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SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Q1 2026 · Filed 2026-02-12
Market Value
$0
-100.0%
Holdings
43
-3
New Purchases
0
Added To
0
Closed
43
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 13 $0 0%
Large Cap 21 $0 0%
Mid Cap 6 $0 0%
Small Cap 3 $0 0%

Portfolio Analytics

Avg Market Cap
$368.5B
Median Market Cap
$63.9B
Avg P/E
22.4
Median P/E
19.1
Avg Dividend Yield
0.01%
Avg Beta
0.82
# Stocks
40
# ETFs / Funds
3

Top Holdings (43 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AXP —% -$59M -159,329 -100.0% SOLD
2 SPXC —% -$26M -132,450 -100.0% SOLD
3 BRK-A —% -$2M -2 -100.0% SOLD
4 AGCO —% -$17M -162,139 -100.0% SOLD
5 XOM —% -$26M -215,592 -100.0% SOLD
6 ALLE —% -$11M -68,340 -100.0% SOLD
7 PSX —% -$12M -94,491 -100.0% SOLD
8 DNOW —% -$168K -12,684 -100.0% SOLD
9 EVTC —% -$6M -217,550 -100.0% SOLD
10 ICE —% -$9M -52,975 -100.0% SOLD
11 AYI —% -$29M -79,918 -100.0% SOLD
12 FI —% -$11M -158,800 -100.0% SOLD
13 ACN —% -$27M -101,784 -100.0% SOLD
14 KO —% -$15M -220,250 -100.0% SOLD
15 VZ —% -$16M -398,864 -100.0% SOLD
16 LUV —% -$8M -205,600 -100.0% SOLD
17 PFE —% -$15M -584,768 -100.0% SOLD
18 IBM —% -$222K -750 -100.0% SOLD
19 DG —% -$11M -85,201 -100.0% SOLD
20 JPM —% -$39M -119,543 -100.0% SOLD
21 SLB —% -$11M -275,345 -100.0% SOLD
22 MCK —% -$19M -23,550 -100.0% SOLD
23 MA —% -$32M -55,750 -100.0% SOLD
24 OXY —% -$11M -274,388 -100.0% SOLD
25 BUD —% -$3M -43,727 -100.0% SOLD
26 ST —% -$22M -672,875 -100.0% SOLD
27 IT —% -$16M -64,001 -100.0% SOLD
28 WAB —% -$639K -2,992 -100.0% SOLD
29 L —% -$19M -177,451 -100.0% SOLD
30 GNTX —% -$16M -695,718 -100.0% SOLD
31 CTSH —% -$12M -147,705 -100.0% SOLD
32 LLYVA —% -$3M -32,567 -100.0% SOLD
33 META —% -$58M -88,617 -100.0% SOLD
34 GOOG —% -$70M -222,044 -100.0% SOLD
35 MSFT —% -$9M -18,400 -100.0% SOLD
36 VWO —% -$16M -296,020 -100.0% SOLD
37 XMTR —% -$10M -168,840 -100.0% SOLD
38 PYPL —% -$6M -100,388 -100.0% SOLD
39 SCHF —% -$17M -706,500 -100.0% SOLD
40 BRK-B —% -$121M -241,158 -100.0% SOLD
41 WFC —% -$69M -741,252 -100.0% SOLD
42 DFJ —% -$6M -58,470 -100.0% SOLD
43 ABC —% -$9M -27,225 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ACN —%
BRK-A —%
AGCO —%
XOM —%
ALLE —%
PSX —%
DNOW —%
EVTC —%
ICE —%
AYI —%
AXP —%
SPXC —%
KO —%
VZ —%
LUV —%
View SEC EDGAR Filings for SCHWERIN BOYLE CAPITAL MANAGEMENT INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms