§ 13F · FUND PROFILE
SCHWERIN BOYLE CAPITAL MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $915M (13F)Positions · 47Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATH B | 215K | $103M | 13.1% | −11% |
| 2 | WFC | WELLS FARGO | 649K | $52M | 6.6% | −12% |
| 3 | META | META PLATFORMS | 78K | $45M | 5.7% | −12% |
| 4 | GOOG | ALPHABET, INC | 152K | $44M | 5.5% | −31% |
| 5 | AXP | AMER EXPRESS | 143K | $43M | 5.5% | −10% |
| 6 | XOM | EXXON MOBIL | 201K | $34M | 4.3% | −7% |
| 7 | JPM | JP MORGAN CHASE | 112K | $33M | 4.2% | −7% |
| 8 | MA | MASTERCARD INC | 50K | $25M | 3.1% | −11% |
| 9 | SPXC | SPX TECH. INC. | 120K | $24M | 3.0% | −9% |
| 10 | AYI | ACUITY INC. | 74K | $21M | 2.6% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCHWERIN SIGNAL
AC read
SCHWERIN BOYLE CAPITAL MANAGEMENT INC is a Other fund managing $915 million in assets. The fund runs a portfolio of 47 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed