Wabtec CORP	0%	-10.63%	Trim
21	DNOW	Dnow INC	—	—	Unchanged
22	ALLE	Allegion plc	0%	-6.17%	Trim
23	FWONK	Liberty Media Corp-formula-c	0%	-0.93%	Trim
24	ICE	Intercontinental Exchange In	0%	-12.98%	Trim
25	JPM	Jpmorgan Chase & Co	-0.1%	-6.63%	Trim
26	GNTX	Gentex CORP	-0.1%	-10.70%	Trim
27	LUV	Southwest Airlines Co	-0.1%	-10.54%	Trim
28	COR	Cencora INC	-0.1%	-13.55%	Trim
29	PYPL	Paypal Holdings INC	-0.1%	-5.11%	Trim
30	DG	Dollar General CORP	-0.1%	-10.85%	Trim
31	MSFT	Microsoft CORP	-0.1%	+0.05%	Add
32	FISV	Fiserv INC	-0.2%	-10.76%	Trim
33	BRK-B	Berkshire Hathaway Inc-cl B	-0.2%	-10.68%	Trim
34	✓		-0.2%	-10.61%	Trim
35	CTSH	Cognizant Tech Solutions-a	-0.3%	-9.30%	Trim
36	XMTR	Xometry Inc-a	-0.3%	-10.49%	Trim
37	MA	Mastercard INC - A	-0.4%	-11.19%	Trim
38	MCK	Mckesson CORP	-0.4%	-32.06%	Trim
39	AYI	Acuity INC	-0.5%	-7.33%	Trim
40	IT	Gartner INC	-0.6%	-8.63%	Trim
41	ACN	Accenture plc	-0.7%	-10.20%	Trim
42	META	Meta Platforms Inc-class A	-0.7%	-11.55%	Trim
43	AXP	American Express Co	-1%	-9.99%	Trim
44	WFC	Wells Fargo & Co	-1%	-12.41%	Trim
45	GOOG	Alphabet Inc-cl C	-2.1%	-31.34%	Trim
46	CHTR	Charter Communications Inc-a	—	NEW	New buy
47	AMZN	Amazon.com INC	—	NEW	New buy
48	IBM	Intl Business Machines CORP	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-14	13F-HR	View on EDGAR
2025-12-31	2026-02-12	13F-HR	View on EDGAR
2025-09-30	2025-11-13	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-14	13F-HR	View on EDGAR
2024-12-31	2025-02-13	13F-HR	View on EDGAR
2024-09-30	2024-11-13	13F-HR	View on EDGAR
2024-06-30	2024-08-13	13F-HR	View on EDGAR
2024-03-31	2024-05-14	13F-HR	View on EDGAR
2023-12-31	2024-02-13	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
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2023-03-31	2023-05-12	13F-HR	View on EDGAR
2022-12-31	2023-02-09	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-13	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
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2013-06-30	2013-08-14	13F-HR	View on EDGAR

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%

Peer Institutions

Institutions with a similar AUM

Strategic Wealth Investment Group, LLC

CIK 0001802365

Total reported value

$788.1M

94 stks

2026-03-31

Concentration10.9

Portfolio Stability8.8

Sector conviction46.1

AUM within 0.0% of this institution

View detail

Thrive Wealth Management, LLC

CIK 0001847610

Total reported value

$787.1M

260 stks

2026-06-30

Concentration47.3

Portfolio Stability18.7

Sector conviction58.6

AUM within 0.1% of this institution

View detail

V3 Holding Ltd

CIK 0001887845

Total reported value

$789.1M

2 stks

2026-03-31

Concentration100.0

Portfolio Stability13.7

Sector conviction100.0

AUM within 0.1% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Rhodes Investment Advisors INC /adv

CIK 0001005186

Total reported value

$116.1M

116 stks

2026-03-31

Concentration7.2

Portfolio Stability25.8

Sector conviction49.2

3 of the top 5 holdings overlap, including Berkshire Hathaway Inc-cl B

View detail

Parthenon LLC

CIK 0001088859

Total reported value

$874.7M

127 stks

2026-03-31

Concentration13.6

Portfolio Stability15.2

Sector conviction51.8

3 of the top 5 holdings overlap, including Berkshire Hathaway Inc-cl B

View detail

Greystone Investment Management LLC

CIK 0001166741

Total reported value

$195.4M

45 stks

2018-12-31

Stale — no recent filing

Concentration15.5

Portfolio Stability18.9

Sector conviction83.6

3 of the top 5 holdings overlap, including Alphabet Inc-cl C

View detail

Schwerin Boyle Capital Management INC 13F Holdings Overview (47 Positions)

CIK: 0000937522

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%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "S"

Personality snowflake

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

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.06), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

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

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	13.10%	-0.18%	-10.68%
2	WFC	Wells Fargo & Co	Stock-Financials	6.56%	-1.01%	-12.41%
3	META	Meta Platforms Inc-class A	Stock-Comm Services	5.69%	-0.72%	-11.55%
4	GOOG	Alphabet Inc-cl C	Stock-Comm Services	5.55%	-2.08%	-31.34%
5	AXP	American Express Co	Stock-Financials	5.50%	-0.96%	-9.99%
6	XOM	Exxon Mobil CORP	Stock-Energy	4.33%	+1.49%	-6.69%
7	JPM	Jpmorgan Chase & Co	Stock-Financials	4.17%	-0.05%	-6.63%
8	MA	Mastercard INC - A	Stock-Financials	3.14%	-0.35%	-11.19%
9	SPXC	Spx Technologies INC	Stock-Industrials	3.04%	+0.14%	-9.44%
10	AYI	Acuity INC	Stock-Industrials	2.63%	-0.52%	-7.33%
11	ST	Sensata Technologies Holding plc	Stock-Tech	2.63%	+0.18%	-12.67%
12	VZ	Verizon Communications INC	Stock-Comm Services	2.37%	+0.59%	-6.58%
13	ACN	Accenture plc	Stock-Tech	2.30%	-0.69%	-10.20%
14	AGCO	Agco CORP	Stock-Industrials	2.21%	+0.36%	-7.28%
15	L	Loews CORP	Stock-Financials	2.15%	+0.10%	-10.64%
16	PSX	Phillips 66	Stock-Energy	2.12%	+0.78%	-3.10%
17	OXY	Occidental Petroleum CORP	Stock-Energy	2.03%	+0.79%	-10.12%
18	CHTR	Charter Communications Inc-a	Stock-Comm Services	2.03%	+2.03%	NEW
19	SCHF	Schwab Intl Equity ETF	ETF-Other	1.99%	+0.13%	-10.49%
20	PFE	Pfizer INC	Stock-Healthcare	1.94%	+0.34%	-7.00%
21	KO	Coca-cola Co/the	Stock-Consumer Staples	1.88%	+0.19%	-11.61%
22	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.82%	+0.08%	-10.49%
23	MCK	Mckesson CORP	Stock-Healthcare	1.76%	-0.36%	-32.06%
24	GNTX	Gentex CORP	Stock-Consumer Disc	1.72%	-0.05%	-10.70%
25	SLB	Slb LTD	Stock-Energy	1.68%	+0.52%	-6.31%
26	ALLE	Allegion plc	Stock-Industrials	1.18%	-0.01%	-6.17%
27	IT	Gartner INC	Stock-Tech	1.18%	-0.59%	-8.63%
28	DG	Dollar General CORP	Stock-Consumer Staples	1.14%	-0.10%	-10.85%
29	AMZN	Amazon.com INC	Stock-Consumer Disc	1.14%	+1.14%	NEW
30	CTSH	Cognizant Tech Solutions-a	Stock-Tech	1.04%	-0.30%	-9.30%
31	FISV	Fiserv INC	Stock-Other	1.00%	-0.17%	-10.76%
32	COR	Cencora INC	Stock-Healthcare	0.94%	-0.07%	-13.55%
33	ICE	Intercontinental Exchange In	Stock-Financials	0.92%	-0.02%	-12.98%
34	LUV	Southwest Airlines Co	Stock-Industrials	0.88%	-0.05%	-10.54%
35	MSFT	Microsoft CORP	Stock-Tech	0.86%	-0.12%	+0.05%
36	✓		Stock-Other	0.85%	-0.22%	-10.61%
37	FWONK	Liberty Media Corp-formula-c	Stock-Comm Services	0.80%	-0.01%	-0.93%
38	XMTR	Xometry Inc-a	Stock-Other	0.78%	-0.32%	-10.49%
39	EVTC	Evertec INC	Stock-Other	0.70%	+0.01%	-10.49%
40	DFJ	Wisdomtree Jpn S/c Dvd Fund	ETF-Other	0.68%	+0.06%	-10.49%
41	PYPL	Paypal Holdings INC	Stock-Financials	0.55%	-0.09%	-5.11%
42	BUD	Anheuser-busch Inbev-spn Adr	Stock-Consumer Staples	0.38%	+0.07%	-1.09%
43	LLYVA	Liberty Live Holdings-a	Stock-Other	0.30%	+0.01%	-20.42%
44	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.18%	+0.01%	—
45	WAB	Wabtec CORP	Stock-Industrials	0.08%	+0.01%	-10.63%
46	LLYVK	Liberty Live Holdings-c	Stock-Other	0.04%	+0.01%	-0.85%
47	DNOW	Dnow INC	Stock-Other	0.02%	—	—

Portfolio Performance

Performance for Q3 2026

+1.5%

Performance Last 4 Quarters

+10.5%

Based on 74% of reported portfolio value with available pricing

Stdev: +14.4%
Beta: +0.94
Alpha: -2.7%
Max Drawdown: -13.4%
Annualized Perf: +14.6%
Batting Avg vs S&P: +52.8%
Sortino: +1.88
Stutzer: +0.3
Treynor: +0.16
Sterling: +0.76
Calmar: +1.1
Information Ratio: -0.5
Tracking Error: +7.4%
Stdev Down: +7.8%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +40.5%
Worst 12 Months: +5.5%
Efficiency Ratio: +0.39
Sharpe: +1.02
Stdev Sectors: +11.1%
Skewness: -0.04
Kurtosis: -0.79
Upside Potential: +3.67

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	47	$788.0M	26	1BRK-B 2WFC 3META Top holdings2026-03-31 1.BRK-B 2.WFC 3.META 4.GOOG 5.AXP 6.XOM 7.JPM 8.MA 9.SPXC 10.AYI
2025-12-31	46	$912.7M	13	1BRK-B 2GOOG 3WFC Top holdings2025-12-31 1.BRK-B 2.GOOG 3.WFC 4.AXP 5.META 6.JPM 7.MA 8.AYI 9.ACN 10.SPXC
2025-09-30	47	$914.9M	28	1BRK-B 2META 3WFC Top holdings2025-09-30 1.BRK-B 2.META 3.WFC 4.GOOG 5.AXP 6.JPM 7.MA 8.AYI 9.ACN 10.SPXC
2025-06-30	51	$897.0M	0	1BRK-B 2META 3WFC Top holdings2025-06-30 1.BRK-B 2.META 3.WFC 4.AXP 5.GOOG 6.JPM 7.MA 8.ACN 9.IT 10.KMX
2025-03-31	53	$970.1M	100	1BRK-B 2META 3WFC Top holdings2025-03-31 1.BRK-B 2.META 3.WFC 4.AXP 5.GOOG 6.ACN 7.MA 8.JPM 9.KMX 10.IT
2024-12-31	53	$974.9M	0	1BRK-B 2META 3WFC Top holdings2024-12-31 1.BRK-B 2.META 3.WFC 4.AXP 5.GOOG 6.ACN 7.IT 8.JPM 9.KMX 10.MA
2024-09-30	53	$954.6M	0	1BRK-B 2META 3AXP Top holdings2024-09-30 1.BRK-B 2.META 3.AXP 4.WFC 5.GOOG 6.ACN 7.IT 8.KMX 9.MA 10.JPM
2024-06-30	51	$953.4M	0	1BRK-B 2META 3GOOG Top holdings2024-06-30 1.BRK-B 2.META 3.GOOG 4.WFC 5.AXP 6.ACN 7.IT 8.SPXC 9.AAPL 10.KMX
2024-03-31	52	$1.0B	0	1BRK-B 2META 3AXP Top holdings2024-03-31 1.BRK-B 2.META 3.AXP 4.WFC 5.GOOG 6.ACN 7.KMX 8.IT 9.MA 10.XOM
2023-12-31	52	$894.7M	0	1BRK-B 2META 3AXP Top holdings2023-12-31 1.BRK-B 2.META 3.AXP 4.ACN 5.WFC 6.GOOG 7.IT 8.KMX 9.AAPL 10.MA
2023-09-30	52	$851.8M	0	1BRK-B 2META 3AXP Top holdings2023-09-30 1.BRK-B 2.META 3.AXP 4.ACN 5.WFC 6.GOOG 7.KMX 8.XOM 9.AAPL 10.MA
2023-06-30	47	$1.1B	0	1BRK-B 2META 3AXP Top holdings2023-06-30 1.BRK-B 2.META 3.AXP 4.ACN 5.WFC 6.GOOG 7.KMX 8.IT 9.BAC 10.MA
2023-03-31	44	$973.4M	0	1BRK-B 2GOOG 3AXP Top holdings2023-03-31 1.BRK-B 2.GOOG 3.AXP 4.ACN 5.META 6.WFC 7.BAC 8.IT 9.XOM 10.MA
2022-12-31	46	$991.5M	0	1BRK-B 2GOOG 3AXP Top holdings2022-12-31 1.BRK-B 2.GOOG 3.AXP 4.WFC 5.ACN 6.BAC 7.IT 8.XOM 9.MA 10.AGCO
2022-09-30	47	$918.5M	0	1BRK-B202079k3WFC Top holdings2022-09-30 1.BRK-B 2.02079k 3.WFC 4.AXP 5.ACN 6.BAC 7.IT 8.XOM 9.AAPL 10.MA
2022-06-30	48	$979.8M	0	1BRK-B202079k3ACN Top holdings2022-06-30 1.BRK-B 2.02079k 3.ACN 4.WFC 5.AXP 6.BAC 7.IT 8.KMX 9.MA 10.XOM
2022-03-31	48	$1.2B	0	1BRK-B202079k3AXP Top holdings2022-03-31 1.BRK-B 2.02079k 3.AXP 4.ACN 5.WFC 6.BAC 7.IT 8.AGCO 9.AAPL 10.MA
2021-12-31	48	$1.2B	0	1BRK-B202079k3ACN Top holdings2021-12-31 1.BRK-B 2.02079k 3.ACN 4.BAC 5.WFC 6.IT 7.AXP 8.KMX 9.AAPL 10.MA
2021-09-30	48	$1.2B	0	1BRK-B202079k3BAC Top holdings2021-09-30 1.BRK-B 2.02079k 3.BAC 4.WFC 5.ACN 6.AXP 7.IT 8.KMX 9.MA 10.META
2021-06-30	47	$1.2B	96	1BRK-B202079k3BAC Top holdings2021-06-30 1.BRK-B 2.02079k 3.BAC 4.WFC 5.AXP 6.ACN 7.BABA 8.IT 9.KMX 10.MA
2021-03-31	47	$1.1B	22	1BRK-B202079k3BAC Top holdings2021-03-31 1.BRK-B 2.02079k 3.BAC 4.ACN 5.GM 6.WFC 7.AXP 8.KMX 9.MA 10.AGCO
2020-12-31	50	$1.1B	21	1BRK-B202079k3AAPL Top holdings2020-12-31 1.BRK-B 2.02079k 3.AAPL 4.ACN 5.WFC 6.BAC 7.AXP 8.MA 9.GM 10.KMX
2020-09-30	45	$871.3M	14	1BRK-B202079k3AAPL Top holdings2020-09-30 1.BRK-B 2.02079k 3.AAPL 4.ACN 5.BAC 6.MA 7.AXP 8.GM 9.KMX 10.WFC
2020-06-30	44	$795.4M	24	1BRK-B202079k3ACN Top holdings2020-06-30 1.BRK-B 2.02079k 3.ACN 4.BAC 5.AAPL 6.AXP 7.MA 8.KMX 9.WFC 10.IT
2020-03-31	48	$716.3M	43	1BRK-B202079k3BAC Top holdings2020-03-31 1.BRK-B 2.02079k 3.BAC 4.WFC 5.ACN 6.AXP 7.AAPL 8.MA 9.IT 10.KMX
2019-12-31	48	$1.0B	19	1BRK-B 2WFC 3BAC Top holdings2019-12-31 1.BRK-B 2.WFC 3.BAC 4.AXP 5.02079k 6.ACN 7.AAPL 8.GM 9.MA 10.KMX
2019-09-30	53	$969.9M	11	1BRK-B 2WFC 3BAC Top holdings2019-09-30 1.BRK-B 2.WFC 3.BAC 4.AXP 5.02079k 6.ACN 7.GM 8.KMX 9.MA 10.IT
2019-06-30	54	$957.3M	17	1BRK-B 2WFC 3AXP Top holdings2019-06-30 1.BRK-B 2.WFC 3.AXP 4.BAC 5.ACN 6.02079k 7.GM 8.IT 9.KMX 10.MA
2019-03-31	55	$910.6M	33	1BRK-B 2AXP 3BAC Top holdings2019-03-31 1.BRK-B 2.AXP 3.BAC 4.02079k 5.WFC 6.ACN 7.GM 8.g47791 9.IT 10.MA
2018-12-31	58	$796.5M	23	1BRK-B 2BAC 3AXP Top holdings2018-12-31 1.BRK-B 2.BAC 3.AXP 4.WFC 5.GM 6.ACN 7.g47791 8.IT 9.MA 10.JPM
2018-09-30	61	$941.6M	18	1BRK-B 2BAC 3AXP Top holdings2018-09-30 1.BRK-B 2.BAC 3.AXP 4.ACN 5.IT 6.g47791 7.GM 8.WFC 9.MA 10.JPM
2018-06-30	61	$912.5M	24	1BRK-B 2MA 3BAC Top holdings2018-06-30 1.BRK-B 2.MA 3.BAC 4.AXP 5.GM 6.ACN 7.WFC 8.IT 9.g47791 10.MDREUR
2018-03-31	62	$910.7M	11	1BRK-B 2MA 3BAC Top holdings2018-03-31 1.BRK-B 2.MA 3.BAC 4.AXP 5.ACN 6.WFC 7.GM 8.g47791 9.IT 10.IBM
2017-12-31	64	$917.2M	12	1BRK-B 2BAC 3AXP Top holdings2017-12-31 1.BRK-B 2.BAC 3.AXP 4.MA 5.WFC 6.GM 7.ACN 8.g47791 9.IT 10.AGCO
2017-09-30	65	$887.4M	12	1BRK-B 2MA 3AXP Top holdings2017-09-30 1.BRK-B 2.MA 3.AXP 4.GM 5.WFC 6.BAC 7.ACN 8.g47791 9.IT 10.AGCO
2017-06-30	64	$851.4M	16	1BRK-B 2AXP 3WFC Top holdings2017-06-30 1.BRK-B 2.AXP 3.WFC 4.MA 5.GM 6.g47791 7.BAC 8.ACN 9.IT 10.AGCO
2017-03-31	62	$817.2M	14	1BRK-B 2WFC 3AXP Top holdings2017-03-31 1.BRK-B 2.WFC 3.AXP 4.MA 5.GM 6.BAC 7.ACN 8.g47791 9.AEP 10.AGCO
2016-12-31	63	$808.3M	22	1BRK-B 2WFC 3AXP Top holdings2016-12-31 1.BRK-B 2.WFC 3.AXP 4.GM 5.MA 6.AEP 7.ACN 8.BAC 9.g47791 10.AGCO
2016-09-30	65	$721.2M	13	1BRK-B 2ACN 3MA Top holdings2016-09-30 1.BRK-B 2.ACN 3.MA 4.WFC 5.AXP 6.AEP 7.g47791 8.GM 9.IBM 10.AGCO
2016-06-30	67	$697.2M	13	1BRK-B 2ACN 3WFC Top holdings2016-06-30 1.BRK-B 2.ACN 3.WFC 4.AEP 5.AXP 6.MA 7.g47791 8.IBM 9.GM 10.AGCO
2016-03-31	68	$711.9M	12	1BRK-B 2ACN 3WFC Top holdings2016-03-31 1.BRK-B 2.ACN 3.WFC 4.AEP 5.MA 6.AXP 7.GM 8.g47791 9.AGCO 10.IBM
2015-12-31	69	$720.3M	10	1BRK-B 2ACN 3WFC Top holdings2015-12-31 1.BRK-B 2.ACN 3.WFC 4.AXP 5.MA 6.AEP 7.GM 8.BAC 9.g47791 10.AGCO
2015-09-30	71	$696.7M	18	1BRK-B 2ACN 3WFC Top holdings2015-09-30 1.BRK-B 2.ACN 3.WFC 4.AXP 5.MA 6.AGCO 7.AEP 8.GM 9.BAC 10.IBM
2015-06-30	72	$762.0M	19	1BRK-B 2ACN 3WFC Top holdings2015-06-30 1.BRK-B 2.ACN 3.WFC 4.AXP 5.AGCO 6.MA 7.EBAY 8.AEP 9.GM 10.g47791
2015-03-31	66	$712.3M	15	1BRK-B 2ACN 3WFC Top holdings2015-03-31 1.BRK-B 2.ACN 3.WFC 4.AXP 5.GM 6.MA 7.EBAY 8.g47791 9.AEP 10.AGCO
2014-12-31	65	$737.7M	11	1BRK-B 2AXP 3ACN Top holdings2014-12-31 1.BRK-B 2.AXP 3.ACN 4.WFC 5.EBAY 6.MA 7.GM 8.AEP 9.g47791 10.BAC
2014-09-30	63	$716.4M	11	1BRK-B 2AXP 3WFC Top holdings2014-09-30 1.BRK-B 2.AXP 3.WFC 4.ACN 5.EBAY 6.AEP 7.GM 8.MA 9.BAC 10.NOVEUR
2014-06-30	63	$693.1M	11	1BRK-B 2AXP 3WFC Top holdings2014-06-30 1.BRK-B 2.AXP 3.WFC 4.ACN 5.GM 6.AEP 7.NOVEUR 8.g47791 9.MA 10.EBAY
2014-03-31	65	$701.1M	24	1BRK-B 2AXP 3WFC Top holdings2014-03-31 1.BRK-B 2.AXP 3.WFC 4.ACN 5.GM 6.EBAY 7.AEP 8.BAC 9.MA 10.g47791
2013-12-31	65	$712.1M	13	1BRK-B 2AXP 3ACN Top holdings2013-12-31 1.BRK-B 2.AXP 3.ACN 4.WFC 5.GM 6.AEP 7.MA 8.EBAY 9.g47791 10.26483E
2013-09-30	66	$659.0M	22	1BRK-B 2AXP 3ACN Top holdings2013-09-30 1.BRK-B 2.AXP 3.ACN 4.WFC 5.GM 6.EBAY 7.g47791 8.AEP 9.MA 10.BAC
2013-06-30	64	$622.4M	0	1BRK-B 2AXP 3ACN Top holdings2013-06-30 1.BRK-B 2.AXP 3.ACN 4.WFC 5.GM 6.EBAY 7.AEP 8.g47791 9.JNJ 10.MA

