SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Long book
$788.0M
Q1 2026
Positions
47
Top-10 weight
54%
concentration
Last quarter
+5.1%
SPY +14.8%
Turnover
6%
of book per quarter
Strategy in plain words
auto-generated from filingsSCHWERIN BOYLE CAPITAL MANAGEMENT INC is a concentrated fundamental stock-picker, running a $788.0M US long book across 47 positions.
The portfolio is concentrated: the top 10 names carry 54% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: BERKSHIRE HATHAWAY INC-CL B, WELLS FARGO & CO, META PLATFORMS INC-CLASS A, ALPHABET INC-CL C, AMERICAN EXPRESS CO.
Over the last 9 quarters its long book ran on average 2.2pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-1.1%
Q2 2024
+6.8%
Q3 2024
+2.3%
Q4 2024
+0.7%
Q1 2025
+4.9%
Q2 2025
+3.4%
Q3 2025
+3.0%
Q4 2025
-5.0%
Q1 2026
+5.1%
Sector allocation
Financials 34%
Technology 17%
Industrials 12%
Services media 11%
Energy 11%
Communications 5%
Consumer discretionary 5%
Healthcare 2%
Long book by quarter
What does SCHWERIN BOYLE own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 215.4K | $103.2M | 13.1% | -10.7% |
| WFC WELLS FARGO & CO | Financials | 649.3K | $51.7M | 6.6% | -12.4% |
| META META PLATFORMS INC-CLASS A | Technology | 78.4K | $44.8M | 5.7% | -11.6% |
| GOOG ALPHABET INC-CL C | Technology | 152.4K | $43.7M | 5.5% | -31.3% |
| AXP AMERICAN EXPRESS CO | Financials | 143.4K | $43.4M | 5.5% | -10.0% |
| XOM EXXON MOBIL CORP | Energy | 201.2K | $34.1M | 4.3% | -6.7% |
| JPM JPMORGAN CHASE & CO | Financials | 111.6K | $32.8M | 4.2% | -6.6% |
| MA MASTERCARD INC - A | Services media | 49.5K | $24.7M | 3.1% | -11.2% |
| SPXC SPX TECHNOLOGIES INC | Industrials | 120.0K | $24.0M | 3.0% | -9.4% |
| AYI ACUITY INC | Industrials | 74.1K | $20.8M | 2.6% | -7.3% |
| ST SENSATA TECHNOLOGIES HOLDING | Technology | 587.6K | $20.7M | 2.6% | -12.7% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 372.6K | $18.7M | 2.4% | -6.6% |
| ACN ACCENTURE PLC-CL A | Services media | 91.4K | $18.1M | 2.3% | -10.2% |
| AGCO AGCO CORP | Industrials | 150.3K | $17.4M | 2.2% | -7.3% |
| L LOEWS CORP | Financials | 158.6K | $16.9M | 2.1% | -10.6% |
| PSX PHILLIPS 66 | Energy | 91.6K | $16.7M | 2.1% | -3.1% |
| OXY OCCIDENTAL PETROLEUM CORP | Energy | 246.6K | $16.0M | 2.0% | -10.1% |
| CHTR CHARTER COMMUNICATIONS INC-A | Communications | 74.1K | $16.0M | 2.0% | New |
| PFE PFIZER INC | Healthcare | 543.8K | $15.3M | 1.9% | -7.0% |
| KO COCA-COLA CO/THE | Consumer staples | 194.7K | $14.8M | 1.9% | -11.6% |
| MCK MCKESSON CORP | Consumer discretionary | 16.0K | $13.8M | 1.8% | -32.1% |
| GNTX GENTEX CORP | Industrials | 621.3K | $13.6M | 1.7% | -10.7% |
| SLB SLB LTD | Energy | 258.0K | $13.3M | 1.7% | -6.3% |
| ALLE ALLEGION PLC | Services media | 64.1K | $9.3M | 1.2% | -6.2% |
| IT GARTNER INC | Services media | 58.5K | $9.3M | 1.2% | -8.6% |
| DG DOLLAR GENERAL CORP | Consumer discretionary | 76.0K | $9.0M | 1.1% | -10.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 43.1K | $9.0M | 1.1% | New |
| CTSH COGNIZANT TECH SOLUTIONS-A | Technology | 134.0K | $8.2M | 1.0% | -9.3% |
| FISV FISERV INC | Services media | 141.7K | $7.9M | 1.0% | -10.8% |
| COR CENCORA INC | Consumer discretionary | 23.5K | $7.4M | 0.9% | -13.5% |
| ICE INTERCONTINENTAL EXCHANGE IN | Financials | 46.1K | $7.3M | 0.9% | -13.0% |
| LUV SOUTHWEST AIRLINES CO | Industrials | 183.9K | $6.9M | 0.9% | -10.5% |
| MSFT MICROSOFT CORP | Technology | 18.4K | $6.8M | 0.9% | +0.1% |
| AEBI AEBI SCHMIDT HOLDING AG | Industrials | 692.0K | $6.7M | 0.9% | -10.6% |
| FWONK LIBERTY MEDIA CORP-FORMULA-C | Communications | 74.3K | $6.3M | 0.8% | -0.9% |
| XMTR XOMETRY INC-A | Services media | 151.1K | $6.2M | 0.8% | -10.5% |
| EVTC EVERTEC INC | Technology | 194.7K | $5.5M | 0.7% | -10.5% |
| PYPL PAYPAL HOLDINGS INC | Services media | 95.3K | $4.3M | 0.5% | -5.1% |
| LLYVA LIBERTY LIVE HOLDINGS-A | Services media | 25.9K | $2.4M | 0.3% | -20.4% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 2 | $1.4M | 0.2% | Held |
| WAB WABTEC CORP | Industrials | 2.7K | $668K | 0.1% | -10.6% |
| LLYVK LIBERTY LIVE HOLDINGS-C | Services media | 3.4K | $320K | 0.0% | -0.8% |
| DNOW DNOW INC | Industrials | 12.7K | $151K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 47 | $788.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 46 | $912.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 47 | $914.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 51 | $897.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 53 | $970.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 53 | $974.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 53 | $954.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 51 | $953.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 52 | $1.01B | canonical | SEC ↗ |
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