Holding changes this quarter

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
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	XOM	Exxon Mobil CORP	+1.5%	-6.69%	Trim
2	OXY	Occidental Petroleum CORP	+0.8%	-10.12%	Trim
3	PSX	Phillips 66	+0.8%	-3.10%	Trim
4	VZ	Verizon Communications INC	+0.6%	-6.58%	Trim
5	SLB	Slb LTD	+0.5%	-6.31%	Trim
6	AGCO	Agco CORP	+0.4%	-7.28%	Trim
7	PFE	Pfizer INC	+0.3%	-7.00%	Trim
8	KO	Coca-cola Co/the	+0.2%	-11.61%	Trim
9	ST	Sensata Technologies Holding plc	+0.2%	-12.67%	Trim
10	SPXC	Spx Technologies INC	+0.1%	-9.44%	Trim
11	SCHF	Schwab Intl Equity ETF	+0.1%	-10.49%	Trim
12	L	Loews CORP	+0.1%	-10.64%	Trim
13	VWO	Vanguard Ftse Emerging Marke	+0.1%	-10.49%	Trim
14	BUD	Anheuser-busch Inbev-spn Adr	+0.1%	-1.09%	Trim
15	DFJ	Wisdomtree Jpn S/c Dvd Fund	+0.1%	-10.49%	Trim
16	EVTC	Evertec INC	0%	-10.49%	Trim
17	LLYVA	Liberty Live Holdings-a	0%	-20.42%	Trim
18	BRK-A	Berkshire Hathaway Inc-cl A	0%	—	Unchanged
19	LLYVK	Liberty Live Holdings-c	0%	-0.85%	Trim
20	WAB	Wabtec CORP	0%	-10.63%	Trim
21	DNOW	Dnow INC	—	—	Unchanged
22	ALLE	Allegion plc	0%	-6.17%	Trim
23	FWONK	Liberty Media Corp-formula-c	0%	-0.93%	Trim
24	ICE	Intercontinental Exchange In	0%	-12.98%	Trim
25	JPM	Jpmorgan Chase & Co	-0.1%	-6.63%	Trim
26	GNTX	Gentex CORP	-0.1%	-10.70%	Trim
27	LUV	Southwest Airlines Co	-0.1%	-10.54%	Trim
28	COR	Cencora INC	-0.1%	-13.55%	Trim
29	PYPL	Paypal Holdings INC	-0.1%	-5.11%	Trim
30	DG	Dollar General CORP	-0.1%	-10.85%	Trim
31	MSFT	Microsoft CORP	-0.1%	+0.05%	Add
32	FISV	Fiserv INC	-0.2%	-10.76%	Trim
33	BRK-B	Berkshire Hathaway Inc-cl B	-0.2%	-10.68%	Trim
34	✓		-0.2%	-10.61%	Trim
35	CTSH	Cognizant Tech Solutions-a	-0.3%	-9.30%	Trim
36	XMTR	Xometry Inc-a	-0.3%	-10.49%	Trim
37	MA	Mastercard INC - A	-0.4%	-11.19%	Trim
38	MCK	Mckesson CORP	-0.4%	-32.06%	Trim
39	AYI	Acuity INC	-0.5%	-7.33%	Trim
40	IT	Gartner INC	-0.6%	-8.63%	Trim
41	ACN	Accenture plc	-0.7%	-10.20%	Trim
42	META	Meta Platforms Inc-class A	-0.7%	-11.55%	Trim
43	AXP	American Express Co	-1%	-9.99%	Trim
44	WFC	Wells Fargo & Co	-1%	-12.41%	Trim
45	GOOG	Alphabet Inc-cl C	-2.1%	-31.34%	Trim
46	CHTR	Charter Communications Inc-a	—	NEW	New buy
47	AMZN	Amazon.com INC	—	NEW	New buy
48	IBM	Intl Business Machines CORP	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-14	13F-HR	View on EDGAR
2025-12-31	2026-02-12	13F-HR	View on EDGAR
2025-09-30	2025-11-13	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-14	13F-HR	View on EDGAR
2024-12-31	2025-02-13	13F-HR	View on EDGAR
2024-09-30	2024-11-13	13F-HR	View on EDGAR
2024-06-30	2024-08-13	13F-HR	View on EDGAR
2024-03-31	2024-05-14	13F-HR	View on EDGAR
2023-12-31	2024-02-13	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-12	13F-HR	View on EDGAR
2022-12-31	2023-02-09	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-13	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR
2019-09-30	2019-11-13	13F-HR	View on EDGAR
2019-06-30	2019-08-13	13F-HR	View on EDGAR
2019-03-31	2019-05-13	13F-HR	View on EDGAR
2018-12-31	2019-02-12	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-05-15	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR
2017-09-30	2017-11-14	13F-HR	View on EDGAR
2017-06-30	2017-08-14	13F-HR	View on EDGAR
2017-03-31	2017-05-12	13F-HR	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-15	13F-HR	View on EDGAR
2016-03-31	2016-05-13	13F-HR	View on EDGAR
2015-12-31	2016-02-17	13F-HR	View on EDGAR
2015-09-30	2015-11-12	13F-HR	View on EDGAR
2015-06-30	2015-08-11	13F-HR	View on EDGAR
2015-03-31	2015-05-05	13F-HR	View on EDGAR
2014-12-31	2015-02-09	13F-HR	View on EDGAR
2014-09-30	2014-11-17	13F-HR	View on EDGAR
2014-06-30	2014-08-12	13F-HR	View on EDGAR
2014-03-31	2014-05-14	13F-HR	View on EDGAR
2013-12-31	2014-02-14	13F-HR	View on EDGAR
2013-09-30	2013-11-15	13F-HR	View on EDGAR
2013-06-30	2013-08-14	13F-HR	View on EDGAR